Mega Factories State of Play 2017-2021
Assuming a very conservative 250 GWh by 2021 that translates to :
Spherical Graphite annual demand (1kg per KWh assumption) : 250.000tpa
(at 50% yield of spheronization that is 500.000tpa of flake graphite)
Lithium annual demand (0.65kg per KWh assumption) : 162.500tpa
Cobalt annual demand (0.1kg per KWh assumption) : 25.000tpa
Simon Moores @sdmoores 13 oct.
20 lithium ion battery megafactories in the pipeline. As tracked by @benchmarkmin the leaders in battery supply chain Intel
Excellent timing for commissioning ?, page-6
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