RE:re No graphite in next generation batteries Below is straight from Quantumscape site you donkey. Sure the market is goign there but demand will be so high and materials so slim that graphite will still be in high demand. So jump on board or give up your pencil argument.
A: Solid-state lithium-metal cells offer benefits on many major performance dimensions so we expect they will be very popular with the world’s automakers. However, if we are successful in our development efforts, we believe that the potential demand for our batteries will far outstrips our ability in the short term – and indeed any single vendor’s ability — to produce them. So, we do expect there will be multiple technologies co-existing in the industry for some time to come. When one considers other markets such as stationary storage for the grid and consumer electronics, the market is even bigger, so the world will need all its battery factories producing at full capacity to meet the potential future demand.