The global lithium market saw sharp swings in Q3 2025 as shifting supply dynamics, policy uncertainty, and geopolitical developments reshaped investor sentiment. After hitting a four-year low in June, benchmark lithium carbonate prices briefly surged to an 11 month high in August on speculation of Australian supply cuts, before easing to US$11,185 per metric ton by quarter’s end. Market watchers say sentiment-driven moves continue to dominate a sector still facing oversupply, while US policy shifts and China’s regulatory measures add further uncertainty to the outlook. Against this backdrop, Canadian lithium stocks are gaining attention as investors look for companies positioned to benefit from long-term demand growth while navigating short-term price pressure. 1. Consolidated Lithium Metals (TSXV:CLM) Year-to-date gain: 500 percentMarket cap: C$23.36 millionShare price: C$0.060 Consolidated Lithium Metals is a Canadian junior exploration company focused on acquiring, developing and advancing lithium projects in Québec. Its properties — Vallée, Baillargé, Preissac-LaCorne…
