Yep, 30ktpa of LCE once it hits nameplate of 500k units. Still a lot of China converters pumping out carb chems for LFP batts. But I understand that many will be ramping up hydroxide chem production for NCM811 going forward. This change is being pushed by China subsidy changes, as China want's to be exporting EV's to the world, and ROW demanding higher battery standards (i.e. 8 to 10 year warranties, faster charging and better range). Unfortunately, NCM811 consumes 55% more Li than the LFP batteries. Thats the bottleneck problems that needs to be worked through atm.
Long story short, anyone with a functional cerebral cortex can see what's coming........
Good News & Bad News, page-2192
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