Look at that! - 52kg of Graphite (aka Black Gold) in EVERY SINGLE EV (according to your diagram).
That’s an awful lot of this critical mineral that’s going to be required to be sourced ex-China to qualify for the tax credits for EV’s. Imagine the volume required globally!! Staggering.
I believe the worlds biggest resource of Graphite and only fully commissioned mine suitable to supply the USA under the Foreign Entity of Concern regulations is Syrah Resources. ASX SYR.
Remember you can have a shed load of Lithium but without Graphite for your Anode - no battery.
DYOR IMO
Lithium Related Media Articles, page-22039
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