TLG - Media, page-5382

"I'm saying that Novonix want to sell their synthetic graphite for $6-7,000 per ton by 2030. And my bad it looks like it's $8k."

Yes, and I'm saying Natural can undercut that by 50%, if necessary, and still achieve solid profit margins. The whole point though is that natural and synthetic won't have to undercut each other (at least not for this decade) due to a looming graphite anode shortage.


"Did you know millions of cars from 1990s are still being driven on the road today. I know, don't be surprised. People aren't rich enough to buy new cars so they buy second or third hand...You do know that right?"

I assume you're implying that since ICEs are sold second hand for decades that we will do the same with EVs.

So, I'd flip the question and ask: do you know that, in China, you can buy a brand new Mini-EV with a 100 mile range and 60mph top speed for $4,500? That's right now, today. Imagine what you'll be able to get for $4,500 in 2025-2030. Everyone will be able to afford a new or lightly-used EV, because they will be that much cheaper. And, when it reaches the end of its 10 year cycle, you'll sell it to an ESS company that can get second life out of the battery cells.