So, US needs xtra 700k tpa LHM JUST ev...."Currently, there is not enough lithium hydroxide being produced in the world to power the growing electric vehicles demand," said Austin Devaney, chief commercial officer at Piedmont Lithium Inc. (PLL).
Those commitments, he said, will require about 715,000 metric tons annually of lithium hydroxide by 2030, which is more than 40 times the amount currently being produced in the U.S. of around 17,000 metric tons.
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E3 needs to throw down the gauntlet & blow right past 20/30/50k tpa.
Shall see how fast 150k tpa comes. : )
https://www.morningstar.com/news/marketwatch/20230920269/lithium-supply-may-tighten-in-the-years-ahead driving-prices-higher-along-with-it