IEA outlook
Supply resilience, diversification and scenario-based outlook. Projections are not guarantees.
Source 1 →Research desk
A dated view.
A traceable source.
Selected official reading, checked 11 November 2026. Company statements describe their own activities; future milestones remain subject to execution.
Industry context
Resilience requires more than a headline.
The IEA’s 2026 outlook examines critical-mineral security and supply diversification. For lithium, compare resources, conversion pathways and the delivery status of projects before drawing conclusions about future availability. Scenarios describe possible outcomes under stated assumptions. Source 1 →
Official reading list
Read the evidence at its source.
Albemarle Q3 results
Kent Masters is Chairman and CEO; capital efficiency and organic growth remain priorities.
Source 3 →Rio Tinto Rincon financing
Rincon development funding and lithium growth programme; timelines are company expectations.
Source 4 →Mt Holland expansion decision
SQM and Wesfarmers approved a concentrate expansion; timing remains prospective.
Source 8 →Method & limitations
No live commodity-price feed is provided. Public company material is not an independent verification of operations. No supply forecast, product recommendation or investment conclusion is implied.
Complete source register
- IEA outlook →16 July 2026 • Accessed 11 November 2026
- Albemarle resources & processing →Undated; checked 11 November 2026 • Accessed 11 November 2026
- Albemarle Q3 results →4 November 2026 • Accessed 11 November 2026
- Rio Tinto Rincon financing →11 March 2026 • Accessed 11 November 2026
- Rio Tinto leadership →Undated; checked 11 November 2026 • Accessed 11 November 2026
- SQMi business →Undated; checked 11 November 2026 • Accessed 11 November 2026
- SQMi management →Undated; checked 11 November 2026 • Accessed 11 November 2026
- Mt Holland expansion decision →21 July 2026 • Accessed 11 November 2026