Quality Natural Graphite VS Needle Coke supplyI could be wrong...

Quality Natural Graphite VS Needle Coke supply

I could be wrong but think with Synthetic they can control the purity of the graphite produced.
With natural you need a great resource like Talga has, to meet EV battery standards.

So far Telsa using synthetic graphite.
Not sure if the world have enough High Quality Natural graphite resource to meet the demand?

Some car models will have Talnode C and others will have Synthetic.

Novonix saying they can produce a high quality Anode product. Not sure will have to wait and see.
Could just be clever marketing.


But it looks like needle coke prices will get more expensive very fast if the forecast are correct. So Novonix anode will become expensive if they cannot lock in cheap needle coke prices.



Here Talga has the advantage we got heaps off high quality raw material.