The Talga Bar

[cosors]

Sweden has a big gathering:

Almedalsveckan | Region Gotland

almedalsveckan.info

Wiki:
"Almedalsveckan (Almedal Week, also known as Politikerveckan i Almedalen) is an annual event organised by the local municipality in and around Almedalen City Park in Visby on the Swedish island of Gotland. The aim is to bring together Swedish political parties, interest groups and other stakeholders to discuss politics. All parts of the week-long event are open to visitors free of charge and without registration. Since 2000, similar events have also been held in several neighbouring countries. The term "democracy festival" has been coined for this."

Talga ist also involved:

Industrins omställning sker nu, men vilka samhällsekonomiska effekter kan vi vänta oss när industrin ställer om? | Accelerationskontoret

Industrins omställning sker nu, men vilka samhällsekonomiska effekter kan vi vänta oss när industrin ställer om? När stora, gröna industriprojekt tar täten ser vi hur hela Sverige påverkas – lokalt, regionalt och nationellt. Norrbotten är centrum för viktiga delar av den svenska basindustrin...

se.linkedin.com

 

[cosors]

Liked by PIK
It's about Nissan, Altilium and recycling

Day 2 Tokyo: Nissan visit & Board meeting with our foundation investors, SQMi and Marubeni | Dr Christian Marston, COO, Co-founder Altilium

Day 2 Tokyo: Nissan visit & Board meeting with our foundation investors, SQMi and Marubeni 🚗 We visited Nissan to explore how Altilium can support automotive OEMs in meeting their sustainability targets and growing regulatory requirements. 📅 From 2031, all new EV batteries in Europe must...

www.linkedin.com

And:

"Just finished presenting Aurubis and Talga Group s collaborative work on closing the loop on graphite. Recycling graphite is not only possible, it is a must. It has been a great day spent here at the #EMC2025 conference. A special thanks to #GDMB for a very well organized conference."

Just finished presenting Aurubis and Talga Group s collaborative work on closing the loop on graphite. | Rakan Rahbani

Just finished presenting Aurubis and Talga Group s collaborative work on closing the loop on graphite. Recycling graphite is not only possible, it is a must. It has been a great day spent here at the #EMC2025 conference. A special thanks to #GDMB for a very well organized conference.#tlg...

www.linkedin.com

 

[curiousmagpie]

Since you know it all, why don't you tell us? Why didn't Talga close all the missing contracts within a week of getting the final permit? Surely you know why, so please enlighten us. I don't know why the share price is down but since you blame talga since forever for it, let us know what they should have done differently?

Don’t claim to know everything. However been correct more than not to date.

I see holders making the current excuse tax loss selling. A few more days of that then need to find something new for the markets continued lack of demand for this stock. My point has been consistent that they have a creditabilty problem that needs to be repaired. Missed deadlines, failed promises and big talk about things that should be within their control not backed up with action. This weighs heavy over everything. Until creditability is demonstrated investors won’t believe the story. This is clear in the chart. Good news gets an initial bump then is relentlessly sold down. Why do you think that is?

 

[Semmel]

As I said many times before, Talgas anticipation of time lines was too optimistic for swedish regulation bodies. That much is clear, but they gave us their honest estimate when things happen. Many delays, I would guess almost all delays, were out of their control. When it was in their control, Talga performed very good. For instance building the test plant was ahead of schedule and within budget. Now is the first time in years that they are in the driver seat again. If you expect them to tell you less optimistic timelines on swedish regulations, then you expect them to lie and sand bag.. also not good, eh? While significantly delayed, I don't subscribe to that criticism.

Why is the share price down? It's obviously anyone's guess, but my guess is the following: the market expects a large issuing of new shares to fund the mine and refinary. No one wants to buy into a stick that gets de-valued 40 to 60% before revenue. That's why it trends down the closer the date comes. That decision is made in the FID. Which requires an offtake to close. So the magic will only happen after FID is done, when we do have a customer and we can see how the project is financed. Depending on the way the financing works, dictates the share price re-evaluation.

In particular, the market does not believe the statement of Mark that the project will be financed on a project level, not a company level. But who knows how true that is? I believe that's Talgas goal but will they succeed? We don't know yet. Once the FID is through, we will see and that's when Talga will get a fair share price. Not before. So you can cry foul all day you want, the reality is, that Talga can't do a damn thing to raise the share price and it is at moment completely decoupled from reality, mainly because we don't know reality. Nothing to do with tax loss selling, though that might be a short term pressure on the stock. But has nothing to do with Talga, the company and you can't read company truth from share price shenanigans.

I expect to see an offtake within the next ~3 weeks and the FID within the 4 weeks after that. Hopefully shorter than that but who knows who is on vacation that needs to sign these documents..

