What Talga needs is to move into production ASAP to prove that it isn't a Swedish version of Syrah (i.e. looks great on paper but fails to deliver in the real world).
My main concern is not that we are going to run out of material in many years to come, it is that we will miss the first wave of demand and end up losing out to newcomers or, even worse, new anode technologies.
Ann: Talga Supersizes Graphite Amid Booming Battery Anode Demand, page-55
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