节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
据矿业周刊报道，咨询机构伍德麦肯兹能源转型用锂展望显示，加速能源转型情景下2050年全球锂需求超1300万吨，为基准情景两倍。若缺大规模新投资，2028年或现供应缺口；基准情景下现有项目亦难满足2030年代中期需求，需产业链持续投资。
伍德麦肯兹模拟四种转型路径，2050年锂需求（碳酸锂当量LCE）从放缓转型560万吨到净零排放1320万吨。放缓转型2037年现缺口，各国承诺情景2029年前后缺口，需新增670万吨LCE；净零排放2028年起持续缺口，2050年需新增850万吨LCE。
电动车为需求核心驱动，占各场景72%-80%，2040年渗透率...
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