【锂生产商押注电池储能,需求重心逐渐超越电动汽车】锂行业对市场的复苏愈发乐观。在本周举行的一场行业会议上,多家头部生产商表示,电池储能系统需求的激增,正在帮助抵消部分电动汽车市场的放缓。咨询公Fastmarkets首席执行官Raju Daswani表示:“市场过度调整的阶段已经结束。储能已成为这一市场增长的首要驱动力。”据Fastmarkets估算,电池储能系统的锂需求正以每年40%的速度增长。“这是一次根本性的转变。与消费者驱动的、波动性更大的电动汽车需求相比,它为市场提供了更稳固的基础。”
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