Hey great question and concern raised. After the Tesla battery day I had the same question before piling in more $$$ to graphite related stocks. Below is a great video summary of why graphite will still be needed, even in a world where silicone anodes technology become prevalent. Hence, reassured me on the situation with graphite and the future EV evolution.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-silicon-fast-charge-is-on-the-way
Fundamentals, page-21
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