Given there is a couple of year lead time between FID and being operational but a significant number of the 2025 gigafactory plans would be in advanced planning or under construction. At some stage these 2025 gigafactories are going to need a supply of lithium or otherwise they will be expensive plants that can't operate.
If the 160% increase between 2022 and 2025 in GWh capacity is going to be significantly used, a lot more lithium will be needed. I can't see how prices will remain low if all these planned and in construction plants are going to be chasing material.
While its quite a distance away, by 2035 this gigafactory tracker has more capacity in Europe (1,392GWh) than in China had in 2022 (1,353 GWh).
Given there is a couple of year lead time between FID and being...
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