Infinity Stone Ventures Corp. C.GEMS

"Graphite poised to do a lithium" - Graphite analysis

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"Graphite poised to do a lithium" - https://www.mining.com/graphite-poised-to-do-a-lithium/

 

Great article on what to expect in terms of the graphite industry & graphite demand going forward as the pressure on carmakers in the EV battery supply chain continues to increase

 

"Batteries became more than 50% of the cobalt market back in 2016 and the same happened for lithium in 2018, Miller said, and according to Benchmark analysis next year lithium-ion batteries will overtake the steel industry as the number one source of demand for graphite."

 

"Benchmark sees demand for graphite over the next decade growing at an annual compound rate of 10.5% but supply will lag, expanding at only 5.7% per annum, despite a trend of supply diversification, particularly new mining projects coming in stream in Africa."

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Interesting graphite fact that further attests to the rising demand: 120kg of graphite is required to make one lithium-ion battery - this is more than the amount of lithium required for one battery  https://mobile.twitter.com/GEMS_ISV/status/1596196288889950208