I'm not sure if this FT article (from June 2024) has been posted before, but it is highly relevent to Talga.
The graphite fight: US tariffs trigger race to build non-Chinese supply chain
Key material for electric vehicle batteries has been neglected by industry to date, giving China almost 100% of market
https://www.ft.com/content/9117e5e6-baf9-4bdf-8080-9aa019ef1bfc
“....Non-Chinese producers have a high barrier to entry: issues around financing, long lead times, the need to secure environmental permits, energy costs, and a lack of specialist knowhow when compared with their Chinese competitors,” he added, noting that they will be expected to supply customers in Europe, South Korea and Japan and the US."
Of course, TLG already has all the environmental permits, but we are sitting waiting on a slow and inefficient legal system of appeal.
All IMHO, DYOR
I'm not sure if this FT article (from June 2024) has been posted...
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