By Irina Slav – Apr 23, 2026, 7:00 PM CDT Lithium supply is tightening, with analysts warning of a potential deficit starting as early as this year and lasting into the next decade. Low prices and weak EV demand have curbed investment, leading miners to halt or delay projects despite earlier expectations of oversupply. Policy shifts and market volatility—from export bans to subsidy rollbacks—are adding uncertainty, leaving future supply growth at risk. Investment in new lithium supply...