MLS :Multiple Targets for "Micro" Cent., page-2653

graphite used in EVs is currently ~13% of the market, but can grow to ~30% of the market by 2020 if electric cars reach 6% market share. My model has accurately forecast the lithium and cobalt booms, and right now graphite is the number 3 in demand metal (along with NdPr) based on my model, suggesting the graphite boom is just starting now. China plans graphite megafactories to meet booming demand for battery storage. China is leading efforts to deliver an almost threefold increase in global graphite processing capacity by 2020, to meet mushrooming lithium-ion battery industry demand. "graphite battery anode" demand forecast to grow about 100,000 tonne pa. the "whole" graphite sector forecast demand to grow by around 200,000 tonne pa boosted by the battery sector. This Calm before the storm I must say...