Great discussion on the current and future anode market (from about 24min 45sec) on the Recharge podcast.
https://www.podbean.com/ew/pb-9jtpx-1154a7b
Covers the shift towards natural graphite and limited midstream processing of graphite that exists outside China. Really highlights the moat TLG has being fully vertically integrated. Matt also brings up the qualification needed for anodes, which we know TLG has been at it for the last 2 years.
Wishing everyone a Happy and safe Christmas & New Year and looking forward to an exciting 2022!
Great discussion on the current and future anode market (from...
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