"Enterprising" - like, man, if there's a hole, we dig it!
Technology, Resource and Mining
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THAT is an entertaining answer in many ways 
cosors
👀
I spent 'ages' looking for this here on TSE
There are two halls, not one.
Google updated the satellite images.
67°37'27.9"N 21°05'29.0"E
By the way, this page is like a Talga archive, four pages full of history:
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cosors
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Interesting:
I have just heard something interesting in a science article. Researchers have set a new record against frost using graphene. If you take a finely ribbed surface, role model leaves, and then coat the areas between these ribs with graphene, frost deposits have almost no chance. This is 1,000 times more effective than the most frost-resistant surfaces that have been available to date.
______
______
I have just heard something interesting in a science article. Researchers have set a new record against frost using graphene. If you take a finely ribbed surface, role model leaves, and then coat the areas between these ribs with graphene, frost deposits have almost no chance. This is 1,000 times more effective than the most frost-resistant surfaces that have been available to date.
______
Farewell frost! New surface prevents frost without heat
In a new study, researchers discovered that tweaking the texture of any surface and adding a thin layer of graphene oxide prevents 100% of frost from forming on surfaces for one week or potentially even longer. This is 1,000 times longer than current, state-of-the-art anti-frosting surfaces.
www.sciencedaily.com
______
Farewell frost! New surface prevents frost without heat |
| Posted By Graphene Council, Monday, November 4, 2024 |
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cosors
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"Solid-state batteries may yet catch up — but silicon anodes are winning the race to power EVs
Published Tue, Nov 5 2024...
“At this stage silicon anodes are used more as an additive to graphite-based anodes and in the years to come we expect to see increase of silicon share in anode, but in combination with graphite, while 100% silicon anodes will take longer time to enter the mass market,” he added."
I think Sam's been looking over my shoulder.
https://thestockexchange.com.au/threads/talga-valuation-model.259967/#post-440668
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cosors
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Maybe from interest. Found it while researching Frontgrade Gaisler AB and BRN.
"Seven films about Swedish graphene
20 november 2024
The innovation program SIO Graphene has made seven short films about the groundbreaking and two-dimensional material graphene. The focus is on Swedish companies and what has happened in Sweden.
It is Johan Ek Weis and Jonas Löfvendahl from Chalmers Industriteknik and SIO Grafen who have traveled around Sweden with the film camera and visited companies that work with graphene including Graphmatech, Grafren, 2D fab and other organizations that talk about the current state of the Swedish 2D industry.
"The films are for those who are curious about graphene and wonder about the current state of the materials in Sweden. We go through key aspects, products, advances and challenges. Right now, a huge amount is happening in Swedish industry around graphene and the films can be the way to start working with the groundbreaking 2D materials," says Jonas Löfvendahl in a press release.
The films show facts about graphene, Swedish manufacturing and the industry's scale-up, health aspects, as well as applications in energy storage, among other things. Seven films have been published and more will be added in 2025."
You can find them here.
etn.se
"Seven films about Swedish graphene
20 november 2024
The innovation program SIO Graphene has made seven short films about the groundbreaking and two-dimensional material graphene. The focus is on Swedish companies and what has happened in Sweden.
It is Johan Ek Weis and Jonas Löfvendahl from Chalmers Industriteknik and SIO Grafen who have traveled around Sweden with the film camera and visited companies that work with graphene including Graphmatech, Grafren, 2D fab and other organizations that talk about the current state of the Swedish 2D industry.
"The films are for those who are curious about graphene and wonder about the current state of the materials in Sweden. We go through key aspects, products, advances and challenges. Right now, a huge amount is happening in Swedish industry around graphene and the films can be the way to start working with the groundbreaking 2D materials," says Jonas Löfvendahl in a press release.
The films show facts about graphene, Swedish manufacturing and the industry's scale-up, health aspects, as well as applications in energy storage, among other things. Seven films have been published and more will be added in 2025."
You can find them here.
Sju filmer om svenskt grafen
Nyheter för dig som är verksam i den svenska elektronikbranschen som exempelvis tillverkare, konsult, distributör, finansiär, investerare, konstruktör eller tekniker.
I was going to say that 2D graphene is synthetic, but then, as with IKEA furniture, when all else fails, read the instructions, I saw energy storage.Maybe from interest. Found it while researching Frontgrade Gaisler AB and BRN.
