Media Reports, page-693

Great find mate. More importantly it isn't just another article. It's the Washington Post which every US politician, staffer, the higher echelons of the Fed public service (the decision makers) and lobbyist read cover to cover.

This has me perplexed though - "Even so, graphite’s dominance looks assured well into the 2030s. For example, Bloomberg NEF projects graphite still accounting for 53% of anode chemistry in 2035, down from 76% in 2020 (source: “Electric Vehicle Outlook 2022”)."

Does anyone know what makes up the other 24% of the anode in 2020? My only guess is the electrolyte but I didn't know it was that much. I thought it was just a thin lining on the separator.

That tension between aspiration and supply-chain realities may be one reason why US tax officials are dragging their heels on defining exactly how domestic content rules for batteries in the IRA will be applied -

The reason the tax officials had to put the content rules start date back to 2025 is because there isn't any graphite available which qualifies apart from some in 2024 when Vidalia is up and running and certified which isn't much. My thinking was they were going to be flat-out finding enough graphite at the percentage levels required when it does start in 2025 under the old vehicle qualification rules. Now they've changed it so the Model Y, Ford Mustang etc qualifies, they're no chance.

The percentage rules where supposed to start rising every year from 2023 but haven't heard if the percentages used in 2023 have been slid back to 2025 or they remain the same and they now start at the higher percentage. I think the percentages are set in stone and would require legislation to be changed.