Mega Factories State of Play 2017-2021
Assuming a very conservative 250 GWh by 2021 that translates to :
Spherical Graphite annual demand (1kg per KWh assumption) : 250.000tpa
(at 50% yield of spheronization that is 500.000tpa of flake graphite)
Lithium annual demand (0.65kg per KWh assumption) : 162.500tpa
Cobalt annual demand (0.1kg per KWh assumption) : 25.000tpa
Simon Moores @sdmoores 13 oct.
20 lithium ion battery megafactories in the pipeline. As tracked by @benchmarkmin the leaders in battery supply chain Intel
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22.3¢ |
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Open | High | Low | Value | Volume |
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21 | 126852 | 22.0¢ |
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Price($) | Vol. | No. |
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22.5¢ | 425064 | 27 |
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No. | Vol. | Price($) |
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20 | 125795 | 0.220 |
28 | 693280 | 0.215 |
22 | 638411 | 0.210 |
20 | 485771 | 0.205 |
32 | 694977 | 0.200 |
Price($) | Vol. | No. |
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0.225 | 425064 | 27 |
0.230 | 323453 | 14 |
0.235 | 102821 | 8 |
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0.245 | 200656 | 4 |
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