Agreed.
We all want Talga to scale sooner but MT knows the OEMs and Europe will desperately need them. Maximising value and getting the best deal is the game.
However I think the squeeze will happen much sooner and a lot more than 100ktpa will need to be contracted by 2025.
They need to contract that now plus multiples of that otherwise they're screwed.
Ann: Talga Supersizes Graphite Amid Booming Battery Anode Demand, page-63
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