ab9 February 2024Global Research and Evidence LabGlobal CommoditiesLithium: More supply needs to come outSupply growth ~30% vs demand growth ~25% over 2024/25E Late last year we had forecast lithium demand growing 25% per annum for 2024/25 vs supply at 41%/36%. This imbalance drove large multi-year ...

时间:2025-06-04 09:47栏目:农业

ab9 February 2024Global Research and Evidence LabGlobal StrategyEarly warning signal incrementally more positiveEarly warning signal slightly positive, continued dispersion through earningsWe reintroduce our Directional Risk Signal to gauge the probability for near term directional risk (volatility)...

时间:2025-06-04 09:46栏目:农业

ab3 January 2024Global Research and Evidence LabPowered byUBS Evidence LabYESEuropean Leisure SectorOutlook 2024 - Likely more of the same just at a slower pace...While positive momentum to slow we think profit growth will continue…2023 saw positive share price performance in the European travel s...

时间:2025-05-14 12:59栏目:电力