Theme

Oversupply Risk '26: Lithium

6 tickers$238.01B market cap
10D rank#857of 943 themes#4of 5 in Oversupply Risk
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As of Jul 10, 2026, 7:14 AM ET

Oversupply Risk '26: Lithium Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Rio Tinto GroupRIO.AU
16.7%3.77%-3.10%-8.23%-6.56%12.32%-7.59%54.75%56.74%$178.69B
Sociedad Química y Minera de Chile S.A.SQM
16.7%0.22%-0.46%6.05%-0.18%7.69%-2.90%86.30%89.39%$21.16B
Albemarle CorporationALB
16.7%-0.99%-0.74%-1.00%-5.63%-9.21%-28.12%77.74%72.91%$15.15B
Ganfeng Lithium Co., Limited1772.HK
16.7%-3.39%-1.64%-12.51%-14.29%-17.65%-37.48%106.67%74.33%$14.60B
Tianqi Lithium Corporation9696.HK
16.7%-4.32%-3.14%-10.99%-12.28%-31.89%-26.95%40.74%16.81%$7.35B
Elevra Lithium LimitedELV.AU
16.7%-1.88%-1.48%-5.98%-5.69%16.84%7.94%180.38%168.04%$1.06B
Theme return-1.10%-1.76%-5.44%-8.42%-1.86%-15.57%105.58%89.20%
Average16.7%-1.10%-1.76%-5.44%-7.44%-3.65%-15.85%91.10%79.70%$39.67B
Median16.7%-1.43%-1.56%-7.10%-6.12%-0.76%-17.27%82.02%73.62%$14.87B
Std Dev0.0%2.64%1.04%6.33%4.66%17.45%16.04%45.23%45.56%$62.49B
Min16.7%-4.32%-3.14%-12.51%-14.29%-31.89%-37.48%40.74%16.81%$1.06B
Max16.7%3.77%-0.46%6.05%-0.18%16.84%7.94%180.38%168.04%$178.69B
% Positive Tickers33.33%0.00%16.67%0.00%50.00%16.67%100.00%100.00%

About this theme

Oversupply Risk '26: Lithium tracks 6 publicly listed stocks in this theme: 1772.HK, 9696.HK, ALB, ELV.AU, RIO.AU, SQM. See the constituent table for details.

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