Media Watch - NVX related, page-6919

They will be akin to oil gas and mining companies with the supplies already tied up. New tech will come but nothing changes quickly and adoption takes a long time especially with these companies having major capex investments in mines, machinery etc.
Chris mentioned in the presentation above that graphite will still be 90% of the market in anode material in 2030. This is not his forecast but a reporting agency like benchmark minerals.

Can not recall the article but the 'green revolution" will require more iron, copper, nickel (non battery), rare earths and normal building materials (estimated to 10 times) than equivalent gas and coal fired generators we know today. All resources are set for a boom.

It is interesting to hear commentary about synthetic graphite being dirty as its derived from oil. We relate oil as dirty because we burn it and release CO2. Petroleum coke is more akin to iron ore as its processed and used in a product.