As many of you know, I follow the lithium story quite closely, reporting straight to you any juicy broker research that comes past my desk, as well as publishing regular technical analysis on ASX lithium stocks and lithium minerals via my regular ChartWatch updates.
Over the last few weeks, I have observed tentative signs that price action and volume in key lithium mineral markets have been improving. Well, to be more specific – they haven't been getting exponentially worse – which has been the general trend for around 18 months now. Lithium bulls know exactly what I'm talking about.
"Bottomed out". That's as far as I went in an article I wrote earlier in the week about lithium minerals technicals, as well as reviewing local lithium stocks and broker ratings post-September quarterlies. By pure coincidence, the benchmark January 2025 lithium carbonate contract spiked shortly after I published, and as other key lithium mineral benchmarks have followed through the week, my call is looking somewhat prophetic for now.
If lithium minerals prices have indeed bottomed out, then it makes sense to begin scraping the barrel of long term downtrends in the sector for any signs of life. To help point me in the right direction, I asked my loyal X/Twitter followers for their top global lithium picks.
I ended up with 33 in total, which I provide analysis for in the video below. I'll also provide my latest views on lithium minerals prices, and the key technical factors still required to confirm a new bull market in lithium has begun.
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