供应过剩格局短期难以扭转 锂价或持续走低

中国产业经济信...
11 Jun

近年来,能源转型对大宗商品市场的影响极为显著,石化类传统能源消费增量的份额持续被新能源所替代,而以光伏、风电为代表的新能源产业蓬勃发展,带动锂、钴等电池金属消费大幅增长。例如,2022年,碳酸锂价格一度飙升至60万元/吨,钴价也突破57万元/吨(国际钴价约8万美元/吨)。在过去3年间,随着碳酸锂产能的持续扩张及盐湖提锂等技术的发展,碳酸锂的生产成本不断降低,供应急剧增加。与此同时,新能源汽车的...

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