Clicking from the last link of your post..... Quote..... "Graphite poised for a breakout. A Tesla Model S with a 70kWh battery uses 63 kilograms of lithium carbonate equivalent (LCE) — the standard industry measure of lithium production. The Chevy Bolt has a 60kWh battery so the weights are comparable. The average plug-in EV has 70 kg of graphite. Every million EVs requires in the order of 75,000 tonnes of natural graphite. This represents a 10% increase in flake graphite demand. In the last section we outlined the criticality of lithium, however for the US graphite is more difficult to come by. Graphite is included on a list of 23 critical metals the US Geological Survey has deemed critical to the national economy and national security. "
There is a very long read if anyone is interested in looking
Interesting period coming up.
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