146 Pounds of Graphite Needed for Each EV
Graphite - not lithium - is the largest component of lithium-ion batteries used in electric vehicles. That's why 97 more graphite mines will be needed by 2035 just to keep up with battery demand for the $7 trillion EV market.
See who could benefit from skyrocketing graphite demand Saying "no" to both stocks and invitations is one of the most important lessons investors should learn according to Mohnish Pabrai. Q2 hedge fund letters, conference, scoops etc Pabrai made this statement as part of a webcast Q&A session with students at the London Business School in mid-June. Answering a student who . . . […] Read More Trident Fund LP performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.4, +0.5, and +0.9 percent, respectively, in May, and the fund is -3.4, -5.5, and -16.0 percent net for 2023. Please click here for the Read More During May, the Roubaix Composite generated a net return of +2.48% relative to losses of -0.92% for the Russell 2000 Total Return Index and -0.03% for the HFRI Equity Hedge (Total) Index. On a year-to-date basis, the Roubaix Composite generated a net return of +10.31% relative to a total return of -0.04% for the Russell […] Read More The Ignored EV Story Few Investors Know About
Lithium may grab all the headlines, but the average electric vehicle requires 146 pounds of the mineral graphite. With no producing graphite mines in North America, the U.S. government is desperate for more domestic sources of the metal to feed the EV battery supply chain.
See why "Made in America" graphite should be on every investor's radar | 
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