Hi All,
I'm trying this again because it was completely swamped in today's reactions to SP movements.
Considering there is an oversupply going on in the market, and the one thing that will resolve it is conversion capacity coming online, I thought we could pool research into expected facilities and dates coming online to stay ahead of the curve and predict the bull run on spod.
Note that some are not hydroxide conversion below but carbonate (related to Chinese brine i think).
Albermarle’s Xinyu II- 20ktpa Hydroxide
Zangge Lithium (10 ktpa carbonate)
Qinghai Lithium (5 ktpa carbonate)
Qinghai Hengxingrong (4.5 ktpa carbonate)
Sichuan Energy Investment (10 ktpa carbonate)
Jiangte- 15ktpa (deal with Alliance?)
Hefei Tiansheng Lithium (5 ktpa) Hydroxide
Kwinana (48ktpa) Hydroxide
YiChang General Lithium (38kta - 22ktpa to 60ktpa) 2020- Hydroxide
So far from the above there is at least another 101ktpa of hydroxide conversion coming online by late 2020 (most flagged for late 2019).
That's all I've been able to find so far, but I'm sure there are others i've missed. Infact i have raised this on the galaxy forum and already had a couple of extras flagged.. My recommendations is if you have others converters coming online that i've missed, copy the list and append with a source reference.
Sources
https://www.mining.com/web/lithium-cobalt-look-2019/
https://www.mining.com/web/chinas-general-lithium-launch-60000-t-spodumene-converter-end-2020
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Hi All, I'm trying this again because it was completely swamped...
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