The graphite demand world wide is set to rise significantly in the next 5-10 years from 2.4Mtpa to over 4Mtpa.
A picture is worth a thousand words.
When the large battery factories are built, the demand for battery raw materials will rise sharply. Let us sit back and enjoy the ride of the lithium players. Graphite comes in later and together we win the game.
PFS sovereign metals, page-3
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