All 18 minutes is worth a listen - graphite is mentioned throughout, but exclusive Graphite chat is from 13:35...
"Somebody asked the question 'how do you rank these minerals?' and for me.., well from an investor perspective its easy to understand lithium 1. nickel 2. cobalt 3. and then graphite always gets forgotten..from a car manufacturers perspective nickel and graphite are the biggest concerns right now."
so true, graphite has slip passed the common battery investor radar.
All it takes is for one of these deposits to crack a funding deal....then its all eyes.
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Graphite No.1 input in Lithium Batteries, page-2
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