Despite all new battery technology developments, lithium is here to stay. The current paradigm 'lithium for portable and small storage, vanadium for large non-mobile storage' will remain the same, but new developments may extend the range of lithium batteries applications into the vanadium spectrum as they become more efficient at storage and increased life span. I doubt if Magnis' graphite resources will be a benefit on the long term as graphite anodes are considered to play a role in the safety issues of Li batteries (eg Samsung Galaxy) and many developments are looking into graphite-free batteries, see excerpt and link below:
"UTR’s patented titanium dioxide anode technology replaces the dangerous graphite anodes in lithium-ion batteries, thereby producing a safer product.
UTR has successfully reproduced its titanium dioxide nanotubes in its pilot research facility, and is seeking to further optimise production processes to ensure it meets end user requirements.
Additional benefits for battery manufactures are that UTR’s technology allows rapid and straightforward integration into current battery production lines. And it uses low cost raw materials combined with an affordable patented production method"
