Distributed on behalf of NOA Lithium Brines Inc.
The lithium story is getting explosive – again. For one, lithium remains one of the most strategically important commodities for the global shift to electrification, clean energy, and energy storage. And two, demand for lithium is only rising, as supply continues to dwindle thanks to lower mine activity. All of which is creating substantial opportunities for related 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 fact, lithium is shifting from over-supply to a tight deficit again. As noted by Seeking Alpha, “Industry forecasts continue to point to lithium demand more than doubling by the end of the decade, with 2026 shaping up as a key inflection year where demand growth clearly outpaces new supply. Several higher-cost producers have slowed production or paused expansions, while permitting timelines and capital discipline are keeping new mines from coming online as quickly as once expected. As a result, analysts increasingly expect the lithium market to move from surplus toward deficit starting in 2026,” they added.
Look at NOA Lithium Brines Inc. (TSXV: NOAL), For Example.
NOA Lithium Brines Inc. (TSX-V: NOAL) just engaged Montgomery & Associates to start key activities for the hydrogeological model of the Rio Grande salar to support the Preliminary Feasibility Study for NOA’s Rio Grande Project.The PFS is planned to be completed before the end of 2026.
M&A has been working on NOA’s Rio Grande Project since 2023 and they have extensive experience in Argentina and in the region. They have also worked on many of the projects in operation and under development in Argentina, including multiple producing and development stage lithium brine projects.
One of the initial preliminary tasks for the PFS is the preparation of a Basin Water Balance Report, scheduled to be completed before the end of Q1/2026. A Water Balance Report is a foundational engineering report for the Project that quantifies the total inflows, outflows, and storage changes of water within the Project’s site.
NOA’s Chief Executive Officer Gabriel Rubacha states: “This is another milestone in Rio Grande’s journey to feasibility. Our goal this year remains to complete the PFS and this event marks the initiation of the activities necessary to achieve this”.
Other related developments from around the markets include:
Albemarle announced its results for the third quarter ended September 30, 2025. "Our team delivered strong third quarter results, with adjusted EBITDA up year-over-year despite lower lithium prices, demonstrating the strength of our business and disciplined execution," said Kent Masters, Chairman and CEO. "Our successful implementation of cost and productivity improvements and reduced capital expenditures coupled with our recent portfolio management actions underscore our commitment to long-term value and enhanced financial flexibility. We remain confident in our full-year outlook and ability to navigate dynamic markets." The company will release its fourth quarter 2025 earnings after the NYSE closes on Wednesday, February 11, 2026.
Sociedad Quimica y Minera de Chile announced the completion of its strategic partnership with Corporación Nacional del Cobre de Chile (Codelco) for the development of mining, production, commercial, community, and environmental initiatives in the Salar de Atacama. The partnership has been formalized through the merger by absorption of Codelco’s subsidiary, Minera Tarar SpA, into SQM’s subsidiary, SQM Salar SpA. As part of the process, SQM Salar SpA has changed its corporate name to Nova Andino Litio SpA. While the transaction follows substantially the same terms agreed in the May 31, 2024 partnership agreement and consolidates SQM’s position in Chile’s key lithium-producing basin, the merger remains subject to a resolutory condition tied to a pending Supreme Court decision on an appeal challenging a regulator’s prior resolution, and SQM and Nova Andino Litio SpA are currently determining dividend distributions and accounting effects under the new share structure and rights that became effective on January 1, 2025.
Sigma Lithium, a leading global lithium producer dedicated to powering the next generation of electric batteries with socially and environmentally sustainable lithium concentrate, announces the sale of 100,000 tonnes of high purity lithium fines. The Company also provides an update of its mining remobilization activities, including the signing of a working capital revolving facility and closing of its first tranche. The Company concluded the first sale of its high purity lithium fines of 100,000 tonnes, which was stored at the Port of Vitoria, at market prices. The price was equivalent to an adjusted net final price of U$ 125/t, SMM price for material within 1.2% to 1.5% of lithium oxide content (currently priced at U$ 150/t to U$ 230/t). This first sale will generate net revenues of approximately USD 11 million. The Company has an additional 850,000 tonnes of high-purity lithium fines available for sale at its plant. This material was produced during 2024 and 2025 by Sigma Lithium’s environmental state-of-the-art technology to dry stack wet lithium fines generated by its Greentech Industrial Plant 1, while reusing 100% of the water consumed by the process.
Standard Lithium, a leading near-commercial lithium company, today announced its financial and operating results for the three and nine-month periods ended September 30, 2025. “We had a busy and productive third quarter as we successfully executed on multiple key milestones that we had set out to achieve,” said David Park, Chief Executive Officer and Director of Standard Lithium. “We released a Definitive Feasibility Study for the SWA Project, highlighting the attractiveness and cost-competitiveness of our first commercial project. We also released a Maiden Inferred Resource for our first project in East Texas, the Franklin Project. With some of the highest reported lithium-in-brine grades in North America, it provides a strong foundation for future scalable production in the Smackover as we expand our portfolio of high-quality lithium assets. Following quarter close, we took a further de-risking step by completing a capital raise, supported by strong investor demand, that will put us in a position to reach FID at SWA, as well as progress our Franklin and other projects in East Texas. Looking ahead, we expect to provide multiple updates in the coming months as we seek to conclude our ongoing project financing and customer offtake processes, finalize selection of our key SWA Project vendors and approve FID before beginning construction at SWA in 2026.”
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.
Contact Information:
Ty Hoffer
Winning Media
281.804.7972
[email protected]
