mpk1980
Member
I love the sound of this....another HUGE moat for the company.
TLG Ann: Talga produces Europe's first battery anode - 24th Feb 2022, 8:07am
- Thread starter annb0t
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Agree 100% with all points . Right across the sector the year 2025 seems to keep raising its head .... I'm by no means making light of the situation but with Putin on the rampage & China / Taiwan yet to play out , I think by then it'll be a case of no contest in regard to TLG .
To expand on my OEM bashing ....
VW ..... lots of people currently complain about not being ''told anything'' , just wait until these guys get involved . You'll (eventually) know all the things you ever wanted to know (and then some) via the media & impending court action .
TSLA ...... one of Elon's (many) weaknesses is his loose mouth & itchy Twitter fingers , so let the cat out of the bag & showed his achilles heel with the tariff tantrum , in turn firing a shot over NVX's bow who then had to scramble to ''explain'' to the market , then proceeds to sign SYR on ''loose'' terms . All this after publicly stating no one in N/A is capable of supply .
NVX ..... being caught up in the ''TSLA effect'' left themselves open to this , maybe they weren't moving fast enough for his liking , maybe they wouldn't play ball with pricing , we'll never know & it doesn't matter .... the damage is done (they'll recover in time though) .
SYR .... probably had no choice but to sign up in order to get going . Mozambique (complete with China military ties) considered too risky for the DOE to commit ? , so got a ''maybe / maybe not'' off-take with #1 , then go the S/H's with 30ish % dilution .
Gotta ask yourself if you really want to get too involved or deeply committed with the OEM's , this is my whole point of the advantage of TLG ''doing nothing'' , we can sit back , watch & learn how these things play out . Its akin to being able to see into the future ..... more power to MT .
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Pabs
Guest
I have done some analysis of the market and it seems to me the bigger share in volume may actually be BESS. For example Freyr plan to produce over 1TW of batteries in Norway alone. Watched their interviews on the site. Very focused no non nonsense guys. Good partners I think. Sweden planning TW of wind will require huge amounts of batteries to balance the grid as will all of Europe.
Even if TLG never supplied VW and Tesla they would be overwhelmed with demand. Not sure TLG would lose much by way of margins.
On a separate note. If 2025 is "supply chain armegedon". Putin is nicely accelerating things so let's say December 2024.
Working back TLG should be making material announcements Q2/Q3 having secured financial support. Giving a year to build out and commission and the tube by Q4 2023.
Sila have their anode in a Whoop ( sound like something a dog might deposit ). And TLG have progressed so far. They were valued at $3bn in a different age. Surely TLG is in just a different league, based on Tech, volumes and LCA.
Even if TLG never supplied VW and Tesla they would be overwhelmed with demand. Not sure TLG would lose much by way of margins.
On a separate note. If 2025 is "supply chain armegedon". Putin is nicely accelerating things so let's say December 2024.
Working back TLG should be making material announcements Q2/Q3 having secured financial support. Giving a year to build out and commission and the tube by Q4 2023.
Sila have their anode in a Whoop ( sound like something a dog might deposit ). And TLG have progressed so far. They were valued at $3bn in a different age. Surely TLG is in just a different league, based on Tech, volumes and LCA.
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Pabs
Guest
Para 2 "impending court action" ? VW&QS ? or something closer or home ?
Semmel
Regular
Well.. The Ukraine situation certainly impacts international dependencies, especially towards China .. which seems to be Russias only internationally significant friend not enemy. This will give the local NIMBYs a new perspective on opening mines, which could reduce vital energy dependency from China. I have long considered batteries to be the Oil of the 21st century. We do not want to be dependent on China all too much for its raw materials. If there ever was a doubt on permits (in my mind there wasnt as Talgas natural graphite is actually something an environmentalist would want rather than fight), this craziness in Ukraine will probably ensure Talgas timely approval. Mark should give this aspect a lot more attention than he has in the past (he mentioned it before), but this might be a much more important talking point now.
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Pabs
Guest
I think he has been giving it a great deal of consideration over the past year. The discussions on decarbonising the world have been on-going. As you say. The current conflict makes it much more urgent. Let's hope the NIMBY are shocked into action as you suggest.
Sorry mate , I was taking a shot at VW's emission's scandal .... although I'm sure QS's wild claim's will be called into question sooner or later as well .
Best for us to limit involvement with them (imo) .
I was watching Olafs' speech last night .... turns out he has a spine after all . Amongst other things mentioned .... 100B for the military upgrade fund / end energy dependency & faster expand renewable's . Just confirm's there is no shortage of money when it comes to the crunch . Report's today suggest even Sweden is offering Ukraine assistance . Perfect time to push for E.U funds & go hard on the supply chain issue .
