Lithium price, ASX lithium stocks, global lithium stocks — the bull is back, so what's moving the most now?

Lithium has always been a boom–bust market, defined by sharp demand surges followed by equally aggressive supply responses. The last cycle saw prices rocket as electric vehicle adoption accelerated, only to collapse under the weight of oversupply, falling margins, and waning investor confidence. For many, it was a painful reminder that timing — not just the thematic — is everything in lithium.

Now, the backdrop is shifting again. A sharp rally in crude oil prices following the Middle East conflict is reigniting interest in electric vehicles and Battery Energy Storage Systems, triggering what may prove to be a meaningful turn in lithium demand — and sentiment.

In this edition of ChartWatch Markets, we examine whether a new lithium up-cycle is taking hold, whether it has the strength to push share prices higher, and how investors might think about allocating capital in a market that rarely forgives poor positioning.

Click the "Watch on YouTube" button in the player above, or go to our YouTube page, to check out our other fantastic technical analysis videos when you're done with this one!

If you love this content, then I hope you can join me next Wednesday, 2 April, at 12:00pm AEDT for my next ChartWatch *LIVE* Webinar. Be sure to bring an open mind about investing plus two of your favourite ASX stocks for me to analyse!

Here's what I covered in today's ChartWatch Markets video on lithium (click links to jump to a segment of the video 📺!)

• 00:00 Introduction

• 01:15 LITHIUM COMMODITY PRICES The cyclic nature of the lithium market

• 04:00 GFEX Lithium Carbonate Futures

• 09:15 Australian Spot Spodumene Concentrates

• 10:00 ASX LITHIUM STOCKS PLS Group (PLS)

• 14:30 Mineral Resources (MIN)

• 15:30 IGO (IGO)

• 16:00 Liontown (LTR)

• 16:45 Develop Global (DVP)

• 17:05 Vulcan Energy Resources (VUL)

• 17:25 Elevra Lithium (ELV)

• 17:45 Core Lithium (CXO)

• 18:10 Global X Battery Tech & Lithium ETF (ACDC) and Galan Lithium (GLN)

• 18:40 Wildcat Resources (WC8)

• 19:00 Ioneer (INR)

• 19:20 European Lithium (EUR) and Atlantic Lithium (A11)

• 19:40 Lake Resources (LKE)

• 20:00 Delta Lithium (DLI) and Global Lithium Resources (GL1)

• 20:30 Argosy Minerals (AGY) and Winsome Resources (WR1)

• 21:00 PMET Resources (PMT)

• 21:40 INTERNATIONAL LITHIUM STOCKS Contemporary Amperex Technology Co. Limited (CATL) (SZSE: 300750)

• 22:30 Ganfeng Lithium Group (HKEX: 1772)

• 23:00 Tianqi Lithium Corp. (HKEX: 9696)

• 23:45 Albermarle (NYSE: ALB)

• 24:25 Lithium America Corp. (NYSE: LAC)

• 24:55 Global X Lithium & Battery Tech ETF (NYSE: LIT)

• 25:25 Sociedad Quimica y Minera S.A. (NYSE: SQM)

• 26:00 How to get Carl's Trend Ribbons

• 26:30 Signoff & Disclaimer