the lack of dates on this slide jumped out to me when I saw this...

the lack of dates on this slide jumped out to me when I saw this too. conspicuous by their absence.

I was expecting 2025 for start of production, because even though we haven’t seen that in an official release, Per-Erik Lindvall referenced 2025 in his press tour when the permit hearing was underway. End 2024 was becoming increasingly optimistic.

2026 for completion of the refinery would be disappointing, because that would mean the full 19.5ktpa wouldn’t be produced until 2027 at the earliest.
the ACC offtake announcement had their supply starting in 2026 which I assumed was when they needed it, not the earliest Talga could deliver. Maybe I read what I wanted to.

I suspect we won’t find out a new target date for sure until there is a FID release. Until then we’ll probably be left guessing.

@helmdacil the Euroz Hartleys research report models 100kpta ramping from 2030 which I think is more realistic. For reference they modelled Vittangi at 13ktpa anode in 2025 and 18ktpa in 2026