Hi all,
Is anyone willing to share their lithium supply/demand figure spreadsheets?
I assume with all the news of various gigafactories going ahead or being planned to go ahead, their annual LCE requirements can be determined and so lithium demand can reasonably be calculated?
Similarly with supply, there are a finite amount of hard rock resources in production and in development and we know how much they can supply annually.
Surely someone has knocked something like this up to prove X amount of years of supply shortfall?
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