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- Thread starter cosors
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curiousmagpie
Regular
NVX + 22%
IG6 + 22%
EV1 + 22%
TLG - 2%
no one is buying the US story
forever heading into a capital raise a major handbrake. how do they not realise this.
TALGA SHAMBLES
IG6 + 22%
EV1 + 22%
TLG - 2%
no one is buying the US story
forever heading into a capital raise a major handbrake. how do they not realise this.
TALGA SHAMBLES
Monkeymandan
Regular
#delegation #usa #australian #research #partnerships #energystorage #battery #innovation | Adam Best
As part of our #delegation to the #USA, the #Australian Battery Innovation delegation visited SLAC National Accelerator Laboratory and Stanford University Battery Centre. Many thanks to and Jagjit Nanda, William Chueh and the SLAC #research team for welcoming us and providing a fantastic tour of...
The SLAC National Accelerator Lab is a US Dept of Energy facility.
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curiousmagpie
Regular
small cap critical minerals melt up continues!!
small cap
critical minerals
melt up
Talga graphite deposit 10/10
Vittangi project 9/10
Talga Management of Swedish bureaucracy 5/10
investor relations & communication 2/10
capital management 0/10
somebody change my mind
curiousmagpie
Regular
nobody has changed my mind
talga missing a raging critical mineral bull market and can’t catch a bid
at what point will you blokes admit some blame towards management? if approvals are inevitable you can’t blame sweden for ever
talga missing a raging critical mineral bull market and can’t catch a bid
at what point will you blokes admit some blame towards management? if approvals are inevitable you can’t blame sweden for ever
Monkeymandan
Regular
[SMM Analysis] China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes | SMM
The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export control measures to strengthen national security barriers.
Altech Silicon anode:
https://www.msn.com/en-au/money/mar...TS&cvid=dc5fa8ad078f4d58d1d31e8eb970c0ab&ei=9
• 9h
US2023097108A1 ANODE COATING PROCESS 20210513
A method for preparing an anode active material is provided. The method includes the steps of combining an anode material with a solution of aluminium chloride hexahydrate to form a coated anode material, and calcining the solid particles to form a calcined material comprising solid particles with an alumina-containing coating. The alumina-containing coating may completely cover the surface of each particle or only partially cover the surface of each particle. Alternatively, some particles may be completely covered with the alumina-containing coating and some particles only partially covered with the alumina-containing coating. The alumina-containing coating serves as an artificial solid electrolyte interphase (SEI), reducing the lithium loss at first cycle and inhibiting the degradation of SEI during cycling thereby improving the first coulombic efficiency and cyclability.
Maybe TLG needs to talk to Stockhead ...
https://www.msn.com/en-au/money/mar...TS&cvid=dc5fa8ad078f4d58d1d31e8eb970c0ab&ei=9
Altech’s silicon breakthrough supercharges lithium-ion battery performance
Story by Special Report• 9h
- Altech’s silicon anodes retain 88.5% capacity after 500 charge cycles, proving breakthrough stability
- Technology delivers 40% capacity boost over standard graphite anodes, enabling longer EV range
- Alumina-coated silicon spheres prevent damaging expansion by fitting into graphite anode gaps
US2023097108A1 ANODE COATING PROCESS 20210513
A method for preparing an anode active material is provided. The method includes the steps of combining an anode material with a solution of aluminium chloride hexahydrate to form a coated anode material, and calcining the solid particles to form a calcined material comprising solid particles with an alumina-containing coating. The alumina-containing coating may completely cover the surface of each particle or only partially cover the surface of each particle. Alternatively, some particles may be completely covered with the alumina-containing coating and some particles only partially covered with the alumina-containing coating. The alumina-containing coating serves as an artificial solid electrolyte interphase (SEI), reducing the lithium loss at first cycle and inhibiting the degradation of SEI during cycling thereby improving the first coulombic efficiency and cyclability.
Maybe TLG needs to talk to Stockhead ...
curiousmagpie
Regular
This gives even more impetus to a possible critical minerals deal between the US and Australia on the 20th October. While Trump has threatened via his Truth Social platform to retaliate against this move from China with his own tariffs, as we’ve seen previously, China has a much higher tolerance for such countermeasures than the American electorate & Trump had to retreat multiple times from this hardline stance. It would be much more sensible if he just directed that focus and energy into continuing to build out an Ex-China domestic supply chain for critical minerals. Matt Fernley had a great social media post that MPK shared on HC calling out graphite and particularly the downstream anode IP as the key strategic vulnerability and only a few companies who can capably step in, Talga being the first highlighted.[SMM Analysis] China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes | SMM
The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export control measures to strengthen national security barriers.news.metal.com
Monkeymandan
Regular
With the developments of the last 48 hours, it is hard to conceive of a scenario that played into Talga’s hands any better.
Of the miniscule number of ex-China anode producers, how many of these would have had the foresight to design the flow sheet plant to use exclusively non-Chinese equipment?
