You have a bad habit of stating things as a fact. Just like Mitsui being out. You've had egg on your face multiple times because of this.
Talga have over 40 customers that are climbing over themselves to secure their supply, without being at the mercy of China.
"Orders of over one thousand percent of planned production"
"Huge demand that is pretty difficult to cope with. There's disappointments where you cannot discuss with them how much they want. They can't get what they want. You have to constrain customers in different ways to fit their timelines and ours." - Mark Thompson
You're putting Talnode-C in the natural anode category, even though it has a similar if not superior performance to synthetic. Why wouldn't there be a premium on a natural anode that has this level of performance, is the greenest anode in the world, and is in such a favorable/secure location?
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