Graphite players lay the cards on the table

摘要

Graphite is a key component of such batteries. In fact, there is more graphite used in a lithium-ion battery than there is lithium. Lithium is the cathode, graphite the anode. And, as the likes of Tesla, Panasonic and LG ramp up their ambitions for the sector, their demand for graphite supply is only set to increase. However, while lithium stocks on the ASX have catapulted in the last 12 months, their graphite counterparts have flat-lined as investors continue to struggle to come to terms with the vagaries of the sector.