Got this from Albemarle presentation. They expect demand to increase from current 1.2mt to 1.8mt LCE in 2025. So an increase of 0.6mt LCE. Zhicun on their own will be able to meet 0.3mt of this 0.6mt LCE. So the rest of the industry only needs 0.3mt or 300K LCE. Posco is 22K of this already and Tesla refinery is roughly 40K (my own calcs, they say 1 million EV's). So that leaves roughly 240K for the rest (Alb, SQM, etc from graph above).
Eish!
Spodumene Prices, page-3686
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