Using an 80% rules, 80 GWH built and 80% utilization, and 8x Sc5.5 to LCE North America gets interesting (using 80% instead of 70% because North America is not China who overbuild)
900GWH x .8 = 720
720 x .8 = 576 LCE
Sc5.5 is 4.6mt annually (James Bay 311klt / SYA 226klt / Nemaska 266klt / gt1 311klt and its gone in 4years if they manage it....Anyway. Wr1 not included below but once a deposit like Gt1, Thompson brothers etc is gone, its gone, so the idea with a North American landscape is to have scale.
The Jp Morgan report for US / Canada below is maximum 525 LCE
,
Using an 80% rules, 80 GWH built and 80% utilization, and 8x...
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