Battery demand growth

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中国电池材料 - 从 ZE 电池价值链会议看核心要点 - 储能系统需求预期分化-China_Battery_Materials_Key_Takeaways_from_ZE_Conference_on_Battery_Value_Chain_-_Varying_ESS_Demand_Expectations
2025-10-15 03:14
Flash | 14 Oct 2025 11:21:22 ET │ 14 pages China Battery Materials Key Takeaways from ZE Conference on Battery Value Chain – Varying ESS Demand Expectations CITI'S TAKE We presented at ZE Conference and met with 20+ industry contacts on 13-14th Oct. Mr. Hu Junlong, Founder of ZE Consulting, and Mr. Zhang Weixin, Analyst from China Futures, shared with us their latest view on battery value chain and lithium carbonate. Even though industry consensus is on a rising ESS battery demand to offset tepid EV battery ...