There is talk of when not if the EU car OEMs will start to calculate emissions from the start of the supply chain rather than tail pipe. A European based mining company (insert materials company for the presentations) producing anodes from European graphite using green power trucking product to end users should be looked on favourably vs African or Asian graphite to Chinese factories to European end users. This is and it’s going to be a larger differentiating factor however the TLG anode still needs to match or outperform in the anode space.
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