Some say...The world will need another 900ktpa of LCE by about 2025.
hmmmm....
A few hard rock operations "ramping up massively" will dent that number sure .... but there'll still be plenty of demand left.
Imo anyone who can produce battery quality carbonate or hydroxide in the next 5 years will sell all of it without issue and at very very good prices.
Think about that 900ktpa....  that's 60-90 of our little Rincon projects (15ktpa or 10ktpa).  ...or 36 x GXY SDV @ 25ktpa.
That is BIG.
Very BIG.
A few hard rock ops (even @ 100ktpa) ramping up doesn't concern me at all! We'll need them plus some.  Supply/demand doesn't add up. Where will prices go in that case? The only way is up. Big auto has committed. Price parity ICE/EV fast approaching. Prices in a few years could certainly exceed $20k/t imo.
Hot off the press - AGY related media, page-1135
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