As this thing (EVs, grid-scale storage, household-scale storage, small-scale mobile appliances, etc) gathers momentum and competition builds amongst battery designers/manufacturers, from small-scale niche players to gigafactories, I suspect that there may be quite a few graphite miners who get to supply a portion of the end-demand for graphite. But they probably will not be dealing directly with end-users (like Tesla), but with the spectrum of battery manufacturers or with intermediary graphite refiners/processors (like Sojitz) or traders/suppliers (like EGT and TK).
There seem to be no shortage of junior miner "hopefuls" diving into the melee, but I wonder how many of these have thought seriously about the road ahead, rather than just jumping on board what is a trendy way to raise equity.
Interesting times...
KNL Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)