Does anyone have any recent data on natural graphite anode prices in Europe?
While the supply of artificial graphite has been increasing in China, I can't find any data to see how that has affected anode prices, specifically *premium flake, natural, european, low carbon* anode prices, because of course all of those qualifiers apply to Talga's Vittangi sourced anodes.
Also, I remember this story from 2022 in which EV1 claims it expects to sell its "super-premium" anodes for US$18,000-20,000/t. Admittedly those numbers are two years old but I wonder to what degree the above Talga qualifiers and our silicon doping tech put it in the same class. If i recall correctly the Vittangi DFS puts the final estimated anode price at US$11,000, so i wonder how the latest general graphite macro-environment together with the specific European market/politics have affected it.
Thoughts?
TLG Price at posting:
45.0¢ Sentiment: Buy Disclosure: Held
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