@mbot is citing factual news sources. Everyone can read...

@mbot is citing factual news sources. Everyone can read something similar on https://www.fastmarkets.com/insights/the-critical-need-for-synthetic-and-natural-graphite-to-meet-ev-sector-growth

that said, there's no specific empirical, scientific papers and data quoted. Also, many silicon infused anodes in use today at best improves capacity by 10-20% with compromises on longevity. NVX, and like companies like Epsilon are all researching silicon-graphite anodes, and many new approaches to increase a higher % of silicon pretty much calls upon need to synthesise graphite.

no clear winners in the silicon-graphite space at the moment esp with scaled industrial production. In short, not relevant.