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.
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Last
22.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $51.43M | |||
| Open | High | Low | Value | Volume |
| 22.5¢ | 22.5¢ | 21.5¢ | $21.94K | 100.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2779 | 21.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 62609 | 2 |
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| Last trade - 16.10pm 27/06/2025 (20 minute delay) ? |
| E25 (ASX) Chart |