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Uranium faces a widening long-term supply deficit over the coming decades due to rising demand from nuclear reactor construction. This supply-demand imbalance could drive significant price increases for uranium, directly impacting nuclear power investment strategies and energy transition planning.
Canaccord analysts predict the lithium market will enter deficit conditions lasting until 2035, requiring significant investment in new supply capacity. This supply-demand imbalance could drive lithium prices higher and create investment opportunities in lithium mining projects.
The global lithium market is transitioning from oversupply to an anticipated deficit by 2026. This supply-demand shift will likely drive lithium prices higher and create investment opportunities in lithium mining and processing companies.
Edward Sterck from the World Platinum Investment Council reports that platinum recorded its biggest supply deficit ever in 2025. This shortage reflects strong industrial demand, particularly from automotive and technology sectors requiring platinum for catalysts and electronics.
DailySand