really like the summary mjp2, and I align a lot to your thinking.
I also like the below link and video summary on the other alternative anode technology, silicone. TLDR, it covers how even if Tesla are successful in changing the anode to be predominantly silicone based, the technology is still a long way off from being implemented into mainstream battery manufacturing, in addition, would only remove about 50% of the graphite content in the battery. And therefore, if the rate of innovation is out-paced by rate of EV demand, graphite will still be in high demand for many years to come (IMO).
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-silicon-fast-charge-is-on-the-way
DYOR!
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