Continuing trawl shows a feasibility study for Talnode Si has been submitted to the UK. Total requirement by 2027 is 200k of anode with 2 refineries with another for the standard product.
also found references to another stand alone Talnode Si refinery based on customer demand.
Applying Ocams , which maybe too much. that suggests 200k Talnode Si alone, based on customer indication. That seems too high.
Farasis have no indicated volumes that i can read.
Another question, Farasis is a battery maker. will they be able to sell to other battery companies. there seem ro be 300 factories built or operational in 2025. Maybe 280 are with Farasis competitors. i assume they would want to buy elsewhere rather than a competitor.
anyone confirm the possibility of 2 Talnode Si refineries and possible volumes.
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