TLG - Media, page-2376

Agree Lemonade

Absolutely massive potential here...Talga is set to be a significant supplier of natural graphite anodes to European battery makers. depends of course on mining approvals and hitting other major milestones.

Tesla aims to double world's battery megafactory capacity to 6 Twh by 2030...significant added pressure on battery raw material suppliers.

We are on the cusp of a battery material supercycle through to at least 2030 due to a tremendous upturn in demand.

EU wants clean and green EVs effectively shutting China out beyond 2025 when Talga scales up.

Three EU competitors...MRC has small operation in Norway...5k tonnes graphite concentrate in 2020...work needed to bring operation up to scratch...also large deposit in WA averaging 13% G... plan to ship and process in Norway to produce concentrate suitable for converting to anode... see p17 onwards.

https://www.mineralcommodities.com/wp-content/uploads/2021/02/Preliminary-Final-Report-2020.pdf

Elkem constructing pilot plant for synthetic graphite anode material this year...limited info available.

https://www.elkem.com/investor/announcements/announcement/?itemid=AEE63C2BB218D06E

Carbone Savoie...working on developing synthetic graphite products for Li-ion batteries.

https://www.carbone-savoie.com/about-us/

Syrah's low grade graphite precursor material is all being hoovered up by China.

On basis of above Talga in very strong position if it hits all milestones.

then there's the graphene potential...

Even without graphene I'm still tipping $100 plus by mid 2020s if it hits all its anode milestones.