I think both companies are in a position to take advantage of...

I think both companies are in a position to take advantage of coming graphite demand,Talga is vertically integrated so picks up all the margins from mine thru to finished anode and has been working on battery technology for years so well ahead of the curve , supply is going to be limited with demand rapidly increasing and battery demand is not limited to EV's ,energy storage is going to explode with energy transition from fossil fuels and with the move away from reliance on China ,Sweden and Australia stand to benefit from America's new energy policy
The sale of ICE vehicles in countries with high uptake of EV's has fallen off a cliff and I expect that by 2030 there will be very few auto makers doing mass production of ICE vehicles .I am comfortable holding both despite the upcoming recession