Closer analysis of GC’s modelling for lithium supply and demand...

Closer analysis of GC’s modelling for lithium supply and demand shows how much faith they’ve placed in Ledipolite, accounting to roughly 17% of the lithium supply in 2023.

Can someone let GC know that lithium extraction from Ledipolite, mostly found in China, is an extremely difficult process

• requiring 20t of raw material as opposed to 7t of raw material if spodumene is used
• mammoth water usage and wastage
• environmentally concerning dust production
• massive sludge wastage

As such, many Ledipolite miners have put their mining on hold while some big Chinese battery players have pulled out their investments in Ledipolite mines. This is further proven by

”We note this environmental issue is not unique to Yongxing and has impacted other major lepidolite producers in China, including Nanshi, Jiangte, etc, who have all suspended their operations due to wastewater treatment concerns," the analysts said in a note last Friday.”

But who cares about the difficulties of getting lithium mines online, permitting, building the mines, quality of the lithium produced, battery grade or not, we’ll just assume we live in a perfect world where everything goes to plan, EVERY LITTLE STEP, even though history has proven otherwise.