纯电车销量年内持平，摩根大通为何仍预计锂短缺延续至2028年？
9月中欧美纯电车合计销量同比下降4%，但渗透率升至28%。摩根大通维持锂供给缺口判断，主要依据是储能需求强劲和碳酸锂库存快速下降。
J.P. Morgan ·
Topic：Lithium carbonate
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