Persian Gulf 5-day tanker disruption.
prob 0.34 · severity 4.2 / 58 countries affected · oil + wheat + insurance + lithium
open scenario →$ shortage commodity get MIN.LITH > spot: $13,820/t > stress_index: 0.41 CAUTION > updated 14:28 UTC
BRENT $84.27 ▲ TTF €31.50 ▼ OPEC_SP 3.8 mb/d ● SPR_US 372.4 Mb FAO_FFPI 121.4 ▲
Battery-grade lithium carbonate. Softening as new conversion capacity comes online.
Battery-grade lithium carbonate. Softening as new conversion capacity comes online. At the latest reading, Lithium Carbonate prints a spot of $13,820/t — a move of ▼0.84% over the past twenty-four hours and ▼6.4% across the trailing thirty days.
The v3.2 stress index places MIN.LITH at 0.41 — a caution reading on a composite that blends price momentum, inventory cover, supplier concentration and geopolitical exposure. The metric is recomputed on every ingestion cycle, and the weekly delta is the line worth tracking rather than the absolute level.
For operators, the question is not the spot itself but the buffer behind it. A tightening reading on Lithium Carbonate compounds with any incident on a shared transit route or producer, and the cascade is rarely linear. The scenarios below carry MIN.LITH as an explicit input — each one is wargamed and reviewed against this commodity's exposure profile.