As suggested before … smaller batteries but greater uptake …....

As suggested before … smaller batteries but greater uptake …. Hmm I wonder if the equation for demand is simply “how big is the battery in that car”? Or is it perhaps “how many battery cells does the battery manufacturer have under offtake contract?”?

CATL has recently been advising customers with “smaller” order numbers that they will be “discontinuing supply” for those small order cells for a while … not because they can’t produce them but because they are focusing their production capacity on the large customer order products. I know this from direct contact with a buyer in that “small order market”.

Now does that suggest to you that the demand for battery chemicals is reducing?

Maybe you should focus on battery demand not “size of battery in a car”. The latter is relevant to the car buyer but the former is relevant to the raw material supplier. Which are you?