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cosors

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Hot off the press from Bloomberg. Extracts from an interview with Mark

Miner Expanding in Europe Wants More Aid for EV Battery Materials​

Talga Group is building a factory Sweden to make cleaner anodes, but says it would welcome greater support to compete with Chinese rivals.

By Lars Paulsson and Rafaela Lindeberg
13 October 2023 at 3:00 pm AEST

An Australian miner wants to help Europe challenge China’s dominance of the $143 billion market for electric-vehicle batteries.

Talga Group Ltd. aims to play a key role in setting up a European supply chain for EV batteries and reduce local manufacturers’ dependence on China. The company last month started construction of the region’s first anode plant in Sweden, which it plans to complement with a nearby graphite mine.

Europe has offered ample funding for battery factories, but there’s not enough incentives for companies supplying parts and raw materials locally, Talga Chief Executive Officer Mark Thompson said in an interview. While Europe may struggle to compete with Chinese producers on costs, automakers will increasingly have to factor in the carbon footprint of batteries. Talga claims its products will be much cleaner because they’re made using local renewable energy.

Boosting domestic materials used in the clean-energy transition is a key aim of the European Union’s incoming Critical Raw Materials Act. China was responsible for about 79% of the world’s graphite mining and 71% of its processing last year, according to data from the International Energy Agency. Sourcing materials locally would ease reliance on the Asian country at a time when supply chain snags and geopolitical tensions are fueling a push toward greater self-sufficiency.

Talga’s planned graphite mine will be located near the village of Vittangi in the Arctic. The manufacturer was granted a mining permit from Swedish environmental authorities in April. The decision was appealed and a final nod may not be given until the end of the year.


Here are highlights from the interview with Thompson, which have been edited for length and clarity:

Do you think there’s a chance for Europe to establish a self-sufficient battery supply chain?
There really is, but we’re not seeing the speed and support necessary. The problem is there’s funding for the battery factories, but not for what makes the batteries in the factory. So they’ve gone downstream and funded that, with nothing to feed those plants except imported materials from China.


With the EU now investigating the subsidies China has doled out to its EV industry, how does that affect you and the supply chain broadly?
I wouldn’t say no to some protection for us. If Europe really wanted to clean up batteries and the supply chain, they would actually focus on the graphite and the minerals in the battery. It’s more expensive to operate here. The standards are higher, labor costs are higher, environmental standards are higher. So could we get some help on balancing that? Well yes, that would be nice.

Our project can compete on a global basis. However, in the last few years, China has been heavily subsidizing the production of synthetic graphite. They’ve been subsidizing the buildings and the products themselves, and that has distorted the market a lot. They have crashed the price of raw materials down to the point where no new projects are getting built in the Western world.

Why is sourcing graphite in Europe important?
The problem with batteries is that half of it is graphite, which to nearly 100% comes from China. Even if it doesn’t originate there, it’s processed through there. So your phones, laptops, cars, every single lithium-ion battery right now — the graphite has come through Asia. So that’s the existing supply chain, and it’s dirty.


To me it made sense that someplace else in the world had to be developed to replace that graphite. And that’s why I came to Sweden — to be a non-Chinese supplier of graphite for batteries.

But the current battery makers are all using synthetic graphite?
If you want synthetic graphite in your battery, it’s better if it’s made within Europe from European supplies using the cleanest power source possible. I don’t have a problem with synthetic graphite being made in Europe. However, people forget synthetic graphite is made from fossil fuel. How does that make sense that you want to have a green transition where half of your battery is made from a petroleum or coal product?

Why is it easier for companies further downstream to get funding?
There’s very little funding for anything involving a mining project. A mining project still is very sensitive in Europe, so there’s been a tendency to just avoid it. Money has been going into innovative experiments — for example pilot plants for downstream processing experiments. But mostly it’s gone to battery and car manufacturers, which are importing 100% of their materials from Asia.

What do you expect demand will be like for your anodes?
We have expressions of interest from all of our customers, representing approximately over 10 times what our planned production is. We plan to start shipments in the next couple of years.
Thank you!
Do I have to worry about MT not making it clear that a mix of SG and NG is used?
 
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Proga

Regular
Thank you!
Do I have to worry about MT not making it clear that a mix of SG and NG is used?
Marks never been the straightest of shooters IMO. He tends to over exaggerate and dabble in smoke and mirrors. Mind you, he doesn't have an easy job either. Getting through the limited mining approval and the approval for the AAM plant was a tough slog. From the interview, he is now struggling with financing like every other graphite company. SYR is facing the same problem for their 45kt AAM plant expansion now the Chinese are using ~90% synthetic in their LiB's this year due to the EV price wars. It has completely stuffed the natural graphite and lithium market.

SYR was hoping continued sales from Balama in 2023/24/25 would finance the rest needed over and above the $220m grant they have. Thanks to the IRA, they can sell it, if they can produce it. Same for TLG. The EU will make sure they won't have any problems selling the 19.5kt of AAM either once they start producing. When he secures the finance, his next battle will be trying to increase the amount TLG can mine so he can expand the AAM plant.

Hopefully the giga plants currently due to start production over the next 2 years in Europe and the US will restore the equilibrium of the anode mix. Until then, the shorters will continue to have a field day. SYR is being crucified.

The original story might have came from BMI. Unfortunately I'm not a subscriber

 
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JNRB

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China was bound to play this eventually. They want to exploit their 90%dominance in the market before it gets eroded over the years. Good timing for us. Now let's get that battery passport sorted, and hopefully a few more carnakers will start to recognise some of the other risks/costs in their supply chain
 
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Semmel

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Good Timing, Just before we get the permits, this hopefully injects the fear of the dragon into our customers belly. This is exactly one of my cornerstones of my investment thesis. Let's get talga rolling! 2 years to production is a long time. Even in terms of politics.
 
