Been looking back, 2 years ago this is where we were..
Oh my, how things have changed.
I'm still betting that we are an important part of the puzzle and our time will come.
Solid-state batteries with lithium metal anodes, such as CATL's LMB, require approximately 2.5 times more lithium per kWh than LFP batteries
LFP (having the least ammount of Li content of the three major types LFP, NMC and SSB) has already made Sodium too expensive to be a viable alternative.
Playing with numbers:
If lithium metal batteries (LMB) or other SSB types taking 50% of the market by 2030, about 51 new mines of Sayona Mining's size may be needed over the next 5 years to balance supply and demand.
Wonder if this is already in the projected Supply vs Demand estimates ?
Looks like it isn't
Do you know of anyone who can fill a gap the size of 51 NAL's within the next 5 years ?
NB: This is just me playing with numbers, feel free to rip it apart !
/J
(20min delay)