"Seven films about Swedish graphene
20 november 2024
The innovation program SIO Graphene has made seven short films about the groundbreaking and two-dimensional material graphene. The focus is on Swedish companies and what has happened in Sweden.
It is Johan Ek Weis and Jonas Löfvendahl from Chalmers Industriteknik and SIO Grafen who have traveled around Sweden with the film camera and visited companies that work with graphene including Graphmatech, Grafren, 2D fab and other organizations that talk about the current state of the Swedish 2D industry.
"The films are for those who are curious about graphene and wonder about the current state of the materials in Sweden. We go through key aspects, products, advances and challenges. Right now, a huge amount is happening in Swedish industry around graphene and the films can be the way to start working with the groundbreaking 2D materials," says Jonas Löfvendahl in a press release.
The films show facts about graphene, Swedish manufacturing and the industry's scale-up, health aspects, as well as applications in energy storage, among other things. Seven films have been published and more will be added in 2025."
You can find them here.
Sju filmer om svenskt grafen
Nyheter för dig som är verksam i den svenska elektronikbranschen som exempelvis tillverkare, konsult, distributör, finansiär, investerare, konstruktör eller tekniker.
cosors
👀
"Lloyd’s Register awards “first-ever” enhanced antifouling type approval
October 30, 2024,The UK-based classification society Lloyd’s Register (LR) has granted the maritime industry’s ‘first-ever’ enhanced antifouling type approval to Canada-based coatings company Graphite Innovation & Technologies (GIT Coatings).
..."
Lloyd's Register awards "first-ever" enhanced antifouling type approval
Lloyd's Register (LR) has granted the maritime industry's 'first-ever' enhanced antifouling type approval to GIT Coatings.
www.offshore-energy.biz
cosors
👀
Talga is a member of the BVES. Here is a study by the most renowned technical university in Germany RWTH regarding fire hazards and batteries. A lot of misinformation or lies have been spread. Well, we have to get used to the lies and misinformation globally, but:
"The RWTH Aachen study proves the fire safety of battery storage systems
The conclusions of the study, conducted by the Institute for Power Electronics and Electrical Drives (ISEA) at RWTH Aachen, confirm the high fire safety of battery storage systems and support the previous assumptions of experts. This study was presented at the BVES Annual Conference.Background and methodology
The study is based on all publicly available reports of fires in Germany in 2022 and 2023. Its aim was to collect and comprehensively analyse reliable statistical data. The study thus closes a previously existing gap in the data available for Germany.Results of the study
The issue of fire safety in battery storage systems continues to be affected by misinformation and falsehoods. The study provides the first scientifically founded insights into the risks of battery storage systems and delivers the following key messages:- Extremely low probability of fire: at 0.005% per year, the probability of a fire caused by battery storage is lower than for many other household appliances such as tumble dryers (0.0037%) or refrigerators (0.0012%).
- Safe operation: Certified battery storage systems meet all applicable standards and do not increase the risk of fire in households.
- Role in the energy transition: The results prove that battery storage systems are an indispensable and safe element for the expansion of renewable energies.
Significance for the energy storage industry
The RWTH study is a milestone for the industry in a number of ways:- Boosting trust: the analysis dispels prejudices and shows that battery storage is a safe technology that actively contributes to the energy transition.
- Fact-based discussion: The study provides a solid foundation for political and public debates on the promotion of energy storage systems.
- Growth impulse: With the global target of tripling the use of renewable energies by 2030 and the annual growth rate of 25% in storage capacities, the energy storage industry will continue to play a key role in the energy transition."
cosors
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Extract from a feasibility study for a graphite research centre in Norrbotten that is to be a world leader. The interviewees were many Talga employees. LNAB is Lulea's business development agency. H2 Consulting probably has nothing to do with H2 Green Steel.
I'm actually looking for the answer to the question of where LKAB gets its graphite electrodes from.
"2023-04-19
Establishment of a graphite research centre in Norrbotten
Preliminary study of conditions
...
On behalf of Luleå Näringsliv AB (LNAB), H2SE Consulting AB in collaboration with Åström Analys AB (hereinafter ‘we’ and ‘our’) has conducted a feasibility study on the use of graphite in the future sustainable society and in particular on the conditions for the establishment of a graphite research centre in Norrbotten. The aim of the assignment was to investigate whether the conditions are right for the establishment of a graphite research centre in Norrbotten that has the potential to become a world leader. If so, such a centre should support business development in northern Sweden and contribute to maintaining a world-leading research and innovation capacity in Norrbotten. We have operationalised the LNAB project plan into the following questions, where questions 1-5 essentially form the background for answering question 6:
What does the graphite market look like today and how is it expected to develop in the future?
