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鋰電池板塊集體上漲 美國雅寶漲2.7% 機構認為高盛鋰價拐點將至的觀點不準確
格隆匯 06-18 00:20
格隆匯6月18日丨美股鋰電池概念股集體下跌,Lithium Americas跌10%、Livent跌8.6%,智利礦業化工 、美國雅寶跌超4%,FMC公司跌近3%。高盛最近警吿稱,由於非常規新資源的供應壓倒了需求,鋰的價格將在今年進入逆轉,但Benchmark Mineral Intelligence等專業機構對此觀點進行了反駁。Benchmark同意價格將從天價水平回落,但對供應規模和時間持更悲觀的看法。鋰是一種特殊化學品,供應過程中包含了採礦業的傳統問題和特種化學品生產商可能面臨的額外挑戰。根據歷史紀錄,採礦業在實現其生產目標方面的表現不佳,而且由於製造電池組成品流程中所涉及的複雜技術,都在增加鋰供應的風險,高盛極大低估了增加新供應的難度。

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