Tesla has dubbed its $5-billion pet project, the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt.
The electric motor company's plans to double the globe's battery output will up graphite demand 152%, but sourcing cobalt outside the Congo could prove difficult.
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world.