$300 billion investment in EV, page-7

That article is in German but let me summarise for you:

VW considers buying a stake in raw material suppliers

Securing raw material supply is highest priority according to their management agenda

There is a group of experts within VW who are in talks even with raw material suppliers and not only battery cell suppliers!

Demand from China will keep pressuring the market.

That is the link, article from 1/25/2019!

https://www.automobilwoche.de/article/20190125/AGENTURMELDUNGEN/190129929/exklusiv---rohstoffe-fuer-e-mobilitaet-vw-prueft-einstieg-in-bergbau-konzerne#.XEwTWnxzTp1.twitter


Furthermore: bought 40k shares of KNL today, anticipating good news from Tanzania and especially from Ecograph in the next days/week  Syrah SP rising should push the whole Graphite market up again. Buy the lows before the hype comes back.
DYOR IMO.