Key insights
- An escalation of conflict between the US and Iran could worsen the global energy crisis, potentially driving increased demand for electric vehicles and, consequently, lithium. This scenario presents a bullish outlook for lithium stocks like ALB, potentially initiating a new super-cycle as consumers seek alternatives to traditional gasoline vehicles amid supply disruptions and price hikes.
If the US - Iran war continues another few weeks the energy crisis will likely worsen. Interest in people replacing their ICE vehicles with EV's is likely to increase. This should give Lithium stocks a shot in the arm. Lithium stocks have been recovering but this may be just the start of another super-cycle. Long ALB.
long lines at gas stations have emerged in several countries, in March 2026, due to panic-buying, price hikes, and supply disruptions Countries already affected by queues or rationing include China, Slovenia, India and Sri Lanka.