Don't be put off Steve. There are thinkers and there are...

Don't be put off Steve. There are thinkers and there are followers. The followers are the masses/herd if you will. They don't believe until it slaps them in the face. There will be a place for both natural and artificial graphite. Dismissing graphite companies as redundant is disingenuous at best.
I watched a Tony Seba lecture years ago and his conclusions seemed outrageous to be honest. People I told dismissed him almost universally. I did not. To watch his conclusions now happening is like having a window into the future. If you can't see this benefit as a LONG term investor you probably need to reassess which group you are in, the thinkers or the followers. Ahead of the curve or not. When I watched his video it had been around a few years. What struck more profoundly than the revolutionary thinking was the fact that at the time his most watched video of the 3 or 4 online only had 45k in views. There are a lot of people walking around who don't have a clue that in a short 10 years whole industries will disappear and their jobs with it.
IOT, Memory Chips and battery technology and components have been changes to my investment strategy as a result.
I applaud you for sharing it. Just be aware many don't want to hear it.