Talga in 2023, page-402

And a majority of world graphite resources are not even suitable to make anode, only other industrial uses.
And even those which have anode suitable sizes, it makes up only only a 1/3rd on average of their resource size mix.Talga is unique in that 100% of its resources are anode suitable size.
And because it’s extremely crystalline (also has other benefits) it liberates ( releasing graphene as well) without needing any air milling.
Air milling is where graphite particles are smashed together to make them smaller, so suitable for anode, but in doing that you waste a huge of material smashed up too small, too fractured.
So resource size only tell you limited information…
In all Talga from their DFS at full capacity will only be able to be providing 10% of the EU’s anode demand by 2030.Where’s the rest coming from?
Where supply is restricted the market dictates price becomes price inelastic ie demand won’t change with rises in price.