“there's an additional 110 ktpa LCE coming online from just those two companies within the next 18 months”
Cool.
We’ll probably need another 350ktpa in that timeframe:
“We expect that this industry needs more than 300,000 tonnes of new lithium capacity every year to satisfy this growth. This means we need more than 100 new lithium projects across resources and conversion between now and 2030 to support this demand”
- Kent Masters: Albemarle CEO
…..What’s that ticking sound…?
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