Two key bits of maths in that link (110kt and 0.75 to 0.8). 110kt * 0.75 to 0.8 = 83-88kt of HP Manganese Sulphate demand from that single CATL plant. If there's one CATL plant with this scale of HPMSM demand there are going to be more by the other big players in the market.
I think the earlier graph with world demand at 200kt going to 1Mt is going to need serious updating and there is going to be strong demand for someone with a project that could deliver larger near-term volumes.
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
22.5¢ |
Change
0.015(7.14%) |
Mkt cap ! $51.43M | |||
| Open | High | Low | Value | Volume |
| 22.0¢ | 22.5¢ | 21.5¢ | $36.91K | 166.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 11163 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 101483 | 3 |
View Market Depth
| Last trade - 16.10pm 26/06/2025 (20 minute delay) ? |
| E25 (ASX) Chart |