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[Morning Watchlist]

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-------------------------

LITHIUM’S SUPPLY CRUNCH IS COMING — INVESTORS SHOULD PAY ATTENTION

Lithium remains one of the most strategically important commodities in
the global economy. It sits at the center of
electrification—powering electric vehicles, enabling grid-scale
battery storage, and supporting the broader buildout of renewable
energy infrastructure. When lithium is abundant and cheap, the market
tends to forget how critical it is. When supply tightens, the story
can shift quickly.

That’s why the current setup is worth watching.

After a period of oversupply and depressed pricing, the lithium market
is increasingly being framed around a return to tighter conditions.
Mine expansions have been delayed, higher-cost operations have been
curtailed, and capital discipline has crept back into the sector—at
the same time that demand catalysts beyond EVs are becoming more
visible.

-------------------------

THE DEMAND STORY IS BROADENING BEYOND EVS

Electric vehicles remain the marquee growth engine, but the demand mix
is evolving. One of the most important incremental drivers heading
into 2026 is STATIONARY ENERGY STORAGE—utility-scale and commercial
battery systems that help stabilize grids, store renewable power, and
support increasingly stressed electricity networks.

A Reuters report published in early January highlighted that the boom
in battery storage is strengthening the lithium demand outlook for
2026, after the industry struggled through oversupply. The same
reporting flagged how structural drivers (including grid needs and
data-center growth) are contributing to improved demand expectations.

Benchmark Mineral Intelligence commentary (as summarized by Nasdaq)
also emphasized that energy storage is emerging as a fast-growing
pillar of battery demand and is a key theme shaping the lithium market
going into 2026.

This matters because energy storage demand can scale quickly. Projects
can be deployed in large blocks, and the economics increasingly work
in regions trying to harden grids and integrate renewables. When
storage becomes a major driver alongside EVs, the market’s prior
“oversupply” assumptions can break down faster than expected.

SUPPLY DISCIPLINE IS BECOMING A BIGGER VARIABLE

On the supply side, the industry has been moving in the opposite
direction: slower growth.

Lower prices over the last cycle discouraged new projects and slowed
expansions. At the same time, lithium projects tend to have long
development timelines, and many require significant capital. When
pricing softens, marginal producers pull back first—reducing future
supply growth.

That combination—demand improving while supply becomes more
cautious—is why more analysts are discussing a potential
surplus-to-deficit transition beginning in 2026. The core claim in the
draft (that 2026 could be an inflection year where demand outpaces new
supply) aligns with the type of outlook being discussed in market
commentary.

None of this guarantees a straight line higher. Commodity markets
rarely move that way. But when the cycle turns, the “repricing”
can happen quickly—especially in a commodity as central to
electrification as lithium.

-------------------------

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-------------------------

THREE WAYS TO GAIN EXPOSURE

COMPANY: ALBEMARLE CORPORATION (SYM: ALB)
THE LARGE-SCALE “CORE” LITHIUM PRODUCER GAINING BULLISH ANALYST
SUPPORT

Among lithium equities, Albemarle is often treated as a bellwether. It
is one of the best-known, most established producers, and it tends to
reflect broader expectations for lithium pricing, supply tightness,
and demand durability.

Recently, the stock has attracted renewed attention from Wall Street
as lithium pricing improved off lows and analysts began
re-underwriting the cycle.

*
Deutsche Bank upgraded Albemarle from Hold to Buy and raised its price
target to $185 (from $125), pointing to a more constructive lithium
outlook.

*
Baird upgraded Albemarle to Outperform and raised its price target
to $210 (from $113), citing strengthening lithium prices and a
favorable view tied to energy storage demand.

Barron’s also covered the Baird move, highlighting the role of
stationary energy storage in improving expectations and noting that
the stock had already rebounded meaningfully with lithium prices.

WHY THAT MATTERS: upgrades after a cycle trough often signal that
analysts believe the pricing environment is improving enough to change
earnings power—not just sentiment.

WHAT TO WATCH GOING FORWARD: lithium price durability, capital
discipline across global supply, and whether energy storage remains a
meaningful incremental demand driver through 2026 (as the Reuters
reporting suggests).

-------------------------

_Huge Alerts_

ATCX MAKES ITS NASDAQ DEBUT AS CRITICAL MINERALS BECOME A NATIONAL
PRIORITY! [[link removed]]

[ATCX] [[link removed]]

JUST LISTED ON NASDAQ: ATLAS CRITICAL MINERALS (NASDAQ: ATCX) ALIGNS
WITH U.S. DEFENSE, CLEAN ENERGY, AND THE URGENT BREAK AWAY FROM
CHINA’S MINERAL MONOPOLY!

