Sigma Lithium shares surge 14.10% after hours as resumption of high-grade lithium sales and market deficit forecasts drive optimism.

Sigma Lithium surged 14.10% in after-hours trading following the resumption of high-grade premium lithium oxide sales and a $20 million profit-generating deal for 400,000 tonnes of high-purity lithium fines. The company announced gross revenues of $48 million in 2026 from concentrate sales and secured its first lithium fines contract at $50 per tonne, signaling operational recovery post-mid-January mining restart. These developments, coupled with broader industry trends of tightening lithium supply and a projected 2026 deficit, reinforced investor optimism. The stock’s rally aligned with a sector-wide uptrend, as peers like Albemarle also advanced, reflecting confidence in sustained demand for EV and energy storage applications.