 

[curiousmagpie]

they gave us their honest estimate when things happen.

highly debatable. charitable view would say overly optimistic / naive estimate. uncharitable would question the honesty

have they given an honest estimate of refinery ramp up timing to date? 12 months after construction is the correct estimate. they won’t be able to escape this with an honest FID so watch it come out soon. when it does happen, can anyone really say this is something they didn’t know at the DFS stage (honest estimate = zero months)

 

[Semmel]

highly debatable. charitable view would say overly optimistic / naive estimate. uncharitable would question the honesty

have they given an honest estimate of refinery ramp up timing to date? 12 months after construction is the correct estimate. they won’t be able to escape this with an honest FID so watch it come out soon. when it does happen, can anyone really say this is something they didn’t know at the DFS stage (honest estimate = zero months)

The DFS does not explicitly state the ramp up of the processing plant. So its anyone's guess what they thought would be the ramp up. Explicitly, you invented the statement of zero months ramp. The only indication we have from the DFS is the projected revenue. At the point of the DFS (Juli 2021), they expected to start the project 2022. So that is now obviously 3 years later. BUT, in the revenue plot, it reads that the first year of planned production, 2024, only sees half of the revenue of the steady state process. You can interpret that as a ramp.

 

[curiousmagpie]

The DFS does not explicitly state the ramp up of the processing plant. So its anyone's guess what they thought would be the ramp up. Explicitly, you invented the statement of zero months ramp. The only indication we have from the DFS is the projected revenue. At the point of the DFS (Juli 2021), they expected to start the project 2022. So that is now obviously 3 years later. BUT, in the revenue plot, it reads that the first year of planned production, 2024, only sees half of the revenue of the steady state process. You can interpret that as a ramp.

View attachment 87617

this is an incorrect interpretation. you left off the development schedule directly below the cashflow table which is needed to get the full picture

ramp up is what happens AFTER commissioning. where is the ramp up?

you will see production starts in Q4 2024. according to the corresponding revenue table in Q4 2024 they are somehow making 1/3 of full 2025 revenue in 1/4 of the time. this is the opposite of ramp up. it's starting production at a higher rate than steady state production (or juicing the sales price in 2024 Q4 vs 2025). either way it is a lot of production from day 1 when reality is 12 months ramp up to get to steady state production IF everything goes right.

this is how you can infer zero months ramp up.

can someone objective make sense of this? take the blinkers off keep the emotion out of it and look at the facts.

this company has underdelivered for years and no one wants to hold anyone accountable for it. why do people accept this?

 

[Semmel]

this is an incorrect interpretation. you left off the development schedule directly below the cashflow table which is needed to get the full picture



View attachment 87631

ramp up is what happens AFTER commissioning. where is the ramp up?

you will see production starts in Q4 2024. according to the corresponding revenue table in Q4 2024 they are somehow making 1/3 of full 2025 revenue in 1/4 of the time. this is the opposite of ramp up. it's starting production at a higher rate than steady state production (or juicing the sales price in 2024 Q4 vs 2025). either way it is a lot of production from day 1 when reality is 12 months ramp up to get to steady state production IF everything goes right.

this is how you can infer zero months ramp up.

can someone objective make sense of this? take the blinkers off keep the emotion out of it and look at the facts.

this company has underdelivered for years and no one wants to hold anyone accountable for it. why do people accept this?

You are correct, I didnt look at this too closely, I didnt see this broken out by quarter. The plot does note though that Q2 and 3 are commissioning of Concentrator and Anode Refinery. Commissioning means that the hardware is there and needs to be adjusted and trial runs are done until everything runs as intended. So thats half a year worth of ramp up. It seems as you say that Q4 would then be full production capacity. So from start of construction beginning 2022 Talga estimated 2 years and 3 Months for construction and then 6 Months of comissioning, which is the ramp period you are missing. So you say this is too optimistic and the ramp should be 1 year instead of 6 months. Good that we clarified this, as it is an optimistic schedule but not out of the question.

 

[Semmel]

Not talga news, that's why it's here. But there is an interesting statement by Elon as a response to that tweet. At least he is aware that it matters where the material for batteries come from. I really hope that this awareness and concern grows deeper for all battery manufacturers in the near future. Can only be good for Talga. Also rare that you see someone mentioning the Anode as ingredient to a battery. Usually it's forgotten.

 

[cosors]

View attachment 87678

Not talga news, that's why it's here. But there is an interesting statement by Elon as a response to that tweet. At least he is aware that it matters where the material for batteries come from. I really hope that this awareness and concern grows deeper for all battery manufacturers in the near future. Can only be good for Talga. Also rare that you see someone mentioning the Anode as ingredient to a battery. Usually it's forgotten.

