Understand and agree with your post - given SSBs will require lithium carbonate that can be served by both good quality brines and hard rock deposits. What I was saying is that the impurity levels will need to lower than existing 'lithium carbonate' product as produced by either hard rock or brines, despite it been a lithium carbonate input, however worked with. SSBs, IMO, would probably require input feed with stricter impurity levels been met than even the specifications of existing hydroxide IMO.
In terms of impact on lithium demand - if say the existing average battery size is 50 kWh as a lithium ion battery, what SSBs do is have greater density and efficiency. The theoretical efficiencyof a lithium ion battery is about 0.371 kg of LCE per kWh, but current lithium ion batteries are essentially about 0.9kg LCE per kWh (meaning they still have a way to go to theoretical efficiency) - this is the number most forecasts us. Obviously, new calcs will need to be in place for SSBs as they have more lithium per se in the battery at each battery size (say a 50kwh SSB compared to a 50kWh lithium ion battery) to work out what that theoretical efficiency is for SSBs, but I would be expecting they get more energy efficiency out of a SSB per usint of LCE compared to a lithium ion battery.
SSBs actually IMO work closer to theoretical efficiency for each unit of lithium input in the battery despite the battery needing more lithium at the 50 kWh battery range. The key factor is the batteries achieve more density and efficiency so that a smaller battery is required to do the same thing as, say, a 50kg LCE per kWh battery in say a traditional lithium ion battery, and for arguments sake lets make it that the same grunt is available from a 30 kWh SSB (i.e. this is the key test) as a traditional 50 kWh lithium ion battery
So in effect moving to SSB, the actual impact on increased lithium demand is not as great as some are assuming because of likely reduction in battery sizes to do the same things as existing sized batteries. There will be an increase, but not as much as some think in terms of moving from lithium ion batteries to say SSBs, because of energy density and LCE per kWh improving theoretical efficency for each unit of lithium in the SSB battery. I note teh literature is sparse on this subject, so just a guess.
All IMO
- Forums
- ASX - By Stock
- PLS
- Ann: Corporate Presentation
Ann: Corporate Presentation, page-12
-
- There are more pages in this discussion • 23 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLS (ASX) to my watchlist
|
|||||
Last
$2.98 |
Change
-0.020(0.67%) |
Mkt cap ! $8.972B |
Open | High | Low | Value | Volume |
$2.92 | $2.98 | $2.90 | $38.78M | 13.16M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 15056 | $2.97 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.98 | 89928 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 11000 | 2.970 |
2 | 5067 | 2.960 |
1 | 7500 | 2.950 |
1 | 10000 | 2.940 |
4 | 11699 | 2.920 |
Price($) | Vol. | No. |
---|---|---|
2.980 | 31000 | 3 |
2.990 | 28400 | 2 |
3.000 | 113777 | 14 |
3.010 | 8821 | 3 |
3.020 | 135253 | 6 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online