I have been thinking about this announcement a bit. Specifically these two quotes:
"The Company's flagship graphite anode product Talnode®-C is currently being qualified in a range of Li-ion batteries for Automotive, 3C and ESS applications."
"Current customer testing in 3C and ESS applications, as well as early stage Automotive procurement processes, will continue to be met from Talga’s existing sample production facilities."
Automotive we are aware of. But I have never seen reference to consumer electronics and ESS before. I am surprised there isn't more discussion on this and I think this is pretty noteworthy imo. This to me signals that demand and interest are increasing even more for Talnode.
We saw the likes of Tesla Powerwalls keep a lot of homes warm during the Texas snowstorms this year. Maybe Talnode-C's performance in colder temperatures has triggered more interest in this space? Not necessarily from Tesla though. Perhaps it is one of the big cell manufacturers who Talga might have a relationship with for testing cells in EVs - like LG, Panasonic, Samsung - who are now curious to test Talnode in their 3C and ESS applications.
Maybe I am off the mark here but it is fun to think about and there are lot more breadcrumbs I think.
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