瑞银预计锂市场明年开始将出现供应缺口 上调锂辉石价格预估

Core Viewpoint - UBS predicts that the lithium market will experience a supply shortage starting in 2026 and has raised its price forecasts for spodumene [1] Group 1: Demand Forecast - UBS analysts have increased the lithium demand forecast for before 2030 by up to approximately 10% [1] Group 2: Price Predictions - The price forecast for spodumene has been raised by 64% for 2026, 148% for 2027, and 94% for 2028 [1] Group 3: Supply Response - UBS states that the price increase will prompt a response from the supply side, but this will take time [1] Group 4: Demand Drivers - The growth in demand is driven by battery storage systems [1]