Deutsche Bank upgraded three public lithium stocks to Buy after 150%+ growth from June to January. But the more compelling opportunity may be a private lithium company already backed by General Motors and POSCO, now valued at $1B.

Their proprietary technology recovers 3x more lithium than conventional methods and operates 500x faster than evaporation ponds - with rights to roughly 150,000 acres of lithium-rich land and up to 9.8M tons from their Chilean project alone. Morgan Stanley projects an 80,000-ton lithium shortage in 2026.