Yeah, much of what he's saying has been said innumerable times already, the loose wire in his post was the idea that the structural supply shortage in graphite has something to do with it being the largest volume material in lithium batteries.
Moving on, Matt Fernley is always a good watch when it comes to battery materials. This is his latest (it's funny how obvious it was that much of what Matt was saying went straight through to the keeper for the interviewer):
Yeah, much of what he's saying has been said innumerable times...
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