A post from GC over at GXY - concise and to the point. Relevant to any company looking to construct a lithium plant (or 3) over the next year or 10. Can't think of anyone off the top of my head ...
"The chart below is a forecast from BNEF.
I note that they haven't yet mastered drawing of the "S" curve
Their yellow line there is a bit linear for my liking. No doubt it will (continue to) be revised each year as the actual numbers surprise to the upside.
Despite this, they still see over 20% penetration of BEVs by 2030 (over 20 million vehicles per year).
That will require about 1-1.5 million tpa of LCE; which equates to an additional 30 to 50 mines required by then @ each producing 25ktpa LCE.
Add stationary storage and the number only gets bigger.
Where all the mines at?!
Even by 2025, and using the BNEF forecast of about 7 or 8 million BEVs, this will require about 400-600 ktpa LCE, or roughly 12 to 20 new mines @ each producing 25ktpa LCE.
Where they at?! Peeps better get digging the spod and pumping that brine quick smart, that's not many years away!"
https://hotcopper.com.au/threads/41-plants-at-998-gwh-capacity.4322212/page-5?post_id=34562500
I'm sure @GCar won't mind, last head count he had a few LPD's tucked away for a rainy day anyhoo ...
GL
Lithium Related News, page-366
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