Based on your comments...how many batteries do you believe can be manufactured based on annual supply of spod coming out of Australia only?
I guess if you knew the total Kgs (tonnes) being exported, it would be a matter of dividing by 4 to get an indication. By a quick calc based on about 4kgs, you get about 250 batteries per tonne. So if, A40 ships 10,000 tonnes, there's 2500 batteries..... The numbers I read in this article, are staggering, plus there's a huge, actually mega, amount of money being spent on the EV industry. Apologies, I'm on my phone or I could have copied the link or at least some of the figures.
A40 Price at posting:
17.5¢ Sentiment: Buy Disclosure: Held