Is there a reason for using 0.9 kg LCE per kWh (g)?
This sort of value and higher was being quoted a few years ago but more recently I've seen some of the commentators make references to values as low as 0.75 kg LCE per kWh and others comment that those estimates are too low. I've tended to use 0.80 kg LCE per kWh as an estimate in guesstimate calculations as to what the vehicle number / kWh of batteries figures might mean for lithium demand.
As you will be aware, this doesn't materially change any outlook calculation of very strong lithium demand but if the last couple of years have seen production efficiencies shift from 0.9kg to 0.80kg or even 0.75kg its another part of the puzzle as to how the market had strong growth in output demand but managed to have a period of oversupply that appears to be ending.
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