So straightforward question right.
There's one anode supplier in Europe. Just one.. Its on ASX so we can take it as true.
Theres demand for 690MW which I reckon is about 1.25x so about 850tonnes a year.
Talga has to be a shoe in right.
It would be plain stupid and dumb to.think like some space ship is gonna land and deliver anodes in Europe to all these factories.
Am I being stupid cos its straightforward and simple right.
Like tell me is Musk gonna land a space ship in Europe and deliver Anodes from.Mars. Cos you would have to be an idiot , like plain stupid to think something like that.
So straightforward question right.There's one anode...
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