全球电池储存需求在2025年超过了EV需求, 由于人工智能推动价格上升以及加纳于2026年3月首次采矿租约. Global battery storage demand surpassed EV demand in 2025, driven by AI, boosting lithium prices and Ghana’s first lithium mining lease in March 2026.

据行业分析师称,由于人工智能能源需求不断增长,电池储存的需求首次超过了电动汽车. Battery storage demand has surpassed electric vehicle demand for the first time, driven by artificial intelligence's rising energy needs, according to industry analysts. 全球电池储能系统 (BESS) 在2025年增长了51%,超过了电动汽车的增长,推动需求并将价格提高到每2万美元. Global battery energy storage systems (BESS) grew 51% in 2025, outpacing EV growth, fueling lithium demand and boosting prices to $20,000 per tonne. 迦纳于2026年3月19日批准了其第一个矿业租约,即Ewoyaa项目,成为首个批准此类租约的西非国家,全球对电池矿物的需求不断增加. Ghana ratified its first lithium mining lease, the Ewoyaa Project, on March 19, 2026, becoming the first West African nation to approve such a lease, amid rising global demand for battery minerals. 数据中心现在成为电力需求的核心,促使投资于储存和采矿. The shift highlights a major transformation in energy consumption, with data centers now central to power demand, prompting investment in storage and mining.