TLG Discussion 2022
- Thread starter zeeb0t
- Start date
Semmel
Top 20
Most of us are in the same boat. No idea why.
My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.
I need to also, and I've been fighting sooo hard to try and hold off at least until maybe CRMA projects get announced.
cosors
👀
Good morning!
For my part, I am so quiet because there is nothing worth mentioning from my side. The SP is so low that there's nothing for me to celebrate at the moment. Even the small jump doesn't change that for now. More should follow.
The Lulea Riding Club is celebrating Talga as a sponsor and Kiruna is celebrating the fact that they will be European Capital of Culture 2029, but they don't mention who is currently sponsoring the culture.
So I keep waiting until there is something worth discussing.
freewind
Emerged
https://www.vianode.com/news/vianod...t-for-ev-battery-grade-anode-graphite-with-gm
The Offtake Agreement is relatively meaningless and contains few facts.
Are any of you familiar with Vianode? How do you see this competition to Talga?
The Offtake Agreement is relatively meaningless and contains few facts.
Are any of you familiar with Vianode? How do you see this competition to Talga?
cosors
👀
Vianode is a subcontractor of the Norwegian Elkem Group. They only produce SG. Their factory in Norway will have a small capacity of 2000 tonnes, equivalent to 30k EVs.
Talga remains the only major player for NG here in Europe, for the time being and as far as I know.
As we know from a number of reports in the past, more NG will be added to batteries in the future because it is simply cheaper and has a better footprint.
I see the news as good because it shows that things ex-China are gradually getting off the ground.
___________
In calendar week 3, I still can't find anything in the government's agenda about the two outstanding issues:
Sökresultat
Semmel
Top 20
No idea about vianode. Good luck to them, they signed a contract with a lead duck.
On another node.. Mark chose to post this half an hour ago on X:
Looking forward to 2025. Lots on/see you all soon. Meanwhile here’s a sweet little summary of EV war (so far) https://youtu.be/rkxMdmipYqM?si=Vgm3Pudk22Gjz934 note #graphite in graphics and investment required to even catch up $TLG $TLG.ax
which contains a link to this video:
Its worth a watch. I dont want to read anything into this as this is too ambiguous if its supposed to be a bread crumb. My bet is, that it is something that Mark agrees with and found interesting. Without any connection to anything specific of Talga. Yes, we are in a battery trade war with China. The EU and to some extend the US better boost the local champions!
On another node.. Mark chose to post this half an hour ago on X:
Looking forward to 2025. Lots on/see you all soon. Meanwhile here’s a sweet little summary of EV war (so far) https://youtu.be/rkxMdmipYqM?si=Vgm3Pudk22Gjz934 note #graphite in graphics and investment required to even catch up $TLG $TLG.ax
which contains a link to this video:
Its worth a watch. I dont want to read anything into this as this is too ambiguous if its supposed to be a bread crumb. My bet is, that it is something that Mark agrees with and found interesting. Without any connection to anything specific of Talga. Yes, we are in a battery trade war with China. The EU and to some extend the US better boost the local champions!
cosors
👀
For the archive only.
Keywords: STEP, First list of STEP Seals to promote high-quality EU projects in strategic technologies (not projects), EU funding programme, INNOVFUND-2023-NZT-MANUFACTURING Establishing Europe'S First Natural Graphite Anode Production Facility For Sustainable Lithium-Ion Batteries
strategic-technologies.europa.eu
Keywords: STEP, First list of STEP Seals to promote high-quality EU projects in strategic technologies (not projects), EU funding programme, INNOVFUND-2023-NZT-MANUFACTURING Establishing Europe'S First Natural Graphite Anode Production Facility For Sustainable Lithium-Ion Batteries
Unlocking private capital for European industries
Discover how STEP helps drive investment in critical technologies through EU funding and de-risking, supporting innovative projects and European industries' growth.
cosors
👀
I am posting this because it is highly up-to-date and therefore an update and because this document with its links is like a signpost through the jungle.
There will be many more tenders to this in the EU.
