Commodity analysts are predicting there will be a severe shortfall of graphite by 2030, a key component in electric vehicle batteries. This could present increased costs for EV manufacturers, which would be passed down to customers, they said.
https://www.cips.org/supply-management/news/2023/june/looming-700k-tonne-graphite-shortage-could-stunt-ev-demand/#:~:text=Commodity%20analysts%20are%20predicting%20there,down%20to%20customers%2C%20they%20said.
Glut spid?
Ann: Development progress - Lindi Jumbo project, page-1303
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