Goldman Sachs Stresses hais tias qhov luv luv luv luv hauv lithium thiab Nickel yuav tsum tsis txhob raug misconstrued li qhov kawg ntawm lub lag luam dais.

Goldman Sachs tam sim no kwv yees qhov kev nqis tes ua ntawm qee qhov tseem ceeb ntawm cov hlau thiab cia siab tias tus nqi ntawm cobalt yuav poob rau $ 26, 000 ib tonne nyob rau tom ntej 12 lub hlis, nqis los ntawm nws cov kwv yees ua ntej ntawm $ 28,000 rau tonne. Lub caij no, tus nqi ntawm npib tsib xee kwv yees yuav poob rau $ 15, 000 ib tonne, thaum tus nqi ntawm lithium carbonate tej zaum yuav poob mus rau $ 10, 000 ib tonne, txhua tus nqis los ntawm kev kwv yees ua ntej. Goldman Sachs tau hais ntxiv tias qhov luv luv luv luv ntawm lithium thiab npib tsib xee tsis txhais tau tias kev lag luam kev lag luam tau dhau mus lawm. Ntawm qhov tsis sib xws, qhov sib xyaw ntawm cov kav dej loj loj thiab kev hloov kho qis hauv Western hluav taws xob siv tsheb xav tau qhia tias qhov seem hauv lithium thiab npib tsib xee yuav nyob zoo nkauj heev hauv 2024.

Txawm hais tias muaj ntau qhov sib txawv ntawm lub hom phiaj rau cov hlau no hauv cov tshuab hluav taws xob thiab cov khoom siv high-tech sib txawv, cov khoom siv thiab kev xav tau hauv kev ua lag luam tseem yog qhov tseem ceeb ntawm kev txiav txim siab. Goldman Sachs 'kev ntsuam xyuas qhia tau hais tias muab cov hlau no yuav txuas ntxiv mus rau qee lub sijhawm tom ntej, txawm tias qhov kev thov tam sim no tseem tsis tuaj yeem txhim kho hauv tandem, lub ntsiab kom txo tus nqi.

Txawm li cas los xij, cov tub lag luam thiab cov neeg siv khoom yuav tsum tau saib xyuas cov ncauj lus hauv kev lag luam rau cov hlau no. Txawm hais tias cov nuj nqis kuj tseem yuav poob rau lub sijhawm luv luv, lub sijhawm ntev vogue tseem muaj kev cuam tshuam los ntawm txoj kev mob siab rau kev txhim kho ntawm kev lag luam xws li hluav taws xob tsheb thiab kev xav tau. Yog li ntawd, rau cov neeg ua lag luam mus sij hawm ntev, tuav thiab saib xyuas cov ntsiab lus xws li kev hloov pauv hauv cov khoom vaj khoom tsev thiab kev xav tau, kev hloov kho thev naus laus zis thiab kev hloov pauv hauv cov kev lag luam hlau no yuav pab txiav txim siab txog kev nqis peev ntau dua.

Hauv kev xaus, Goldman Sachs 'tus nqi kwv yees rau cobalt, npib tsib xee thiab lithium carbonate qhia peb tias thaum cov hlau no muaj qhov sib txawv ntawm kev siv hluav taws xob ntau hauv cov khoom siv thev naus laus zis, kev hloov pauv sai thiab lub sijhawm ntev hauv kev ua lag luam xav tau soj ntsuam nrog. ceev faj. Cov tub ua lag luam yuav tsum xav txog kev xav txog ntau yam ntawm cov ntsiab lus thaum xaiv kom nkag siab txog cov nyiaj rov qab muaj zog.