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Citi, UBS, and Bernstein Forecast: Energy Storage Expansion to Propel Global Lithium Market into Supply Crunch Next Year
2025-12-12 /
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Author：小编
According to industry consultancy Adamas Intelligence, the large-scale adoption of electric vehicles (EVs) has now reached a relatively mature stage. Moving forward, the growth in demand for energy storage is poised to emerge as the most significant factor influencing battery production and lithium demand in 2026. Citi, UBS, and Bernstein all anticipate that this expansion in energy storage will trigger a supply shortage in the global lithium market next year. Specifically, the demand for lithium within the energy storage sector is projected to surge by 55% next year, significantly outpacing the 19% growth expected in the electric vehicle sector.
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