Australia's largest stock trading and investment forum Australia's #1 stock forum

AKE

Click for more information

0.00%

$9.83 allkem limited

The global average battery capacity is below 50 kWh for...

First 2121 Last

Share
Profile

Follow
Stephan90

4,054 Posts.

939

24/09/21

01:34

Post #: 56310177
Share

Originally posted by Egeria: ↑

2.1kt LCE using 50kwh battery pack which is probably more accurate for German EVs.

To put this into perspective and not cross promoting simply for comparison sake. Obviously not all material ends up in batteries etc etc

For Ore (ignoring bg / tg)
s1+s2 40ktpa LCE= 1mil EVs
Mt Catlin 220ktpa spod = 31kt LCE = 786k EVs
Sdv 10ktpa LCE = 250k EVs
Combined ORE = ~2m EVs

PLS 580ktpa spod = 82.8kt LCE = ~2m EVs

Mt Marion 440ktpa = 63kt LCE = ~1.5m EVs

Min/Alb wodgins 750ktpa spod = 107kt LCE = ~2.7m EVs

Greenbushes capacity 1.5mtpa spod (cgp1 +cgp2 + trp) = 210kt LCE = 5.3mil EVs

Combined ~11m EVs with 50kwh battery packs.
List is not exhaustive and not all prosuxtion capacity is utilised and / or built.

Aimo

Expand

The global average battery capacity is below 50 kWh for passenger and light commercial vehicles if you include plugin hybrids. But the average is expected to rise significantly if you believe Albermarle's latest investor presentation.

PowerPoint Presentation (albemarle.com)

ORE Price at posting: $8.90 Sentiment: Buy Disclosure: Held
20 Upvote

1 Great analysis

Reply

There are more pages in this discussion • 468 more messages in this thread...

First 2121 Last

Add AKE (ASX) to my watchlist