Oops, I actually left 3 "0"s out.Forgot to convert kg to t. Thus my calcs would have yielded 90,000 cars.
Assuming they are wrong, using the LCE approach as suggested by sf@hc, natanui and Joe we have 65,000t SC6/qrt = (/ ~7.5) = 8,700t LCE . @50kg/car = 175,000 cars. Thus roughly every 1t SC6 shipment could power ~2.7 BEV cars. Hence, at 2mta we could power 5M vehicles? That still seems wrong?
I appreciate that not all the spod goes into BEV (does anybody know the proportion???) but the global EV sales in 2018 were only 2M (see here). For 2019 >3M are expected. Something still does not seem right - as I better not have just stumbled over the basis for the MS over supply bs...!
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$1.71 |
Change
0.135(8.57%) |
Mkt cap ! $5.502B |
Open | High | Low | Value | Volume |
$1.67 | $1.73 | $1.63 | $146.9M | 86.89M |
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No. | Vol. | Price($) |
---|---|---|
3 | 95209 | $1.71 |
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Price($) | Vol. | No. |
---|---|---|
$1.71 | 270706 | 3 |
View Market Depth
No. | Vol. | Price($) |
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2 | 3299 | 1.705 |
9 | 239105 | 1.700 |
11 | 178523 | 1.695 |
12 | 93502 | 1.690 |
5 | 24136 | 1.685 |
Price($) | Vol. | No. |
---|---|---|
1.710 | 270706 | 3 |
1.715 | 519350 | 11 |
1.720 | 308991 | 33 |
1.725 | 103692 | 19 |
1.730 | 281534 | 23 |
Last trade - 16.19pm 18/07/2025 (20 minute delay) ? |
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