Mega Factories State of Play 2017-2021

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    Mega Factories State of Play 2017-2021

    Assuming a very conservative 250 GWh by 2021 that translates to :

    Spherical Graphite annual demand (1kg per KWh assumption) : 250.000tpa
    (at 50% yield of spheronization that is 500.000tpa of flake graphite)

    Lithium annual demand (0.65kg per KWh assumption) : 162.500tpa

    Cobalt annual demand (0.1kg per KWh assumption) :  25.000tpa



    Simon Moores‏ @sdmoores 13 oct.
    20 lithium ion battery megafactories in the pipeline. As tracked by @benchmarkmin the leaders in battery supply chain Intel


 
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