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Battery Graphite's Next Is Replacing Petroleum Without Sacrificing Performance
The effort to build more resilient North American battery supply chains is confronting a challenge that extends beyond mining and processing critical minerals. Even when graphite is sourced and manufactured domestically, producing battery-grade anode material can depend on additional industrial inputs with their own supply chains. One of those inputs is the petroleum-derived pitch commonly used to coat graphite particles, a processing step that helps determine how the materia

David Donovan
Oct 14


Electrification Is Changing Logistics Execution Faster Than Infrastructure Can Keep Up
Last week, South Africa launched its first off-grid EV charging corridor between Johannesburg and Durban, a workaround designed to bypass the country’s strained power grid as electric transport adoption accelerates. The project reflects a broader operational reality emerging across logistics networks globally: electrification is moving faster than the infrastructure needed to support it. According to Reuters, "AutoTrader reported a 45% year-on-year increase in EV searches bet

David Donovan
May 28
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