My updated numbers - added an operation from Quebec. Please let me know any I am missing, or of any obvious errors. Also there was an error in the previous chart as the China adjustment was not subtracted. The 1156500 is the total LCE estimate by, say 2025, of currently intended projects just to pluck a date. Sorry - can't import a csv or spreadsheet.
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
Column 7
Column 8
Column 9
1
NOW
2018
2019
2020
2021
not sure
2
SQM
50000
13000
25000
25000
102000
Brine
3
Albemarle
50000
20000
55000
Brine
4
FMC
46000
Brine
5
Ganfeng
30000
Hard Rock
6
Tianqi
34000
from existing hard rock
7
Other China adj
23000
Both
8
ORE
17500
Brine
9
PLS
42000
37000
Hard Rock
10
AJM
37000
Hard Rock
11
Mt Marion
64000
8000
Hard Rock
12
Mt Cattlin
22000
6000
Hard Rock
13
Mt Holland via Lake J
32000
Hard Rock
14
Whabouchi
no project
Hard Rock
15
Cauchari
25000
25000
Brine
16
Greenbushes
80000
80000
20000
High grade Hard Rock
17
ORE expansion
25000
Brine
18
Sal De Vida
25000
Brine
19
AJM stage 2
35000
Hard Rock
20
Wodgina
80000
40000
Hard Rock
21
Bald Hill - Tawana/AMAL
25000
Hard Rock
22
NAL - La Corne
25000
Hard Rock
23
adjustment for China
-67000
Hard Rock
24
Totals
349500
223000
130000
185000
25000
244000
1156500
25
Column 1
0
note - probably some doubling up between Chinese producers + and hard rock projects
1
all projects are listed at completed target production - but most will take a long while to ramp up to there
2
all rough numbers - about 20% of hard rock Li is not recoverable
3
Much Greenbushes production assumed to be counted in China numbers - hence adjustment
4
All in Lithium Carbonate Equivalent - LCE, assumes 80% conversion from hard rock conc
5
I have found data that 20ktpa LCE is sourced from China, and 67 ktpa is from imported sources
