US EV and battery manufacturers are already fully committed, there's no turning back now. 300 Gwh of battery producing capacity for early transition in the pipeline which will require 255,000 t LCE/y. Thacker Pass will have 60k of that covered from 2026 onward, where is the other 195k going to come from? Big Sandy will definitely get its 20-30k share of the pie.
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