A quote from the article: "Tesla has also identified that cheaper and better batteries are the only way that the mass market EV space will succeed and has therefore invested $5bn in building the Gigafactory – a lithium-ion super-plant that will require huge volumes of high-specification graphite, lithium and cobalt to fuel it.

While building a team of battery experts is a start, new market entrants will soon find having supply chain visibility and control all the way upstream to the mine is crucial to any EV or battery plan and the only way to truly dominate the space.

Apple's entry into this market will just intensify the search for a new generation of hi-tech raw material suppliers."

Supply and demand, simple economics and we all know who has the graphite to supply it!