https://www.mining.com/web/graphite-deficit-starting-this-year-as-demand-for-ev-battery-anode-ingredient-exceeds-supply/
Of course it’s not just any ol’ graphite for AAM- it needs to be small mesh size. Too small or big and it’s not suitable. Talga’s resource is 100% the right size. Many other projects I’ve seen have a mix of around 1/3,1/3,1/3.( fine, small,large/jumbo).
So when projections of future graphite needs are mentioned, it’s important in comparing apples to apples.
TLG - Media, page-10329
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