TLG - Media, page-5147

I know mixing is an option, because natural anode gets blended with synthetic in most batteries already (which obviously happens after natural is a finished product). Whether or not blending will be a good option is beyond what I know.

My best guess (should be obvious that what's coming is total speculation, DYOR, etc.) is that TLG's graphite will get blended with a high-end synthetic and Talnode-Si for use in specific low-volume high-end models (possibly Porsche) during the early years (2025-2028). As Talga ramps up capacity (the deposits can support 300+ ktpa anode/yr if the Swedish government plays ball), Talnode-C will begin moving into mass market batteries just before solid-state starts being used in the high-end models. The margins will be better in the early years, but the volume production at the end of the decade is where the big money stands to be made (even at lower margins). Serious blue-sky if solid-state progresses slowly or fails altogether in which case TLG could enjoy high margins at high volume around 2028-2030.