"Ford-BTR’s $120 million anode deal captures a battery industry in flux

Ford has agreed to pay $120 million to an ex-China subsidiary of BTR for synthetic graphite anode materials in a deal that demonstrates how major mid to downstream battery players are responding to low prices. The deal will see Ford and its related companies sourcing synthetic graphite anode materials from Mediterranean Mediterranean New Material Technology […]"

Ford-BTR’s $120 million anode deal captures a battery industry in flux | Benchmark Source

Ford has agreed to pay $120 million to an ex-China subsidiary of BTR for synthetic graphite anode materials in a deal that demonstrates how major mid to downstream battery players are responding to low prices. The deal will see Ford and its related companies sourcing synthetic graphite anode...

source.benchmarkminerals.com

____
"Chemical giants develop drop-in silicon battery materials for faster EV charging
June 26, 2025
BASF and Group14 Technologies have announced a commercial silicon battery solution that combines BASF’s Licity 2698 X F binder with Group14’s SCC55 silicon battery material. The partnership targets battery manufacturers seeking improved performance over traditional graphite anodes.
..."

Chemical giants develop drop-in silicon battery materials for faster EV charging - Electric & Hybrid Vehicle Technology International

BASF and Group14 Technologies have announced a commercial silicon battery solution that combines BASF’s Licity 2698 X F binder with Group14’s SCC55

www.electrichybridvehicletechnology.com

 

[cosors]

Here on the counter is a car magazine. Take a look:

...there are many more pictures


"Concept AMG GT XX from Mercedes-AMG

AMG with incredible super sports car of the future

Mercedes-AMG is showing the study for a four-door, electric hypercar with 1,360 hp, retractable rims and an insane cockpit – but without a rear window. Everything about the Concept AMG GT XX.

Even if this AMG is initially only a concept car – if this flat four-door car hits the road like this, it would probably be the most spectacular of all electric cars to date. In any case, the Affalterbach-based company has put everything the Mercedes Group has to offer in terms of technology and innovations into the Concept AMG GT XX. Whether it's extendable airblades on the wheels, three axial flux motors with a total of 1,000 kW or the latest battery technology with directly cooled round cells and extremely short charging times – the list of superlatives is long. But first things first.

"The best minds of all development departments"​

The chief engineer of Mercedes-Benz, Markus Schäfer, describes the project as follows: "The best minds in our global development departments have contributed their extensive know-how – from Mercedes-Benz in Sindelfingen and Untertürkheim to Mercedes-AMG in Affalterbach and YASA in England to our Formula 1 powertrain experts at Mercedes-AMG High Performance Powertrains in Brixworth."

"Together, they have developed the CONCEPT AMG GT XX and provide a glimpse of groundbreaking drive technology and the future of performance. The technology program will continue to push the boundaries of what is feasible and break new ground. The Concept AMG GT XX with its three axial flux motors takes performance and endurance to a completely new level."

The key data of the Concept AMG GT XX​

The bright orange Hypercar flounder stands on the new electric AMG. EA platform, is 5.20 meters long and 1.95 meters wide (2.13 meters with mirrors). The height of the four-door is 1.31 meters. This makes the GT XX slightly flatter than a Porsche Taycan, which was certainly a strong focus during development as a direct competitor. Despite the imposing appearance, the Cd value of the study is said to be 0.198 – a sensationally low value. By comparison, a Porsche Taycan comes in at 0.22, as does the new Mercedes CLA.

Mercedes has not yet revealed how heavy the AMG GT XX is. On the other hand, we know that three axial flux motors from the Mercedes subsidiary Yasa are used (see below). With a combined peak output of 1,000 kW – i.e. 1,360 hp – the AMG GT XX is expected to reach speeds of over 360 km/h. Continuous load should not be a problem for machines and battery, nor should extremely fast recharging. Mercedes-AMG promises that the concept car can recharge the energy for around 400 kilometres of WLTP range in around five minutes. The new battery technology is said to be able to withstand average charging capacities of an incredible 850 kW. We explain exactly how all this works in the following paragraphs.

The design of the Concept AMG GT XX​

Functionality and aerodynamics were the focus of development. The body is therefore designed as a hatchback with a low front hood, a flat-sloping windshield and actually without a rear window. The front shows a radiator grille with vertical struts, integrated auxiliary headlights and air outlets on the hood for heat dissipation. The front splitter, the long rear, the double-bubble roof and the covered underside are supposed to improve air flow.

