extract of article - note the author is not an industry expert and these are only his opinions...... Summary
Graphite is a major component of lithium-ion batteries. Growth in the li-ion battery market, driven by the move towards electric cars, should lead to significant extra demand for graphite.
However, the new demand will not necessarily raise prices for graphite miners. Li-ion batteries is one of the few areas where natural and synthetic graphite compete.
The small cost savings in moving to natural graphite will not necessarily be attractive to auto makers which are looking for a consistent product.
A huge new mine under construction in Africa will flood the market with cheap graphite and drive down prices.
