A bit of media stuff in this Weekend Australian 'Sustainabiity" liftout feature.
Tim Boreham suggests investors can hook into the huge interest in EV's in a variety of ways depending on which part of the value chain they want to play in.
EV's are linked to battery tech and related metals, copper, nickel, lithium, graphite, cobalt. But rather than focusing on the mining of the raw materials, many will look to "the downstream processing to make better material that produces more durable batteries with a reduced environmental impact"
With the development of its graphite mine in Sweden, the greater story with TLG lies in a planned processing plant to produce the anode material, using responsibly extracted natural graphite and 100% renewable power. So for "European battery makers, the appeal lies in Talga's ability to deliver finished material to their doorstep rather than from Chinese suppliers who use oil in the process"
I know this is all repetitive to TLG investors but it was good to read in the feature along with a few other ASX listed companies vying for commercial success in these early days of our EV future.
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