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12.12.25 - 20:48
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Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle (ZeroHedge)
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Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle
Commodity desks at Goldman Sachs, UBS, Citigroup, and Bernstein all see lithium demand poised to surge after the electric vehicle boom-and-bust cycle. This time, however, the growth engine is not EV batteries. Instead, analysts point to energy transition systems, such as the rapid buildout of energy storage batteries on power grids, as the next pillar of demand for the battery metal.
UBS analyst Josh Reed provided clients with a 2026 outlook this morning, saying that his mining team expects "copper, aluminum, and lithium to outperform, benefiting from supply constraints, energy transition, and AI/defense exposure."
"They remain constructive on gold but see more upside in selected industrial metals, and do not expect a broad-based improvement in industrial metals," Reed noted.
Earlier this week, UBS analyst Marcus Zhang told clients that battery storage system demand is expected "to lift lith...
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12.12.25 - 18:12
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Dow mit weiterem Rekord - Broadcom belastet Tech-Stimmung (Cash)
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Märkte - Der US-Leitindex Dow Jones hat seinen Rekordlauf am Freitag fortgesetzt. Der wohl bekannteste Aktienindex der Welt stieg kurz nach dem Handelsstart bis auf 48'886 Punkte. Zuletzt notierte er prozentual unverändert bei 48.704,27 Punkten....
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