Anode is anode.
No matter if synthetic or Natural, customers want to know quality and capacity can be maintained.
Synthetic has the upside if not being tied graphite deposits, you can put a furnace anywhere. Why NVX i believe is valued so high is due to their derisking with their choke supply, and the no restriction on their upside of production.
Yet once people start looking more into battery supply chains being green then you will see a synthetic being put on a cap and natural being the more sort after product.
As others have recently posted, Talga's deposit is special, not only in its location and (potenial size) but in his chemistry. Refer to others for the technicals, which plenty of in this thread.
If Talgas Anode only performs 10% worse than NVX's anode but is a fifth of the cost and a tenth of the carbon footprint (probabaly more) then i believe Talga will come out as the wiser investment over the long term.
Anode is anode.No matter if synthetic or Natural, customers want...
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