EV Batteries - Graphite demand Going to need a LOT of graphite for the EV sector - big things happening here in the battery world:
SK Innovation pumps $26bn into EV batteries to quintuple output
https://asia.nikkei.com/Business/Technology/SK-Innovation-pumps-26bn-into-EV-batteries-to-quintuple-output
“Yet the South Korean company positions batteries as a growth driver. It landed long-term supply contracts with the Hyundai Motor group, Volkswagen, Ford Motor and other big-name automakers.
SK Innovation is building five new factories in the U.S., Europe and China. The company targets production capacity of 200 gigawatt-hours by 2025, up from 40 GWh at present.
The supplier envisions spinning off the battery unit and taking it public to raise funds for the expansion.”