The side view is defined by flared fenders, a flat roof and recessed door handles. At the rear, a large diffuser, six round taillights and an integrated airbrake provide stability at high speed. The design is complemented by luminous paint segments and active aero wheels with adjustable air deflectors to optimise brake cooling and drag.

Active aero wheels as "extendable rims"​

The brake cooling of the Concept AMG GT XX is supported by an active, aerodynamically designed rim system. The 21-inch aero wheels are equipped with five movable plastic elements ("aeroblades") that open when needed. In normal operation, they fit snugly to minimize drag. If the vehicle detects an increased need for cooling – for example during a sporty driving style or intensive deceleration – the blades open automatically. This creates an annular gap on the outer edge of the wheel, through which air is directed to the brake and out again.

This effect is supported by internal slats that increase the airflow. The system works completely autonomously: Each wheel actuator (directly on the wheel hub) generates its own energy via the rotary movement and communicates wirelessly with the central control unit. This enables effective, needs-based brake cooling while at the same time optimising aerodynamics.

Interior of the Concept AMG GT XX​

The interior design is clearly based on a racing car cockpit, where technical functionality and weight efficiency are paramount. Even the steering wheel could come from a Formula 1 racer. However, the double control system with its mini touch surfaces, which has now been established at Mercedes, would probably distract the F1 drivers too much. The entire interior is initially in black, with many orange and silver accents standing out. For this purpose, there are visible structural elements, such as exposed structural beams or cables. The center console consists of an open aluminum extrusion structure with glowing tubes reminiscent of high-voltage cables.

The two front bucket seats are integrated into the car structure and are made of carbon. Their seat cushions are individually adaptable and are manufactured using 3D printing based on a body scan of the driver and front passenger. They are upholstered in a leather alternative made from recycled GT3 racing tyres. This biotechnologically produced material solution is said to offer a similar feel and look to real leather, but is significantly lighter and fully recyclable. An equally newly developed silk alternative is used for the door loops and is based on silk proteins produced by genetically modified bacteria.

Displays without big surprises​

Two large displays take over the display and control functions. The instrument cluster measures 10.25 inches, the central touchscreen 14 inches. Both are embedded in a continuous glass surface and oriented towards the driver's side. We already know this area from current production models. The cockpit is complemented by an LED system on the steering wheel that displays performance and charging information in colour.

The door panels are reduced over the surface and have integrated lighting elements. The headliner is missing in favor of the view of the carbon structure. The flooring also picks up on the motorsport theme: it looks unspectacularly technical relative to the rest of the car. The topic of battery technology is more exciting.

Completely new high-voltage battery with round cells​

The battery technology of the Concept AMG GT XX has been completely redeveloped and is designed for high continuous output and fast charging capability. A high-voltage battery with a nominal voltage of more than 800 volts is used, which is based on cylindrical cells with a particularly high and narrow format. This cell format is intended to allow efficient heat dissipation, as the heat path from the inside of the cell to the surface is short. Each cell is directly surrounded by an electrically non-conductive coolant, which enables precise temperature control – even under heavy loads. The cells are housed in laser-welded plastic modules in which the cooling channels are already integrated.

Another feature is the laser-welded aluminum housing of the cells, which is lighter than conventional steel variants and has better thermal conductivity. Cell chemistry combines an NCMA cathode (nickel, cobalt, manganese, aluminum) with a silicon-containing anode. As a result, the battery achieves an energy density of over 300 Wh/kg at the cell level. Thanks to so-called full-tab technology with full-surface connection to the cell poles, the internal resistance is reduced, which allows high charging and discharging currents.

The intelligent thermal management enables rapid adjustments of the cell temperature depending on the driving situation. This means that charging can be resumed immediately even after driving at high speeds, and vice versa, full power is immediately available after charging. Energy for a range of around 400 kilometres (according to WLTP) can be recharged in around five minutes. The battery is housed in the middle of the vehicle floor and is part of the load-bearing structure. In addition to mechanical tasks, the battery housing also fulfils safety-related tasks and is integrated into the crash concept.

Electric power packages from Yasa​

The drive concept of the CONCEPT AMG GT XX is based on three newly developed axial-flux electric motors. Two of these motors are integrated into a compact unit with a planetary gearbox and inverter on the rear axle, while another motor is located on the front axle and acts as an additional "boost" drive. This arrangement enables a fully variable torque distribution between the front and rear axles. The axial flux technology allows a particularly high power density with a small installation space and weight. The total output is over 1,000 kW (more than 1,360 hp), and the top speed is over 360 km/h.

Technical data: Concept AMG GT XX

The electric motors are characterized by an electromagnetic flux along the motor axis, which favors their compact design. They are around two-thirds lighter and require only one-third of the installation space of conventional electric motors. This results in advantages in terms of cooling, packaging and continuous performance. For maximum efficiency, the front electric motor can be decoupled via a mechanical unit when it is not needed.

