ab 7 November 2025 Global Research Lithium BESSer BESS demand? Battery Energy Storage already an important demand driver Last week, Tim Bush hosted Paul Gong, Yishu Yan and Shneur Gershuni for "UBS Themes and Debates Series – Global Battery Energy Storage: Policy, production, and Data Centers". As a material and growing demand driver of lithium demand, we thought it opportune to reiterate our view built into our current lithium price forecasts. We assume 396GWh of BESS demand in 2026E growing to 873GWh in 2 ...