Media
- Thread starter cosors
- Start date
Any idea if this includes Niska?
blondeaussie
Emerged
blondeaussie
Emerged
Hope this link works. Not Talga specific but relevant...
Semmel
Top 20
Courtesy to GVan:
www.linkedin.com
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
#graphite #criticalminerals #automotive #supplychain | Roger Atkins
I know what YOU want to hear about - SOLUTIONS NOT PROBLEMS... So when it comes to re-balancing the global critical mineral supply chain, in this instance…
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
cosors
👀
China has withdrawn its ambitions with the insolvency of NV. Job done.Courtesy to GVan:
#graphite #criticalminerals #automotive #supplychain | Roger Atkins
I know what YOU want to hear about - SOLUTIONS NOT PROBLEMS... So when it comes to re-balancing the global critical mineral supply chain, in this instance…
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
Sweden has also built up a bulwark against the Chinese anode plant.
If I trust the statements of employees, I can assume that China sabotaged NV with their machines and the poor installation (NV's quality problems...).
In the general thread I posted another possibility with Bosh or Mercedes.
_____
"Probably within 12 month you can start construction. It would take about 2 years to finish building ..."
There will be a ramp-up. And one of the three identical production lines in the new facility is already in operation at Swerim.
He has become very careful. Only understandable.
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mpk1980
Member
So what will the EVA plant be used for? Continued piloting or could it produce anode for 3C markets?
teilenswert
Regular
If the EVA plant could be used to produce anode material for any markets at a profit, then Mark would certainly have dropped this possibility in one of the webinars. I can't remember any statement in this direction.
curiousmagpie
Regular
Finally some honesty about the ramp-up period. I've been saying this for 12 months that the timelines didn't add up.
Until now every message has been 18-24 months construction and implied full nameplate production immediately. It never made any sense.
Anyone want to venture a guess as to why the anode refinery wasn't included in the CRM strategic project application?
Until now every message has been 18-24 months construction and implied full nameplate production immediately. It never made any sense.
Anyone want to venture a guess as to why the anode refinery wasn't included in the CRM strategic project application?
cosors
👀
That's a good question. But Talga is right not to let us look at the cards. Don't forget, China is always breathing down our necks and is a constant threat. I can imagine that it will remain in place for the transition, but will then be relocated. So one less plant to finance. I seem to remember seeing three of these plants in an outline/map (?) of the factory and I think it stood somewhere that they will be identical to the one in the EVA.
Of course, the hope is that three will be built and because the demand will be so high, they will put the fourth one next to it.)
I suspect, that it could be used to produce what is envisaged as series production, as it is identical in construction.
Semmel
Top 20
I know you guys believe that since forever but I keep claiming that the EVA is not capable of producing industrial scale volumes. It proves the process as it is analogous and it produces volumes for testing and verification. But it does not provide the volume to the tune of 1/3rd of the factory. I cannot remember Talga claiming that ever. I think you invented this.
cosors
👀
It is written somewhere. Either in one of the EVA announcements or in the plan for the factory.
I'm not making this up. A search here in the forum has so far been in vain.
I'm thinking about whether I should look for it or leave it at that. Over the years, we know how difficult it is to get practical details.
We have only learnt about many things through public documents from the municipality. It's also possible that it was there somewhere.
I'll see if I feel like looking for it.
Actually, it's the same as always - wait and see what happens. I've become a pro at waiting
cosors
👀
With headings like this, it's a little easier to wait.It is written somewhere. Either in one of the EVA announcements or in the plan for the factory.
I'm not making this up. A search here in the forum has so far been in vain.
I'm thinking about whether I should look for it or leave it at that. Over the years, we know how difficult it is to get practical details.
We have only learnt about many things through public documents from the municipality. It's also possible that it was there somewhere.
I'll see if I feel like looking for it.
Actually, it's the same as always - wait and see what happens. I've become a pro at waiting
"Over 400 gigafactories in 2030 pipeline, but overcapacity fears loom
There are now 401 gigafactories planned to be in operation by 2030, representing almost nine terawatt hours of annual production capacity, according to Benchmark. The 400th gigafactory to be added to the pipeline is Tata Group’s £4 billion ($5.2 billion), 40 gigawatt-hour UK-based facility due to begin production in 2026. While the pipeline highlights the […]" rbPW
Over 400 gigafactories in 2030 pipeline, but overcapacity fears loom | Benchmark Source
There are now 401 gigafactories planned to be in operation by 2030, representing almost nine terawatt hours of annual production capacity, according to Benchmark. The 400th gigafactory to be added to the pipeline is Tata Group’s £4 billion ($5.2 billion), 40 gigawatt-hour UK-based facility due...
cosors
👀
I seem to have got the info from an interview article. I used to have a subscription to the local newspapers and have reproduced the content for you so that there are no copyright problems. I have found this reference so far:It is written somewhere. Either in one of the EVA announcements or in the plan for the factory.