From fighter jets and submarines to EVs and renewable energy grids,
critical minerals are the hidden backbone of modern power—and
China’s dominance has become a strategic liability. With export
controls tightening and geopolitical tensions rising, THE U.S.
GOVERNMENT HAS MADE CRITICAL MINERALS A NATIONAL SECURITY PRIORITY.

President Trump’s administration is backing that stance with real
action, including massive Pentagon investments and long-term price
guarantees that are reshaping the economics of the entire sector. In a
market scrambling for credible alternatives to China’s control of
critical minerals. 

ATLAS CRITICAL MINERALS (NASDAQ: ATCX) distinguishes itself with A
MASSIVE BRAZILIAN ASSET BASE, ADVANCED RARE EARTH PROJECTS, AND DIRECT
ALIGNMENT WITH SHIFTING U.S. POLICY PRIORITIES.

Atlas Critical Minerals (NASDAQ: ATCX), now trading on the Nasdaq, is
emerging as a compelling beneficiary of this shift. With Brazil-based
assets covering rare earths, titanium, graphite, uranium, and iron
ore, ATCX offers diversification, scale, and geopolitical neutrality
at a time when markets are rewarding credible alternatives to China. 

Early revenue from iron ore production, advanced exploration results,
and an experienced leadership team give Atlas momentum as demand
accelerates across defense, clean energy, and advanced manufacturing.

DISCOVER WHY ATCX IS BECOMING A SERIOUS CONTENDER IN THE GLOBAL RACE
FOR CRITICAL MINERALS [[link removed]]

-------------------------

ETF: AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (SYM: BATT)
THE DIVERSIFIED “BATTERY ECOSYSTEM” APPROACH

Not every investor wants single-name lithium risk. A diversified ETF
can reduce company-specific execution risk while maintaining exposure
to the broader theme.

ETF: Amplify Lithium & Battery Technology ETF (SYM: BATT)
Broad exposure across battery metals, materials, storage, and EV
linkages

BATT is positioned as a portfolio tied to lithium battery technology
across the value chain, including battery storage solutions, battery
metals/materials, and electric vehicles.

That structure can be useful in a market where the “winner” might
not be a single miner. In some cycles, battery manufacturers
outperform; in others, upstream producers capture the biggest upside;
and in others, downstream EV-linked names dominate.

The tradeoff is that BATT’s performance can be influenced by
non-lithium factors (EV multiples, broader equity risk appetite, and
general tech cyclicality). Still, for a thematic allocation, it
provides breadth.

For investors who want a lithium-and-batteries “basket” rather
than a single producer, this is one way to express that view.

ETF: GLOBAL X LITHIUM & BATTERY TECH ETF (SYM: LIT)
THE WELL-KNOWN “FULL VALUE CHAIN” LITHIUM VEHICLE

LIT is one of the most widely recognized lithium-themed ETFs. Global X
describes it as tracking the Solactive Global Lithium Index and
offering exposure across the lithium and battery value chain.

LIT is often used as a broad proxy for the lithium theme because it
includes exposure spanning:

*
upstream producers and refiners, and

*
downstream battery and EV-related companies.

As with BATT, this diversification can be helpful when the theme is
right but the “best single stock” is unclear. The cost is that the
ETF can behave differently than pure lithium miners during certain
market regimes.

-------------------------

_Market Tactic_

THE U.S. ARMY AND AIR FORCE HAVE A NEW DRONE SUPPLIER
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As America strengthens its defenses at home and abroad, one company is
helping secure the skies.

DRAGANFLY (NASDAQ: DPRO) has become a trusted partner in both
military and homeland security operations, advancing drone technology
built to protect U.S. forces and fortify the nation's borders.

With its Flex FPV Modular Drones, Draganfly is supporting U.S. Army
and Air Force programs that train soldiers to assemble, fly, and
sustain FPV systems designed for rapid deployment and tactical
response.

And with Outrider, Draganfly is bringing those same capabilities to
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long-endurance surveillance and real-time intelligence across the
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From battlefield logistics to border overwatch, Draganfly's
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With more than 25 years of mission-ready innovation, Draganfly
continues to set the standard for trusted drone technology in defense
and public safety.

SEE HOW DRAGANFLY IS HELPING SECURE AMERICA'S SKIES.
[[link removed]]

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