Media

[Monkeymandan]

https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/

 

[curiousmagpie]

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

 

[Monkeymandan]

#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...

www.linkedin.com

The SLAC National Accelerator Lab is a US Dept of Energy facility.

 

[curiousmagpie]

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]

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

 

[Monkeymandan]

[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

 

[Diogenese]

Altech Silicon anode:

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]

forever heading into a capital raise a major handbrake

!!!

 

[TentCity]

[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

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.

 

[Monkeymandan]

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.

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.

 

[Monkeymandan]

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.