Core Viewpoint - PLS, Australia's largest pure lithium producer, remains optimistic about the demand outlook for battery metals despite current price declines due to oversupply [1] Company Summary - PLS CEO Dale Henderson highlighted a strong long-term demand outlook, noting a 20% year-on-year increase in global electric vehicle demand in Q2 [1] - The company, formerly known as Pilbara Minerals, completed its rebranding earlier this year [1] Industry Summary - Canaccord Genuity forecasts that global lithium demand will exceed supply for the first time by 2027, driven by project delays, production cuts, and rising electric vehicle sales [1] - In the first half of 2025, global electric vehicle sales are expected to grow by 30% year-on-year, reaching 9 million units, with China showing the largest increase at 32% [1] - The EU is also experiencing a sales increase of 24% due to stricter carbon emission regulations, while the US market remains flat due to the impact of clean energy policies [1]
澳大利亚生产商PLS看好锂长期前景：储能与数据中心需求开始崛起
智通财经网·2025-10-22 02:11