The stationary storage Li requirement is growing and substantial.
If 0.88 t LCE is around 1 MWh and
7.5 t of 6% spod is roughly equivalent to 1t LCE
And we have a 4240 MWh battery in Collie,
This gives 4240 MWh x 0.88 LCE/MWh x 7.5 t of 6% spot/tLCE
or 28k t spodumene or 5.6% of Liontown’s annual 500kt production.
More than double that in California and growing.
https://reneweconomy.com.au/neoens-collie-battery-to-be-australias-biggest-after-winning-new-contract-to-flatten-solar-duck/amp/
https://www.energy.ca.gov/data-reports/energy-almanac/california-electricity-data/california-energy-storage-system-survey
The stationary storage Li requirement is growing and...
-
- There are more pages in this discussion • 324 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LTR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
93.5¢ |
Change
-0.050(5.08%) |
Mkt cap ! $2.266B | |||
| Open | High | Low | Value | Volume |
| 97.5¢ | 97.5¢ | 93.5¢ | $49.48M | 52.51M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 37 | 2797617 | 93.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 94.0¢ | 341986 | 5 |
View Market Depth
| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| LTR (ASX) Chart |