Hi Pokerface
I am wondering if you are referring to the Roskill numbers from slide 8 of the PLS AGM commentary?
I have also thought a lot about those Roskill numbers.
However, the set of numbers on the LHS of the slide is for the period of 2016 to 2025, while the set of numbers on the RHS of the slide is for the period 2017 to 2026.
Given that LCE demand is growing exponentially, simply comparing the 2016-2025 vs the 2017-2026 numbers does not tell us what part of the massive increase in the 2017-2026 numbers is due to the addition of 2026 as well as the dropping off of the "low" LCE demand year of 2016 and what portion of the increase is actually due to an upward revision of Roskill's forecasts.
The numbers I really would like to see is the 2016 Roskill forecast for LCE demand between 2020 to 2025 compared to the 2017 forecast for 2020 to 2025, and then next year see how the 2018 forecast for 2020 to 2025 compares. If this saw a trebling it would imply that even industry experts are scrambling to upgrade their demand estimates.
Lithium, page-2002
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