高盛报告道破关键,碳酸锂为何涨不动?

汽车产业前线观察
Oct 13

在新能源行业整体回暖的当下,有一个现象格外引人关注:被视为 “新能源白色石油” 的碳酸锂,价格并未如市场预期般迎来强势上涨。近期,高盛发布的《锂:在持续更长时间的低价格中推动能源转型》研究报告,深度剖析了这一现象背后的逻辑,明确指出碳酸锂中短期难有大幅上行空间,长期也将维持低位运行,直至 2029 年后才会逐步回升至能激励行业扩产的 11000 美元 / 吨水平。中短期 “涨不动”:三大核心因素...

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