由于电动车辆和能源储存,全球锂需求急剧上升,供应链风险加大,努力推动国内生产和回收利用。 Global lithium demand is surging due to electric vehicles and energy storage, with supply chain risks and efforts to boost domestic production and recycling.

全球锂市场正在迅速扩大,原因是对电动车辆和能源储存的需求急剧上升,碳酸锂和锂金属市场预计将在2030年代大幅增长。 The global lithium market is expanding rapidly, driven by surging demand for electric vehicles and energy storage, with lithium carbonate and lithium metal markets projected to grow significantly through 2030s. 中国在炼油和电池生产中占主导地位,而供应链的脆弱性则因加工集中和地缘政治紧张而持续存在。 China dominates refining and battery production, while supply chain vulnerabilities persist due to concentration in processing and geopolitical tensions. 越来越多地采用LFP电池正在改变需求,各国正在投资于国内能力和再循环,以保障供应。 Rising adoption of LFP batteries is reshaping demand, and countries are investing in domestic capacity and recycling to secure supplies. 随着全球电气化的加速,安全风险、价格波动和道德来源等挑战也随之而来。 Challenges include safety risks, price volatility, and ethical sourcing, as global electrification accelerates.