DNI Metals Inc. (DMNKF)

[Luke_McCain]

Article: James Dines - importance of graphite (LiB)

http://www.theenergyreport.com/pub/na/the-coming-battery-bonanza

many overlook very high-purity graphite, mistakenly regarding it as ordinary carbon — but which is crucial for the security of long-lasting power for distance travel in electric vehicles. Graphite will surely always be a part of the lithium ion battery.

Graphite's demand for 100 GwH will be (round numbers) 600,000 tons, with approximately 400,000 tons of synthetic and 200,000 tons of high-purity natural graphite. In a drive to reduce these input costs, more and more of this graphite will be "natural flake graphite," if only because it is cheaper.

Now is the time to begin long-term accumulation of graphite stocks, to hold for the next few years, before the tidal wave of newly-awakened buyers arrive.