TLG Discussion 2022

[JNRB]

Hi all.
To distract myself from spewing about the abysmal abuse of process from the Kiruna municipality I decided to do some more reading up on Nyobolt. It seems like they do a lot of Anode R&D/production themselves. Does anyone have any insights on how our product fits into that? They're definitely not manufacturing it 'in-house' as our offtake agreement specifically states it will come from our production facilities. But I guess it's a really great sign for Talga - Nyobolt's exceptionalism is being super fast charging due to their own exceptional anodes, but ours have been deemed equally up to standard to be included. But I do wonder if it's just a matter of them buying from us because they can't produce enough themselves, or if there's something more to the partnership. Or at least the potential for something more.

 

[cosors]

Hi all.
To distract myself from spewing about the abysmal abuse of process from the Kiruna municipality I decided to do some more reading up on Nyobolt. It seems like they do a lot of Anode R&D/production themselves. Does anyone have any insights on how our product fits into that? They're definitely not manufacturing it 'in-house' as our offtake agreement specifically states it will come from our production facilities. But I guess it's a really great sign for Talga - Nyobolt's exceptionalism is being super fast charging due to their own exceptional anodes, but ours have been deemed equally up to standard to be included. But I do wonder if it's just a matter of them buying from us because they can't produce enough themselves, or if there's something more to the partnership. Or at least the potential for something more.

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I mean, they have been working hand in hand for many years and I think their CEO (?) was Talga's CTO? But could be wrong.
They also get everything together, customised supply and from around the corner, and just enough to cover their small production. The number of packs to be produced is small and the capacity of Talnode C is 20% higher than the average.

Maybe there is also an unspoken agreement as I suspect there is between PEL with its new project and Talga.

 

[Semmel]

Thx @Gvan for pointing in the right direction.

https://www.reuters.com/business/autos-transportation/some-european-auto-supplier-plants-shut-down-after-chinas-rare-earth-curbs-2025-06-04/

China's rare earth export curbs hit the auto industry worldwide

Anyone outside China needs anodes? Not rare earths but ..

 

[cosors]

I mean, they have been working hand in hand for many years and I think their CEO (?) was Talga's CTO? But could be wrong.
They also get everything together, customised supply and from around the corner, and just enough to cover their small production. The number of packs to be produced is small and the capacity of Talnode C is 20% higher than the average.

Maybe there is also an unspoken agreement as I suspect there is between PEL with its new project and Talga.

And I think there is a table that shows that Nyobolt does not achieve this outstanding result with SG, but with NG from Nunasvaara.
I can't find that tab again right now.

 

[mpk1980]

And I think there is a table that shows that Nyobolt does not achieve this outstanding result with SG, but with NG from Nunasvaara.
I can't find that tab again right now.

@cosors This article explains more about the niobium tungsten oxide anodes structures.

Nyobolt: Six minutes to charge an electric car

Nyobolt's niobium tungsten oxide anode will revolutionise electric vehicles.

www.mewburn.com

th