Although synthetic graphite can also produce a high grade, it is an expensive process made from petroleum coke:
http://www.nextsourcematerials.com/graphite/about-graphite/
Graphite is the dominant Anode Material for LiB:
http://www.pro-graphite.com/images/the_outlook_for_EVs_and_graphite.pdf
I don't know what exactly will be used in VW batteries, but either does VW. Certainly it will be be a low cost source.
Bet everything on electric, page-5
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