Comparing Talga and IMERYS directly misunderstands what makes Talga unique. While both companies work with graphite, Talga isn't just a graphite mining company - we're building an integrated battery materials business which includes recycling.
The key difference is our vertical integration approach. Talga controls the entire value chain from our high-grade Swedish graphite deposits all the way to finished battery anode materials ready for cell manufacturers. This integration gives us several advantages:
- We maintain quality control throughout the entire process
- We reduce supply chain risks for European battery makers
- Our localised production creates a significantly lower carbon footprint
- We capture value at multiple stages rather than just being a raw material supplier
IMERYS, while respected in minerals processing, doesn't offer this same end-to-end integration in the battery supply chain. They process graphite for various industrial applications, but haven't positioned themselves as directly in the EV battery value chain as we have...
I dunno... I think you have overlooked what Talga is to the EU and why it's been given strategic project status or why the EIB has allocated 150M or the innovation fund has put aside 70M.
(20min delay)