My updated numbers - added an operation from Quebec. Please let...

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    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
    6 http://www.indmin.com/events/download.ashx/document/speaker/E000994/a0ID000000arDqQMAU/Presentation
    7 Don't rely on these numbers - lol
    Last edited by CaptainBarnacles: 06/04/18
 
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