General Discussions, page-5514

One of the best articles I have read regarding the looming Graphite Squeeze coming to a screen near you in 2022.

Below is snippets showing forecasting completed by Benchmark Minerals for battery minerals such as graphite & lithium. What truly excites me is how Out of Date the majority of these forecasts are right now from the time they were produced in 2020, given the significant announcements made by Battery manufactures and OEMs over the past 12-18 months.

For example the below is based on the assumption Global Battery Capacity will be at 2.4TWh by 2025, increasing to 3.4TWh by 2030.






As I mentioned, The Above Graphs are so far out of date it isn't funny. As the Guru himself Simon Moores and the Team at Benchmark posted this past week.

Current Global Battery Capacity in the pipeline as of today exceeds 3.8TWh by 2025 and increases to 5.6TWh by 2030 (A 60-65% Increase from 2020 Modelling).

For Graphite, this has a significant impact on the supply vs demand scenario. I have highlighted in red in the below how battery anode material would need to increase exponentially to meet the currently announced battery plant capacity globally.

The simple fact is that every time a company announces an increase in battery capacity or they are building a new plant, the previous forecasting model gets thrown out the window. So much has changed over the past 12 month period and so much more may change over the coming 12 month period.

GLTAH ! Only 1 more sleep until the Quarterly Update tomorrow