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cat dog

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05/12/21

21:56

Post #: 58085802
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Originally posted by cat dog: ↑

Northvolt are an obvious customer of Talga. They are looking to produce green batteries and are part of the green circular economy in Sweden. They have a number of Lithium suppliers including Tianqui Lithium, but no announced anode supplier. Volkswagen own 20% of Northvolt, but Northvolt will also supply Volvo and BMW.

https://www.reuters.com/markets/commodities/vw-expects-battery-raw-material-drive-cost-up-34-bln-2021-12-01/

According to this article regarding VW:

This requires a more proactive approach and Schmall said that Volkswagen was looking to strike partnerships, with cooperation announcements due "in some weeks". Volkswagen, which plans to submit its next five-year investment plan to the supervisory board on Dec. 9, is pursuing a mix of strategies, which might even include becoming a shareholder in a mining firm. "You will see the full range," Schmall said, also referring to fixed and mixed price contracts with suppliers. "You have to tailor-fit solutions, necessarily, to specific raw materials."

Anodes are the only missing piece so far for Northvolt/VW. Could this be one of the parties Talga have been in discussion with? Who has the most to lose (or gain) from ensuring supply of critical green raw materials such as anode? It's obviously the auto manufactueres such as VW. You reckon they are in disucssion with the EU commission and parliament about what they need?

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https://www.volkswagenag.com/en/news/2021/06/volkswagen-invests-a-further--500-million-in--sustainable-batter.html#

Can Northvolt produce anode?

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