Talga in 2023, page-388

@r3s0urc3

My main thoughts are contained in this post:#67642904:

Basically, there is more than enough demand to go around, even with Talga's future expansions. It's also important to note that the Chinese are usually seen as highly efficient in getting operations up and running. This is mostly because of the lack of red tape in China. However, that will not be the case in the EU (even with the Green Industrial Plan) which means they'll need to play by the same stringent regulation system that Talga has had to go through for permit approval.

Because of the above reason, I think their plan to produce 50,000 tons of anode by 2025 isn't a realistic time frame. We're nearly midway through 2023 and they currently only have "plans to invest".