The demand outlook for battery metals has significant upside potential. A lithium-ion battery comprises 15% graphite, 6% cobalt, and 2% lithium by weight. In this report, we focus on the outlook for lithium, cobalt and graphite. Even without this somewhat highly-optimistic view, the near-term future projects are expected to be robust for all of these metals, which should lead to sustained or increased pricing for all these commodities in the medium to long-term period.

Here is the link to the report: https://scp-cdn-hp2ihgdztoaaaxh.netdna-ssl.com/wp-content/uploads/2018/08/Ubika-Research-Battery-Metals-Report-August-2018.pdf

or the following link if the above doesn’t work:  https://smallcappower.com/analyst-articles/battery-metals-lithium-cobalt/