Investing in Lithium Stocks

An in-depth look at the leading lithium stocks in the U.S stock market this year. Here's what you need to know.

By Lee Samaha – Updated Oct 1, 2025 at 9:24 PM | Fact-checked by Frank Bass

Key Points

Lithium demand may rise due to ongoing EV and energy storage needs, despite the current market balance.
Investors could see long-term gains from lithium stocks, despite recent price drops and market volatility.
QuantumScape develops advanced batteries, potentially enhancing future EV performance and safety.

Lithium companies mine and process lithium into compounds that are critical in the production of electric vehicles, batteries, and grid storage. As such, it's an essential metal in the modern economy. In addition to lithium mining and production companies, QuantumScape develops solid-state lithium batteries for electric vehicles.

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A periodic table, with the element "lithium" and illustrations of batteries in focus. — Image source: Getty Images.

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Law of Supply and Demand

The law of supply and demand is an economic theory asserting that supply and demand will meet each other at a certain equilibrium price.

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Ticker Information Table
Name and ticker	Market cap	Dividend yield	Industry
Sociedad Química Y Minera De Chile (NYSE:SQM)	$7.0 billion	0.00%	Chemicals
Albemarle (NYSE:ALB)	$11.6 billion	1.65%	Chemicals
Mineral Resources (ASX:MIN)	$9.5 billion	0.00%	Metals and Mining
QuantumScape (NYSE:QS)	$11.1 billion	0.00%	Auto Components
Ganfeng Lithium Group (OTC:GNEN.F)	$13.2 billion	0.32%	Chemicals
Lithium Americas (NYSE:LAC)	$1.2 billion	0.00%	Metals and Mining

Data as of Nov 3, 2025.

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NYSE: SQM

Sociedad Química Y Minera De Chile

Today's Change

(-0.82%) $-0.40

Current Price

$48.59

Key Data Points

Market Cap

$7B

Day's Range

$47.86 - $49.41

52wk Range

$29.36 - $49.58

Volume

1.8M

Avg Vol

1.4M

Gross Margin

26.48%

Dividend Yield

N/A

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2. Albemarle

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NYSE: ALB

Albemarle

Today's Change

(-1.73%) $-1.70

Current Price

$96.53

Key Data Points

Market Cap

$12B

Day's Range

$95.08 - $99.40

52wk Range

$49.43 - $113.91

Volume

2.7M

Avg Vol

3.8M

Gross Margin

7.72%

Dividend Yield

0.02%

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ASX: MIN

Mineral Resources

Today's Change

(-1.82%) $-0.86

Current Price

$46.26

Key Data Points

Market Cap

$10B

Day's Range

$45.96 - $47.77

52wk Range

$14.05 - $49.99

Volume

648K

Avg Vol

2.4M

Gross Margin

31.46%

Dividend Yield

N/A

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The Australian company's primary activity is offering "pit-to-ship mining services" to resource companies. At the same time, it utilizes its expertise in mining services to develop its own acquired assets in iron ore and lithium. It's a relatively diversified model in the commodity world, with the more stable income from services offsetting the weakness in its own mining activities when the prices of lithium or iron ore are weak.

While that might reduce the downside risk, it also means the company isn't quite as exposed to the rising price of lithium as more conventional miners.

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4. QuantumScape

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NYSE: QS

QuantumScape

Today's Change

(-12.09%) $-2.23

Current Price

$16.21

Key Data Points

Market Cap

$11B

Day's Range

$15.88 - $17.86

52wk Range

$3.40 - $19.07

Volume

45M

Avg Vol

40M

Gross Margin

0.00%

Dividend Yield

N/A

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QuantumScape is developing a solid-state lithium-metal battery for EVs that its management believes will lead to a step change in battery technology when compared to the lithium-ion batteries currently used by Tesla and other EV automakers. According to QuantumScape's SEC filings, the new battery it's developing will offer superior "energy density, faster charging, and enhanced safety."

Investors are hoping QuantumScape's longtime partnership with Volkswagen (which includes $380 million in investment) will lead to the commercial utilization of its batteries in Volkswagen and other car companies.

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OTC: GNEN.F

Ganfeng Lithium Group

Today's Change

(-5.57%) $-0.36

Current Price

$6.10

Key Data Points

Market Cap

$13B

Day's Range

$6.10 - $6.60

52wk Range

$1.99 - $7.05

Volume

3.8K

Avg Vol

9.6K

Gross Margin

19.10%

Dividend Yield

0.00%

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On the other side of the Pacific, Ganfeng Lithium is China's largest producer of base materials for lithium battery manufacturing. Given the sheer size of China's population (1.4 billion) and the rapid rise in EV sales, Ganfeng is well positioned as a top supplier to EV manufacturers based in China and manufacturers based elsewhere, such as Tesla (TSLA +2.61%) and BMW (BMW +0.87%).

The company is well capitalized with cash and manageable debt, and it has generated healthy profit margins. With China now dominating the EV market, the company has a bright future.

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6. Lithium Americas

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NYSE: LAC

Lithium Americas

Today's Change

(-7.46%) $-0.41

Current Price

$5.09

Key Data Points

Market Cap

$1B

Day's Range

$5.07 - $5.44

52wk Range

$2.31 - $10.52

Volume

20M

Avg Vol

40M

Gross Margin

0.00%

Dividend Yield

N/A

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About the Author

Lee Samaha is a contributing Stock Market Analyst at The Motley Fool covering industrials, electricals, energy, materials, transportation, and infrastructure stocks. Prior to The Motley Fool, Lee was a Civil Engineer and Investment Manager. He holds a Bachelor of Civil and Structural Engineering from Southampton University and a Certificate in Investment Management from Chartered Institute for Securities & Investment. Lee first cut his investing teeth on The Motley Fool bulletin boards (commonly referred to as the “Fool Boards,”) and he’s infinitely grateful to all of the investors he learned from in this powerful investing community.

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Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends Bayerische Motoren Werke Aktiengesellschaft, Corning, and General Motors. The Motley Fool has a disclosure policy.