The entire drive strategy as well as the thermal management are designed to provide constant power under repeated heavy loads – a property that has so far only been feasible to a limited extent in the electromobility sector. The engines and battery were developed with the participation of Formula 1 technical experts, which is said to be reflected in the performance characteristics and endurance. AMG CEO Michael Schniebe calls this "pitstop capability".

Chances of series production in 2026​

Whether and how exactly a possible AMG opponent for the Porsche Taycan could come onto the market is still left open by Mercedes. What is certain, however, is that at least Yasa's extremely powerful axial flux motors will go into series production in 2026. By then, it should also be clear what the two-door hypercar, which has also been announced, is all about.

Result​

The Concept AMG GT XX is a four-door high-performance electric sports car that is intended to show what the Swabians want to be capable of in the future. It combines an aerodynamically optimised body with three compact axial flow motors (1,360 hp), a newly developed high-voltage battery and a purist, functional interior. The vehicle serves as a technology platform for the future electric AMG-EA platform."

AMG Concept GT XX mit 1.360 PS: Supersportwagen der Zukunft

Mercedes-AMG zeigt die Studie für ein viertüriges, elektrisches Hypercar mit 1.360 PS, ausfahrbaren Felgen und Wahnsinns-Cockpit – aber ohne Heckscheibe. Alles zum Concept AMG GT XX.

www.auto-motor-und-sport.de

Concept	Three axial flow motors
Max. drive power	> 1,000 kW (> 1,360 PS)
Drive system	Fully variable all-wheel drive (AMG Performance 4MATIC+)
Maximum speed	> 360 km/h
Battery	> 800 Volts
Charging time for approx. 400 km (WLTP)	~ 5 minutes (DC fast charging)
Average DC charging power	> 850 kW
Vehicle length	5.204 mm
Vehicle width (with mirrors)	2.130 mm
Vehicle height	1.317 mm
Cd value (drag coefficient)	0,198
Abutting face	2.24 m²

 

[Semmel]

Here on the counter is a car magazine. Take a look:

View attachment 87682
...there are many more pictures


"Concept AMG GT XX from Mercedes-AMG

AMG with incredible super sports car of the future

Mercedes-AMG is showing the study for a four-door, electric hypercar with 1,360 hp, retractable rims and an insane cockpit – but without a rear window. Everything about the Concept AMG GT XX.

Even if this AMG is initially only a concept car – if this flat four-door car hits the road like this, it would probably be the most spectacular of all electric cars to date. In any case, the Affalterbach-based company has put everything the Mercedes Group has to offer in terms of technology and innovations into the Concept AMG GT XX. Whether it's extendable airblades on the wheels, three axial flux motors with a total of 1,000 kW or the latest battery technology with directly cooled round cells and extremely short charging times – the list of superlatives is long. But first things first.

"The best minds of all development departments"​

The chief engineer of Mercedes-Benz, Markus Schäfer, describes the project as follows: "The best minds in our global development departments have contributed their extensive know-how – from Mercedes-Benz in Sindelfingen and Untertürkheim to Mercedes-AMG in Affalterbach and YASA in England to our Formula 1 powertrain experts at Mercedes-AMG High Performance Powertrains in Brixworth."

"Together, they have developed the CONCEPT AMG GT XX and provide a glimpse of groundbreaking drive technology and the future of performance. The technology program will continue to push the boundaries of what is feasible and break new ground. The Concept AMG GT XX with its three axial flux motors takes performance and endurance to a completely new level."

The key data of the Concept AMG GT XX​

The bright orange Hypercar flounder stands on the new electric AMG. EA platform, is 5.20 meters long and 1.95 meters wide (2.13 meters with mirrors). The height of the four-door is 1.31 meters. This makes the GT XX slightly flatter than a Porsche Taycan, which was certainly a strong focus during development as a direct competitor. Despite the imposing appearance, the Cd value of the study is said to be 0.198 – a sensationally low value. By comparison, a Porsche Taycan comes in at 0.22, as does the new Mercedes CLA.

Mercedes has not yet revealed how heavy the AMG GT XX is. On the other hand, we know that three axial flux motors from the Mercedes subsidiary Yasa are used (see below). With a combined peak output of 1,000 kW – i.e. 1,360 hp – the AMG GT XX is expected to reach speeds of over 360 km/h. Continuous load should not be a problem for machines and battery, nor should extremely fast recharging. Mercedes-AMG promises that the concept car can recharge the energy for around 400 kilometres of WLTP range in around five minutes. The new battery technology is said to be able to withstand average charging capacities of an incredible 850 kW. We explain exactly how all this works in the following paragraphs.

