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Midstream graphite “gap” could be worse than lithium shortage for WW cell makers

Posted on - 10 May 2022

Category - Features

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...

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