第三次锂超期周期!瑞银:全面上调锂价预测,到2030年需求有望翻番

华尔街见闻
Feb 06

瑞银宣布大幅上调锂价预测,最高上调幅度达74%,并预计全球锂需求到2030年将较2025年翻番至340万吨。这是继前两轮周期后,市场迎来的第三次锂价超级周期。 据追风交易台消息,此次调整基于瑞银对全球电动车和储能系统需求的全面评估、供应前景的重新审视,以及锂价自上次更新以来已上涨约65%的市场现实。瑞银汽车和电池团队的Q-Series在5日的研报中指出,电动车正接近实现成本、续航和充电时间的"三重...

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