A Research note on the partnership between Tesla Motors and Panasonic to build the world's largest lithium-ion battery plant in the US. Looks at the position of each company and the raw materials required (graphite, lithium,cobalt).
http://www.slideshare.net/sdmoores/tesla-motors-panasonic-jv-for-gigafactory-battery-plant
"During the quarter, the Company has been involved in a number positive high level discussions with potential end users, in both Europe and America, for potential offtake of graphite produced from the project. The Company is hopeful in the near future it will be able to secure a memorandum of understanding or offtake agreement with one or more of these end users".
I'm confidant in graphites future and TON.
Whoop Whoop.
future graphite demand
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