全球锂库存正濒临枯竭。美国雅保（Albemarle）首席执行官Kent Masters发出警告，直言当前锂供应端的疲软态势，根本无法匹配电动汽车与电池储能领域不断攀升的强劲需求。
在供应端，新增产能释放缓慢，矿山开发周期长且审批复杂，导致锂的供给增量远远落后于市场预期。与此同时，需求端的爆发却势不可挡——电动汽车渗透率持续走高，大型储能项目纷纷上马，两者共同构成了对锂资源的巨大“胃口”。
Masters指出，这种供需错配正逐步演变为一场结构性危机。库存水平已降至历史低位，而下游客户仍在竞相锁定长期供应协议。市场对锂价波动的担忧情绪，也随之不断升温。
值得注意的是，尽管近期锂价有所回调，但Masters认为，这仅仅是短期市场情绪的波动，无法掩盖基本面趋紧的长期趋势。他强调，唯有加速推进新矿山投产、打通供应链瓶颈，才能缓解当前“僧多粥少”的窘境。
这一局面，正成为全球能源转型浪潮中的一道严峻考题：锂，作为“白色石油”，其供应安全将直接决定电动汽车与储能产业的未来走向。
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