Huatai Securities: Global Lithium Carbonate Expected to Maintain a Tight Supply-Demand Balance
A Huatai Securities research report believes that the liquidity contraction and changes in risk appetite brought about by Middle Eastern events have led to previous fluctuations and a weaker trend in lithium prices. However, considering the persistent risks of supply disruptions in the second half of the year in regions like Yichun in China and Zimbabwe overseas, and the boost to expectations for electric vehicle and energy storage demand from high oil prices on the demand side, if neutral expectations are assumed for 2026 (global new energy vehicle sales year-on-year growth of 10%-15%, energy storage cell shipment year-on-year growth of 50%-60%), the global supply and demand for lithium carbonate is expected to remain in a tight balance.
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