Understanding lithium demand, page-80

Unless they sort out battery efficiency - refer opening post to this thread - in effect 1 GWh equates to 900 tonnes of LCE which equates to 6,750 tonnes of 6% grade spodumene.

Note, the article I presume only relates to battery in EV needs (and probably doesn't appear to take into account other uses of lithium such as in grease, glass, ceramics and I also presume in other battery applications such as energy storage in the household sector just by looking at this link in your post https://twitter.com/hashtag/battery?src=hash etc). Also wondering whether EVs here is a broad definition to include trucks and buses as most forecasts seem to only focus on the passenger market, but just guessing there. Would be nice to actually see forecasts encompassing everything - from EVs, including buses and trucks, to energy storage to other uses of lithium such as in greases and ceramics.

In any event, had a crack at what the forecast in your post means, and that is provided below. Obviously, the higher Li20 grade in your mine ore, the lower the number of additional 5 mtpa ore feed facilities needing to be built at minesite (and obviously looking at spodumene here meaning some growth would be taken up by brine, hence the below is upper forecasts based on the 1500 GWh input assumption etc).



All IMO