Future looks bright for graphite producer with sales to Europe,...

Future looks bright for graphite producer with sales to Europe, US and India

Simon Moores, Graphite guru
@sdmoores

Daimler, LG Chem and now Tesla...
All with long term European megafactory plans.
Never boring I guess...

There are at least 12 battery megafactories under construction. Tesla Gigafactory is the biggest, but still 7 in China. Article to come

Model 3 orders have also theoretically increased the spherical graphite market by 52% on 2015 numbers. #Gigafactory

These graphite numbers assume Tesla chooses natural spherical graphite for its anodes. Which is now all but confirmed. #Gigafactory


@elonmusk (CEO Tesla)

We will need to build a factory in Europe to serve long-term regional demand as Fremont reaches max capacity.

We are working on an exact date, but Tesla will be in India before 3 production starts.