If you look at 121 Mining Investment Online Feb22-24 you will see Battery Materials World renowned expert Matt Fernley says that currently there is less than 5% silicon in the graphite anode.They forecast this could rise to 10 or 12% by 2030 and as such “is not going to derail the graphite demand story”
”Silicon is still a high cost material and is still problematic because of swelling”
. In fact High Purity Aluminium Could turn out to be a more important growth material for coating graphite.
I think I would prefer to put faith in what he says.Listen to the video you may find it rather informative.
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