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Semmel

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Wow.. SYR rose 25% on this news. Talga has a much more muted reaction, as always..
 
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brewm0re

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Wow.. SYR rose 25% on this news. Talga has a much more muted reaction, as always..
Yes, that was pleasant to see. And with TLG scurrying above $1 temporarily before closing just shy…. Even though I do not hold SYR, I relish knowing those who are shorting the stock (@ +10% of SOI) had a busy shit-bricking afternoon 😂 May those type of days continue, giving them much grief and us huge smiles 😃
 
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cosors

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Mushrooms
I just want to provoke a little and offer another interpretation even if I agree with you. But there are almost always two sides.
It says nothing that China will also reduce or eliminate subsidies.
If China tightens the supply and at the same time maintains the subsidies it is like a stranglehold. Companies would fight over the tight supply and who will China approve the supply to? Certainly to the friendly company that sources as much as possible from China. The response could be punitive tariffs, which would intensify the economic war, and China would probably win. And if China approves less they also save on subsidy costs.
Or graphite from domestic production could be subsidized, which costs a lot of money that we need for the conflicts and the geeen transition. The result would be the same. China has us under control. And as the figures show the dependence is not getting any smaller. We here now import twice as much as we export to China. That used to be different. Now you might think that this increases the pressure on the courts to speed up the projects. I can't see that but more time for mushrooms. But maybe politics will wake up. This will take time we don't have. I mean that in general and not only related to us. Biden just wants to allocate 100 billion for the conflicts. And on the other hand the friends China and Russia show us what they think of our basic values. I do not want to relativize your opinion, I agree and hope.
 
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cosors

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Only because SVT is very often quoted here because they are close to the action as far as we are concerned.

"Our completely distorted media !​

Hanna Stjärne leads SVT in the "Public Service" that is tasked with being objective​

2023-10-26

SVT boss appoints left-wing extremist Expo as "magazine of the year"


Click on the red headline to go to the article. Note that the editor-in-chief of Bonnier's supposedly bourgeois flag-cap DN congratulates. Here are some more interesting websites:
EXPO works with undemocratic and sometimes illegal methods, which our socialist authority culture carefully ignores: Registration of opinions and media persecution of certain opinions.

Democracy presupposes that you are allowed to have whatever opinions you want and that you are completely free to express* them without persecution.

EXPO represents the opposite, totalitarian view of citizens' rights.​


+ – + – + – +"
https://klimatsans.com/

*As long as it conforms to the constitution and the common basic values. From my point of view. In Sweden, I sometimes have my doubts...




"SVT boss appoints left-wing extremist Expo as "magazine of the year"​

Published 26 October 2023
Media. During the Magazine Gala on Wednesday, the left-wing extremist Expo won the award for "Magazine of the Year" in the category of popular press. The chairman of the responsible jury was SVT's CEO H. S.

"With courage and integrity, they are digging into some of the biggest issues of our time. A combination of current podcasts, a digital knowledge base and a sharp magazine has built a long-term media house that, despite limited resources, has a major impact. The winner is – Expo."

The decision was made by a jury chaired by H. S., CEO of the state-owned SVT.

The prize is awarded by the Swedish Magazine Association.

Expo functions as a kind of private left-wing extremist intelligence service and uses a large register of opinions to monitor people who have criticized immigration to Sweden.

Hanna Stjärne In 2014 awarded the prestigious Golden Shovel to the criminal left-wing extremist network Researchgruppen, which at the time had exposed immigration critics in collaboration with Expressen."
https://www.friatider.se/svt-chefen-utser-vansterextrema-expo-till-arets-tidskrift




"Sveriges Television AB ("Sweden's Television Stock Company"), shortened to SVT (Swedish: [ˈsvæ̌rjɛs tɛlɛvɪˈɧuːn ɛsveːˈteː] ⓘ), is the Swedish national public television broadcaster, funded by a public service tax on personal income set by the Riksdag (national parliament)."
https://en.wikipedia.org/wiki/Sveriges_Television




I'm holding back because it's not our topic, but it shows what orientation SVT has. And I would just like to say that for me personally, as a German, all alarm bells ring when a kind of secret service reports everything that is not in line with the public systemic agenda. To me, this reads like an award to the Stasi for a job well done. I for one will be more careful if and what I will share here from SVT.
Especially in these times, common basic values are particularly important for me.
 
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cosors

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About Sweden's Nature​

Sveriges Natur is the Swedish Society for Nature Conservation's member magazine. The magazine is produced according to journalistic principles by an independent editorial board.



1700061478644.png

"Super-clean little mineral deposit that gives momentum to climate action? Or a large, dirty open-pit mine that wipes out high conservation values and traditional reindeer husbandry, for an uncertain environmental benefit? The battle over the graphite mine in Vittangi brings the concept of green transition to a head.

The fine powder is black like the carbon it is almost entirely made of. Six heat-resistant boxes filled with pure graphite are ready next to the conveyor belt to the oven above. The graphite is quarried on Mount Nunasvaara just outside Vittangi.
The furnace and pilot plant for the manufacture of materials for battery anodes are located about 300 km south of Vittangi, in a large industrial facility on the outskirts of Luleå.

1.JPG


"This is where we make sample material for our customers. We ensure that the process works and save time to get into the qualification for the automotive industry," says Stefan Sandberg, who is leading the work at the pilot plant for the Australian mining company Talga.
But he himself thinks that the term mining company is a bit misleading.

"I usually say that we are a tech company with the luxury of having a mine. Perhaps the world's best graphite deposit is a huge bonus that provides incredibly good conditions, together with proximity to transport and access to renewable energy from, among other things, hydropower.

