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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

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. “Graphite has kind of been the poor cousin of the battery minerals and doesn’t get the attention of the other commodities,” commented Gregory Bowes, executive chairman of the Northern Graphite Corporation. ” Tesla talks with Canada about potential supply chain expansion plans [Update].

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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

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—James Frith, head of energy storage at BNEF. Africa has a wealth of critical battery raw materials and is in a position to use these to attract more value-add in downstream processing and manufacturing. The DRC produces about 70% of global cobalt but captures just 3% of the battery and electric vehicle value chain.

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