The post Lithium and Uranium Price Forecast: Lithium Tests $20K Support, Uranium Pulls Back From $100—Buy-the-Dip or Breakdown Risk? appeared on BitcoinEthereumNews.com.

Lithium and uranium markets are entering a sensitive phase as prices retreat from recent highs, forcing investors to reassess whether the latest pullbacks represent healthy consolidations or early warning signs of deeper corrections. Both commodities remain structurally important to the global energy transition, yet short-term price action is being shaped by policy shifts, seasonal factors, and broader macro pressure across commodities. Lithium Prices Cool After Sharp Rally Lithium prices dropped on February 5, 2026, with spot benchmarks falling to around 144,000 yuan per ton (approximately $20,736 per ton), marking a 5.88% daily decline. Despite the setback, lithium remains firmly higher on a broader timeframe, up nearly 13% over the past month and more than 86% year over year, based on CFD-linked benchmark data. Lithium dropped over 5% on February 5, 2026, after gaining 12.94% over the past month and rising 86.29% year-over-year. Source: TradingEconomics The recent drop follows a strong rally that pushed lithium carbonate futures to a more than two-year high near 180,000 yuan per ton ($25,920) in late January. Since then, prices have drifted lower as markets reassessed the pace of incremental demand tied to large-scale energy storage and electric vehicle deployment. Lithium-ion battery pack prices have fallen from $1,474/kWh in 2010 to $108/kWh in 2025, dropping about 8% annually, highlighting accelerating electrification in the energy and transport sectors. Source: Kirill Klip via X China’s SMM battery-grade lithium index also reflected the pullback, sliding 5.4% to 141,706 yuan per ton ($20,405) in a single session. Futures briefly hit their daily downside limit before stabilizing, highlighting elevated volatility rather than outright capitulation. SMM noted that spot sellers remained cautious, while buyers selectively stepped in at lower levels, signaling tentative accumulation near the $20,000 threshold. Policy Signals and Supply Adjustments Shape Outlook China continues to play an outsized role in…

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Filed under: News - @ February 6, 2026 12:23 am