Guosheng Securities released a research report saying that the increase on the supply side of molybdenum is relatively limited until 2028, and various fields such as demand-side energy, shipbuilding, wind power, and military industry are expected to continue to contribute to the increase, driving a steady increase in molybdenum demand in the medium to long term. The bank believes that the gap between molybdenum supply and demand is expected to continue to expand in 2026-2028. The gap may be difficult to form a directional reversal before 2030, and molybdenum prices have central upward momentum. The bank is optimistic about the long-term allocation value of the molybdenum sector.

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