位置:中游情绪:利好参考度:4/10


玻利维亚锂资源押注考验美国地缘政治调整,资源政治重塑拉美格局。各国政府现优先掌控关键产及战略供应链,投资者在权衡地缘政治对齐的同时,需考量传统矿业风险。总统Rodrigo Paz 2025年11月上任后释放亲美转向信号,其政府以锂资源开发为核心目标,旨在稳定玻利维亚经济困境,期望通过美国对齐获取资金、专业技术及多边支持。

分析机构警告,地缘政治无法解决结构性执行挑战,玻利维亚锂合同存在争议且难以获得银行融资,放贷机构要求托管收入、政治风险保险等保障措施。治理ɣ..00万吨(USGS数据),但2018年因技术障碍产量有限,乌尤尼盐沼卤水高镁含量增加提取难度,内陆物流成本高、周期长,USGS未认定其商业可行。

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