That's if you believe that the supply will be there.....IMO...

That's if you believe that the supply will be there.....IMO unless you can accurately predict the future it is impossible call the graphite demand, quite frankly the world has not seen a change like this since the industrial revoloution and the global population was far smaller about 760million , it is now 7.5 BILLION growing at 75 million ish annually , one thing is for sure though we are going to need far more graphite ,not less wether its in 2 years or 10
The below is a recent exerpt from Andrew Spinks (yes I know it is probably a bit bias as he works for another g company) but it makes sense., like Volts S.Hunt these guys are at the "graphite face" so speak and will no doubt have a better insight than most /posters.


MD Andrew Spinks, said graphite was “certainly not a bubble”.

“Graphite is set to be a major global commodity – it is going to be one of the raw materials of the future - a major commodity - so talks of bubbles are premature."

“Importantly, as the new era high graphite consumption global battery market evolves, we will see a series of new gigafactories driving future graphite demand.

“These will be dominated by emerging plants in Japan and South Korea in addition to existing and new gigafactory developments in the traditional global leading graphite supply and graphite product market of China.

“Anyone who doesn’t believe there is a future demand for graphite is ignoring the swathe of emerging graphite reliant technologies,” says Spinks

The future graphite market is not just about batteries – it includes historic traditional uses but adding on its new uses in electric vehicles, fuel cells and energy storage systems.