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THE GLOBAL GIGAFACTORY PIPELINE TO 2030

      And the squeeze on raw commodity supply



                                                                             Raw	material	supply	for	a	~30GWH	NCM	Factory
          Global	Gigafactory	Growth	Profile	                                                                                  Graphite
                                                                   GWh	      Lithium(t)	  Nickel(t)	  Cobalt(t)	  Manganese(t)	  Anode(t)
                                                                    30	      								25,000		  														19,000		  							6,000		  														9,000		  								33,000
                      May	2022
                       304

                                                                    North	America	–	23	          Europe	–	30
                      Apr	2021	                                                                                          China	–	226
                       208


                      Sep	2019
                       102
                                                                                                                             Asia	–	25











                                                                                                             Data	supplied	by	Benchmark	Mineral	Intelligence
                                                                                 (haps://www.benchmarkminerals.com/membership/global-gigafactory-pipeline-hits-300-china-maintains-lead-but-west-gathers-pace/)
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