The vittangi ore has an average of 25 percent graphite, compared with 5–10 percent in many other places. According to Stefan Sandberg, there are only a couple of other mines that – perhaps – can match the purity.

The concentrator at the planned mine in Vittangi will clean the ore from 25 to 90 percent. The ore must also be dried on site.

"On average, no more than two trucks per day should be needed from Vittangi to the plant here in Luleå.

Read more: Court grants permit for mine in Vittangi.

2.JPG


3.JPG


Materials for over a million cars​


The trucks transport 70 tonnes of graphite concentrate, which is then purified up to 99.95 percent.

According to Talga, carbon dioxide emissions can be reduced by 95 percent compared to today's anode manufacturing. A large part of the graphite in today's batteries is synthetic and is made from petroleum products such as petroleum coke with a large energy input.

"I think we have a great thing here, something that is really needed in Europe. It is unlikely that fewer cars will be sold in the future," says Stefan Sandberg.

Talga hopes to mine 100,000 tons of graphite per year for 25 years, enough for 200,000 electric cars per year. In the long term, it is expected to be able to supply the battery industry with materials for over one million electric cars.

The area where the treatment plant and anode factory will be built is located on Hertsön, a few kilometres further out. Today it is a ten-hectare clear-cut. It's raining, a backhoe and a tractor are noisy in the distance.

Here in Luleå's new industrial park, Talga will be next door to an expanded port, fossil-free steel production (Hybrit), separation of rare earth elements from mining waste (LKAB Reemap), and a large fertilizer factory (Fertiberia).

"This is where the great green industrial transition has already started [...] the hub for the enormous investments that are taking place here in the north," writes Luleå municipality on its website.

The groundbreaking ceremony for Talga's factory took place in September 2023, a week before our visit – on a flattened small pile of gravel closest to the entrance. One person who dug was Minister of Employment Johan Pehrson (L).

In front of the media, he took the opportunity to lecture Kiruna's Social Democratic government for not giving the green light to the mining area's detailed plan. "They are embarrassing themselves," he said, and was then accused of ministerial rule.

4.JPG


Local opposition to the mine in Kiruna and Vittangi​


Because if Talga is met with enthusiasm in Luleå and Rosenbad, the tone is more hesitant closer to the mine hole. As it looks today, there is a political majority against the mine in Kiruna's city council. And in Vittangi itself, the resistance is strong, a demonstration gathered 120 participants in a village with 800 inhabitants.

Risks to the local environment and natural values are one reason. The mining area is located between the undeveloped Torne and Vittangi rivers. The Torne River is a source of drinking water and both rivers have been designated as Natura 2000 areas.

The Swedish Society for Nature Conservation's Kiruna district and county association highlighted several problems when the mine was up in the Land and Environment Court last spring. Although Talga had applied for an exploitation concession for several mines, it only applied for an environmental permit for one of them, Nunasvaara South.

Dictionary
Natura 2000 areas: Network of natural areas of special conservation value that the government has promised the EU to protect.
Exploitation concession: Exclusive right to extract minerals.
Therefore, the court could not take a position on the overall effect, according to the association, which also pointed to major shortcomings in the conservation value inventories. After a quick inventory of its own, the association found five times as many conservation value areas as the company's consultant, including the fact that marshes and old-growth forests had been missed.


"For us, it will be a black transition"​

Strong criticism also comes from the three Sami communities in the area. The Talma Sámi community has its year-round land in the area of the planned mine.

"For us, the mine does not lead to a green transition. For us, it will be a black transition," says Chairman N. J. A. (look at my post in the bar about the interview here in Germanyl

It has been windy and snowing several decimeters the days before and now he is out to check the enclosure at the village's reindeer enclosure outside Jukkasjärvi, a few kilometers east of Kiruna. The reindeer are on their way from the mountains for separation and slaughter.

"From here it's 5-60 km to Nunasvaara, the move takes about a day. Last year, our winter group was there from December to April. There's good grazing there," he says.

The national interests of reindeer husbandry and minerals are pitted against each other in the area. The mine is planned where the Sámi village is narrowest and basically cuts off the winter grazing. Talma's lands end at Vittangi.

"Nunasvaara is very important to us, we have no other options. But now it will not be possible to get the reindeer to stay there. They can't get past. Instead, they will be dispersed to the lands of the other Sámi communities.

One reason why the court still gave the green light is that Talga has promised to close the mining between September and April. But according to N. J. A., it doesn't help. Enrichment will continue throughout the year. The noise, dust and transport are enough for the reindeer to flee the area.

Read more about the Sámi people and exploitation in Sara-Elvira Kuhmunen's column Green colonialism in the name of transition.

5.JPG


Great disappointment in the Sámi village​


In the Sámi community, there is great disappointment over the dialogue with the mining company. The Sámi feel that they have been met with both a derogatory attitude and a lack of understanding of their way of life during the court proceedings.

"The company doesn't have a good view of the Sámi people. Already at the first meeting with us, they offered to buy up all the reindeer and replace them with building a school," says NJA.

The Gabna and Saarivuoma Sámi communities also see the mine as a threat. The reindeer will be mixed and disturbed by dust, noise and explosions. Gabna's migration routes would be crossed by new obstacles such as a widened transport route and new power lines.

"There will be more traffic, more people and more disruption in an already crowded area," says K. K. N., spokesperson for Gabna.

Talga's mine would be the fifth on their land. In addition, there are other exploits with constantly new processes to deal with.

"The legislation is adapted to mining companies. They set the agenda and timetable and have infinite resources compared to us. How much should we have to endure? And how much should nature have to withstand?


