从锂电池到风机、从输电线路到储能系统,全球能源转型的每个环节都离不开铜、锂、钴、镍等关键金属的支撑。这些材料不仅是能源的载体、产业链的基石,更在价格波动和供应格局上左右能源转型成败。世界正在告别“大石油时代”进入“大铲子时代”,关键金属矿产,已成为多国角力和博弈的新战场。“我们预计,在经济转型情景下,到2050年能源转型行业累计新增26亿吨金属需求。如果要实现净零排放的目标,能源转型的金属需求将...
Source Link从锂电池到风机、从输电线路到储能系统,全球能源转型的每个环节都离不开铜、锂、钴、镍等关键金属的支撑。这些材料不仅是能源的载体、产业链的基石,更在价格波动和供应格局上左右能源转型成败。世界正在告别“大石油时代”进入“大铲子时代”,关键金属矿产,已成为多国角力和博弈的新战场。“我们预计,在经济转型情景下,到2050年能源转型行业累计新增26亿吨金属需求。如果要实现净零排放的目标,能源转型的金属需求将...
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