One thing is for certain, Tesla will become one of the largest purchasers of graphite in the world. But with 70% of expected lithium ion battery demand coming from China, estimates that at least 12 lithium ion battery megafactories are in the pipeline between now and 2020. These are classified as new or existing plants being planned, constructed or expanded to gigawatt hour capacity.
Yes can you imagine how much amount of Graphite will be imported to China? Only God knows. LOL
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