China’s rapid buildout of electric vehicle battery capacity could itself run out of energy. Capacity will be twice this year’s demand, according to commodity research group CRU. That finding suggests demand for lithium will be more muted than anticipated by bulls. These include US chemicals group Albemarle.
manbetx3.0 电动汽车电池产能的快速增长本身就可能导致能源枯竭。大宗商品研究机构CRU称，产能将是今年需求量的两倍。这一结论表明，锂需求将比看涨者预期的更为低迷。其中包括美国化工集团雅宝(Albemarle)。
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