Good video. Still feel the figure of double the graphite market by 2050 is a bit conservative. Not just EVs that will probably sky rocked in 5yrs time, but large storage etc etc etc.
Sure there will be new technology for anodes to take a share, but with graphite being a relatively cheap component of various battery chemistries, it still has a long way to go up in pricing before id think that new technology would be deployed for a purely cost based reason. Just my 2c
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