Distributed on behalf of NOA Lithium Brines Inc.
Global lithium demand is expected to grow another 16% year over year in 2026, according to JPMorgan Global Research. As noted by the firm, “58% of this incremental demand is projected to come from electric vehicles (EVs), while 30% will come from ESS; this is expected to grow to 36% by 2030. As the demand for green energy solutions increases, the demand for lithium will rise accordingly, leading to a potential market deficit.” All of which is a substantial catalyst for lithium stocks such as NOA Lithium Brines Inc. (TSX-V: NOAL), Albemarle (NYSE: ALB), Sociedad Quimica y Minera de Chile (NYSE: SQM), Sigma Lithium (NASDAQ: SGML) (TSXV: SGML), and Standard Lithium (NYSE: SLI) (TSXV: SLI).
In addition, Morgan Stanley forecasts a deficit of 80,000 metric tons of lithium carbonate for the year. UBS says we could see a deficit of 22,000 tons, compared with an expected surplus of 61,000 tons in 2025, as noted by Mining.com. In fact, with that issue, UBS raised its price target by about 47% across spodumene, carbonate, and hydroxide, which represents the firm’s tighter forecast for the lithium market.
Also, according to analysts at Canaccord, the global lithium market could enter a deficit as a lack of mine investment weighs on supply. “This deficit, they added, could last until 2035. Even if rising lithium prices through 2027-28 could ignite a supply response, that would still fall short of their demand growth forecasts,” as reported by Mining.com.
Look at NOA Lithium Brines Inc. (TSXV: NOAL), For Example.
NOA Lithium Brines Inc. (TSXV: NOAL) announced it has agreed to a strategic collaboration framework with Hidrotec S.A., one of Argentina’s leading and most experienced drilling contractors in the lithium brine sector.
Under the collaboration, NOA expects to benefit from enhanced access to top quality drilling experience and equipment, with operational support for its planned work programs in Argentina. The collaboration is expected to commence with the first two rotary wells previously announced for NOA’s flagship Rio Grande Project in Salta Province, Argentina. NOA and Hidrotec will operate under a transparent cost framework designed to support efficient execution of NOA’s field activities. The parties may also explore additional forms of collaboration, including potential commercial participation, subject to further discussions and applicable approvals.
Hidrotec has been the strategic contractor for prolific lithium brine exploration and production projects in Argentina. Backed by more than 13 years of operational excellence, Hidrotec stands as the preeminent drilling contractor in northern Argentina. NOA views Hidrotec’s extensive experience as a critical differentiator that enhances the contractor's technical capabilities and positions it to successfully execute the most demanding drilling operations.
NOA’s Chief Executive Officer Gabriel Rubacha states: “Formalizing this collaboration with Hidrotec is an important step in strengthening our execution capacity in Argentina. We have worked successfully with Hidrotec since the early stages of the Company, and we believe their experience and access to equipment will provide additional flexibility as we advance our 2026 program at Rio Grande, including the currently planned rotary wells. We look forward to continuing to work together as we progress key technical work streams toward the Preliminary Feasibility Study. Hidrotec and Emiliano’s commitment to NOA is a clear demonstration of the potential of the Rio Grande project, the Company, and their confidence in management.”
Hidrotec’s President Emiliano Gomez Martinez states: “We are pleased to formalize a collaboration with NOA and support the Company’s 2026 program at Rio Grande. NOA has assembled a compelling lithium brine project portfolio, becoming one of the most promising companies in the actual market and we look forward to contributing our drilling capabilities and operational experience to help advance the project’s next phase of work. We are deliberate in our choice of clients and operations, guided by an unwavering commitment to responsibility and integrity, values that define our reputation as a trusted partner in this industry.”
Other related developments from around the markets include:
Albemarle announced that it declared a quarterly common stock dividend of $0.405 per share. The dividend, which has an annualized rate of $1.62, is payable July 1, 2026, to shareholders of record at the close of business as of June 12, 2026. In addition, the company announced its results for the first quarter. "Albemarle had a strong start to 2026, with net sales and adjusted EBITDA up year over year. Higher pricing and volumes in Energy Storage and Specialties, along with continued cost and productivity actions, were the key contributors to our results," said Kent Masters, Chairman and CEO. "We also took advantage of our successful cash and portfolio management actions to pay down debt in the quarter, further strengthening our balance sheet and financial flexibility. As the global operating environment remains uncertain, we are focused on the things within our control, including operational excellence, cost and productivity discipline, and cash generation, to enable long-term volume and earnings growth."
Sociedad Quimica y Minera de Chile will pay a dividend equivalent to $1.02952 per share. The payment of this dividend will be made to the shareholders, either in person or through their duly authorized representatives, as from 9:00 a.m. on May 14, 2026. The shareholders of the Company who are recorded in the respective register as of the fifth prior to the payment date shall be entitled to receive the aforementioned dividend.
Sigma Lithium, a leading global lithium producer dedicated to powering the next generation of electric batteries with socially and environmentally sustainable lithium concentrate, announces today that it will release its first quarter 2026 earnings results before the market opens on Friday, May 15, 2026. The Company will hold a conference call to discuss its first quarter 2026 earnings results shortly after, on Friday, May 15, 2026, at 8:30 a.m. EST. Access to the call will be available via webcast. A link to the webcast can be found on Sigma Lithium’s website.
Standard Lithium, a leading near-commercial lithium company, today announced its financial and operating results for the three-month period ended March 31, 2026. “We had an active first quarter and year to date as we continue to advance important milestones and deliverables for the Company,” said David Park, Chief Executive Officer and Director of Standard Lithium. “We signed our first binding commercial offtake agreement with Trafigura, covering over 40% of total targeted offtake commitments for the SWA Project. We also achieved major operational milestones at our Demonstration Plant in Arkansas, which has been critical in supporting the scalability and de-risking of our selected process technology, and strengthening our first mover advantage in the Smackover Formation. We have been working diligently to advance the remaining workstreams required prior to a Final Investment Decision and have made meaningful progress on all fronts. We will provide updates as we conclude this work and our plan for 2026 remains to approve FID and begin construction at the SWA Project. We will also look to continue to improve the definition of our position and expand our leasehold footprint in East Texas.”
Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for NOA Lithium Brines by NOA Lithium Brines. We own ZERO shares of NOA Lithium Brines. Please click here for full disclaimer.
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