GXY galaxy resources limited

SQM to triple production of lithium by 2021, page-7

  1. 14,516 Posts.
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    You have made a fundamental error of not considering what the s-curve demand equation will likely look like over the next 15-25 years.
    During its peak growth period, I estimate that this demand will require over 250,000 tonnes of NEW LCE production per year. Not total; NEW. Per year.

    Where will this come from?
    Li price going south..? LOL

    Can you say "5mtpa of LCE required for 100% EV penetration"..?
    Put your own timeframe on that, draw some curves, make some tables, then come back with something of substance.

    180,000tpa from SQM?
    I'm not even scared.
    Save us the sky-is-falling story. Cool story.
 
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