据今日油价网站5月13日消息 在短短一年时间里，全球最大的锂生产商从对价格的谨慎乐观和对扩张项目的非常谨慎转变为果断看好关键电池金属的近期、中期和长期需求。
新冠疫情促使许多国家政府致力于绿色复苏，并大幅提高可再生能源和电动汽车（EV）的份额，从而刺激了今年对关键矿产的需求。自汽车制造商开始承诺所有电动汽车产品线和电动汽车产品的指数增长以来，锂和铜的价格一直在上涨。
对锂的直接需求不断上升，以及对长期需求激增的预期增加了顶级锂生产商的销量，目前无论从短期还是长期来看，这些生产商都更加看好锂的价格和需求。
在多年来对锂市场最为乐观的预期下，分析师提醒称，即便是增加的项目线也可能不足以满足对锂的旺盛需求，锂是能源转型中的关键电池金属。专家和预测人士还提醒称，在当前大宗商品牛市中，原材料价格上涨实际上可能会减缓能源转型，因为这可能会减缓电池成本的下降。降低电池成本对于电动汽车达到与传统汽车同等的价格，并允许更多的储能部署，以支持可再生能源在发电组合中不断上升的份额至关重要。
王磊 摘译自 今日油价
原文如下：
The World Is Facing A Lithium Supply Crunch As Demand Soars
In just one year, the world’s largest lithium producers turned from cautiously optimistic about prices and very careful about expansion projects to decisively bullish on near, medium, and long-term demand for the key battery metal.
The pandemic prompted many governments to commit to greener recovery and to raising significantly the share of renewable energy and electric vehicles (EVs), stoking demand for critical minerals this year. Lithium, alongside copper, has seen prices rising since automakers started pledging all-EV lineups and exponential growth in their electric car offerings.
Rising immediate demand for lithium and expectations of surging demand in the longer term have increased sales of the top lithium producers, which are now much more bullish on lithium prices and demand, both for the short term and the long run.
Amid the most bullish expectations about the lithium market in years, analysts warn that even the increased project pipeline may not be sufficient to meet the booming demand for lithium—a critical battery metal—in the energy transition. Experts and forecasters also warn that rising raw material prices in the current commodity bull run could actually slow down the energy transition because it could slow the decline in battery costs. Lower battery costs would be critical to EVs reaching price parity with conventional vehicles and allowing for more energy storage deployment to support the rising share of renewables in the electricity generation mix.
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