My little crude model.
Total cars by 2025 from Deutsch Bank at 112 million.
Assuming 35kWh per car (average going up each year).
The 0.85 LCE/kwh figure is actually pretty well research (great read here!)
About 1 million tonnes LCE from EVs by 2025 (shortage for sure). Ignores trucks, buses, bikes, static storage and whatever I missed. The 50% growth seems doable especially since most big car makers are only starting to roll out their EV lines up + kwh/$$ cost keep dropping.
Seasoned investors, help us., page-84
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