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clock Created with Sketch. 09/06/25
18:34
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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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My favourite quote from a few years ago, not sure who made it, but “we always overestimate short term demand and underestimate long term demand.”
(20min delay)