ok, so the topic has been well and truly covered, just for prosperities sake and in case anyone missed this article (and apologies if pre posted-I couldn't see it anywhere):
short snippet: I genuinely think the world got lithium, and the next thing that’s going to come will be the conversation around ‘we forgot about graphite’,” Black Rock Mining chief executive John de Vries said.The challenges that have held up companies seeking to develop new graphite mines have included longer project lead times than lithium, lengthy processes where companies adjust the product to suit battery makers, and opaque pricing structures in the China-dominated supply chain.Credit Suisse research analyst Phineas Glover forecasts a supply crunch as EV production ramps up, forcing a supply deficit of 32 per cent by 2025 and demand to grow five-fold by 2050.
