碳酸锂:储能爆发下的战略黄金

储能100人
Oct 31

文| SolarWit 张治雨文章摘要:我们正站在一个历史性误判的悬崖边:市场对碳酸锂的认知,仍停留在“新能源汽车”的旧叙事里。而真正的需求海啸,源自一个更广阔、更迅猛的星辰大海——储能。本文的核心发现是:光储价格的“雪崩”,正触发全球新能源市场的“二次平价”革命。新能源将不再是角落里的补充,而是取代传统能源、具备碾压式经济性的终极答案。我的预测模型显示,到2026年,储能对碳酸锂的需求将不再是“...

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