Short Term Tradings Week Starting: 16th Oct, page-307

It's already been mentioned by others here on STT recently, but check out graphite & graphene player HXG.  Only $27m market cap and 193m SOI.  Big % volume increase over last few days.

From HXG's website....EV battery anodes require 10-20 times more flake graphite than lithium carbonate.  The average electric car uses up to 70kg of flake graphite.

Also came across this article on benchmarkminerals.com...... Elon Musk: Our lithium ion batteries should be called Nickel-Graphite

from the article...
Graphite overlooked
When downplaying the lithium supply issue, Tesla explained that the most important cost factors to a lithium ion battery included the cost of nickel and the graphite anode.
“The main determinants on the cost of the cell are the price of the nickel in the form that we need it… and the cost of the synthetic graphite with silicon oxide coating,” explained Musk.
Graphite has not experienced the price spikes that lithium is going through primarily because the price is driven by the materials’ consumption in steel, a globally depressed market.
As a result, graphite’s supply situation has fallen under the radar.