Lithium-ion batteries may be named for the alkali metal they contain, but graphite is actually used in greater amounts. Mackie Research Strategic Metals and Clean Tech Analyst Matt Gowing says investors would be wise to shift their attention to this still under-the-radar electrical conductor. While lithium supply concerns have made for splashy headlines, the graphite market is quietly ramping up to meet increasing demand. In this exclusive interview with The Critical Metals Report, Gowing discusses mining operations poised to ease supply gridlock as well as how to measure a mine by the size of its flakes.

The Critical Metals Report: Matt, companies with graphite deposits are somewhat unusual in the mining space. What's the investment thesis for graphite? ...

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