Macquarie says graphite supply needs to triple to meet demand -- link here.
Key points:
Like lithium, demand for graphite is expected to hit unprecedented levels in 2023 and onwards. With 2022 having come to a close, it proved to be a significant year for graphite as lithium-ion battery demand beat that of the traditional graphite market for the first time.
https://twitter.com/georgemillerBMI/status/1610222712181358601?t=IHWWCai8yMT3BT78FwZ_0g&s=19