全球电动汽车（EV）电池需求 - 全球电动汽车（EV）电池需求预计将在本十年末成倍增长[1] - 锂离子电池需求预计从2022年的700GWh增长至2030年的4.7TWh，其中大部分需求将来自电动汽车[3] Panasonic Holdings (PCRFY) - Panasonic Holdings (PCRFY)是一家被低估的蓝筹股，计划到2030财年将电池产能增加四倍，同时专注于提高电池能量密度[7] Albemarle Corporation (ALB) - Albemarle Corporation (ALB)股票因锂价格下跌而出现大幅调整，但展望仍然积极，公司已采取削减成本和重新安排增长投资的措施[11] QuantumScape (QS) - QuantumScape (QS)是另一家备受关注的电池股票，虽然风险较高，但有潜力获得高回报，公司已开始向汽车客户发货EV电池原型[15]

= namxe 31,000,008 Credit Limi: Q0 Line Avaiiabe: 0.0 e Balance CanceRd O orsrie T Symbe= Witthaya Prasongsin/Moment via Getty Images Given the headlines in the US right now about EVs being stranded in cold weather (which I warned about in previous analyses,) the current fear plaguing lithium stocks is that fewer EVs will be sold. Many buyers may be put off when they see EVs being towed by dependable diesel and gasoline tow trucks through the snowy streets of Chicago and elsewhere. This fear presumes that t ...

2023 has come to an end. 2024 is here and the electric vehicle industry couldn’t be happier about that transition. EV stocks suffered through a very difficult 2023. The high interest rate environment was but one of many factors that served to stunt sector growth overall. Investors could be forgiven for assuming that the electric vehicle industry is in decline given all of the negative news. However, the truth is that a record 1.2 million EVs were sold in the United States in 2023. Projections anticipate com ...

电动汽车销售趋势 - 2023年电动汽车销量创纪录，但未达预期，影响了锂需求预期[5] - 全球主要汽车市场消费者购买电动汽车的意愿下降[9] - 高利率和经济不确定性导致汽车行业成本增加，影响了电动汽车销售[10] - 电动汽车销售并未下降，市场仍在增长，但增长速度有所放缓[12] - 美国去年售出了创纪录的120万辆电动汽车，市场份额占总国内车辆市场的7.6%[13] 锂供应与需求 - 锂供应可能超过需求，导致价格下跌，一些公司开始削减成本[19] - 预计未来几年锂供应将超过需求，部分是由于2021年至2022年价格大幅上涨的供应反应[22] - 预计在本十年后半段，需求将超过供应，未来几年政府和制造商的自我规定可能导致供应短缺[30]

电池股票 - 电池股票因全球绿色能源发展而变得更具吸引力[1] - 美国能源部宣布将向生产电池和制造电池所需矿物的公司提供35亿美元资金[1] - Albemarle (NYSE:ALB)是一家投资者可以考虑的电池股票，目前的回报率为1.27%[6] - Albemarle被低估，未来增长潜力巨大，分析师给予买入评级[7] 锂需求增长 - 全球对锂的需求预计到2030年将增加5倍，主要受电动汽车销量的推动[8] Microvast - Microvast (NASDAQ:MVST)是一家设计、开发和制造电池组件和系统的公司，最近一季度收入增长约117%[11] - Microvast正在扩大其最新电池单元的生产，并扩大现有设施的产能，有望产生超过10亿美元的年收入[12] Amplify Lithium & Battery Technology ETF (BATT) - Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT)是一种多样化投资选择，投资于电池存储、电池金属、材料和电动汽车[13] - BATT的一些顶级持股包括特斯拉、比亚迪、松下控股、必和必拓集团、Albemarle和赣锋锂业[13]

Key Takeaways o o o Lithium miner Albemarle plans to slash costs and lay off workers as the slump in EV demand and tumbling lithium prices hurt sales and profits. The company said it will lower capital expenditures and optimize its cost structure. Albemarle said the moves were being made because of changes in market conditions. Shares of Albemarle (ALB) lost ground Wednesday as the biggest lithium producer announced it was cutting costs and jobs, as well as taking other measures to save money because of “ch ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionabl ...

锂市场趋势 - 锂供应预计将面临二十年的快速增长，主要受电动汽车需求的推动[1] - 锂市场在2023年出现了显著的价格调整，导致新的锂项目停滞不前，限制了供应扩张[2] - 电池和电动汽车是锂的主要需求领域，也是增长最快的领域[3] 投资机会 - 已建立的锂生产商面临着一系列独特的挑战，为投资提供了机会，尤其是在非洲[4] - 锂市场的增长将使多个参与者受益，包括现有生产商如Albemarle (NYSE:ALB)和Pilbara Minerals (ASX: PLS)，以及与锂价格密切相关的ETFs，如Horizons Global Lithium Producers Index ETF (TSE:HLIT)[5] 技术发展 - 根据BloombergNEF的数据，由于锂具有更高的能量密度、更轻的重量、更长的充电保持时间和没有记忆效应，截至2023年上半年，全球15.5%的新车销量已经使用锂作为动力源[5] - 尽管有关下一代电池技术的新研究，锂离子电池仍将在未来多年内保持主导地位[5] 深度研究报告 - 想了解更多关于锂市场、主要趋势和参与者的信息，可以访问The Oregon Group的新报告，标题为“加速全球锂竞赛内幕”[6]

Shares of lithium producers have been hammered lately as demand growth for electric vehicles slowed, and prices for lithium—a key component in EV batteries—plummeted. The pain for the industry is now entering a new phase with layoffs and reduced spending announced. ...

Proactive measures to re-phase growth investments and optimize cost structure to generate long-term financial flexibility and unlock >$750 million of cash flow over the near term CHARLOTTE, N.C., Jan. 17, 2024 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity, and health, today outlined a series of proactive measures underway to re-phase its organic growth investments and optimize its cost structure in response to changing e ...