Oh, I forgot - here are some interesting data points.
Other relevant data points LCE tonnes deployed globally in cars 41,240 Nov-23 https://www.adamasintel.com/lfp-top-cell-chemistry-driving-lithium-demand/ 24-Jan-24 LCE tonnes deployed globally in cars 31,364 Nov-22 as above average amount of LCE kg deployed per EV 21.9 Nov-23 as above -note this figure is much less than the 50 kg LCE/EVgenerally used. globalpassenger EV sales 1,890,000 Nov-23 https://www.adamasintel.com/ev-slowdown-europe-not-us-china/ 18-Jan-24 globalpassenger EV sales 1,750,000 Nov-22 as above (*6) global Li supply 2023 est as 5.0% spod 8,276,800 2023 https://www.adamasintel.com/weekly-lithium-lowdown-week-02-2024/ note: based on this statement "20,692 tonnes of 5.0% Li2O spodumene concentrate in calendar Q3. Annualized, this represents roughly ~1% of 2023 estimated global lithium supply." 12-Jan-24 (*6) Global Li supply as LCE 1,022,185 2023 est from above - 0.1235 tonne LCE is 1 tonne 5% spod global LCE deplyed in Evs 108,227 2023Q3 https://www.adamasintel.com/lithium-deployed-by-ev-type-q3-2023/ 4-Dec-23 global LCE deplyed in Evs 78,425 2022Q3 as above global LCE deployed in Evs 38,067 Sep-23 https://www.adamasintel.com/lithium-deployed-globally-by-cell-chemistry-september-2023/ 27-Nov-23 global LCE deployed in Evs 30,949 Sep-22 as above possible reason for oversupply Sep-23 https://www.adamasintel.com/change-global-sales-mix-drops-average-ev-nickel-sep-2023/ In September 2023, BEV sales were up 13% year-over-year while PHEV and HEV sales were up 46% and 31%, respectively, over the same period.With inherently smaller batteries, the relatively strong sales growth of PHEVs and HEVs translated to a slight drop in the average EV’s pack capacity 29-Nov-23 global battery capacity deployed in Evs GWh 182.8 2023Q3 https://www.adamasintel.com/top-5-ev-countries-battery-capacity-deployed-q3-2023/computed from "China had the highest total battery capacity deployed in newly sold EVs in the third quarter of 2023 at 98.7 GWh, a 16% increase compared to the second quarter of this year and a 30% jump over the same quarter the year prior. Over the same period, China’s share of the global market slid to 54% in Q3 2023, down from 58% a year ago." 23-Nov-23 global battery capacity deployed in Evs GWh 130.9 2022Q3 as above global LCE deployed in Evs 37,775 Aug-23 https://www.adamasintel.com/top-5-ev-oems-lithium-august-2023/ 11-Nov-23 global LCE deployed in Evs 24,852 Aug-22 as above
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