I keep my fingers crossed that we will soon find out whether Talga will be listed as a strategic project in addition to the €120 million and €70 million commitments. The updates to several documents could suggest that there may be information soon.
NO NO NO NO NO!!
THIS DOESn'T COUnT.
NOT An annOUNCMENT!! NOT AN OFftAKE AGREEMENT!!!
*throws toys out of the pram*
cosors
👀
"Press release from the Ministry of Climate and Business Affairs
The World Economic Forum 2025 will be held between January 20 and 24 and is a meeting place for companies, researchers and leaders from around the world to discuss global, regional and industrial issues.
- It is important to highlight Swedish interests in new nuclear power, innovation and AI. More and more countries are recognizing the need for new nuclear power. Reliable and fossil-free energy creates good conditions for innovation and competitiveness,” says Minister for Energy and Enterprise Ebba Busch.
This year's meeting will be held under the theme - Collaboration for the Intelligent Age. The program is focused on five thematic priorities, Rebuilding Trust, Reshaping Growth, Investing in People, Protecting the Planet and Industries in the Intelligent Age.
Ebba Busch will participate in panel discussions and workshops to discuss, among other things, how we strengthen the conditions for new innovations, digitization and AI, as well as the global expansion of nuclear power and the increased need for energy.
The availability of critical raw materials, artificial intelligence and the increased energy demand it brings, and the importance of trade and partnerships to drive the energy transition at the required pace and scale are also issues that will be discussed."
www.regeringen.se
Minister for Energy and Business Affairs Ebba Busch participates in the World Economic Forum in Davos
Published January 21, 2025The World Economic Forum 2025 will be held between January 20 and 24 and is a meeting place for companies, researchers and leaders from around the world to discuss global, regional and industrial issues.
- It is important to highlight Swedish interests in new nuclear power, innovation and AI. More and more countries are recognizing the need for new nuclear power. Reliable and fossil-free energy creates good conditions for innovation and competitiveness,” says Minister for Energy and Enterprise Ebba Busch.
This year's meeting will be held under the theme - Collaboration for the Intelligent Age. The program is focused on five thematic priorities, Rebuilding Trust, Reshaping Growth, Investing in People, Protecting the Planet and Industries in the Intelligent Age.
Ebba Busch will participate in panel discussions and workshops to discuss, among other things, how we strengthen the conditions for new innovations, digitization and AI, as well as the global expansion of nuclear power and the increased need for energy.
The availability of critical raw materials, artificial intelligence and the increased energy demand it brings, and the importance of trade and partnerships to drive the energy transition at the required pace and scale are also issues that will be discussed."
Energi- och näringsminister Ebba Busch deltar i World Economic Forum i Davos
World Economic Forum 2025 hålls mellan den 20 och 24 januari och är en mötesplats för företag, forskare och ledare från hela världen att diskutera...
Stares_into_Space
Emerged
When do we think there will be an announcement for building an anode refinery in America?
Semmel
Top 20
After years of being dependent on the Swedish legal and government systems, its now again Talgas own actions that decide the future. Talga now has the ball in the hands to negotiate favorable (and timely!!!) offtake agreements. Lets see how we are doing. Notice that Mark did not comment on the Ann today. Not sure what to make of it, but its out of character.
Wonder what PIK is doing these days...
Wonder what PIK is doing these days...
I thought we were still waiting on the concession appeal?
Semmel
Top 20
True, we are waiting for it. However, the concession is needed once we want to dig stuff out. i.e. after the mine and refinary are build and ready to go. Thats 18 to 24 Months in the future. Plenty of time to resolve this. What we need now is offtakes and financing agreements to start building. Or lets say... after May 16 and I bet Kiruna will wait until the last day until they will finally issue the change, just to rub it in as much as possible.
If I were an offtake partner I'd want more certainty that the concession issue would be resolved. I agree that if the appeals are denied, it likely won't take another 18 months for that to happen, but offtake partners would be taking a risk that the appeal is upheld. I know the offtakes can be conditional but if the conditions aren't met, the offtake partner ends up short on graphite.
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