@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 Expansion30 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 140 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 nameplate8 13 Grota De Cirolo (Sigma Lithium) Phase 2 expansion33 14 Neves Project (Atlas Lithium) Phase 120 15 MINRES expansions40 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
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