General Discussion Topics, page-114059

I am thinking somewhat on the same track as you, but the first question I asked myself was this.

The Ford plant is slated to produce 45,000 tpa of CAM, and the supply agreement with Nemaska is for 13,000 tons per annum, so is that enough to fulfill the entire need?

In order to answer this I needed some conversion factor that would tell me what the ratio of hydroxide to CAM is much like the spod to hydroxide ratio. I did not need it to be super accurate, just enough to estimate with napkin math. I am sure the number exists and I am sure it is based on a lot of factors, but I could not find an easy button that would answer my question. I then saw this statement in one of the articles for todays announcement.



I also remember seeing a similar comparison with hydroxide to number of EV's, so I went searching for that and found.



So now I could see 30,000 tons of hydroxide is approximately 500,000 EVs so 15,0000 tones was 250,000 EV's. From that I can pretty much guess that 13,000 tones is actually enough to cover the needs at the new Ford facility.

Ok so that leaves Nemaska with 17,000 tons of product unaccounted for so that is enough for maybe 1 more plant that is producing 60,000 tones of CAM.

There are actually 2 additional CAM plants planned at Becancour. ! is the POSCO / GM facility and 1 is the BASF facility. Here is what I found about those 2.

GM / POSCO - you can check my math but this looks like it will need 20,000 tons of hydroxide per year


BASF - This one would require around 28,000 tones of hydroxide per year.


So among the 3 Cathode facilities they will need approximately 60,000 tones of Hydroxide per year and Nemaska has a 30,000 ton plant, and Sayona will be the next up with an additional 30,000 tone plant. There are actually so many opportunities to sell hydroxide in the North american market that I think we should be able to be picky. Just look at all the need.




Lastly we can not forget Nano One who purchased the Johnson Matthey plant where the intend to create cathode as well, but the input for the 1-pot-process is carbonate not hydroxide and the target battery chemistry is LFP. Anyone know of a company with a 1/2 built carbonate plant?