Nice strategic tweeting by Mark. COP27 comes to an end and one of the main talking points was around securing supply chains and critical raw materials. What a nice photo to post after this event, presenting a clear and obvious solution for the European anode supply chain. Talga, the front runner that already has a stockpile of graphite along with technology developed and proven at scale while others are only talking about their plans.
While I can't say for sure, it's possible that Talga have even more graphite stockpiled than what is in the photo because they have rented three sheds in total. One that is 20x30 meters and two that are 30x60 meters.
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