Every major western government is concerned (publicly) about climate change and are investing significant monies into research and infrastructure. To lower carbon emissions, the move to li-ion batteries or fuel cells is creating a demand for raw materials such as graphite.

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12111273.html

Governments and major car manufacturers are investing millions (if not billions) in proving up Fuel Cell and EV technology and infrastructure.

The shift will take time, but the game is afoot...