DEG 4.11% $1.14 de grey mining limited

Overview of Pilbara Gold Scene, page-230

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    I just looked into it again myself and get a very similar answer.
    700-800T seems to be a general consensus depending on who you talk to
    some say 0.7kg of LCE per KWH others 0.8Kg of LCE per KWH.

    IMG_4035.PNG

    I'll go with 800t per GwH.

    800 x 50 gives 40ktpa LCE for CATL at full production.
    40 x 8 gives 320ktpa spodumene.
    So it's well within the capabilities of Australian producers over the next couple of years.
    TAW could provide this as could PLS if they expanded again.
    Maybe even DEG at that point in time.....
    Last edited by El Jefe: 12/10/17
 
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