The design of the Concept AMG GT XX​

Functionality and aerodynamics were the focus of development. The body is therefore designed as a hatchback with a low front hood, a flat-sloping windshield and actually without a rear window. The front shows a radiator grille with vertical struts, integrated auxiliary headlights and air outlets on the hood for heat dissipation. The front splitter, the long rear, the double-bubble roof and the covered underside are supposed to improve air flow.

The side view is defined by flared fenders, a flat roof and recessed door handles. At the rear, a large diffuser, six round taillights and an integrated airbrake provide stability at high speed. The design is complemented by luminous paint segments and active aero wheels with adjustable air deflectors to optimise brake cooling and drag.

Active aero wheels as "extendable rims"​

The brake cooling of the Concept AMG GT XX is supported by an active, aerodynamically designed rim system. The 21-inch aero wheels are equipped with five movable plastic elements ("aeroblades") that open when needed. In normal operation, they fit snugly to minimize drag. If the vehicle detects an increased need for cooling – for example during a sporty driving style or intensive deceleration – the blades open automatically. This creates an annular gap on the outer edge of the wheel, through which air is directed to the brake and out again.

View attachment 87683

This effect is supported by internal slats that increase the airflow. The system works completely autonomously: Each wheel actuator (directly on the wheel hub) generates its own energy via the rotary movement and communicates wirelessly with the central control unit. This enables effective, needs-based brake cooling while at the same time optimising aerodynamics.

Interior of the Concept AMG GT XX​

The interior design is clearly based on a racing car cockpit, where technical functionality and weight efficiency are paramount. Even the steering wheel could come from a Formula 1 racer. However, the double control system with its mini touch surfaces, which has now been established at Mercedes, would probably distract the F1 drivers too much. The entire interior is initially in black, with many orange and silver accents standing out. For this purpose, there are visible structural elements, such as exposed structural beams or cables. The center console consists of an open aluminum extrusion structure with glowing tubes reminiscent of high-voltage cables.

The two front bucket seats are integrated into the car structure and are made of carbon. Their seat cushions are individually adaptable and are manufactured using 3D printing based on a body scan of the driver and front passenger. They are upholstered in a leather alternative made from recycled GT3 racing tyres. This biotechnologically produced material solution is said to offer a similar feel and look to real leather, but is significantly lighter and fully recyclable. An equally newly developed silk alternative is used for the door loops and is based on silk proteins produced by genetically modified bacteria.

Displays without big surprises​

Two large displays take over the display and control functions. The instrument cluster measures 10.25 inches, the central touchscreen 14 inches. Both are embedded in a continuous glass surface and oriented towards the driver's side. We already know this area from current production models. The cockpit is complemented by an LED system on the steering wheel that displays performance and charging information in colour.

The door panels are reduced over the surface and have integrated lighting elements. The headliner is missing in favor of the view of the carbon structure. The flooring also picks up on the motorsport theme: it looks unspectacularly technical relative to the rest of the car. The topic of battery technology is more exciting.

Completely new high-voltage battery with round cells​

The battery technology of the Concept AMG GT XX has been completely redeveloped and is designed for high continuous output and fast charging capability. A high-voltage battery with a nominal voltage of more than 800 volts is used, which is based on cylindrical cells with a particularly high and narrow format. This cell format is intended to allow efficient heat dissipation, as the heat path from the inside of the cell to the surface is short. Each cell is directly surrounded by an electrically non-conductive coolant, which enables precise temperature control – even under heavy loads. The cells are housed in laser-welded plastic modules in which the cooling channels are already integrated.

Another feature is the laser-welded aluminum housing of the cells, which is lighter than conventional steel variants and has better thermal conductivity. Cell chemistry combines an NCMA cathode (nickel, cobalt, manganese, aluminum) with a silicon-containing anode. As a result, the battery achieves an energy density of over 300 Wh/kg at the cell level. Thanks to so-called full-tab technology with full-surface connection to the cell poles, the internal resistance is reduced, which allows high charging and discharging currents.

View attachment 87684

The intelligent thermal management enables rapid adjustments of the cell temperature depending on the driving situation. This means that charging can be resumed immediately even after driving at high speeds, and vice versa, full power is immediately available after charging. Energy for a range of around 400 kilometres (according to WLTP) can be recharged in around five minutes. The battery is housed in the middle of the vehicle floor and is part of the load-bearing structure. In addition to mechanical tasks, the battery housing also fulfils safety-related tasks and is integrated into the crash concept.

