So, Morgan Stanley is saying LCE demand will peak in 2024 at around 190,000t, then drop to around 150,000t (graph source- Today's Australian page 26). Simon Moores (Benchmark) and Joe Lowry (Mr Lithium) are both saying, I believe, demand will rise to 600,000t by 2025. Therein lies quite a disparity.
Sorry, Morgan Stanley, your numbers don't make any sense. There is a very fishy smell around them.
As Ken says ( Australian article today): "When we speak to end users, they are increasingly eager to secure supply. I mean really big-ticket players like Posco and many others".
I don't think PLS is begging for offtake Partners.
This EV and Energy Storage revolution is gathering pace. I cannot help thinking about Ken's recent view- ' this is a once in a lifetime opportunity '. Go Ken and the team!!
The Impending Boom, page-179
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