Lithium keeps rising, but guess who’s coming along for the ride? Graphite.

As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list.

📊 Bloomberg Markets

Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry.

📊 S&P Global Market Intelligence

Time to ponder an allocation, I’d say. You can’t make batteries if you don’t have access to raw materials.

For exposure, you may consider:

🔹 Northern Graphite Corporation | NGC
🔹 Graphite One Inc. | GPH
🔹 Leading Edge Materials Corp. | LEM
🔹 Nouveau Monde Graphite Inc. | NOU

Got any positions?

Graphite is a naturally occurring form of crystalline carbon. It is a native element mineral found in metamorphic and igneous rocks.

Keen to dig deeper? Here are some resources for you:

Want to see what I’ve been saying about it? From the serious to the funny and everything in between.

Have a related question? Pop it below. I’ll add to future topics to cover in my content.

Here’s the mineral in a nutshell:

📊 Royal Society of Chemistry

Note: assume I/we hold some if not all stocks mentioned on this website and social media.

If you enjoy my content for investors and are ready for more, start here:

Disclaimer: Our content may contain affiliate links, meaning we may receive a commission on products or services you buy. We only recommend products and services we use and love, so rest assured our opinions are unbiased.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s