27/02/2026 08:43

Global X Battery Tech & Lithium ETF (ACDC) $153.66

The lithium sector has roared higher as the underlying battery metal more than doubled from its mid-2025 low. The combination of the increased rate of EV purchases and increasingly bullish estimates of surging demand for battery storage due to AI has propelled the ACDC  ETF up +120% from its 2025 low but we feel the Zimbabwe news could be the last piece of the puzzle in the short term to support the advance.

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19/12/2025 09:23

Global X Battery Tech & Lithium ETF (ACDC) $134.97

The lithium sector has also roared higher as the underlying battery metal traded back towards $US1,150/MT after testing $US600 earlier in the year, sparking short-covering and aggressive upgrades. The combination of the increased rate of EV purchases and increasingly bullish estimates of surging demand for battery storage due to AI has propelled the ACDC  ETF up +53% in 2025.

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05/12/2025 09:06

Global X Battery Tech & Lithium ETF (ACDC) $139.99

The lithium sector has almost doubled from its 2025 low, following the battery metal higher. The impact has been dramatic on related stocks, with many suddenly approaching, or having reached, viability as the price rises. The ASX-traded ACDC ETF provides exposure to a cross section of companies from lithium miners to auto manufacturers:

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17/11/2025 09:44

China Lithium Spodumene ($US/MT)

The lithium sector exploded higher last week helped by Mineral  Resources (MIN) deal with Posco and a well-received report from Morgan Stanley: The banks analysts believe that the lithium market has reached a “turning point,” thanks to signs of improving sentiment—driven by falling inventories and softer-than-expected supply growth.

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14/11/2025 09:31

Global X Battery Tech & Lithium ETF (ACDC) $139.99

The lithium sector has roared higher from its April lows as the underlying battery metal traded back towards $1,000US/MT after testing $US600 earlier in the year. The impact has been dramatic on related stocks, with many suddenly approaching, or having reached, viability as the price rises.

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28/10/2025 09:39

Global X Battery Tech and Lithium ETF (ACDC) $132.87

The ACDC has surged along with the lithium sector, punching over +85% higher from its June low. This ETF provides excellent broad-based global exposure to the Solactive Battery Value-Chain Index for 0.69% pa.

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26/09/2025 09:25

Global X Battery Tech & Lithium ETF (ACDC) $116.26

The ACDC has surged along with the lithium sector, punching over 60% higher from its June low. This ETF provides excellent broad-based global exposure to the Solactive Battery Value-Chain Index for 0.69% pa.

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29/07/2025 09:22

Global X Lithium & Battery ETF (LIT US) $US43.28

The lithium anchored ETF  has also bounced ~40% from its 2025 low. Our preferred scenario is that we see a few weeks of consolidation by this ETF, similar to that in May, before another push to new 2025 highs: 41% of this ETF is allocated to Chinese stocks and 20% the US, with Albermarle the largest holding at ~9.2%.

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14/07/2025 09:23

Trading Ideas – Position Updates

There are currently two bullish open trade ideas: Long the Global X Battery Tech & Lithium ETF (ACDC) at $91.25 with stops at $89.85. Long the QRE ETF at $6.70 with stops at $6.70.

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07/07/2025 09:15

Shawn’s Trade Idea: Global X Battery Tech & Lithium ETF (ACDC) $91.31

We are looking for the ACDC ETF to follow through on its recent breakout towards its 2025 high, with the local lithium stocks looking capable of squeezing significantly higher.

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