大宗商品- 储能系统（ESS）正成为金属需求的更强驱动力-Commodity Matters-ESS Emerging as Stronger Metals Demand Driver

Commodity Matters M Global Idea ESS Emerging as Stronger Metals Demand Driver November 21, 2025 09:00 PM GMT Demand for ESS (Energy Storage Systems) is coming in stronger than expected for 2025 and shows no signs of slowing into 2026. This is positive for lithium, aluminium and copper demand, keeping markets tighter into next year. Key Takeaways ESS estimates are being revised higher for 2025 and 2026: Feedback from Rachel Zhang's China trip suggests stronger-than-expected ESS demand in 2025 that looks set ...