Thanks Blue Swims.
This is a very good point and appreciate your elaboration, a lot of the wording in the market regarding graphite anode is deceptive hence the brain bridge.
Talga's active anode material is battery ready for coating, not precursor spherical graphite. This is an important distinction but not widely understood. Not only that but the unique properties of the resource and Talnode C make it as good if not better than synthetic AAM.
I've picked most of this up from listening to MT but you clearly have a good understanding of the technology/chemistry. Where did you get this if you don't mind me asking?
I don't think we will be waiting much longer...and when it does happen...would Northvolt/VW/Porsche etc be big enough? Then Freyr/Stellantis? Then Envision AESC/Nissan/Renault? Oh and Jaguar Land Rover? The list goes on...
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