Stares_into_Space
Member
Maybe it's just wild speculation but Talga could be holding the cost close to the chest so the market doesn't front run a bunch of puts on black mass before it can even get used as a feedstockI think if recycling could be done a prices comparable to new synthetic, Talga would have been yelling that from the rooftops. The fact that they haven't mentioned cost likely means it is more expensive. However, maybe they're working on reducing cost now.
