Lat, Nice comment re graphite - lithium - zinc.
Zinc is the real deal (galvanizing - vulcanizing and Zn batteries) major scarce industrial metal.
I do not know yet if lithium will go into oversupply, or which ore/process will be most economic, but IMO at $10,000/tonne margins for some will be very tight. DYOR - take a month before you jump.
I will not touch graphite - there is plenty of it and the qualities of a good flake for battery grade is a bit like hopum pokum.
Capital Raise speculation Icg, page-333
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