The potential market in EU has always been waaay bigger than what even Talha can support. So even if EV transition slows a bit, it's unlikely it will impact demand for Talga anode (as evidenced by recent deal). More likely, the transition will be advanced. See above tweet where EU notes having to compete on 'green subsidies'. As for supply chain issues impacting delivery - who knows, but we are better off in Sweden then many other countries are.
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