My View:
It seems that many here are obsessed with the current sales of EVs, the quality of the LCE,
Chinese manipulation of the market, point scoring against fellow posters, and general background noise that seems to be drowning out any rational consideration of the future demand for Li.
Whilst EVs are currently (supposedly) the demand side of Li supply. The ELEPHANT in the room is not EVs.
The massive demand is going to come from the 60 Nuclear reactors under construction along with the 110 that are being planned.
The majority of which are in China and SE Asia. According to one seemingly well credentialed site consulted, it seems the future demand from the Nuclear industry going forward is between 400,000 mt to an astonishing 1,200,000 mt of very pure Li. Whilst these numbers seem excessive, I'm having difficulty in establishing how much Li is used in a Nuclear reactor.
Somebody out-there in HC land must know?
Even if these figures are grossly inflated, it may be an indicator of the considerable interest in Li from a stable jurisdiction from GR & ALB et al.
Any thoughts or insights?
Cheers,
XanaX
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