Concerns about major projects in the future​

Talga argues that the mine is a small project, but that doesn't correspond to reality, she says.

"Rather, this mine is a test balloon for larger and more serious projects. To top it all off, graphite may soon be passé as a battery material. Research is well advanced in replacing it with raw materials from the forest industry. The area can be destroyed unnecessarily," says KKN.

For example, battery manufacturer Northvolt is collaborating with Stora Enso on a wood-based anode material.

6.JPG


Along the road to Vittangi we pass large mining areas. A few miles before the village, a narrow gravel road leads up to Nunasvaara. On a hill just after the bridge over the Torne River stands a hand-painted sign with the text "Yes to a future without mines". A dripping tap testifies to concern for the drinking water.

Talga's environmental team meets us a bit up the mountain, where white snow streaks alternate with black rocky ground.

"This is our test mining from 2015. The graphite in the pilot plant comes from here," says environmental engineer Christin Jonasson.

We pulse uphill through the forest towards the planned open pit mine, which will be about 500 meters long.

"There is graphite at least 100 metres down. Geologically, it is an open deposit in all directions," says Peter French, Director of Environment and Society.

7.JPG


The view opens up towards the Vittangi River and the other deposits.

"Nunasvaara South is the most mature project, where we have been able to show that there is ore so that we have been able to apply for an environmental permit," says Christin Jonasson.

Since there is no previous mining infrastructure here, the company has been able to start from what the area looks like and do it right from the start, she believes.

The mine will be mined using a method of dry landfill of waste that reduces the impact on the local aquatic environment, so-called dry stack tailings.

Talga has also been involved in developing a new method for calculating and compensating for biodiversity loss (CLIMB).

And according to the application, the ore will only be mined during the summer months, as an adaptation to reindeer husbandry.

But the Sámi communities also believe that the other industrial processes are disruptive?
"We have made assessments and believe that the area we are influencing will be small. They argue that the area of impact will be vast. We would like to work together and share information about other projects and areas so that we can reach a common view. It hasn't happened, but we've tried and continue to try," French said.

Christin Jonasson says that the company's consultant has been in the area and updated the conservation value inventories according to a new standard introduced this year.

"We also include what the Swedish Society for Nature Conservation has reported in the Swedish Species Information Centre's portal. It is a continuous effort to follow up on natural values. Some classes of conservation value areas have been raised and some areas have been expanded, but the conclusions about where we can place the industrial area have not changed.


Valuable natural areas​

Right on the northern border of the planned open-pit mine is one of the valuable natural areas that was not included in Talga's original inventory.

The Swedish Society for Nature Conservation's consultant, inventor J. H., shows the way up a steep slope among thick old pines. We step carefully into the melted snow.

"Most trees here should be at least 350-400 years old. Dead wood is present in all stages of decomposition.

Under a prostrate tree, he finds narrow-footed thorn fungus, red-listed in the VU category, vulnerable. Vittangibon and U. T., a member of the Swedish Society for Nature Conservation, is helping with the search for species. Nearby, they find other red-listed species such as dwarf goblet lichen and spruce fungus.

UT tells us about bear encounters in the vicinity. A goshawk flies between the trunks, a flock of ravens makes noise higher up the mountain.

8.JPG

9.JPG


The combination of species and biotope (habitat) places the area in the highest conservation value class, according to J. H.

"Sloppy inventory on the outskirts would be one thing, but this is in the middle of the actual business area. The pine forest stands out on all the aerial photos, I don't understand how it's possible to miss it.

xxx

"The species found in the inventory also have a clear tendency to avoid the actual mining and industrial area, while the company has found more in the peripheral areas.

It only took him a few minutes to check the inventory to see shortcomings, which he and other groups from the association were then able to confirm in the field. Missed old-growth forest, marshes and Lake Hosiojärvi in the middle of the area that have not been listed as conservation value areas, capercaillie spawning grounds and lots of habitats for red-listed species.

Talga's inventory receives harsh criticism​

The fact that Talga's consultant used two days for a field inventory of almost 700 hectares is also unreasonably short, according to J. H. He does a lot of inventory for mining companies, wind power contractors and traffic projects all over Sweden, but is particularly knowledgeable about Norrbotten.

He is aware that his criticism is jeopardising future assignments.

"I'm not against mines, but I think they should be built in the right place. The socio-economic assessment is for others to make, but as a Swedish citizen, I want to see a reliable basis for decision-making.


"Legal scandal? Quite possible."​

He is surprised that the mine was granted an environmental permit in the Land and Environment Court despite the criticism and even more that the Land and Environment Court of Appeal confirmed it in August after appeals.

"I'm not a lawyer, but I can't understand how you can let such a flawed basis through. Legal scandal? Quite possible.

xxx

U. T., who organised the non-profit inventories, agrees. He has several critical views on the mine based on his strong commitment to climate change. He himself chooses not to use cars altogether and does not see continued mass motoring as a future solution, even if the cars become electric.

When Talga held an open house in the village, he also emphasized that the company completely lacks experience of operating mines.

"From the beginning, it is a small exploration company with the main goal of attracting investors.

The Swedish Society for Nature Conservation appeals the permit​

The fact that the environmental permit was approved also surprised G. H. B., who is the legal representative of the Swedish Society for Nature Conservation and several of the mine's neighbours. She is now writing an appeal to the Supreme Court.

"I thought that both we and the Sámi communities had good reasons. The species may not carry the most weight, but they show the problem. I constantly encounter the same poor data when it comes to water issues and natural values.

She doesn't think the problem is incompetent or "malicious" consultants.

"Rather, it's about the assignments they get. Proper investigations are expensive and poor decision-making data is all too often accepted. It is also in the nature of things that the applicant may not want to report things that prevent them from obtaining a permit.

