Looks like we've only got enough graphite to supply 2030 demand for about 260 years. I'll have to find another investment before we run out.
https://www.greencarcongress.com/2021/07/20210701-bnef.html
Graphite demand to grow: Graphite demand from lithium-ion batteries is set to rise year-on-year by 37% to 446,914 metric tons in 2021, BNEF estimates. It will grow by 297% by the end of the decade. Commercial vehicles will represent the fastest growth, with year-on-year demand doubling in 2021. Overall, graphite demand from lithium-ion batteries will reach 446,914 tons in 2021.
Posted on 01 July 2021 in Batteries, Electric (Battery), Forecasts, Market Background, Materials, Mining |
Ann: Talga Supersizes Graphite Amid Booming Battery Anode Demand, page-57
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