@TrufflehunterCurrent lithium demand is widely recognised as 1...

@Trufflehunter

Current lithium demand is widely recognised as 1 to 1.1 Mtpa LCE. A 50% increase requires 500-550 ktpa LCE of additional production to come online in the next 18 months. See below for a list of companies who are doing just that (including AGY), and note that these are just the one's I can think of, and don't include all of the illegaly mined product that is also coming out of Zimbabwe, nor any near-term expansions in Qinghai brines or Chinese Lepidolite:

	Company//Project			Ktpa	Expected production
1	Salar de Atacama Lithium Carbonate Expansion			30	2025
2	Salar de Atacama Dixin Plant (SQM)			20	2024
3	Olaroz Stage 2 (Arcadium)			25	Early 2025
4	Fenix Phase 1A expansion (Arcadium)			10	Mid/late 2024
5	Mt Holland (WES/SQM)			50	2024/2025
6	Goulamina Stage 1 (Gangfeng)			67	Mid-2025
7	Cauchari Olaroz Stage 1			40	Late-2024
8	Centenario Ratones (Eramet)			24	Early 2025
9	Kathleen Valley (LTR)			60
10	Pilgangoora P680 Expansion (PLS)			13	Late 2024
11	Pilgangoora P1000 Expansion (PLS)			42	Late 2025
12	Grota De Cirolo (Sigma Lithium) Phase 1 additional production to hit nameplate			8
13	Grota De Cirolo (Sigma Lithium) Phase 2 expansion			33
14	Neves Project (Atlas Lithium) Phase 1			20
15	MINRES expansions			40	Late 2025
16	Rincon (Argosy/Puna)			2	2025
17	Rincon (RIO Pilot Plant)			3	2025
18	Kamitivi (Sichuan PDT/Yahua)			6	2024/2025
19	Sabi Star (Chegxin)			13	2024/2025
20	Zulu (Premier African Minerals)			6	2024
21	Mutoko (Rwizi Rukuru)			15	2024
22
23	Total			527