In which applications is graphite used today and in which applications is growth forecast?
Where does graphite come from today and where is it expected to come from in the future?
What are the competitive advantages of graphite from Northern Finland (compared to synthetic graphite and natural graphite from other deposits)?
Where is the world's leading graphite research being conducted today?
In which (sub)areas is graphite research currently conducted?
Are there any ‘white spots’ in graphite research and development (which, if explored, could help create business opportunities in northern Sweden)?
If such white spots exist: a. What business opportunities could a research centre in Norrbotten help to create? For which companies?
What conditions need to be in place to establish a research centre in Norrbotten?
Who could be the principal for a research centre in Norrbotten?
What steps need to be taken to establish a research centre in Norrbotten?
How could these steps be financed?
Who could be responsible for these steps?
LNAB realises that it is not reasonable to expect exhaustive answers to questions 6b-f from this early feasibility study. If this feasibility study were to conclude that there are conditions for establishing a graphite research centre in Norrbotten, the idea is that a more ambitious establishment study would result in more detailed answers to how the establishment could take place. At a meeting with LNAB on 2023-02-20, it was agreed to focus on the question
5 on identifying ‘white spots’ (i.e. question 5b), rather than on mapping world-leading graphite research in a broader sense (question 5a). The assignment's primary target group is actors in graphite research, development and commercialisation in Norrbotten, but also companies in the region that see opportunities to create new business and competitive advantages in order to contribute to the green transition, based on Norrbotten's natural graphite. A reference group consisting of individuals with insight into research and business opportunities in graphite and related areas has assisted in the implementation of the assignment. The reference group members are listed in Annex A.
..."
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://luleanaringsliv.se/wp-content/uploads/2023/05/lnab-grafit-slutrapport-230419.pdf
________________
By 2030, we expect to invest just under a billion kronor, including in increasing production capacity.’
Several large Swedish companies such as LKAB, SSAB, Vattenfall and AB Volvo have announced major investments in the billion-euro class of hydrogen technology.
Permascand is a Swedish workshop company headquartered in Ljungaverk outside Sundsvall. They have 50 years of experience in manufacturing and developing electrodes and electrochemical cells that can be used in areas such as hydrogen gas, water purification, energy storage and metal extraction. Permaskand previously belonged to the chemical group Akzo Nobel, but since 2015 the Norwegian venture capital company Norvestor has been the largest owner.
Permascand has a wide range of engineering and manufacturing offers based on our Core Product Platform that spans catalytic coatings, electrodes, and electrochemical cells to coating and aftermarket services.
Today, we work with all major global actors in this market and serve customers all over the world through our international network of qualified workshop partners.
permascand.com
____________
They look like this:
tokai-erftcarbon.com
I'm actually looking for the answer to the question of where LKAB gets its graphite electrodes from.
"2023-04-19
Establishment of a graphite research centre in Norrbotten
Preliminary study of conditions
...
On behalf of Luleå Näringsliv AB (LNAB), H2SE Consulting AB in collaboration with Åström Analys AB (hereinafter ‘we’ and ‘our’) has conducted a feasibility study on the use of graphite in the future sustainable society and in particular on the conditions for the establishment of a graphite research centre in Norrbotten. The aim of the assignment was to investigate whether the conditions are right for the establishment of a graphite research centre in Norrbotten that has the potential to become a world leader. If so, such a centre should support business development in northern Sweden and contribute to maintaining a world-leading research and innovation capacity in Norrbotten. We have operationalised the LNAB project plan into the following questions, where questions 1-5 essentially form the background for answering question 6:
What does the graphite market look like today and how is it expected to develop in the future?
In which applications is graphite used today and in which applications is growth forecast?
Where does graphite come from today and where is it expected to come from in the future?
What are the competitive advantages of graphite from Northern Finland (compared to synthetic graphite and natural graphite from other deposits)?
Where is the world's leading graphite research being conducted today?
In which (sub)areas is graphite research currently conducted?
Are there any ‘white spots’ in graphite research and development (which, if explored, could help create business opportunities in northern Sweden)?
If such white spots exist: a. What business opportunities could a research centre in Norrbotten help to create? For which companies?
What conditions need to be in place to establish a research centre in Norrbotten?
Who could be the principal for a research centre in Norrbotten?
