This is not directly related to Talga, but the Northern Graphite CEO makes some very interesting observations on the future of graphite prices, China's over capacity pretty much used up, synthetic graphite, EV manufacture not understanding the supply bottleneck coming and that not all graphite can be used for battery production. Pretty sure he is talking about SYR? Very much worth watching.
This is not directly related to Talga, but the Northern Graphite...
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