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Market expectation
“The forecast for increase in battery demand” (BloombergNEF)
“Consequences for the raw material demand” (BloombergNEF)
"The gap for the most important raw materials” (Syrah Resources, Courtesy Benchmark Minerals)
“There will not be enough graphite available” (Benchmark Minerals Intelligence)
“When will the deficit for raw material start according to battery demand” (UBSe)