Good Article. 40 times as much graphite in a battery than lithium. Ofcourse the graphite is the anode part of the battery. Tesla is using a nickel,cobalt,aluminum cathode with some lithium I would bet on . Panasonic is making the battery with Tesla in the gigafactory..I can see battery demand soaring . Now that the big car makers are going electric I see the sector as very good or great value fwiw