In case you want to kill some time, those podcasts might be interesting for you:
https://www.arcenergyinstitute.com/pedal-to-the-metals-are-there-limits-to-the-supply-of-ev-batteries/ (graphite is covered at 8:30)
https://www.cellsiders.com/podcast/episode/49b5c4e9/episode-1-vws-power-day-cuberg-gm-and-solid-energy
https://cleantechnica.com/2021/03/05/forecasting-ev-battery-metal-prices-interview-with-bloombergnefs-head-of-clean-power-research
https://share.transistor.fm/s/1be6dab7
https://share.transistor.fm/s/5b97aaa0
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