Teslas Giga Factory the cause

Just wondering if Teslas Giga Factory plans was the cause of this huge Graphite Bubble


http://www.mining.com/web/tesla-motors-gigafactory-to-revolutionise-critical-mineral-demand/

Tesla’s Gigafactory: Needs 6 new graphite mines, but where will cobalt be sourced?

Lithium, graphite and cobalt are all set to be key raw materials to make Tesla's lithium-ion batteries, but the question remains whether the company can get the volumes and consistent quality it needs in time.