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Pabs
Guest
Yes one of my favourite quotes to Cmonaussie was " there is no shortage of money". Re Court.. thanks for clarification.
The amazing announcement from AVZ tells me anything is possible and in all liklihood will be. Their cornerstone remove all conditions precedent and is writing the cheque.
The amazing announcement from AVZ tells me anything is possible and in all liklihood will be. Their cornerstone remove all conditions precedent and is writing the cheque.
''No money'' say the politicians .... the biggest hoax put over the general public . Wonder if Cmonaussie knows of this place
.Yeah , AVZ with CATH dropping $240M + waiving conditions , I'm guessing that's a sign the ML is in the bag
...... pushing ahead despite Gov dragging the chain , sounds a bit like us minus the sovereign risk of course .
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cosors
👀
I'm texting you here as it is your first post and your new bar hasn't opened yet.
It has already been mentioned that Martin Phillips is speaking at a conference. What I didn't realise is that it's taking place in Berlin! Unfortunately it's expensive, but maybe only for insiders in the industry. He speaks briefly, but in a privileged position I think. Look at the agenda, it's interesting who is attending and who is not. I have never heard of Urbix. But there the material goes around the world and the homepage doesn't give much away, after a quick look.
As it is the first conference of this kind, it could be very important for MP to shake some hands.
Benchmark Mineral Intelligence
World leading supply chain & energy transition intelligence. Lithium, Nickel, Cobalt, Graphite, Batteries, Electric Vehicles, Rare Earths and Permanent Magnets.
www.benchmarkminerals.com
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Pabs
Guest
I was offerred a deal to attend at £2,000, discounted. It's definitely for industry participants I see it a major kick off event for Europe. TLG talking at a Graphene event this afternoon also. Looks like March might be the start of something, leading to Q2 permits and announcements (hopefully)
cosors
👀
Yes, it's worth paying. That's what secured Talga's place I think: https://www.benchmarkminerals.com/events/battery-megafactories-2020/sponsors/
...
And it is perfectly timed!
I'll send you the latest samples next week.
...
And it is perfectly timed!
I'll send you the latest samples next week.
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Pabs
Guest
So Talga a tier 1 sponsor alongside Elkem a silicon specialist. Drill results due and EVA to be fully commissioned late Q1, around this event I reckon.
Semmel
Regular
Even though I am based in Berlin, I see no value going there myself. I have attended to this type of events in other industries and its not about the presentations. The presentations are nice and all, but its all about networking, as seen in the schedule. For any us, going there would be a waste of money and personal time as well as losing a piece of your sanity. As someone in the industry it can be super profitable to go to a $1000 dinner (where the food is worth at most $50) and sit on the right table or stand with the right group. Also, as a newcomer, you need to have a well respected person to introduce you so people actually are interested in you. I am sure many of you know how these things work.
I'm not sure if Cen Rolfson's calculation are correct, because 9 million EV's would require a hell of a lot more anode than our currently proposed first production on 19k/t? Or is he?
Australian Talga has produced its very first test round of its battery anode Talnode-C in its pre-stage facility in Luleå.
The material was produced when Talga started its large material furnace for the first time.
The pre-stage facility will be inaugurated on 1 April. Construction of the volume factory is proceeding according to Plan. It will be inaugurated in 2024.
The first annual production will be enough for perhaps nine million electric cars, subject to the fact that it is a quick calculation that Cen Rolfsson, Communications Manager at Talga, makes when asked by Elektroniktidningen.
–It is good that these figures change all the time and are then usually adjusted upwards. Some of it will probably go to consumer electronics as well.
Talga will produce graphite nodes for customers in Europe. Over 20 battery and vehicle manufacturers are waiting to receive materials for testing. Talga doesn't want to tell you who they are, but in Europe about three dozen giga factories are currently planned, so there are plenty of potential customers.
Talga will reportedly be the first company in Europe to produce anodes for lithium-ion batteries.
The Swedish clean electricity mix means that Talga's anodes will have a much smaller carbon footprint than an average Chinese anode –a twenty-thirds, according to an analysis commissioned by Talga.
The raw material is sourced from own mines in Vittangi.
The image: Boxes containing Talnode-C roll out from the large furnace at the Electric Vehicle Anode Qualification Plant (EVA) which is operated in Swerim's premises in Luleå.
A first anode produced in Luleå – Elektroniktidningen (etn.se)
A first anode produced in Luleå
Jan Tångring,03 march 2022Batteries
Australian Talga has produced its very first test round of its battery anode Talnode-C in its pre-stage facility in Luleå.
The material was produced when Talga started its large material furnace for the first time.
The pre-stage facility will be inaugurated on 1 April. Construction of the volume factory is proceeding according to Plan. It will be inaugurated in 2024.
