高盛:津巴布韦锂矿出口禁令暂难解除,锂价将“毫无悬念”创新高!

华尔街见闻
Feb 26

津巴布韦出人意料地宣布全面暂停锂精矿及未加工矿物出口,这一政策突变正迅速重塑全球锂市场的供需预期与价格走向。高盛分析师James McGeoch表示,在基本面已然趋紧的背景下,此次冲击将推动锂价毫无悬念地创出新高。 供应中断的威胁迅速在市场上引发剧烈反应。受此消息刺激,国内碳酸锂期货一度飙升14%。津巴布韦的出口休克不仅是对全球供应链的一次重大压力测试,也直接点燃了华尔街对相关资产的交易热情。 ...

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