Graphite supply shortage 2022Talk about putting the cart before the horse. EV battery makers had projected sufficient supply until 2025 for all their new giga factories. Now the alarm bells are sounding and smaller buyers cant even get graphite on the spot market. Graphite mines are not exactly easy to start up like any other basic material mine , big one in the U.S. just came online after 10 years FS, permitting. I predict EV growth comes to a screeching halt by summer 2022 .