There’s lots of interesting detail in this quarterly. I think if anyone thinks Talga’s is limited by the graphite resource in any way their mistaken - that’s the wrong end of the stick.
Talga is not limited by resource , but rather anode production, a purely scalable angle.
And seems they are not limited by customer demand - pabs would be smug with the aggregate volume TLG have there.
The equation of how they get anode production to work in the middle of unlimited resource ,and overwhelming demand is the really interesting bit .
Ann: Quarterly Activities and Cashflow Report 30 June 2021, page-28
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