Li-related News/Articles/Reports, page-5738

A little note on demand.

53% YOY growth in EV GWh output in August.  This translates directly to cells and chemicals needed.  Expecting near 50% YOY growth in 2023 which is contrary to the media claims of 'weak demand'.  



Also Tesla is ramping up its 4680 cell production now having ironed out technical issues.
Train 1 at Texas at 5GWh ramping at 20% per month to a maximum of 25GWh
Train 2, 3 and 4 also under construction.
Tesla also mentioned that trains 5,6,7,8 will be up and running by end of 2024 supposedly.
All up, potentially 200GWh of cells announced to power its expansion, Cybertruck, EV truck etc.  
CATL and other also have big ramp plans.  ESS also growing even faster than EVs.  



Can't help but feel that the current poor lithium sentiment with its price correction will limit future supply expansion all while demand is pushing 50% per year in terms of EV cell deployment.  Some folks obviously see it differently trying to buy up the big deposits like LTR and AZS, so it's likely they know what the future holds.