"I’m realistic on timelines but Talga will be the biggest anode supplier outside of China...with best margins...and green".
You may be correct however in North America Nouvea Monde Graphite have a product, roadmap, and scale very similar to Talga's.
Similar in many ways.
Check out their presentation:
https://nouveaumonde.group/wp-content/uploads/2021/02/NMG_Corporate_Presentation.pdf
Disclosure: I only hold TLG not NMG, but its interesting to follow them.
TLG - Media, page-4428
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