With confirmation from the Boss at Benchmark of Battery Capacity...

With confirmation from the Boss at Benchmark of Battery Capacity breaking through the 6TWh mark (Sitting Today at 6.24 TWh in the coming decade), I thought I would update RNU's Anode Demand Graph to visually highlight just how crazy it is going to get for the mining industry to meet.

*** By The Time You Read This Post, It is probably already out of date given the announcements that are flowing through at present !




The below Anode Graph has been utilised in RNU's Presentations. The only issue I have with this graph (and that of pretty much every miner in the EV / Battery Minerals Space) is that given how rapid new capacity announcements are streaming in, they are pretty much out of date by a fair margin.


I have taken the below from our peers at Black Rock Mining (BKT) who published the below about a month ago (based on the January 2022 Benchmark Report). Which over the past few months is now +20% out of date (and growing by the week).