更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 ab 30 March 2026 Global Research Lithium How many EVs does it take to solve an energy crisis? History repeating itself? Notwithstanding near-term macro and demand shocks that are difficult to quantify, we argue that the current energy crisis could deliver a materially stronger EV demand impulse than we initially expected heading into 2026. History offers a useful parallel. Supply-driven energy shocks have a track record of forcing lasting changes in government policy, consumer b ...