construction halt at Ford’s new EV battery unitThe announcement doesn’t directly impact lithium consumption in the US because the Cathode Active Material (CAM) that is utilised in the battery cells may be imported. But indirectly, the planned capacity of the battery plant is 35GWh, which translates into roughly 18,000 tonnes of Lithium Carbonate Equivalent (LCE) demand,” Roberts said.
https://www.fastmarkets.com/insights/lithium-demand-to-remain-unchanged