The two charts above do not correspond.In Taylors chart, the...

The two charts above do not correspond.
In Taylors chart, the total SC6 production for the 5 mines is 4000kt, the equivalent of approx. 600 kt LCE. Doesn't gel with either the 870 or 1100 kt figures in sunnys chart (sourced from https://www.mining.com/africas-lithium-supply-to-triple-this-year-benchmark-minerals/) representing total world production.

These last two numbers cannot be Zimbabwes production since they are supposed to jump from 4% to 10% of world production since if 870 is 4% then 1100 can't be 10%.

According to https://www.statista.com/statistics/606684/world-production-of-lithium/ the total Li production in 2023 was 180kt or 960kt LCE which seems to agree with sunny's claim.

PLS's current production, about 700kt SC5.2 is about 600 SC6 (the same as Sabi Star - the smallest in Taylor's chart?), or 90 kt LCE, ie nearly 10% of world production.

All this is very obscure - maybe I got it all wrong.

From another angle - the demand side.:
According to https://x.com/sparkes_dwayne/status/1692338270842315151 {should we believe him?) there are about 25kg of Li in the average EV. Then, according to statista's 180kt of Li production, that should be enough for 7.2 million EVs.

But according to https://ev-volumes.com/news/ev/global-ev-sales-for-2023/ in 2023 there were 10 million new BEVs, plus the hybrids. So, where did the extra Li come from? And what about the Li used in grid and home storage?

Nothing adds up. Maybe I stuffed it up badly.
Or maybe all the figures quoted are BS.

I have been using this conversion table: https://panasiametals.com/investors/conversion-tables/