2016 AGM summary and comments, page-69

Heya b4...yeah, this bit I remember...might have been further discussion, others may remember beyond my notes:

SHQ: Apart from graphite is there any potential competitor battery material on the horizon? Mentioned titanium dioxide.

SU said that titanium dioxide (with only 50% graphite content) is a ‘low capacity’ material, although it has a has a longer life. You don’t want your car to have lower battery capacity, and it doesn’t need to have the kind of much longer life this can ofer. On silicon, SU said it was one of the candidates but that even if it took hold (not for 5-10 years at least), it would still only likely replace 15-20 % of a by-then existing dominant graphite-battery market.