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clock Created with Sketch. 09/06/25
18:09
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Originally posted by anatol
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The BESS thing is coming like a tsunami atm. Lithium demand will be around 8mt LCE in 2035 You're probably talking in the 6 to 10 million metric ton range. Y eah I know that sounds high but again I'm thinking every number we ever had at McKenzie every time we came out with another forecast 6 months later we always raised our numbers significantly in lithium demand. I think that will continue. I think what people are getting wrong is not only the number of vehicles but the amount of lithium for vehicles and also again other applications particularly stationary storage
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Lemme get this straight, you're saying there wont be enough supply to meet demand starting from next year and other minerals wont replace Li? Well that's the end of the green energy revolution then and game over for Li plays. May aswell invest in ICE/Oil.
(20min delay)