13/08/2026
Gold vs. Graphite: Which Is the Better Investment for the Future?
Here’s why we are leaning toward graphite right now:
🔋 The Demand: Every EV needs 50–100kg of graphite—that’s 10x more than lithium. Demand is set to triple by 2030.
🚨 The Supply Risk: China controls ~90% of global processing. That’s a massive vulnerability—and an even bigger opportunity for non-China producers.
📈 The Upside: While gold is a safe-haven hedge, graphite offers asymmetric growth in the energy transition (9–18% CAGR).
Gold = insurance. Graphite = upside.
We are holding both, but graphite is where the growth story lives.
What’s your bet for the next decade? 👇