Our rapidly evolving energy future - packed with electric vehicles, massive energy storage solutions and nanotechnology - requires more tech-grade graphite than it does lithium and cobalt. If shortages for lithium and cobalt are looming large, shortages of graphite are even scarier. The United States is the biggest consumer, and it doesn’t even produce any tech-grade graphite. With demand for tech-grade graphite expected to increase 200 percent in less than three years, and 300 percent by 2025, North America will have to go from graphite zero to hero—fast.
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