With the current Russian/Ukraine situation its likely that they will want local supply. Who would want to take a punt on China/Taiwan. The horse has already bolted once.
There is already a big push getting underway in the US already to reduce reliance on Russia. The horse well and truly bolted.
On another point i see Talga is making Anodes to customer requirements. Either 100% Natural or a combo Natural Synthetic depending on client needs.
To that end Talga is seeking to partner with the 'cleanest' synthetic graphite producers. This 'mix and match' approach will maximise market opportunities.
Well thought out.
Ann: Drill results to upgrade Europe's largest graphite resource, page-52
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