中国电池材料:锂价进入 3 月第一周 - 需求端隐忧渐显-China Battery Materials Lithium into 1st week of Mar - Looming concern on demand ahead
2026-03-07 04:20
Flash | 05 Mar 2026 10:23:56 ET │ 9 pages China Battery Materials Lithium into 1st week of Mar – Looming concern on demand ahead CITI'S TAKE Lithium has been under pressure after the price spike on Zimbabwe's export restriction during the week, mainly on the looming demand concern ahead. Market worries on (1) continued gloomy NEV demand ahead considering YTD NEV sales volume subdued, (2) increasing metals prices (incl lithium, copper, aluminium) should put downward pressure on the ESS demand, given the IRR ...