What steps need to be taken to establish a research centre in Norrbotten?
How could these steps be financed?
Who could be responsible for these steps?
LNAB realises that it is not reasonable to expect exhaustive answers to questions 6b-f from this early feasibility study. If this feasibility study were to conclude that there are conditions for establishing a graphite research centre in Norrbotten, the idea is that a more ambitious establishment study would result in more detailed answers to how the establishment could take place. At a meeting with LNAB on 2023-02-20, it was agreed to focus on the question
5 on identifying ‘white spots’ (i.e. question 5b), rather than on mapping world-leading graphite research in a broader sense (question 5a). The assignment's primary target group is actors in graphite research, development and commercialisation in Norrbotten, but also companies in the region that see opportunities to create new business and competitive advantages in order to contribute to the green transition, based on Norrbotten's natural graphite. A reference group consisting of individuals with insight into research and business opportunities in graphite and related areas has assisted in the implementation of the assignment. The reference group members are listed in Annex A.
..."
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://luleanaringsliv.se/wp-content/uploads/2023/05/lnab-grafit-slutrapport-230419.pdf
________________
By 2030, we expect to invest just under a billion kronor, including in increasing production capacity.’
Several large Swedish companies such as LKAB, SSAB, Vattenfall and AB Volvo have announced major investments in the billion-euro class of hydrogen technology.
Permascand is a Swedish workshop company headquartered in Ljungaverk outside Sundsvall. They have 50 years of experience in manufacturing and developing electrodes and electrochemical cells that can be used in areas such as hydrogen gas, water purification, energy storage and metal extraction. Permaskand previously belonged to the chemical group Akzo Nobel, but since 2015 the Norwegian venture capital company Norvestor has been the largest owner.
Excellence in electrochemical solutions
Permascand has supplied electrodes with catalytic coatings to the electrochemical industry for more than 50 years. A remarkable journey pioneering advancements in electrochemistry. We offer catalytic coating, manufacturing, and aftermarket services for a variety of electrochemical processes.Permascand has a wide range of engineering and manufacturing offers based on our Core Product Platform that spans catalytic coatings, electrodes, and electrochemical cells to coating and aftermarket services.
Today, we work with all major global actors in this market and serve customers all over the world through our international network of qualified workshop partners.
About us - Pioneering industrial electrochemistry
Permascand has supplied electrodes with catalytic coatings to the electrochemical industry for more than 50 years.
permascand.com
____________
They look like this:
Graphite Electrodes – TOKAI ERFTCARBON GmbH
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cosors
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"SGU's Exploration Council
SGU's Exploration Council is a body for the exchange of information and discussion on issues of importance for exploration for ores and industrial minerals between SGU and the industry's companies.
SGU's Director General informs the Council about activities that are important for exploration for ores and industrial minerals in Sweden and about the current situation regarding licensing issues. The companies provide information in the council about their exploration efforts and about other activities of interest to SGU and to the rest of the industry.
The Council is given the opportunity to discuss and submit comments on the structure and design of the exploration activities (mapping) that SGU carries out in areas of exploration interest, as well as on how SGU's products should be designed. The Council is also given the opportunity to discuss and submit comments on issues relating to the granting of permits under the Minerals Act.
Members
Chairman
- Thomas Pålsson, Acting Director-General of the Geological Survey of Sweden
Board members elected until 2025-12-31
- Jonas Wiik, Boliden
- Krister Backlund, SMA Mineral
- Thomas Ljung, Botnia Exploration
- Tom Kearney, Talga
- Ian Cope, LKAB
- Kristoffer Johansson, Zinkgruvan
Instruction
Instructions for the Exploration Council (new window) "
SGU:s prospekteringsråd
SGU:s prospekteringsråd är ett organ för informationsutbyte och diskussion i frågor av betydelse för prospektering efter malmer och industriella mineral mellan SGU och branschens företag.
cosors
👀
Senast uppdaterad: 2025-04-14
"Solid Polymer Electrolyte with Compatible Cathode-Electrolyte Interfacial Design Enabling Lithium Metal Batteries Operation at 4.8 V with Long Cycle Life"
One of the authors ist from Talga!
