And about Talnode Si, Mark said they can charge more, but this doesn't necessarily mean higher price per kWh, because Silicon anode boosts capacity, you need a lot less of it, lets say you need 50% less, then the price of Talnode Si can be $20k and anode will still cost $10 per kWh.
Ann: Environmental permit approved for Talga's graphite mine, page-107
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