What happens when demand for a product increases increases ? As we have noticed in China the price increases..... this is simple economics playing out.
Limited resources and increasing demand, which we experienced during the iron ore boom created by the large scale urbanization in China.
Energy and the we manage limited resources may become the next transformation boom trigger, not just in one country such as China, rather on a global scale.
Each battery uses 85kg of graphite anode material, supply and demand will a some point move to a hokey stick swing up. At this point trying to invest in the sector will be long gone as the markets will be moving to consolidation as the companies on top soak up smaller competitors cheaply.
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