If appears that one battery design technology company has found a way to increase range. One consequence of this is reduced graphite consumption for the EV industry. The other, increased lithium usage per vehicle. Graphite will still be used for battery production, but not nearly as much as previously predicted.
https://www.bloomberg.com/news/articles/2023-04-04/a-new-class-of-long-range-ev-batteries-heads-to-production
and from the company
https://www.silanano.com/press/press-releases/sila-introduces-titan-silicon-nano-composite-silicon-engineered-for-mass-scale-to-power-a-20-increase-in-vehicle-range-and-dramatically-reduce-charge-time