“If the amount of silicon added to the battery anode increases more than Benchmark expects, however, then the number of new graphite mines needed would be lower.” *
OMHO the big deal might be this that there is a perceived shortage of critical minerals according to the company that advises national Presidents and Legislatures about these matters.
“MORE THAN 300 NEW MINES REQUIRED TO MEET BATTERY DEMAND BY 2035
6th September 2022 Battery raw materials
More than 300 new mines could need to be built over the next decade to meet the demand for electric vehicle and energy storage batteries, according to a Benchmark forecast.”
* Accessed freely over Twitter via Benchmark Mineral Intelligence
Been in tdcp/coretec mostly since 2006. Have 1 other stock a graphite mine. Make it a horse race!
News 
Market Data 
Discover 