=>
Fengming Liu
Talga Technologies Limited
Luleå 972 35, Sweden
full paper:
"Lithium metal batteries (LMBs) with solid polymer electrolytes (SPEs) offer higher energy density and enhance safety compared to the Li-ion batteries that use a graphite anode and organic electrolytes. However, achieving long cycle life for LMBs while enabling the use of high-voltage cathodes required the compatibility between cathode-SPE, rather than focusing solely on the individual components. This study presente a dual-functional poly(ionic liquid) (PolyIL)-based material that simultaneously serves as an SPE matrix and a cathode binder, constructing a cathode-SPE interface with exceptional (electro)chemical compatibility owing to the high ionic conductivity and wide electrochemical stability window. Additionally, a modified cellulose acetate (CA)-based PolyIL substrate, enriched with C═O and ─OH groups, is designed rationally and incorporated to assist the Li+ migration, leveraging their highly negative charge, and enhancing the mechanical strength of the SPE. Furthermore, an in situ polymerization approach is employed to assemble the cells, improving the physical compatibility at the cathode-SPE interface. As a result, the Li||LFP cell demonstrate stable cycling beyond 1100 cycles, and the Li||NCM811 cell reliably operates at a high cut-off voltage of up to 4.8 V."
"Solid Polymer Electrolyte with Compatible Cathode-Electrolyte Interfacial Design Enabling Lithium Metal Batteries Operation at 4.8 V with Long Cycle Life"
One of the authors ist from Talga!
=>
Fengming Liu
Talga Technologies Limited
Luleå 972 35, Sweden
full paper:
"Lithium metal batteries (LMBs) with solid polymer electrolytes (SPEs) offer higher energy density and enhance safety compared to the Li-ion batteries that use a graphite anode and organic electrolytes. However, achieving long cycle life for LMBs while enabling the use of high-voltage cathodes required the compatibility between cathode-SPE, rather than focusing solely on the individual components. This study presente a dual-functional poly(ionic liquid) (PolyIL)-based material that simultaneously serves as an SPE matrix and a cathode binder, constructing a cathode-SPE interface with exceptional (electro)chemical compatibility owing to the high ionic conductivity and wide electrochemical stability window. Additionally, a modified cellulose acetate (CA)-based PolyIL substrate, enriched with C═O and ─OH groups, is designed rationally and incorporated to assist the Li+ migration, leveraging their highly negative charge, and enhancing the mechanical strength of the SPE. Furthermore, an in situ polymerization approach is employed to assemble the cells, improving the physical compatibility at the cathode-SPE interface. As a result, the Li||LFP cell demonstrate stable cycling beyond 1100 cycles, and the Li||NCM811 cell reliably operates at a high cut-off voltage of up to 4.8 V."
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cosors
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I don't want to distract from today's announcement, but I realised that I had another tab open from the previous ann: Because of the fast charging aspect, I'll leave it here:
This material will be sourced from Talga's Vittangi anode project in northern Sweden, highlighting the importance of European-based supply chains in the battery materials sector. The agreement marks Talga's first significant commercial offtake for its innovative anode product.
The partnership aligns with the EU's ambitious goal to supply 10% of critical battery minerals domestically by 2030, supported by a €3.4 billion investment package through the European Battery Alliance. By establishing local production, the agreement helps reduce dependency on Asian suppliers, who currently provide 98% of Europe's anode materials. The development of the European CRM facility is further strengthening this supply chain independence.
For Nyobolt, the deal secures a reliable, sustainable source of high-performance anode material that aligns perfectly with their ultra-fast charging technology requirements. According to Dr. Sai Shivareddy, Nyobolt's CEO: "Nyobolt is evolving rapidly as more customers seek high performance and maximum uptime for power-intensive applications. Talga's sustainable European anode material forms a strategic pillar in our globally diversified sourcing approach."
What truly differentiates Talnode-C is Talga's proprietary coating processes, which have been developed specifically to enhance performance in high-power applications. These coating technologies help reduce lithium plating risks during fast-charging cycles, a critical factor in extending battery life while enabling rapid recharging.
A key environmental advantage is Talga's production method, which utilizes over 90% renewable energy sources throughout the manufacturing process. This sustainable mining transformation results in a dramatically lower carbon footprint compared to synthetic graphite alternatives, which typically involve energy-intensive processes often powered by coal in Asian manufacturing facilities.
The following table compares key characteristics of major anode material types:
Founded by battery experts from the University of Cambridge, Nyobolt's technology is based on over a decade of research into novel electrode materials and cell designs. Their proprietary approach addresses the fundamental limitations that have traditionally prevented lithium-ion batteries from charging at extreme rates.
