2026 年全球金属与矿业展望：锂市情绪缓慢改善，但 2026 年难见起色-Global Metals & Mining 2026 Outlook_ Lithium's mood is very slowly improving...but not in 2026
Rio Tinto(US:RIO)2025-12-16 03:26Global Metals & Mining Global Metals & Mining 2026 Outlook: Lithium's mood is very slowly improving...but not in 2026 Bob Brackett, Ph.D. +1 917 344 8422 bob.brackett@bernsteinsg.com Andrianto Guntoro +44 20 7676 6825 andrianto.guntoro@bernsteinsg.com This note revisits our previous bearish views on lithium (Americas Energy & Transition/Global Metals & Mining: Lithium's depressed recovery towards 2030?), with a focus on potential demand from Energy Storage Systems (ESS), and medium- & heavy-duty vehicles. W ...