1. Cxo, call it 100kt sc6 in 23 allowing for rampup to be conservative.
2. Pls noting they were in ramp up in cy22 so not full run rate. Add 200kt in 23 ontop of what they produced in 22 to get to 580ktpa run rate.
3. Greenbushes, not currently running at nameplate, add 300-400kt sc6 in 23 ontop of what they produced in 22.
4. Wodgina not currently running at nameplate add c.200kt sc6 in 23. Train 2 won't be fully ramped up by end of year.
5. Mt Marion add 200kt sc6 equivalent with expansion.
6. Sigma lithium, conservatively 200kt sc6 in 23.
7. Sayona 100kt sc6 to be conservative.
8. Dso from Africa + other left field.
I don't have a good handle on brine but believe the forecast isn't inconceivable and could actually be understated depending on how sqm and albemarle expansions track.
2024 there are more projects and again others ramping up through 23 would be close to nameplate. Re funding, there is no shortage, wodgina, Mt Marion, Greenbushes, Pilbara etc etc.
