中国材料 - 考察要点首日 - 上海-China Materials-Trip Takeaways Day 1 – Shanghai

November 10, 2025 06:18 PM GMT China Materials | Asia Pacific Trip Takeaways: Day 1 – Shanghai On Day 1 of our China trip, we met with copper, steel, battery, and lithium producers and experts. Lithium deficit in the picture for 2026: Demand is much better than expected from very strong energy storage systems (ESS). So the outlook for 2026 is now turning materially more positive in China than before, with expectation of a potential deficit in 2026 of 50-60kt LCE. For 2026, ESS battery shipments are expected ...