You know precisely where it was said friend.
Anyway its a fact. Just listen to Benchmark on Anodes and MT on the CSIRO interview.
Also RK Equity have confirmed the % of natural is increasing due to lower CO2. MT also mentioned that "Natural Anode " was the hot product due to low CO2 credentials.
Natural tends to have a lower consistency as they blend from many natural sources.
BUT, talga has enough so there is no blend of natural and its amazingly consistent and as MT said " indistinguishable from high quality synthetic "
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