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Rupfel

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27/09/20

16:05

Post #: 47659751
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Originally posted by SF@HC ↑

Yeah, PLL is in a good spot IMO, but only small spod capacity. I believe they should build their Hydroxide plant first and source their spod elsewhere, any ideas. They could use profits from Hydrox plant to build their own spod plant, and maybe expand hydroxide plant to accommodate third party feed thereafter. However, Tesla want the spod, not the hydroxide from PLL, once again not a base load project and Tesla would need 119 PLL's to fill its 3twh of demand.

I get that the supply chains will be localized as far as possible. But the geology and scale of that favorable geology dictates where the mine is located. You can build a conversion, cathode. cell plant anywhere, but not so easy with the mine.

Not sure what the US reserves are, including any economical clay deposits, they likely to be reliant on Canada for spod and South America for carb. At this point, EU have a hand full of undeveloped, unfinanced projects which are expected to supply about 25% of EU LCE needs, assuming economical, meet quality specs, etc.

Not a lot of choices, when you consider China, South Korea and Japan have stitched up most of Oz supply, and a good chunk of South America brine. That's the problem Tesla is facing, China say come on over and build an EV plant, but then try to force them to buy China made batteries, which have established partnerships along the supply chain. China want to dominate the EV sector, years ahead, we know a mine cannot be built overnight, the competition from all the other actors is here, they need supply too, therefore and once again, that is what Tesla is facing, potentially slowing his growth strategy, thus his lead over the competition.

Put another way, there isn't enough upstream capacity to meet everyone's needs in 12-18 months time, down stream customers better get real with raw material pricing now, otherwise limited supply, and they will pay dearly for what they can get their hands on.

AIMO, DYOR

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I read sometime ago that PLL are looking at sourcing extra spod for the LiOH plant.
Tesla's offer does not include LiOH refinery plans atm.
It does make sense for Tesla to get a LiOH refinery up and running asap in U.S.

PLS Price at posting: 32.0¢ Sentiment: Buy Disclosure: Not Held
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