@shihan this might mean where the companies are headquartered, not where the battery factories are located. The primary market for Talga is Europe and there will be more than enough demand for them so I would be surprised if 70% of demand was outside of that.
Northvolt/Freyr etc - European Manufacturers
LG Chem/CATL/Envision AESC etc - Non-European Manufacturers
Ann: Quarterly Activities and Cashflow Report 30 June 2021, page-11
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