M Stanley Forecasts Increased ESS Demand to Boost Metal Stocks, Preferring Aluminum, Copper, Gold, Lithium, and Cobalt
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Source: aastocks
USD Bear Regime Outlook: Morgan Stanley's global strategy team predicts the USD Index (DXY) may decline by another 5% in the first half of 2026, with potential recovery in the second half due to anticipated interest rate cuts by the Fed and a supportive macro environment for commodities.
Energy Storage Systems Demand: The firm is optimistic about the growth of Energy Storage Systems (ESS), forecasting a 50% increase in demand next year, and is favoring investments in stocks related to aluminum, copper, gold, lithium, and cobalt, including ZIJIN MINING and CMOC.
Analyst Views on 01378
Wall Street analysts forecast 01378 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01378 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 35.680
Low
Averages
High
Current: 35.680
Low
Averages
High
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
