TLG 3.81% 50.5¢ talga group ltd

Be honest now!, page-127

  1. 846 Posts.
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    But it also says that the value can be 8-10 times higher and that there is no exact insight into the numbers. I tried to find out specific reliable numbers on NG vs SG a few months ago and failed. The problem starts when you are looking into the data sources. They are often extremely outdated or based on unsubstantiated assumptions. Here in Germany a study tried to calculate SG nicely, assuming that only C0² neutral electricity is used, which is not possible here, because we don't have enough of it and the electricity is then still very expensive and that leads to further advantages for NG. Even Sweden has a serious problem with supply, but that is more with Sami and permits and nuclear phase out. China is solving the problem with 200 new coal plants and 150 new coal mines and 30 new nuclear reactors.
    Talga did a specific study on Talnode-C and production methodology. There the numbers look a bit different. And they are the first ones that are a bit more robust I found. I see the data gap as a real problem. China is trying to present this in its own way with its own publications and studies. The German study is just as unreliable. That's why I think Talga's analysis are interesting.
    https://www.talgagroup.com/irm/PDF/c8a38dfc-39cd-42c2-be94-4355dc2a3289/IndustryLeadingGreenBatteryAnodeLCAResults

 
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