There will be lot's of Graphite needed, we are just starting with the transition to EV Transportation and Battery Storage for the energy sector, and unlike some of the other battery minerals, Graphite requirements from it's traditional sectors will also increase significanly, some examples are:
* Eventual rebuild of Ukraine
* Rebuild of Turkey/Syria (earthquake & war)
* Global scale arms production restart
to name a few, and then there is the absolutely huge growth of EV and Storage:
and the above does not account for battery storage, which is growing at significant speed.
The majors will have to start investing into their supply lines, there is no other way, EGR in prime position....we just need gonfirmation and signing with the Tanz Gov...wonder how the weather is in Tanz at the moment??
All IMO
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