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.
GXY Price at posting:
$3.02 Sentiment: Buy Disclosure: Held
