https://www.fastmarkets.com/insights/anode-recycling-sector-starts-to-develop-ahead-of-expected-demand-boom
Good to see some work here. Notice recycled into ‘ lower value products’ , not anode material.
TLG is quite unique as its 100% battery suitable flake size. Most world graphite resources have around only 1/3rd of resource suitable. So they’re all competing to sell lower value graphite flake sizes to make projects look better on paper.
It’s a bit similar how Tanatalum is being touted as valuable in some lithium resources. Hint, if all lithium projects start flooding market with tantalum the market price will crash...
Notice the comment CAM is 4x value of AAM in battery cell. That’s about right.
So 80% is value in CAM and 20% for AAM.
So this tiny orange line here does not look like 20% …
TLG - Media, page-12294
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