Do you read anything about Talga exporting graphite?
Talga is a vertically integrated battery material manufacturer, focusing on the production of active anode materials, they just happen to have one of the highest grade resources in the world to boot.
Adressing the fact that Talnode-C being used with no blending as a stand alone anode is very possible but i believe all battery manufacturers will want a blend no matter on the cost ratio will to be diversify their supply chain. With thr upcomming demand skyrocketing, any battery manufacturers that only have one supplier would be taking huge risk.
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