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As EV sales accelerate, battery makers face a new shortage of a crucial mineral: graphite

Nov 3, 2022
The stuff in pencils accounts for more than half of the mineral demand in a lithium cell battery. Most graphite is imported from China.
Ford reports that it's seen an uptick in demand for EVs, but manufacturers are facing a shortage of graphite. Above, a logo on Ford's electric F-150 Lightning truck.
Jeff Kowalsky/AFP via Getty Images