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It looks like Simon Moores from Benchmark Mineral intelligence...

  1. WhatsTheTip
    2,730 Posts.
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    25/08/22
    20:34
    Post #: 63329200
    It looks like Simon Moores from Benchmark Mineral intelligence is using 1.2kg/kWh as the graphite anode multiple.

    The graph below has Panasonic needing 2,400,000 tons of graphite anode for 2TWh (2m kWh) to deliver on Tesla's mid-July challenge to Panasonic
    https://hotcopper.com.au/data/attachments/4624/4624187-62e9c1e3aae724918f24c676319655a8.jpg
    EGR Price at posting: 37.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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