A consultant who does too good a job may not get any more assignments.

"This could be circumvented with another system, for example if the review authority and not the applicant orders the investigation material.

New inventories confirm species richness​

It is difficult to obtain leave to appeal from the Supreme Court, but GHB received an unexpected boost from the new inventories commissioned by Talga.

There is no final report yet, but the list of finds in Artportalen resembles or exceeds JH and the Swedish Society for Nature Conservation's expectations. About a hundred red-listed species have now been registered in the area and perhaps 1,500 habitats for red-listed species (depending on how you delimit). A diversity of species that stands out.

"For me, it is extremely clear now that the court has made its decision on incorrect grounds," says GHB.

Just before the article's deadline, a press release from Talga is issued with a view to investors. After an introduction that the EU sees natural graphite as a strategic and critical mineral for the transition that is in short supply, the company talks about new opportunities in Vittangi.

On the one hand, the deposit at Nunasvaara South turns out to be deeper than expected. On the one hand, the company has found another large area of graphite, northeast of the planned mines.

A new chapter in the story of the mine and the transition – green or black.

xxx

https://www.sverigesnatur.org/aktuellt/omstridd-gruva-utmanar-gron-omstallning/
 
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cosors

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About Sweden's Nature​

Sveriges Natur is the Swedish Society for Nature Conservation's member magazine. The magazine is produced according to journalistic principles by an independent editorial board.
The missing pictures ... are too much for one post:
10.JPG

11.JPG

12.JPG
 
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cosors

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It is therefore now clear exactly where the lawyer intervened and called the proceedings into question. Let's see what the Supreme Court has to say. What do you think?
 

JNRB

Regular
Our natura 2000 application process was loooooong. If there were obvious shortcomings in the methodology it should have been noted then
 
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Monkeymandan

Regular
This is a direct copy/paste of a post by Gvan over at HC. Martin actually refers to Vittangi as a Strategic Project, and the whole segment from 4:24:40 is titled ‘Session 2 - Strategic Projects’. So it’s as good as nailed on we’ll be earning the coveted Strategic Project designation imo.



RMW 2023 - 10th annual High-Level Conference of the European Innovation Partnership on Raw Materials

Talga's Martin Phillips is one of five business representatives on stage as the EU highlights promising projects for their discussion regarding Strategic Projects.

The segment begins at 4:24:40 with Thierry Breton talking about the importance of these projects. I think at this point it is now very clear that Talga will be named as a strategic project early next year, which would be fantastic for our future expansion. Obviously it's not done yet, but it's difficult not to come to this conclusion. Unfortunately each representative is only given 3 minutes due to limited time, however I think it's still enough to cover the importance of each project.

After this discussion there is more from Breton about the importance of Talga and graphite. Interestingly, Breton mentions how he was discussing with Martin before about graphite from wood. He mentions "a big Swedish family owning a lot of wood". Stora Enso would no doubt be that company. We know that they are working in conjunction with Northvolt. There is sheepish laughter from Martin Phillips, followed immediately by a reaction from Breton, pulling back and saying "I don't want to give names". We know there are NDAs, so take from that what you will.

Martin Phillips is on at 4:50:35.

These are all very high ranking EU members and although I have not yet viewed the rest, I suspect there will be more interesting info regarding CRMA, NZIA etc.
 
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BigDog

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Everyday the same story is coming out of Europe and it can only be good for Talga, if the money goes where the mouth is from these high ranking EU Officials.

Can they sway the Swedish High Court? Or will some red fungus on 20 trees be our undoing?

Stable secure and trustworthy Supply chains are critical as we all know. Now show us the money (and permits)!

“As new trade barriers appear, we will need to reassess supply chains and invest in new ones that are safer, more efficient and closer to home,” Lagarde said at the keynote speech.”

 
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Semmel

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About Sweden's Nature​

Sveriges Natur is the Swedish Society for Nature Conservation's member magazine. The magazine is produced according to journalistic principles by an independent editorial board.



View attachment 49574
"Super-clean little mineral deposit that gives momentum to climate action? Or a large, dirty open-pit mine that wipes out high conservation values and traditional reindeer husbandry, for an uncertain environmental benefit? The battle over the graphite mine in Vittangi brings the concept of green transition to a head.

The fine powder is black like the carbon it is almost entirely made of. Six heat-resistant boxes filled with pure graphite are ready next to the conveyor belt to the oven above. The graphite is quarried on Mount Nunasvaara just outside Vittangi.
The furnace and pilot plant for the manufacture of materials for battery anodes are located about 300 km south of Vittangi, in a large industrial facility on the outskirts of Luleå.

View attachment 49575

"This is where we make sample material for our customers. We ensure that the process works and save time to get into the qualification for the automotive industry," says Stefan Sandberg, who is leading the work at the pilot plant for the Australian mining company Talga.
But he himself thinks that the term mining company is a bit misleading.

"I usually say that we are a tech company with the luxury of having a mine. Perhaps the world's best graphite deposit is a huge bonus that provides incredibly good conditions, together with proximity to transport and access to renewable energy from, among other things, hydropower.

The vittangi ore has an average of 25 percent graphite, compared with 5–10 percent in many other places. According to Stefan Sandberg, there are only a couple of other mines that – perhaps – can match the purity.

The concentrator at the planned mine in Vittangi will clean the ore from 25 to 90 percent. The ore must also be dried on site.

"On average, no more than two trucks per day should be needed from Vittangi to the plant here in Luleå.

Read more: Court grants permit for mine in Vittangi.

View attachment 49576

View attachment 49577

Materials for over a million cars​


The trucks transport 70 tonnes of graphite concentrate, which is then purified up to 99.95 percent.

