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30.5¢ magnis energy technologies ltd

Thanks mate. Will be interesting to see what SK Innovation...

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Amorga

399 Posts.

94

23/02/21

21:34

Post #: 51263059
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Originally posted by bombersmadd: ↑

I don't believe i posted on the Top 5 producing today, the list i previously provided was Top 5 planned by end of 2021. Either way you cut or dice it up, 1GWh even today would not make Magnis #2. Additionally, 1GWh by the end of this year will certainly not make anyone #2.

However, a list of Giga-factories in the USA that are currently producing as we speak:

1) Tesla Nevada
2) LG Chem Michigan (5 GWh in 2019, has been upscaling to ~20GWh since)
3) AESC in Tennessee (3GWh in 2019, planned expansion following sale to Envision in 2020)

Plants that are due to commence operations within the next 12 months include:

1) Tesla Pilot Factory California (10GWh)
2) SK Innovation Georgia Plant #1 (11GWh) Plans to be Operational Dec 2021 *** Ongoing dispute between LG & SK Innovation
3) Magnis Energy New York (1GWh)

Plants in USA +12 Months away:

1) Tesla Texas (22GWh in 2022)
2) LG Ohio (30GWh in 2023)
3) SK Innovation Plant #2 (12GWh in 2023)
4) Samsung Auburn Hills, Michingan (3-4GWh 2022)
5) Enovix Corp (Unknown capacity by 2025)

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Thanks mate. Will be interesting to see what SK Innovation decides given the recent ruling. Hard to justify construction of a plant that will only support 2 contracts with 2 and 4 year production lifespans

MNS Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
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