The thing with silicon anodes is that with every unit of silicon added you need something like 4 units less graphite. What I mean to say is that with silicon anode you need a lot less anode material, that is the whole point of adding silicon, less weight.
But that being said, Talga is not just a graphite mine company, over time it will be less less and about that graphite ore and more about end anode active material tech.
100.000 t Talnode-C is enough for around 100 GWh of batteries.
100.000 t Talnode-S MAY(?) be enough for 200 GWh of batteries.
Ann: Talga Presentation - Benchmark EV Fest 2021, page-36
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