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Battery Metal Demand

  1. Propunter2
    4,586 Posts.
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    17/07/22
    15:13
    Post #: 62575282
    Simon D Moores just posted this on Twitter.
    This is US projected demand.
    Not including European, China, South Korea, Japanese, Thai, Vietnamese car manufacturers.
    https://hotcopper.com.au/data/attachments/4511/4511852-9921a4e0764bc3b056b5305d1920d7ad.jpg

    Drill down & you get what ONE Gigafactory demand looks like at the factory level
    https://hotcopper.com.au/data/attachments/4511/4511861-e8f08eaa53f4d7527d2a05d2ca234e06.jpg

    Drill up & this is the projected number of Gigafactories on the drawing board
    https://hotcopper.com.au/data/attachments/4511/4511869-0f76be337ce84ccf24978bd8c19ad441.jpg


    The list of 95 Lithium developers which I mentioned yesterday - I don't think that will be enough.

    LKE Price at posting: 60.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 17  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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