I have no doubt Graphite will continue to be the main anode material for some time. But the buzz is about next generation non graphite materials.
There are a lot of companies and startups that have been working exclusively on this technology for a long time that are positioned to benefit in the transition away from graphite which will happen over the next ten years.
Graphite doesn't have the energy density potential to go all the way in the battery revolution. We need the next generation materials that replace graphite. Where does this leave Novonix longer term?
Galli at Hyperchange whoi helped boost the NVX share price recently also did a you tube vid on startup technology and a company called Silion.
It is all speculative. But we know Tesla is working hard to replace graphite.
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