I don’t have my calculator handy, but doesn’t 600GWh require about 600kt LCE?
Where on earth are they going to source 600kt of LCE from...?
Perhaps VUL May have drilled a well by then?
Lol
Surely there comes a point where money is literally thrown at any producer to rapidly expand in all directions possible? That should be now, if any of these battery targets for 2025 etc have any chance at all of being reached?!
Some sort of squeeze is coming... imo
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