美国雅保CEO:动力电池储能今年将占全球锂需求30%,与轻型电动车市场需求基本持平

美股速递
Aug 06

美国雅保首席执行官表示,动力电池储能领域今年预计将占据全球锂需求总量的30%。这一比例,几乎与轻型电动车市场对锂资源的需求旗鼓相当,两者不相上下——前者正悄然崛起,后者则早已占据主导地位。然而,锂的市场格局正在发生微妙转变:储能不再是配角,它正以惊人的速度追赶,甚至在某些细分领域与电动车并驾齐驱。这一趋势,无疑将重塑全球锂供应链的供需平衡,并引发投资者对相关标的的重新审视。

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