hmmm....SO, in that list, we have the following additional...

hmmm....

SO, in that list, we have the following additional production for 2022:

MIN: 15,000t LCE (Wodgina 250ktpa spod conc from Q3 2022; around 35,000tpa LCE, so perhaps 15kt in 2022..?)
Livent: 2000t LCE? (5ktpa in production in Q3)
Allkem Olaroz S2: 5000t LCE? (25ktpa starting production in Q3 with 2-year ramp up)
SQM: 40,000t LCE ?
PLS: 12,000t LCE + 5000t LCE ? (Ngungaju 180,000-200,000 dmt/year spod conc (circa 25ktpa LCE) from mid 2022 + Pilgan circa 40ktpa spod (circa 5ktpa LCE) expansion)
LAC: 15,000t LCE? (Cauchari-Olaroz 40ktpa from mid 2022, so perhaps 10-15kt in H2 with ramp up..?)
Sigma: 5000t LCE ? (220ktpa spod conc as per their website (equivalent to about 30ktpa LCE) targeted to start production in Q4 2022, so perhaps 5kt LCE in 2022..?)

So... we have a total there of around 100kt of additional LCE in 2022.
...but some of the chems might be in slow ramp and qualification mode..?
...and don't forget that the spod concentrate still has a fair journey (i.e. time) until it can reach a battery cell!!


2022 should see an extra 4-5 million Evs compared to 2021.
AFAICT this will require around 200kt LCE above 2021 levels.
Where is the other (missing!) 100kt LCE going to come from next year?
Who is missing from the list above..?
(getting late, will check later!)

hmmm.... interesting!