"Tesla megafactory will require 34% of current global graphite supply" (they will be competing with traditional industries).....it could be more than that because I don't think battery storage was factored into that 34% assessment , and things have moved at a cracking pace since then with governments a large companies throwing their hat in the proverbial new energy revolution ring.
Benchmark Mineral Intelligence is now tracking at least 12 lithium ion megafactories due to come online by 2020.
What's that tell you......
Imminent results....., page-41
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