Lithium Industry 11 February 2026 - 3 May 2026

PLS Group Limited (ASX:PLS) Shareholder Shake-Up: MUFG Filing Puts Lithium Stock Back in Focus
···

PLS Group Limited (ASX:PLS) Shareholder Shake-Up: MUFG Filing Puts Lithium Stock Back in Focus

Mitsubishi UFJ Financial Group disclosed a 5.11% voting stake in PLS Group Limited, according to May 8 ASX filings. State Street also increased its holding to 9.77%. PLS reported record March-quarter production of 232,436 dry metric tonnes of spodumene concentrate and reaffirmed 2026 guidance. The company recently closed a US$600 million senior unsecured note issue due 2031.
May 10, 2026
PLS Group’s $38.1 Million Lithium Bet Tests Australia’s Battery Ambition
···

PLS Group Stock Alert: AustralianSuper Cuts Stake as Lithium Rally Heats Up

AustralianSuper cut its stake in PLS Group Limited to 12.87% from 13.88%, reducing its voting power by about 32.5 million votes, according to a May 1 filing. The changes, made through JPMorgan Nominees Australia, occurred between April 9 and April 29. PLS reported record March-quarter production and a 52% jump in revenue to A$567 million. PLS shares closed at A$6.14 on Friday, up 2%.
May 1, 2026
PLS Group Stock Price Today: Why ASX Lithium Bellwether PLS Heads Into Monday on Shaky Ground
···

PLS Group Stock Price Today: Why ASX Lithium Bellwether PLS Heads Into Monday on Shaky Ground

PLS Group Limited closed at A$4.23 in Sydney, down 13.5% over five sessions despite a 2.4% rebound Friday. The lithium miner reported first-half revenue up 47% to A$624 million and EBITDA up 241% to A$253 million. PLS holds key assets in Australia, Brazil, and South Korea, and recently secured a US$100 million prepayment offtake deal. Broader market volatility and commodity swings continue to weigh on the stock.
March 22, 2026
PLS Group share price today: ASX lithium stock slips after touching 52-week high — what to watch next
···

PLS Group share price today: ASX lithium stock slips after touching 52-week high — what to watch next

PLS Group shares closed down 0.8% at A$5.15 in Sydney after touching A$5.32 intraday. Investors are focused on lithium price trends and the planned July restart of the Ngungaju plant, which will add 200,000 tonnes of capacity. The company expects operating costs to stay near the top of guidance as restart spending rises. Lithium spot prices in China continued to climb on Monday.
March 2, 2026
Lithium price watch: Albemarle jumps as China restocking bets return after holiday
···

Lithium price watch: Albemarle jumps as China restocking bets return after holiday

Albemarle jumped 6.2% to $188.58 in midday U.S. trading Tuesday, leading gains in lithium stocks as traders bet on post-holiday restocking in China. China’s February lithium carbonate output plan is 88,300 tonnes, down 8.2% from January, according to SunSirs. Lithium carbonate in China was quoted at $19,479 a tonne on Feb. 23. SQM rose 3.8% to $75.82, and Sigma Lithium gained 1.7% to $12.66.
February 24, 2026
Lithium Americas stock moves on $1.6 billion Thacker Pass plan as lithium price cools — what’s next
···

Lithium Americas stock moves on $1.6 billion Thacker Pass plan as lithium price cools — what’s next

Lithium Americas shares rose 0.4% after the company set a $1.3–$1.6 billion 2026 spending plan for its Thacker Pass project in Nevada, targeting late-2027 completion. China’s lithium carbonate futures traded near 145,000 yuan a tonne, down from January highs. Albemarle, SQM, and Rio Tinto shares fell in U.S. trading. Imerys halted its British Lithium project to prioritize development in France.
February 19, 2026
Lithium price ticks up in China; Albemarle, SQM climb as earnings near
···

Lithium price ticks up in China; Albemarle, SQM climb as earnings near

Albemarle rose 3.2% and SQM gained 5.8% in midday New York trading as China’s spot lithium carbonate prices climbed for a third day. Sigma Lithium jumped 13.2%, while Lithium Americas slipped 1.5%. Traders are positioning ahead of Albemarle’s earnings report after the close. Shanghai Metals Market data showed battery-grade lithium carbonate at 138,483 yuan a ton, up 3% from Tuesday.
February 11, 2026