"This rapid evolution of the battery graphite market has naturally raised concerns over future graphite supply availability from other major consumers, especially in the refractories market, where the same grade flake graphite is such a valuable component in a wide range of refractory products, in particular for magnesia-carbon bricks used in steel ladles"
http://imformed.com/refractory-graphite-supply-under-spotlight-as-battery-market-evolves/
This is the main reason I am bullish on graphite (as I have said previously) I think new tech (ev's, battery storage etc) and existing markets for graphite will collide at some point and cause competing demand that is yet unseen due to "currently " sluggish world economies.
CSIRO recently commented " electricity network is changing fast, in 2015 battery storage is already 20% cheaper than was expected in 2013"
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