Worth a read. 6 months old. From the TLG presentation
https://www.fastmarkets.com/insights/rising-synthetic-graphite-costs-may-push-battery-makers-to-rely-on-natural-material
https://www.fastmarkets.com/insights/the-critical-need-for-synthetic-and-natural-graphite-to-meet-ev-sector-growth
This was reassuring - The increased use of silicon in anodes is still largely under development, but in future, if this technology is more widely adopted, natural graphite performs better than synthetic graphite with silicon in the anode.
Media Reports, page-31
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