I haven't done much research on Talga, but looking at this research report by Euroz Hartleys from December 2022 on the talga website (https://talgagroup.eu-central-1.linodeobjects.com/app/uploads/2023/01/14125115/120822EH.pdf), their model says maybe they get to 105,000t of anode by 2030. Your model expects them to be 10x higher than that. They do state the possibility of hitting 800,000t but that seems to be further out in the future.
Can you share how you got to your projected anode production numbers?
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