Already probably been posted, but worth another reminder- especially with Syria mothballed- wonder where they’re gunna source their graphite- anybody got a suggestion?
- Benchmark Minerals Intelligence says $7.5bn needed to meet base case graphite demand
- It takes 10x more graphite than lithium to make a Li-ion battery
- US looks to domestic supply; China looks to work around tariffs
https://stoc khead.com.au/resources/us-eyes-domestic-graphite-plays-with-7-5bn-and-300-new-mines-needed-by-2035/?amp
Take the gap out
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