The first annual production will be enough for perhaps nine million electric cars, subject to the fact that it is a quick calculation that Cen Rolfsson, Communications Manager at Talga, makes when asked by Elektroniktidningen.
–It is good that these figures change all the time and are then usually adjusted upwards. Some of it will probably go to consumer electronics as well.
Talga will produce graphite nodes for customers in Europe. Over 20 battery and vehicle manufacturers are waiting to receive materials for testing. Talga doesn't want to tell you who they are, but in Europe about three dozen giga factories are currently planned, so there are plenty of potential customers.
Talga will reportedly be the first company in Europe to produce anodes for lithium-ion batteries.
The Swedish clean electricity mix means that Talga's anodes will have a much smaller carbon footprint than an average Chinese anode –a twenty-thirds, according to an analysis commissioned by Talga.
The raw material is sourced from own mines in Vittangi.
The image: Boxes containing Talnode-C roll out from the large furnace at the Electric Vehicle Anode Qualification Plant (EVA) which is operated in Swerim's premises in Luleå.
A first anode produced in Luleå – Elektroniktidningen (etn.se)
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Pabs
Guest
Can someone test my basic calculation. Basic BEV at 70KW, 9 million cars, mining life 24 years, Graphite per KW 15KG. That's about 300K per annum. Roughly correct I think.
Bit of a head scratcher .... I've contacted the W.A office , she couldn't clarify over the phone but said the communications manager (Cen?) would respond via Email . I'll post the response if & when it comes .I'm not sure if Cen Rolfson's calculation are correct, because 9 million EV's would require a hell of a lot more anode than our currently proposed first production on 19k/t? Or is he?
A first anode produced in Luleå
Jan Tångring,03 march 2022Batteries
Australian Talga has produced its very first test round of its battery anode Talnode-C in its pre-stage facility in Luleå.
The material was produced when Talga started its large material furnace for the first time.
The pre-stage facility will be inaugurated on 1 April. Construction of the volume factory is proceeding according to Plan. It will be inaugurated in 2024.
The first annual production will be enough for perhaps nine million electric cars, subject to the fact that it is a quick calculation that Cen Rolfsson, Communications Manager at Talga, makes when asked by Elektroniktidningen.
–It is good that these figures change all the time and are then usually adjusted upwards. Some of it will probably go to consumer electronics as well.
Talga will produce graphite nodes for customers in Europe. Over 20 battery and vehicle manufacturers are waiting to receive materials for testing. Talga doesn't want to tell you who they are, but in Europe about three dozen giga factories are currently planned, so there are plenty of potential customers.
Talga will reportedly be the first company in Europe to produce anodes for lithium-ion batteries.
The Swedish clean electricity mix means that Talga's anodes will have a much smaller carbon footprint than an average Chinese anode –a twenty-thirds, according to an analysis commissioned by Talga.
The raw material is sourced from own mines in Vittangi.
The image: Boxes containing Talnode-C roll out from the large furnace at the Electric Vehicle Anode Qualification Plant (EVA) which is operated in Swerim's premises in Luleå.
A first anode produced in Luleå – Elektroniktidningen (etn.se)
cosors
👀
Unfortunately, behind a pay wall again. Even if I wanted to pay, it would be too complicated for me. But the picture and the headline are ok, I'm not greedy
Side note: SEK10.0=~€1.0
"In a couple of weeks, Talga expects to start its new anode factory in Luleå. Julia Ängstål needs a protective suit to handle the graphite, which is sent down here in a mixer where binders are added.
If any of you don't mind the effort, there are other interesting headlines.
https://kuriren.nu/sok?searchText=talga&orderBy=g:publishingDateStart&descending=true
subsequently added:
I also found this picture. Doesn't Tobias look satisfied?
Side note: SEK10.0=~€1.0
"In a couple of weeks, Talga expects to start its new anode factory in Luleå. Julia Ängstål needs a protective suit to handle the graphite, which is sent down here in a mixer where binders are added.
Here is Luleå's next billion industry
... "If any of you don't mind the effort, there are other interesting headlines.
https://kuriren.nu/sok?searchText=talga&orderBy=g:publishingDateStart&descending=true
subsequently added:
I also found this picture. Doesn't Tobias look satisfied?
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cosors
👀
I had wondered the same thing a long time ago. I read a very old Swedish article. I guess it is as pabs already explained. Originally Talga was focused on graphene, for which they cut the electrodes in blocks. Then MT turned the wheel to the more lucrative much bigger business and focused much more on anodes. Mining with blasting is simply cheaper for the multiples of quantity needed. And in the process, the graphene falls off as a byproduct. But exactly how that happens, I couldn't figure out.
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