What. TLG are not making graphene batteries, they're making...

What. TLG are not making graphene batteries, they're making graphene anodes. Replacing the usual graphite anode with some kind of graphene, silicon type anode. Tesla are trying to do the same thing, they're also trying to replace the graphite anodes with graphene. But they're still lithium batteries. The lithium part of the battery is still the same. Go read some TLG presentations, because you've got this one wildly wrong.

This is good for us, it makes lithium batteries even better. It doesn't replace our lithium, it replaces crappy graphite. Better batteries = more batteries = more lithium.