So as not to bore anyone.
600g to 1.3kg LCE make 1kwh. Around .95kg average per 1kwh.
200kt spod mine equals around 32900 units at 80kwh.
1million units is equal to 30 spod mines of 200kt per year. 1 million EVs are sold in less than one year and increasing.
Tesla production is around 350000 units. Equal to around 10× 200kt spod mines. This is being used up now.
Keeping in mind it took pls and ajm 2 years from drilling to production.
Nissan/Mitsubishi and VW is aiming to produce 3million units in 2022 . 90 spod mines of 200kt would be required for just the three.
How many 200kt producing spod mines can you name right now? How many auto makers are there? How many objects require a battery? If you are not in the right stock, get out now.
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