According to Talga, carbon dioxide emissions can be reduced by 95 percent compared to today's anode manufacturing. A large part of the graphite in today's batteries is synthetic and is made from petroleum products such as petroleum coke with a large energy input.

"I think we have a great thing here, something that is really needed in Europe. It is unlikely that fewer cars will be sold in the future," says Stefan Sandberg.

Talga hopes to mine 100,000 tons of graphite per year for 25 years, enough for 200,000 electric cars per year. In the long term, it is expected to be able to supply the battery industry with materials for over one million electric cars.

The area where the treatment plant and anode factory will be built is located on Hertsön, a few kilometres further out. Today it is a ten-hectare clear-cut. It's raining, a backhoe and a tractor are noisy in the distance.

Here in Luleå's new industrial park, Talga will be next door to an expanded port, fossil-free steel production (Hybrit), separation of rare earth elements from mining waste (LKAB Reemap), and a large fertilizer factory (Fertiberia).

"This is where the great green industrial transition has already started [...] the hub for the enormous investments that are taking place here in the north," writes Luleå municipality on its website.

The groundbreaking ceremony for Talga's factory took place in September 2023, a week before our visit – on a flattened small pile of gravel closest to the entrance. One person who dug was Minister of Employment Johan Pehrson (L).

In front of the media, he took the opportunity to lecture Kiruna's Social Democratic government for not giving the green light to the mining area's detailed plan. "They are embarrassing themselves," he said, and was then accused of ministerial rule.

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Local opposition to the mine in Kiruna and Vittangi​


Because if Talga is met with enthusiasm in Luleå and Rosenbad, the tone is more hesitant closer to the mine hole. As it looks today, there is a political majority against the mine in Kiruna's city council. And in Vittangi itself, the resistance is strong, a demonstration gathered 120 participants in a village with 800 inhabitants.

Risks to the local environment and natural values are one reason. The mining area is located between the undeveloped Torne and Vittangi rivers. The Torne River is a source of drinking water and both rivers have been designated as Natura 2000 areas.

The Swedish Society for Nature Conservation's Kiruna district and county association highlighted several problems when the mine was up in the Land and Environment Court last spring. Although Talga had applied for an exploitation concession for several mines, it only applied for an environmental permit for one of them, Nunasvaara South.

Dictionary
Natura 2000 areas: Network of natural areas of special conservation value that the government has promised the EU to protect.
Exploitation concession: Exclusive right to extract minerals.
Therefore, the court could not take a position on the overall effect, according to the association, which also pointed to major shortcomings in the conservation value inventories. After a quick inventory of its own, the association found five times as many conservation value areas as the company's consultant, including the fact that marshes and old-growth forests had been missed.


"For us, it will be a black transition"​

Strong criticism also comes from the three Sami communities in the area. The Talma Sámi community has its year-round land in the area of the planned mine.

"For us, the mine does not lead to a green transition. For us, it will be a black transition," says Chairman N. J. A. (look at my post in the bar about the interview here in Germanyl

It has been windy and snowing several decimeters the days before and now he is out to check the enclosure at the village's reindeer enclosure outside Jukkasjärvi, a few kilometers east of Kiruna. The reindeer are on their way from the mountains for separation and slaughter.

"From here it's 5-60 km to Nunasvaara, the move takes about a day. Last year, our winter group was there from December to April. There's good grazing there," he says.

The national interests of reindeer husbandry and minerals are pitted against each other in the area. The mine is planned where the Sámi village is narrowest and basically cuts off the winter grazing. Talma's lands end at Vittangi.

"Nunasvaara is very important to us, we have no other options. But now it will not be possible to get the reindeer to stay there. They can't get past. Instead, they will be dispersed to the lands of the other Sámi communities.

One reason why the court still gave the green light is that Talga has promised to close the mining between September and April. But according to N. J. A., it doesn't help. Enrichment will continue throughout the year. The noise, dust and transport are enough for the reindeer to flee the area.

Read more about the Sámi people and exploitation in Sara-Elvira Kuhmunen's column Green colonialism in the name of transition.

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Great disappointment in the Sámi village​


In the Sámi community, there is great disappointment over the dialogue with the mining company. The Sámi feel that they have been met with both a derogatory attitude and a lack of understanding of their way of life during the court proceedings.

"The company doesn't have a good view of the Sámi people. Already at the first meeting with us, they offered to buy up all the reindeer and replace them with building a school," says NJA.

The Gabna and Saarivuoma Sámi communities also see the mine as a threat. The reindeer will be mixed and disturbed by dust, noise and explosions. Gabna's migration routes would be crossed by new obstacles such as a widened transport route and new power lines.

"There will be more traffic, more people and more disruption in an already crowded area," says K. K. N., spokesperson for Gabna.

Talga's mine would be the fifth on their land. In addition, there are other exploits with constantly new processes to deal with.

"The legislation is adapted to mining companies. They set the agenda and timetable and have infinite resources compared to us. How much should we have to endure? And how much should nature have to withstand?


Concerns about major projects in the future​

Talga argues that the mine is a small project, but that doesn't correspond to reality, she says.

"Rather, this mine is a test balloon for larger and more serious projects. To top it all off, graphite may soon be passé as a battery material. Research is well advanced in replacing it with raw materials from the forest industry. The area can be destroyed unnecessarily," says KKN.

For example, battery manufacturer Northvolt is collaborating with Stora Enso on a wood-based anode material.

View attachment 49580

Along the road to Vittangi we pass large mining areas. A few miles before the village, a narrow gravel road leads up to Nunasvaara. On a hill just after the bridge over the Torne River stands a hand-painted sign with the text "Yes to a future without mines". A dripping tap testifies to concern for the drinking water.

