The back-of-the-envelope, from this earlier post:...

The back-of-the-envelope, from this earlier post:
https://hotcopper.com.au/posts/74014476/single
Indicates imo that ATL currently consume at least 5ktpa LCE.

So, considering their aim to become a major player in the medium-sized battery market, and that:
“The medium capacity battery market is four times as large as the market for small capacity batteries”…..

….it would seem that IF they grow to take a similar market share as they have in the phone battery space, ATL might require somewhere around an additional 20ktpa of LCE at that point….

I’m not really expecting ATL to be the company that we partner with for the expansion, but afaict they (or their JV/s) might indeed need more Li than even our expansion can produce.

Just some rough numbers and food for thought to add some perspective.


imo
Dyor