My updated numbers - added an operation from Quebec. Please let me know any I am missing, or of any obvious errors. Also there was an error in the previous chart as the China adjustment was not subtracted. The 1156500 is the total LCE estimate by, say 2025, of currently intended projects just to pluck a date. Sorry - can't import a csv or spreadsheet.
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 1 NOW 2018 2019 2020 2021 not sure 2 SQM 50000 13000 25000 25000 102000 Brine 3 Albemarle 50000 20000 55000 Brine 4 FMC 46000 Brine 5 Ganfeng 30000 Hard Rock 6 Tianqi 34000 from existing hard rock 7 Other China adj 23000 Both 8 ORE 17500 Brine 9 PLS 42000 37000 Hard Rock 10 AJM 37000 Hard Rock 11 Mt Marion 64000 8000 Hard Rock 12 Mt Cattlin 22000 6000 Hard Rock 13 Mt Holland via Lake J 32000 Hard Rock 14 Whabouchi no project Hard Rock 15 Cauchari 25000 25000 Brine 16 Greenbushes 80000 80000 20000 High grade Hard Rock 17 ORE expansion 25000 Brine 18 Sal De Vida 25000 Brine 19 AJM stage 2 35000 Hard Rock 20 Wodgina 80000 40000 Hard Rock 21 Bald Hill - Tawana/AMAL 25000 Hard Rock 22 NAL - La Corne 25000 Hard Rock 23 adjustment for China -67000 Hard Rock 24 Totals 349500 223000 130000 185000 25000 244000 1156500 25
Column 1 0 note - probably some doubling up between Chinese producers + and hard rock projects 1 all projects are listed at completed target production - but most will take a long while to ramp up to there 2 all rough numbers - about 20% of hard rock Li is not recoverable 3 Much Greenbushes production assumed to be counted in China numbers - hence adjustment 4 All in Lithium Carbonate Equivalent - LCE, assumes 80% conversion from hard rock conc 5 I have found data that 20ktpa LCE is sourced from China, and 67 ktpa is from imported sources 6 http://www.indmin.com/events/download.ashx/document/speaker/E000994/a0ID000000arDqQMAU/Presentation 7 Don't rely on these numbers - lol
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My updated numbers - added an operation from Quebec. Please let...
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