Talga's environmental team meets us a bit up the mountain, where white snow streaks alternate with black rocky ground.

"This is our test mining from 2015. The graphite in the pilot plant comes from here," says environmental engineer Christin Jonasson.

We pulse uphill through the forest towards the planned open pit mine, which will be about 500 meters long.

"There is graphite at least 100 metres down. Geologically, it is an open deposit in all directions," says Peter French, Director of Environment and Society.

View attachment 49581

The view opens up towards the Vittangi River and the other deposits.

"Nunasvaara South is the most mature project, where we have been able to show that there is ore so that we have been able to apply for an environmental permit," says Christin Jonasson.

Since there is no previous mining infrastructure here, the company has been able to start from what the area looks like and do it right from the start, she believes.

The mine will be mined using a method of dry landfill of waste that reduces the impact on the local aquatic environment, so-called dry stack tailings.

Talga has also been involved in developing a new method for calculating and compensating for biodiversity loss (CLIMB).

And according to the application, the ore will only be mined during the summer months, as an adaptation to reindeer husbandry.

But the Sámi communities also believe that the other industrial processes are disruptive?
"We have made assessments and believe that the area we are influencing will be small. They argue that the area of impact will be vast. We would like to work together and share information about other projects and areas so that we can reach a common view. It hasn't happened, but we've tried and continue to try," French said.

Christin Jonasson says that the company's consultant has been in the area and updated the conservation value inventories according to a new standard introduced this year.

"We also include what the Swedish Society for Nature Conservation has reported in the Swedish Species Information Centre's portal. It is a continuous effort to follow up on natural values. Some classes of conservation value areas have been raised and some areas have been expanded, but the conclusions about where we can place the industrial area have not changed.


Valuable natural areas​

Right on the northern border of the planned open-pit mine is one of the valuable natural areas that was not included in Talga's original inventory.

The Swedish Society for Nature Conservation's consultant, inventor J. H., shows the way up a steep slope among thick old pines. We step carefully into the melted snow.

"Most trees here should be at least 350-400 years old. Dead wood is present in all stages of decomposition.

Under a prostrate tree, he finds narrow-footed thorn fungus, red-listed in the VU category, vulnerable. Vittangibon and U. T., a member of the Swedish Society for Nature Conservation, is helping with the search for species. Nearby, they find other red-listed species such as dwarf goblet lichen and spruce fungus.

UT tells us about bear encounters in the vicinity. A goshawk flies between the trunks, a flock of ravens makes noise higher up the mountain.

View attachment 49582
View attachment 49583

The combination of species and biotope (habitat) places the area in the highest conservation value class, according to J. H.

"Sloppy inventory on the outskirts would be one thing, but this is in the middle of the actual business area. The pine forest stands out on all the aerial photos, I don't understand how it's possible to miss it.

xxx

"The species found in the inventory also have a clear tendency to avoid the actual mining and industrial area, while the company has found more in the peripheral areas.

It only took him a few minutes to check the inventory to see shortcomings, which he and other groups from the association were then able to confirm in the field. Missed old-growth forest, marshes and Lake Hosiojärvi in the middle of the area that have not been listed as conservation value areas, capercaillie spawning grounds and lots of habitats for red-listed species.

Talga's inventory receives harsh criticism​

The fact that Talga's consultant used two days for a field inventory of almost 700 hectares is also unreasonably short, according to J. H. He does a lot of inventory for mining companies, wind power contractors and traffic projects all over Sweden, but is particularly knowledgeable about Norrbotten.

He is aware that his criticism is jeopardising future assignments.

"I'm not against mines, but I think they should be built in the right place. The socio-economic assessment is for others to make, but as a Swedish citizen, I want to see a reliable basis for decision-making.


"Legal scandal? Quite possible."​

He is surprised that the mine was granted an environmental permit in the Land and Environment Court despite the criticism and even more that the Land and Environment Court of Appeal confirmed it in August after appeals.

"I'm not a lawyer, but I can't understand how you can let such a flawed basis through. Legal scandal? Quite possible.

xxx

U. T., who organised the non-profit inventories, agrees. He has several critical views on the mine based on his strong commitment to climate change. He himself chooses not to use cars altogether and does not see continued mass motoring as a future solution, even if the cars become electric.

When Talga held an open house in the village, he also emphasized that the company completely lacks experience of operating mines.

"From the beginning, it is a small exploration company with the main goal of attracting investors.

The Swedish Society for Nature Conservation appeals the permit​

The fact that the environmental permit was approved also surprised G. H. B., who is the legal representative of the Swedish Society for Nature Conservation and several of the mine's neighbours. She is now writing an appeal to the Supreme Court.

"I thought that both we and the Sámi communities had good reasons. The species may not carry the most weight, but they show the problem. I constantly encounter the same poor data when it comes to water issues and natural values.

She doesn't think the problem is incompetent or "malicious" consultants.

"Rather, it's about the assignments they get. Proper investigations are expensive and poor decision-making data is all too often accepted. It is also in the nature of things that the applicant may not want to report things that prevent them from obtaining a permit.

A consultant who does too good a job may not get any more assignments.

"This could be circumvented with another system, for example if the review authority and not the applicant orders the investigation material.

New inventories confirm species richness​

It is difficult to obtain leave to appeal from the Supreme Court, but GHB received an unexpected boost from the new inventories commissioned by Talga.

There is no final report yet, but the list of finds in Artportalen resembles or exceeds JH and the Swedish Society for Nature Conservation's expectations. About a hundred red-listed species have now been registered in the area and perhaps 1,500 habitats for red-listed species (depending on how you delimit). A diversity of species that stands out.

