聚焦摩根大通-全球电动车与电池行业更新-2026-07-新能源(英)。incentivizing ESS attachment. We therefore raise our 2030 US ESS demand forecast by 52% to 303 GWh, with data centers comprising ~45% of total demand by 2030(link).Global EV & Battery Update June 2026: EV/PHEV growth robust in EU, moderating in China, US stays tepid; ESS remains the sweet spot。
聚焦摩根大通-全球电动车与电池行业更新-2026-07-新能源(英)。incentivizing ESS attachment. We therefore raise our 2030 US ESS demand forecast by 52% to 303 GWh, with data centers comprising ~45% of total demand by 2030(link).Global EV & Battery Update June 2026: EV/PHEV growth robust in EU, moderating in China, US stays tepid; ESS remains the sweet spot。
聚焦摩根大通-全球电动车与电池行业更新-2026-07-新能源(英)。incentivizing ESS attachment. We therefore raise our 2030 US ESS demand forecast by 52% to 303 GWh, with data centers comprising ~45% of total demand by 2030(link).Global EV & Battery Update June 2026: EV/PHEV growth robust in EU, moderating in China, US stays tepid; ESS remains the sweet spot。
覆盖 2026 年,全文约 15。
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重点分析了新能源、电动车、电池、摩根大通等议题。