Graphite Outlook, Silicon Substitution has one Major Challenge - Wood Mackenzie

Wood Mackenzie provides leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world.
www.woodmac.com/industry/meta...
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[@pe5535]

I think when he says graphite demand to double by 2050 he actually means 2030. Benchmark Materials predicts 15 million tonnes needed by 2040 (currently it's just under 2mil), so how can only an additional 1.8m be needed in 2050?