TLG - Media, page-13884

I think you're right, and I think that's part of the reason China decided to fire this particular shot now. They want to make the most of the leverage they have over international graphite markets while they still can, knowing that it's gonna be nigh impossible for them to maintain the dominance they have now indefinitely.
- Higher supply chain risk from China
- Eventual re-balancing of supply cost from China as their domestic demand increases and they reduce subsidies
- Extra-charge to sell within EU based on battery passport and CBAM

I don't know how successful Europe's car industry is going to be in the future, but I would not be at all surprised to see Chinese brands manufacture the cars in China but the batteries in EU. Shipping batteries is a huge cost/risk. And as much as EU wants to maintain their domestic car industry, if they battery is the fuel for the car then having some control over that is almost even more important than where the rest of the car comes from.

This whole massive reliance on China is one of the main reasons I got into Talga rather than other graphite plays. And it's only become clearer over the years thanks to Covid and shit like this latest graphite ban. Shift to EV's is a big theme, but on top of that the EU will fight HARD to keep it's car industry going, and not reliant on China.

And there is NO WAY that happens without Talga. Simply no other anode option that can provide the scale and environmental responsibility.

"...What was that Mark? Stop thinking so small?"
"...you want to be GLOBALLY significant?"
https://youtu.be/VO3DEIxR7XQ?si=xI94RnStzENawHud&t=145