"For me, it is extremely clear now that the court has made its decision on incorrect grounds," says GHB.

Just before the article's deadline, a press release from Talga is issued with a view to investors. After an introduction that the EU sees natural graphite as a strategic and critical mineral for the transition that is in short supply, the company talks about new opportunities in Vittangi.

On the one hand, the deposit at Nunasvaara South turns out to be deeper than expected. On the one hand, the company has found another large area of graphite, northeast of the planned mines.

A new chapter in the story of the mine and the transition – green or black.

xxx

https://www.sverigesnatur.org/aktuellt/omstridd-gruva-utmanar-gron-omstallning/

Thx, an interesting article. Finally had the time to read it in full. I have a hard time imagining the argument of the Sami to get heard. Their arguments are not honest. They say what they want in order to prevent the mine. But that is not necessarily based on reality. The mine is not blocking the reindeer path, it's not preventing grazing in the south. Reindeer live next to noise forever, it's a non argument.

The species thing is more material indeed. I dont like the fact that Talga missed some essential inventory. But I don't see this as a big enough argument to prevent the mine. Especially because the inventory of species was discussed during the main hearing and the nature groups didn't perform their own inventory. Which they can't come now as this boat has sailed. I am not lawyer but I don't see a failure of the law here. It is true, that the law should require an independent investigator for the inventory, if such thing exists, but if it doesn't, then the current practice is not a failure of applying the law. So it can't be overturned on this ground. The law should be changed though in my opinion. Even with the extended inventory, I don't think it would have made a difference in the decision. Talga is not destroying a unique biotopen of unprecedented biodiversity. Rather, it's a small speck of a very large are of similar quality. And there is no place on earth where you would not find endangered species. If this was a k.o. argument, you couldn't build anything anywhere ever. Still, I would like to have the complete inventory from the start.
 
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Semmel

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Here is another article, that should have material impact on Talga, as it effects the bottom line in a positive direction..

 
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cosors

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Weird what the other one says about it being difficult to finance mining in Canada because people prefer to invest their money in weed.
 
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It's D-Day 1 December

Who said we need "the Cavalry" to save us when we have the mouthpiece of the Chinese Communist Party................

I give you The Global Times

China's export controls on graphite to take effect from Friday; application channels for firms open: officials
Move aims to protect national security; channels for application open
By GT staff reportersPublished: Nov 30, 2023 10:44 PM

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A man works in a workshop of a graphite company in Jixi City, northeast China's Heilongjiang Province, March 24, 2023.(Photo: Xinhua)

A man works in a workshop of a graphite company in Jixi City, northeast China's Heilongjiang Province, March 24, 2023. Photo: Xinhua
China's move to impose export controls on certain highly sensitive graphite items has put many in the West on notice, with officials and companies in countries such as the US and Japan scrambling to gauge the potential impact. The control measures are set to take effect on Friday.

Chinese officials reiterated on Thursday that these export controls don't target any specific country but are in line with international norms and are intended to protect China's national security and interests.

They also noted that channels for export applications are open and applications will be approved if they are in line with the laws and rules, and China will continue its commitment to protecting the stability of global industry chains.

In October, China's General Administration of Customs and the Ministry of Commerce (MOFCOM) jointly issued a notice imposing export controls on certain highly sensitive graphite items, a key material used in batteries for electric vehicles.

Under the new measures, China will require exporters to apply for permits covering certain highly sensitive graphite items, effective from Friday.

As the effective date has come, foreign institutions are scrambling to gauge the potential impact, and there are some who have hyped that China's export rules on these materials may disrupt the global industry chain.

A Washington Post report on Wednesday said that the move means a "new front that has opened in the intensifying US-China tech war," and it claimed that China's export controls are "payback for Washington's efforts to curtail Chinese access to advanced American semiconductors."

Japanese companies are also nervous. A Nikkei Asia report said on Thursday that Japanese companies, including Mitsubishi Chemical and Panasonic, which have relied on critical battery and semiconductor materials made in China, are moving to "broaden their sources."

"We have emphasized multiple times that implementing export controls on specific graphite items is a common international practice," Shu Jueting, a MOFCOM spokesperson, told a regular press conference in Beijing on Thursday.

Shu noted that the decision was made after "extensive consultation with relevant enterprises and industries," with a "balanced development and security" control concept.

Shu emphasized that the measure does not target any specific country or region. Export permits will be granted for items that comply with the relevant regulations. But as of now, no applications from enterprises have been received.

"China will consistently strive to uphold the security and stability of global industry and supply chains," Shu said.

"Almost all countries impose export controls on key materials, and China's move is not an outright ban but rather a regulation of exports, in stark contrast to Western countries' blatant actions of restricting exports of chips and other items to China," Zhang Hong, a Beijing-based industry observer, told the Global Times on Thursday.

Zhang noted that as the West continues to intensify its containment efforts against China, China has every right to take the necessary measures to protect its own security and interests in highly sensitive areas. Graphite products can be used for military purposes, as well as in the aerospace sector and space exploration - sectors where the US has intensified curbs on China.

The new regulation makes certain graphite products another class of critical materials that China has added to the list of export controls.

China placed export controls on gallium- and germanium-related items, effective from August 1. A number of applications to export those products in line with China's regulations have been approved, and the exporters have obtained export licenses, Shu said on Thursday.

"Export controls are not intended to ban exports but instead to regulate them. As long as the uses are reasonable, the management is appropriate, the trade is fair and the products are not used for 'decoupling' or breaking supply chains, there should be no worry," Bai Ming, a research fellow at the Chinese Academy of International Trade and Economic Cooperation under the MOFCOM, told the Global Times on Thursday.
 
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