（点击图片观看课程）在全球新能源转型加速的背景下，碳酸锂作为动力电池与储能产业的核心原材料，其供应链稳定性备受关注。麦肯锡数据显示，至2030年全球锂需求量将以约20%的年均增速攀升至400万吨。智利、澳大利亚等主流产区贡献了全球近80%的碳酸锂产量。然而，就在这供需博弈的关键赛道上，海外碳酸锂供给端却越发“不确定——复产屡屡滞后、地缘冲突升级，非洲新增供给也受政策影响风云突变，多重风险交织，为...
Source Link（点击图片观看课程）在全球新能源转型加速的背景下，碳酸锂作为动力电池与储能产业的核心原材料，其供应链稳定性备受关注。麦肯锡数据显示，至2030年全球锂需求量将以约20%的年均增速攀升至400万吨。智利、澳大利亚等主流产区贡献了全球近80%的碳酸锂产量。然而，就在这供需博弈的关键赛道上，海外碳酸锂供给端却越发“不确定——复产屡屡滞后、地缘冲突升级，非洲新增供给也受政策影响风云突变，多重风险交织，为...
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