Lithium is going to be in a very tight supply scenario going forward.
The forecast number of cars being built will not be met due to a shortage of Lithium.
As a result of this squeeze I believe and it is only my opinion that Lake will fast track their Lithium Supply and that they will exceed their 100,000 tpa by 2030 model.
With 4 brine projects available I predict that Lake will be producing 200,000 tpa by 2030, in order to meet an increased and increasingly desperate demand from EV auto makers.
Why not? They have the resource, they have the technology and they have the finance.
IMHO.
Cheers
IHS
200,000 tpa forecast
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