Attended the Benchmark conference yesterday. The most important...

Attended the Benchmark conference yesterday.
The most important takes are.

China to dominate both lithium and graphite future demand..lookout for BYD
The importance of purtity of graphite paramount..less dominance on flake
Density of spherical G the killer.
All companies who presented suggested greater demand than what some predictions are.
The no of battery companies is expanding exponentially. Many have not tied up supply
Tesla will not be able to take supply exclusively from USA. Panasonic in control of ingredients
$$$ to be made in sphericalisation
As Li-battery cost come down in price due to further commercialization expecting less than $150 kW/h..maybe less that $100 then demand goes thru the roof.
Cost of materials is approx. 40% of battery so graphite/lithium/cobalt prices less effected.

Have fun