I posted this in SYR
An interesting read requiring a lot of interpretation if you want to work out what it means for NVX. As always, the actual case will fall somewhere between the base and accelerated case. The chart confirms my own thinking and what I've been saying (in SYR). Graphite isn't being substituted just complimented with other technology. No different to LFP and nickel on the cathode side except other tech in the anode at volume is still years away.
https://www.mining.com/web/visualizing-the-demand-for-battery-raw-materials/Visualizing the demand for battery raw materials
Media Watch - NVX related, page-12830
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