LTR 8.28% 78.5¢ liontown resources limited

Kikker1959…As battery tech continues to improve, the li purity...

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    Kikker1959…

    As battery tech continues to improve, the li purity used therein might change. Or might not.
    For now, it’s logical to assume that battery grade li covers both ev and ess types.

    Does energy density requirements affect the amount of li used? EV’s 3.7V vs ESS’ 3.2V. Cannot find info on the’Net.

    The manufacturers’ specs play an important role too.
    Overall, the 0.01% difference in qty (as distinct from purity) suggests the economics is more driven by purity than quantity.

    From ganfenglithium website:
    ”Battery grade (high purity) metal lithium is divided into three categories, Li-1 (Li%≥99.9%), Li-2 ((Li%≥99.95%), Li-3 ((Li%≥99.99%).
    It can be negotiated between the supplier and the buyer.
    The product is mainly lithium ingots, the size is Φ(90mm~210mm)×(120mm~400mm).”
 
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