Its pretty easy to work out!
You need approx. 2kt per annum of nickel sulphate per GWh of capacity.
Therefore with its 29.5 GWh of announced planned capacity, SKI will need approx. 60kt per annum of Ni sulphate and a proportion of that for Co sulphates (depending on the favoured tech by the time the factories/plants are built (probably NCM 8:1:1).
Breakdown is 9.4kt pa at Seosan (currently provided by L&F Materials); 15kt pa at both Hungary and China and 19.6kt pa at the Georgia plant.
So they currently need around 5o kt/annum for their planned factories (to supplement what they currently get from L&F). So the current deal could potentially accommodate one more plant at the Hungary scale but any more than that will require more than Sconi can produce on the current BFS. That however, could increase with the optimized version.
SK Innovation, page-48
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