I agree that Talnode Si could be a faster scale up strategy for Talga.
50% low cost metallurgicul sillicon with the remaining 50% to be Talphite, to provide 40% better performance. Seems like a no brainer.
My question is where is the graphite going to come from to produce the Talphite. Vittangi is earmarked for Talnode-C and the niska expansion has 8,500 tonnes for Talnode-Si. It's a drop in the ocean.
The recent presentations show battery recyling as a possible process flow for Talnode Si but what are the potential volumes for this?
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