What;s holding things back? Fuel cells and graphite...
https://northerngraphite.com/graphite-labs/graphite-growth-potential/fuel-cells/
excerpt..
According to the United States Geological Survey, fuel cells have the potential to consume as much graphite as all other uses combined. There are a number of different types of fuel cell under development although the proton exchange membrane technology (“PEM”) is the only one that uses large quantities of graphite and could create significant demand for graphite. However, the US Department of Energy suggests that PEM cells are the most likely to be developed for use in light vehicles, buildings and smaller applications.
Focus on fuel cells: Ballard Power (T.BLD) poised for profit, Plug (PLUG) gains 3,800%
https://www.stockhouse.com/news/natural-resources/2014/04/03/focus-on-fuel-cells-ballard-power-t-bld-poised-for-profit-plug-plug-gains-3-800