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WHAT DOES THIS MEAN FOR NICKEL SUPPLY
2025 2030
2020
755GWh 2,491GWh 3,439GWh
Nickel(t) NMC Total GWh LFP Total GWh
1,200 1,800 LIB Chemistry Market Share Over Time
1,089 1,500 2030 50% 50%
Nickel Metal tonnes '000 (t) 600 1,200 LIB Total GWh 2020 30% 70%
900
947
40%
60%
2025
900
600
300
335
300 0% 25% 50% 75% 100%
LFP NMC
0 0 Data supplied by Benchmark Mineral Intelligence
2020 2025 2030 (haps://www.benchmarkminerals.com/membership/global-gigafactory-pipeline-hits-300-china-maintains-lead-but-west-gathers-pace/)
