Banter and General Comments, page-20902

Two versions:


First is the total LCE balance forecast:






Second is a Carb/Hyd split, without the scale (but you can estimate the scale based on the above chart i.e. 2030 total >1Mtpa)








If this pans out, even remotely like this, then forget the seatbelt - we'll need a 5-point harness.


And remember - every 1 million additional EVs per year (above what is assumed in the underlying models) equates to an additional 50ktpa demand. ...and we all know how the EV forecasts are continually being revised upwards, as old forecasts are smashed out of the park.

Cheers