Midstream graphite “gap” could be worse than lithium shortage for WW cell makers
Graphite is one of those materials which investors seem to have a hard time getting their heads around. While the graphite industry is complex, we believe that it’s also one of the segments that is the most under-invested within the battery raw materials space currently. This is a problem because it’s a core segment. Whether your preferred chemistry is LFP or ternary, the chances are that you will still need a graphite anode for your cell. And in a few years, there’s likely not going to be enough graphite anode material to go around. It’s fair to say that we...
Topics
Anode
Batteries
EVs
Graphite
Midstream
Natural Graphite
Synthetic Graphite