Nyobolt's business model focuses on high-value applications where charging speed creates significant competitive advantages. According to their most recent investor presentation (Q1 2025), approximately 40% of their revenue comes from electric vehicle applications, with another 30% from data center backup power systems.
Dr. Shivareddy explains: "Our partnership with Talga ensures a secure, sustainable anode supply for high-power use cases. As industries increasingly prioritize uptime and operational efficiency, our ultra-fast charging batteries provide a compelling alternative to traditional energy storage solutions."
The balance of the required 3,000 tonnes will be supplied from Talga's planned commercial-scale plant, which is scheduled to begin construction in 2026. This facility aims to produce 19,000 tonnes of anode material annually when fully operational (Talga Vittangi Project Scoping Study, 2023).
The production timeline is structured as follows:
The company's supply chain strategy includes:
The European battery supply chain is experiencing rapid development, with several key initiatives underway:
The EU's €4.5 billion Battery Innovation Fund (European Innovation Council, 2025) underscores the strategic importance of developing local battery manufacturing capabilities. Projects like the Talga-Nyobolt partnership align perfectly with these objectives and may benefit from additional policy support.
Potential growth vectors include:
Key milestones achieved include:
The estimated revenue from the agreement exceeds $45 million over the four-year term (assuming $15,000/tonne anode pricing), providing a solid foundation for Talga's commercial operations. More importantly, it establishes a template for additional offtake agreements that could secure the remaining production capacity.
discoveryalert.com.au
"Talga and Nyobolt Sign Strategic Fast-Charging Battery Agreement
By J. Z. May 14, 2025Talga Group and Nyobolt Forge Strategic Partnership for Fast-Charging Battery Technology
The battery technology landscape is evolving rapidly, with manufacturers seeking innovative solutions to address the growing demand for faster charging capabilities. A significant development in this space is the recent partnership between Talga Group and Nyobolt, which promises to revolutionize the graphite anode market and advance ultra-fast charging technology. This collaboration has emerged at a time when the industry is witnessing remarkable battery recycling breakthrough innovations to support the circular economy for energy storage materials.What is the Talga-Nyobolt Offtake Agreement?
The Talga-Nyobolt partnership represents a milestone in European battery supply chain development, bringing together a leading graphite producer with a pioneer in fast-charging battery technology.Key Terms of the Multi-Year Supply Deal
The binding offtake agreement, signed on May 13, 2025, establishes a four-year commercial relationship between the two companies. Under the terms, Talga will supply approximately 3,000 tonnes of its premium Talnode-C graphite anode material to Nyobolt, with deliveries commencing from the agreement date.This material will be sourced from Talga's Vittangi anode project in northern Sweden, highlighting the importance of European-based supply chains in the battery materials sector. The agreement marks Talga's first significant commercial offtake for its innovative anode product.
Strategic Significance for Both Companies
For Talga, the agreement validates Talnode-C as a premium feedstock for proprietary fast-charging battery technology. It follows the European Commission's designation of Talga's operations as "strategic projects" under the Critical Raw Materials Act (2023), which aims to secure sustainable supply of critical raw materials within Europe.The partnership aligns with the EU's ambitious goal to supply 10% of critical battery minerals domestically by 2030, supported by a €3.4 billion investment package through the European Battery Alliance. By establishing local production, the agreement helps reduce dependency on Asian suppliers, who currently provide 98% of Europe's anode materials. The development of the European CRM facility is further strengthening this supply chain independence.
For Nyobolt, the deal secures a reliable, sustainable source of high-performance anode material that aligns perfectly with their ultra-fast charging technology requirements. According to Dr. Sai Shivareddy, Nyobolt's CEO: "Nyobolt is evolving rapidly as more customers seek high performance and maximum uptime for power-intensive applications. Talga's sustainable European anode material forms a strategic pillar in our globally diversified sourcing approach."
How Does Talnode-C Differentiate from Other Anode Materials?
Talnode-C stands apart from conventional anode materials through its unique composition, manufacturing process, and performance characteristics specifically engineered for demanding applications.Proprietary Composition and Manufacturing Process
Talnode-C is produced from Swedish high-grade natural graphite, which exceeds 97% carbon content according to USGS Mineral Commodity Summaries (2024). This exceptional purity provides an ideal foundation for battery anode materials.What truly differentiates Talnode-C is Talga's proprietary coating processes, which have been developed specifically to enhance performance in high-power applications. These coating technologies help reduce lithium plating risks during fast-charging cycles, a critical factor in extending battery life while enabling rapid recharging.