I'm not making this up. A search here in the forum has so far been in vain.
I'm thinking about whether I should look for it or leave it at that. Over the years, we know how difficult it is to get practical details.
We have only learnt about many things through public documents from the municipality. It's also possible that it was there somewhere.
I'll see if I feel like looking for it.
Actually, it's the same as always - wait and see what happens. I've become a pro at waiting
Jul 18, 2022
"Just a little info from the articles, so again just in my words and without warranty.
The EVA oven was/is made in Germany. What's more interesting is that it's the same as the ones that were supposed to be installed in the factory. And 3 of them. From this you can now calculate the capacity of the current EVA.)"
TLG Discussion 2022
Next catalyst is the Vittangi upgrade due in August I think. Don't forget shorters have to pay interest on the value of the shares they have borrowed. The SP was around $1.58 ish when the additional 2 million shorts began to be opened. So the spike to $1.19 means they lost quite a bit of money...
thestockexchange.com.au
But that definitely explains why only I seem to remember it.
_____
Media
I point to the linked report: The Nordic Supply Potential of Critical Metals and Minerals for a Green Energy Transition They quote Talga from 2017, I bet the numbers would be a bit higher if the report was up to date ;)
thestockexchange.com.au
Framtidsfabriken
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Semmel
Top 20
This article makes me a bit more confident in Talgas future. Its geo politics, allright, but it lays out all the points that made me invest in Talga in the first place, adapted to our current time. There are some quite good statements in there and graphite is even mentioned alongside lithium on this national floor. That is a big righting of reality for us! Graphite always was just as important as Lithium but got sidelined and forgotten by almost everyone. Good that it is placed at the same level here! More of that please! 
www.dn.se
DN Debatt. ”Höjda skatter räcker inte för att rusta Sverige”
I en tid av global oro pågår kapplöpningen för att rusta upp. I det läget kan Europa inte sitta still i båten; vänta ut kriget i Ukraina…
www.dn.se
Semmel
Top 20
I seem to have got the info from an interview article. I used to have a subscription to the local newspapers and have reproduced the content for you so that there are no copyright problems. I have found this reference so far:
Jul 18, 2022
"Just a little info from the articles, so again just in my words and without warranty.
The EVA oven was/is made in Germany. What's more interesting is that it's the same as the ones that were supposed to be installed in the factory. And 3 of them. From this you can now calculate the capacity of the current EVA.)"
TLG Discussion 2022
Next catalyst is the Vittangi upgrade due in August I think. Don't forget shorters have to pay interest on the value of the shares they have borrowed. The SP was around $1.58 ish when the additional 2 million shorts began to be opened. So the spike to $1.19 means they lost quite a bit of money...
But that definitely explains why only I seem to remember it.
_____
Media
I point to the linked report: The Nordic Supply Potential of Critical Metals and Minerals for a Green Energy Transition They quote Talga from 2017, I bet the numbers would be a bit higher if the report was up to date ;)
Framtidsfabriken
Yes, the EVA has one oven of the same type that are installed in the factory. We knew that. But the hidden assumption you do here is that the oven is determining the production rate. Which might not be the case. Its just one part of the equipment. Further, the rest of the production line might be much more manual (and expensive) than the factory will, so overall pace might be much slower, even though its technically equivalent.
This is understood. It means that the test samples we give out are payed by the testing company. However, it sais nothing about the volume.
cosors
👀
I see the oven as a bottleneck and the slowest process step. I think it's only logical to base the production rate of a production line on the slowest step.Yes, the EVA has one oven of the same type that are installed in the factory. We knew that. But the hidden assumption you do here is that the oven is determining the production rate. Which might not be the case. Its just one part of the equipment. Further, the rest of the production line might be much more manual (and expensive) than the factory will, so overall pace might be much slower, even though its technically equivalent.
This is understood. It means that the test samples we give out are payed by the testing company. However, it sais nothing about the volume.
But the debate is pointless anyway. We just have to keep waiting. Then maybe we'll find out.
Semmel
Top 20
Thats exactly my point. Its your interpretation. Its a sensible one, but an assumption nevertheless.