The untethering of ex-Chinese anode pricing from Chinese is now beyond any doubt imo.
And then there’s this…
MT in Washington DC after a stop to South Carolina (where United Catalyst Corporation headquarters is located).
And you don’t go to DC to visit car plants or battery manufacturers. DC is however home to the Department of Energy (DOE), Department of Defense (DoD), and Department of Commerce (DoC), all of which are running major grant and investment programs.
And this should put him in DC around 20th October.
Coincidence or not, the ducks are lining up.
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Monkeymandan
Regular
Worth sharing Gero’s report on overnight US trading.
US Closed US 0.33 (AU 0.51) on Volume of 325.5K (Ave 22K).
So 15x normal volume last night there.
US Closed US 0.33 (AU 0.51) on Volume of 325.5K (Ave 22K).
So 15x normal volume last night there.
blondeaussie
Member
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. This is Part 3 of our 3-part Graphite Recycling Series, where we explore the… | GraphiteHub
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. This is Part 3 of our 3-part Graphite Recycling Series, where we explore the commercial landscape of graphite recycling - who’s doing it, how far along the industry really...
@ 3.40 Talga gets a mention
I posted this on the other site, but I'll post here too because seems SUPER significant.
He's now confirming entry into the US, which hasn't been official before (we had a collaboration with UCC). Seems like something has been signed. Also sounds like financial support from South Carolina Commerce.
I've said before that collaboration made me feel like we could get into the USA before we have Sweden up and running. But look at that warehouse! It's huge, and built. And if already permitted for acids, which I believe it will be, we could be up and running there really soon.
Oh, and also importing graphite from Sweden, not just recycling here. This should be big. Can't wait for more details!
He's now confirming entry into the US, which hasn't been official before (we had a collaboration with UCC). Seems like something has been signed. Also sounds like financial support from South Carolina Commerce.
I've said before that collaboration made me feel like we could get into the USA before we have Sweden up and running. But look at that warehouse! It's huge, and built. And if already permitted for acids, which I believe it will be, we could be up and running there really soon.
Oh, and also importing graphite from Sweden, not just recycling here. This should be big. Can't wait for more details!
curiousmagpie
Regular
remember this 
?
how quickly did that breadcrumb turn into a deal? 2 year anniversary approaching…
believe it when the ink is dry
?how quickly did that breadcrumb turn into a deal? 2 year anniversary approaching…
believe it when the ink is dry
Monkeymandan
Regular
Ok, this is a wow moment for me.
Things with UCC evidently more progressed than I first assumed.
Firstly, that is a GIANT brand new looking shed ready for plant and equipment install. That’s minimum 12-18 months off a construction program Vs development on a brownfield site right there.
Secondly the ‘NATO-Sweden importing’ comment. If that means importing concentrate from Sweden…that is enormous.
Yeah that's what I'm taking from that too.
From memory, our Lulea refinery is for 19ktpa of anode material, but I think our mining is approved for something equivalent of 25ktpa? So theres a bit of capacity there we could export.
But also, if this is up and running before the Lulea refinery which it probably will be, we could export some capacity from the mine before we can use it in Lulea. I don't think it would be huge.
Then add in a recycled component. If we take Arubis as an indication, they have 10ktpa. So combined, we might have an initial capacity of 15-20ktpa of active anode production within the next 2 years in the US? Or, almost double our current near time production capacity.
remember this
how quickly did that breadcrumb turn into a deal? 2 year anniversary approaching…
believe it when the ink is dry
That exact tweet also included a photo of a wheel from Nyobolt’s concept car, so it wasn't exactly nothing considering it's now a binding agreement.
Blackbeak, Monkeymandan, great posts. I share your excitement on how fast the US expansion is progressing. I was pleasantly surprised to see the importing from Sweden comment, too. Vittangi remains our flagship project, but it seems Mark has taken a strategic shortcut by possibly securing an existing, fully permitted facility in the US to nullify the delays caused by the drawn-out Swedish process and get our timeline back on track.
As you know, the Luleå refinery has been unable to progress as it’s tied to the mine in terms of FID. This approach effectively bypasses that constraint and could get the company moving again, particularly if we receive grant funding in the near future.
Just had a thought. They've mentioned adding a recycling line to Lulea. I assumed it was an expansion, but it's possible that they're replacing one of the lines originally going to be fed by the mine, and will instead send that lines mined graphite to the US instead.
cosors
👀
Thank you very much for the info!
That does indeed sound very promising. And as we know thanks to Gvan, there is sometimes something to his breadcrumbs.
Unfortunately, I can't report anything new from Sweden at the moment, apart from internal politics. But that's not interesting at the moment, as it's all about requests from the north for support from the gouvernment for the north.
But the S party has to be careful not to make a complete mess of things with the government. The party's policies are too contradictory.
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cosors
👀
He is not in our special group. Maybe that's why he didn't realise.