安联研究：2024金属与矿业报告：世界是否“原料为王”？（英文版）（21页）

新用户首篇研报专享优惠价

报告摘要

04Theenergytransition:metals mingsgoldennugget07Corporatesfaceaseriousgrowthdilemma23July2024AllianzResearchMetalsandming:DoAllianzTradeweliveinamaterialworld?12Ming:theraceagainsttheclock16Howcangovernmentsandcorporatesboostproduction?2Thoughdemandformetalsisskyrocketing,uncertainty,pricevolatilityandCAPEXneedsmakecompaniesverycautious.AccordingtotheInternationalEnergyAssociations(IEA)sstatedpoliciesscenario(STEPS),demandformetalscoulddouble(eventripleifwetaketheAnnouncedPledgesScenario(A...