Link: lithium-conundrum-continue-2019-rodney-hooper "Vehicle...

Link: lithium-conundrum-continue-2019-rodney-hooper

"Vehicle batteries dominate the future growth in lithium demand, whilst the transition to NMC 811 is acknowledged as the next preferred cathode chemistry, the timing and growth path of this adoption isn't clear. Hydroxide is the main beneficiary of the shift towards high nickel, increased energy density and faster charging batteries. However, the rise of solid state batteries, capable of providing a quantum leap in energy density, would mean lithium chloride / metal is required. If a commercial solid state battery is available by 2025 what will that mean for all the hydroxide conversion capacity being installed?"