A key environmental advantage is Talga's production method, which utilizes over 90% renewable energy sources throughout the manufacturing process. This sustainable mining transformation results in a dramatically lower carbon footprint compared to synthetic graphite alternatives, which typically involve energy-intensive processes often powered by coal in Asian manufacturing facilities.
Performance Benefits for Fast-Charging Applications
The performance advantages of Talnode-C are particularly evident in fast-charging scenarios:- Ultra-fast charging capability: Optimized structure allows for rapid lithium-ion intercalation
- Superior power density: Engineered to deliver high current without degradation
- Extended cycle life: Reduced degradation during repeated fast-charging cycles
- Lower carbon footprint: 60% lower emissions compared to synthetic graphite (BloombergNEF, 2024)
The following table compares key characteristics of major anode material types:
What is Nyobolt's Position in the Battery Market?
Nyobolt has established itself as a frontrunner in next-generation battery technology, focusing on ultra-fast charging solutions for the most demanding applications.Company Profile and Technology Focus
As a UK-based battery technology innovator, Nyobolt has gained recognition for its breakthroughs in ultra-fast charging. The company holds 15 patents in advanced battery technology (Nyobolt Press Release, 2024) and has developed batteries capable of achieving a 6-minute charge for a 200-mile EV range (Nyobolt White Paper, 2024).Founded by battery experts from the University of Cambridge, Nyobolt's technology is based on over a decade of research into novel electrode materials and cell designs. Their proprietary approach addresses the fundamental limitations that have traditionally prevented lithium-ion batteries from charging at extreme rates.
Nyobolt's business model focuses on high-value applications where charging speed creates significant competitive advantages. According to their most recent investor presentation (Q1 2025), approximately 40% of their revenue comes from electric vehicle applications, with another 30% from data center backup power systems.
Target Applications and Market Opportunities
Nyobolt targets several high-growth sectors where ultra-fast charging delivers substantial operational benefits:- High-performance and heavy-duty vehicles: Construction equipment, delivery fleets, and performance vehicles that require minimal downtime
- AI data centers: Power-intensive computing facilities where uninterrupted operation is mission-critical
- Industrial automation: Robotics and automated systems requiring rapid power replenishment
- Power tools and portable equipment: Professional-grade tools that benefit from quick turnaround times
Dr. Shivareddy explains: "Our partnership with Talga ensures a secure, sustainable anode supply for high-power use cases. As industries increasingly prioritize uptime and operational efficiency, our ultra-fast charging batteries provide a compelling alternative to traditional energy storage solutions."
How Will Talga Supply the Agreement Requirements?
Meeting the supply requirements for the Nyobolt agreement involves a strategic production ramp-up that aligns with Talga's broader development plans.Production Capacity and Timeline
Initial supply for the Nyobolt agreement will come from Talga's EV anode demonstration plant in Luleå, Sweden. This facility, with a capacity of 500 tonnes per year (Talga ASX Announcement, 2024), will provide the initial quantities while the company scales up its production capabilities.The balance of the required 3,000 tonnes will be supplied from Talga's planned commercial-scale plant, which is scheduled to begin construction in 2026. This facility aims to produce 19,000 tonnes of anode material annually when fully operational (Talga Vittangi Project Scoping Study, 2023).
The production timeline is structured as follows:
- 2025-2026: Supply from the Luleå demonstration plant
- 2026-2027: Transition period with construction of commercial facility
- 2027-2029: Full supply from commercial-scale production
Supply Chain Integration Strategy
A key advantage of Talga's approach is its vertical integration from mine to anode production. This integration reduces costs by approximately 25% compared to companies that purchase graphite concentrate (Roskill, 2024) and provides greater quality control throughout the production process.The company's supply chain strategy includes:
- Localized production: Mining and processing within Sweden, minimizing transportation emissions and geopolitical risks
- Renewable energy utilization: Leveraging Sweden's clean energy grid, which generates 65% of electricity from renewable sources (IEA, 2024)
- Reduced dependencies: Eliminating reliance on Chinese processing facilities that dominate global graphite refining
- Simplified logistics: Shorter supply chains reducing carbon footprint and delivery risks
What Are the Market Implications of This Partnership?
