Ann: Binding Vittangi anode offtake with Nyobolt, page-24

  1. 782 Posts.
    lightbulb Created with Sketch. 901
    Huge news

    For me this isn’t so much about the volume or price It’s the validation that Talnode-C is legit highest quality product, which means demand for Vittangi (19.5ktpa, ~$200m annual revenue) and expansion (up to 400ktpa, $3-4bn pa) is all but assured.


    This is what Nybolt do which means this is what Talnode-C can do:
    https://nyobolt.com/electric-vehicles/

    https://hotcopper.com.au/data/attachments/6999/6999212-658f53bf47c76b0dbef1b1d9e85985bd.jpg
    https://hotcopper.com.au/data/attachments/6999/6999215-dc767fad317ef867cd34797d73346067.jpg


    5 minute charging, >4000 cycles.
    Given the validated performance, ex-China supply, all EU rules and incentives: $10,000/t is all but assured too.





    https://www.reuters.com/technology/fast-charging-battery-firm-nyobolt-raises-30-million-expansion-2025-04-16/

    https://hotcopper.com.au/data/attachments/6999/6999218-c592c6d162afb8177543fb9f4f50b091.jpg
    https://hotcopper.com.au/data/attachments/6999/6999221-ed87c5bb0d33b5be360bda609be4c385.jpg




    Also means Taiga’s links to Scania get even deeper, wouldn’t be surprised to see more on this soon.


    potential for $7-10m revenue pa starting yesterday is also a nice bonus
 
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