Electric power packages from Yasa​

The drive concept of the CONCEPT AMG GT XX is based on three newly developed axial-flux electric motors. Two of these motors are integrated into a compact unit with a planetary gearbox and inverter on the rear axle, while another motor is located on the front axle and acts as an additional "boost" drive. This arrangement enables a fully variable torque distribution between the front and rear axles. The axial flux technology allows a particularly high power density with a small installation space and weight. The total output is over 1,000 kW (more than 1,360 hp), and the top speed is over 360 km/h.

Technical data: Concept AMG GT XX

The electric motors are characterized by an electromagnetic flux along the motor axis, which favors their compact design. They are around two-thirds lighter and require only one-third of the installation space of conventional electric motors. This results in advantages in terms of cooling, packaging and continuous performance. For maximum efficiency, the front electric motor can be decoupled via a mechanical unit when it is not needed.

The entire drive strategy as well as the thermal management are designed to provide constant power under repeated heavy loads – a property that has so far only been feasible to a limited extent in the electromobility sector. The engines and battery were developed with the participation of Formula 1 technical experts, which is said to be reflected in the performance characteristics and endurance. AMG CEO Michael Schniebe calls this "pitstop capability".

Chances of series production in 2026​

Whether and how exactly a possible AMG opponent for the Porsche Taycan could come onto the market is still left open by Mercedes. What is certain, however, is that at least Yasa's extremely powerful axial flux motors will go into series production in 2026. By then, it should also be clear what the two-door hypercar, which has also been announced, is all about.

Result​

The Concept AMG GT XX is a four-door high-performance electric sports car that is intended to show what the Swabians want to be capable of in the future. It combines an aerodynamically optimised body with three compact axial flow motors (1,360 hp), a newly developed high-voltage battery and a purist, functional interior. The vehicle serves as a technology platform for the future electric AMG-EA platform."

AMG Concept GT XX mit 1.360 PS: Supersportwagen der Zukunft

Mercedes-AMG zeigt die Studie für ein viertüriges, elektrisches Hypercar mit 1.360 PS, ausfahrbaren Felgen und Wahnsinns-Cockpit – aber ohne Heckscheibe. Alles zum Concept AMG GT XX.

www.auto-motor-und-sport.de

Concept	Three axial flow motors
Max. drive power	> 1,000 kW (> 1,360 PS)
Drive system	Fully variable all-wheel drive (AMG Performance 4MATIC+)
Maximum speed	> 360 km/h
Battery	> 800 Volts
Charging time for approx. 400 km (WLTP)	~ 5 minutes (DC fast charging)
Average DC charging power	> 850 kW
Vehicle length	5.204 mm
Vehicle width (with mirrors)	2.130 mm
Vehicle height	1.317 mm
Cd value (drag coefficient)	0,198
Abutting face	2.24 m²

Your new ride?

 

[cosors]

Your new ride?

Not a Tesla, but yeeha

____
At last it doesn't look like a yoghurt pot. It's about time. Who wants to spend so much money on an obviously emotionless car, purely for rational reasons?
I can name you a dozen emotionally charged ICEs off the top of my head for relatively little money. There is not yet a single EV that fits this category, as far as I know.
With Tesla, I can't tell the difference optical between the expensive model Y and the standard ? on the road.
A disproportionate amount of money can be made with emotions at the moment.

 

[Semmel]

New model Y is pretty cool though. Definitely resolved my largest design issue of the old one: the sleepy Joe lamps. The new one is cool. The second biggest issue with the MY: we don't have a power outlet at our parking spot.

 

[curiousmagpie]

You are correct, I didnt look at this too closely, I didnt see this broken out by quarter. The plot does note though that Q2 and 3 are commissioning of Concentrator and Anode Refinery. Commissioning means that the hardware is there and needs to be adjusted and trial runs are done until everything runs as intended. So thats half a year worth of ramp up. It seems as you say that Q4 would then be full production capacity. So from start of construction beginning 2022 Talga estimated 2 years and 3 Months for construction and then 6 Months of comissioning, which is the ramp period you are missing. So you say this is too optimistic and the ramp should be 1 year instead of 6 months. Good that we clarified this, as it is an optimistic schedule but not out of the question.

I disagree that it is me that is missing something.

"estimated project construction timeline, including commissioning, is 18-24 months to first production"

D-samples can only start once production has started. this is ramp up.

we won't be able to agree on this until Talga provide an updated timeline. happy to revisit when that happens.

 

[Semmel]

I disagree that it is me that is missing something.

"estimated project construction timeline, including commissioning, is 18-24 months to first production"

D-samples can only start once production has started. this is ramp up.

we won't be able to agree on this until Talga provide an updated timeline. happy to revisit when that happens.

