Synthetic graphite is the go. Novonix gets a mention.
I take away from this that a rising tide lifts all boats. New chemistries and ideas take time. Right now Novonix is addressing the problems that need solving in today's battery world to achieve the costs and scale that are needed right now, which is the most cost effective use of capital. The Limiting Factor gave Novonix 10 out of 10 for battery innovation with its DPMG tech. That is high praise. And Jeff Dahn was equally effusive. Novonix is onto something big here, really BIG!
The Limiting Factor video series on Novonix, page-54
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