The projected number of electric cars sold per year in 2020 is about six million. That is 1.59 million tonnes of graphite. Where is all this graphite going to come from? The differential, or the amount of graphite demand increase each year indicates that one, or more, 100,000 tonne per year mines could open each year solely dedicated to electric cars and this market would not be filled.
The graphite will be artificial, natural graphite flakes or natural graphite that has been “balled”. The choice will be economic subject to availability. It is likely, that as long as the quality can be met, the supply will be natural, followed by ball graphite with the remainder being artificial.
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