Hmm, I also dont think we will agree this. I dont think even Talga knows. They have some experience with the EVA plant but when the factory is build, and reality meats plans, everything changes. Seen this enough times myself. And I think it would be unfair to hold talga accountable for plans made in 2021 for something happening years later. If this was their 5th or so factory, yeah, I would expect them to know exactly how to tackle it. But this is their first and plans like this will not hold to reality very much.

Lets see what happens. I just hope a this point that Talga closes some contracts. 2 weeks already have passed and we are slowly creeping into the territory where I think contracts should be signed. On the day of the last permit appeal rejection, I estimated 2 to 5 weeks for signing offtakes/strategic partner deals and a couple weeks more, say less than 4, to also close the FID. We are now 2 weeks into that.. so 0 to 3 weeks for the offtake deal. Lets see.

 

[Semmel]

Hmm, I also dont think we will agree this. I dont think even Talga knows. They have some experience with the EVA plant but when the factory is build, and reality meats plans, everything changes. Seen this enough times myself. And I think it would be unfair to hold talga accountable for plans made in 2021 for something happening years later. If this was their 5th or so factory, yeah, I would expect them to know exactly how to tackle it. But this is their first and plans like this will not hold to reality very much.

Lets see what happens. I just hope a this point that Talga closes some contracts. 2 weeks already have passed and we are slowly creeping into the territory where I think contracts should be signed. On the day of the last permit appeal rejection, I estimated 2 to 5 weeks for signing offtakes/strategic partner deals and a couple weeks more, say less than 4, to also close the FID. We are now 2 weeks into that.. so 0 to 3 weeks for the offtake deal. Lets see.

With statements from AGM, as recorded by ElectricAve (see updates thread).. it seems like I was too impatient.. or too short with my timeline. FID later this year sounds like many months away, not weeks.

 

[ACinEur]

In the weekend FT…no specific mention of Graphite.. but hard to imagine it’s not on the list…

 

[cosors]

PEL has an idea:

"Advances to the municipality when mines are started​

• Published 2025-07-17

One of Sweden's most experienced mining managers, Per-Erik Lindvall, proposes in a debate article in Svenska Dagbladet that municipalities should receive an advance from the mining company when mines are started. The mining company will receive the advance back in the form of double deductions from corporate tax.​

Per-Erik Lindvall was one of the founders of Kaunis Iron and also the company's CEO when the company was built.
Per-Erik Lindvall, born in Gällivare, was previously Technical Director and Development Manager at LKAB, CEO at Kaunis Iron and then Chairman of the Board of the graphite company Talga. In addition to a board assignment for Kaunis Iron, he currently runs a family-owned mining project around a large graphite deposit in northern Pajala municipality with mining expected to start within a few years.

​

Radically new​

His proposal in Svenska Dagbladet is a radical new proposal aside from all the discussion about mining taxes.
1. Mining companies pay an advance to the mine's home municipality based on the estimated profitability of the mine for the first five years and the municipality's investment needs due to the mine.
2. The advance payment is decided in connection with the mine receiving a mining permit and an environmental permit. The Swedish Agency for Economic and Regional Development decides on the size of the advance payment, which begins to be paid when the permits are ready. It is no stranger than the fact that the mining company today has to set aside large amounts of money for post-processing on the day the mine closes.
3. The mining company deducts the cost of the municipal advance from its corporate tax, i.e. the company's "profit tax". The company is allowed to make double deductions compared to the advance to the municipality, which makes the municipal advance very interesting for the mining company.

Please pay yourself​

– I myself am prepared to pay an advance to Pajala Municipality on the day we receive all permits for our graphite mine, says Per-Erik Lindvall to Haparandabladet.
Today, municipalities are at a disadvantage compared to the state when it comes to the benefits of a mine. According to a study by Kaunis Iron, the state takes 75 percent of all taxes and fees paid by Kaunis Iron. Pajala Municipality has to make do with 15 percent.

Many advantages​

– The big advantage of my proposal is that the municipalities receive money for investments for the mine when they are needed most.
– Today, Pajala Municipality would be in a completely different financial situation if my proposal had been in effect when Northland and Kaunis Iron established their operations. Pajala would not be a bankrupt municipality today, says Lindvall.

Acceptance is increasing​

– The mining company avoids new taxes and instead receives tax breaks in the first few years at the start of the mine.
– In addition, it increases acceptance among the municipality and its citizens when municipal investments can start at the same time as the mine starts up, says Per-Erik Lindvall, who primarily refers to mine establishment but who also believes that the new advances to the municipality can also apply to energy investments, such as wind power."

Förskott till kommunen när gruvor startas – HBwebben.se: Nättidning för Haparanda, Övertorneå, Pajala, Kalix och Överkalix kommuner

hbwebben.se