Ok, not that I like SP predictions but here goes (and don't bag...

I read the article and I have to admit it is not clear too me where the number came from. Wh/kg is a key so does depend on what that component is - is it 3.5 WH/kg or lower. The higher the WH/kg the more lithium needed. I will need to delve into this a bit more.

The pic I put up was actually from Albermale, and the 0.85 - 0.9 kgLCE per kWh is one I have seen in the public arena as well and in a number of articles I have read and in the conversions I previously did.

If Tesla has been able to reduce that, that is a good thing as should make EVs (slightly) cheaper as well. Even though you have the same amount of graphite and lithium in a battery, the graphite cost is a lot lower than the lithium cost - graphite cost here Post #:66724229

Ok, not that I like SP predictions but here goes (and don't bag me as generally more conservative than others!!!) - IMO market to get happier with LTR as production of SC6 starts occurring, which on the last presentation they stated 'mid 2024'. I think the key to significant SP growth is going to happen when LTR starts using the cash flow to fund the downstream processing after 2024 - their latest presentation was very good guide for me, and especially if they meet the cost objectives in the DFS Post #:67558051:

31/12/23: 3.25
30/06/24: 3'65
31/12/24: 5:20

All IMO