So the vertical integration is
Kaolin mine near Perth WA
HPA plant in Johor Malaysia
Coating plant in Saxony Germany
Coated Silumina Anodes direct feed into Euro EV market.
And with this projection of the demand for batteries, have to wonder if this will not be the first of many.
https://www.pv-magazine-australia.com/2022/04/20/storage-projections-for-2050/?utm_source=dlvr.it&utm_medium=linkedin
If I'm reading this correctly - the left hand is Storage capacity in Gwh which then needs to be multiplied by the time factor to arrive at the actual estimate of battery supply.
ie 4 hour battery x 80GWh - 320GWh of batteries. Which is a lot.
Ann: Altech - Outstanding PFS for Silumina Anodes Project, page-3
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