Simon D Moores just posted this on Twitter.
This is US projected demand.
Not including European, China, South Korea, Japanese, Thai, Vietnamese car manufacturers.
Drill down & you get what ONE Gigafactory demand looks like at the factory level
Drill up & this is the projected number of Gigafactories on the drawing board
The list of 95 Lithium developers which I mentioned yesterday - I don't think that will be enough.
Battery Metal Demand
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