Graphite

“On the anode side, it's going to be for this next decade, it's, we're still going to be living in a graphite dominated world with more and more silicon coming into the The anode, but it's still going to be mostly graphite”

“I mean, there are graphite facilities being built today that should happen very relatively quickly and have a chance to be producing significant amounts of graphite in twenty-twenty-six.”

“And graphite is of course going to be one of the most severely challenged areas of battery materials, because today all graphite essentially is coming from China.”

“Long story short, graphite recycling is in its infancy, and it's pretty difficult to justify from a purity and homogeneity basis, and, you know, frankly, there, there's plenty of graphite in the ground, so, so it's hard to justify from an economic basis recycl…”

“China refines 90% of the world's graphite. And at the end of 2023, China restricted graphite exports in an effort to protect its own supply.”

“60% of manganese comes from South Africa, China, and Australia, and China sources 80% of the world's graphite.”

“Over the next few years, we're going to see the increasing kind of adoption of silicon materials. And again, some silicon materials, not all, but some silicon materials will give you a Cost advantage over graphite. So on a per kilowatt hour basis, you'll have …”