中国材料 - 2026 年展望：传统材料对权益市场的影响-China Materials-2026 Outlook – Equity Implications Traditional Materials

December 15, 2025 09:01 PM GMT China Materials | Asia Pacific 2026 Outlook – Equity Implications: Traditional Materials For 2026, we prefer gold, copper and aluminum, with macro and micro factors supporting prices. Demand for copper and aluminium from Energy Storage Systems (ESS) looks bullish, after strong growth in 2025 that we expect to continue in 2026. Suppliers across the supply chain are receiving 50% or higher demand growth from customers for 2026. For every 100GWH produced ESS consumes about 60kt o ...