The Talga-Nyobolt partnership represents more than just a commercial agreement; it signals important shifts in the European battery materials landscape.Impact on European Battery Supply Chain
Europe currently imports 98% of its anode materials from China (European Commission, 2024), creating both supply security risks and challenges in meeting carbon reduction targets. The Talga-Nyobolt agreement demonstrates the viability of European-produced graphite anodes and strengthens the regional battery ecosystem.The European battery supply chain is experiencing rapid development, with several key initiatives underway:
- Northvolt's gigafactory in Sweden (40 GWh capacity)
- BASF's cathode material plant in Germany
- Umicore's recycling facilities in Belgium
- Vianode's 100,000-tonne synthetic graphite plant in Norway (planned for 2030)
The EU's €4.5 billion Battery Innovation Fund (European Innovation Council, 2025) underscores the strategic importance of developing local battery manufacturing capabilities. Projects like the Talga-Nyobolt partnership align perfectly with these objectives and may benefit from additional policy support.
Growth Potential and Future Opportunities
This initial agreement with Nyobolt represents just the beginning of Talga's commercial strategy. The company is actively engaging with additional high-value customers to secure purchase commitments for the remaining Talnode-C production capacity from the planned Vittangi anode project.Potential growth vectors include:
- Expansion into additional performance-focused markets: Aerospace, defense, and premium automotive segments
- Development of next-generation materials: Silicon-graphite composites and specialized coatings
- Geographic expansion: Potential for additional mining and processing sites across Scandinavia
- Strategic partnerships: Collaboration with cell manufacturers and automotive OEMs
What Makes This Agreement Significant for Investors?
The Talga-Nyobolt offtake agreement marks a pivotal moment in Talga's transition from development to commercialization, with implications for the company's valuation and growth prospects.Business Development Milestones
This agreement represents the first major commercial offtake for Talnode-C, validating the product's market acceptance and performance characteristics. It demonstrates that Talga has successfully navigated the challenging qualification process required for battery materials, which typically involves extensive testing and validation by customers.Key milestones achieved include:
- Product validation: Customer commitment confirms performance claims
- Commercial scale production: Transition from R&D to commercial operations
- Market entry: Establishment in the premium anode segment
- Customer diversification: Entry into fast-charging applications
Financial and Strategic Implications
The agreement has several important financial implications:- Revenue generation: Beginning May 2025, providing initial cash flow
- Pricing validation: Establishing premium pricing for high-performance anodes
- Financing leverage: Supporting the business case for debt and equity financing
- Risk reduction: Demonstrating commercial viability to investors
The estimated revenue from the agreement exceeds $45 million over the four-year term (assuming $15,000/tonne anode pricing), providing a solid foundation for Talga's commercial operations. More importantly, it establishes a template for additional offtake agreements that could secure the remaining production capacity.
FAQ About the Talga-Nyobolt Partnership
What volume of Talnode-C will be supplied under the agreement?
Approximately 3,000 tonnes of Talnode-C graphite anode will be supplied over the initial four-year term, starting from May 13, 2025. This represents a significant portion of Talga's initial production capacity and provides a foundation for scaling up operations.How does this agreement benefit Nyobolt's business strategy?
The partnership provides Nyobolt with a secure, sustainable source of high-performance anode material that aligns with their focus on ultra-fast charging battery technologies. By securing European-produced anode material, Nyobolt diversifies its supply chain away from Asian dependencies while obtaining material specifically optimized for their fast-charging applications.What production facilities will Talga use to fulfill this agreement?
Initial supply will come from Talga's electric vehicle anode demonstration plant in Luleå, Sweden, with a capacity of 500 tonnes per year. The balance will be sourced from a planned commercial plant expected to begin construction in 2026, which will eventually produce 19,000 tonnes annually when fully operational.What makes Talnode-C suitable for fast-charging applications?
Talnode-C is produced from high-grade Swedish natural graphite using proprietary coating processes specifically designed to support high-rate charging and discharging. Its microstructure facilitates rapid lithium-ion movement while minimizing degradation issues like lithium plating that can occur during fast charging. The material's sustainability profile, with 90% renewable energy in production, also helps manufacturers meet environmental targets.Is Talga seeking additional offtake agreements?
Yes, Talga is actively engaging with other targeted high-value customers to secure purchase commitments for the remaining Talnode-C production capacity. These discussions will support the development and financing of the larger Vittangi anode project and help establish Talga as a key player in the European battery materials market.
Talga and Nyobolt Sign Strategic Fast-Charging Battery Agreement
Talga Group and Nyobolt's graphite anode agreement enhances fast-charging battery technology for European markets.
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