Mark Thompson @dinosaurman1 Twitter profile

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Mark Thompson

@dinosaurman1

11 months

Special day as we start commercial #graphite anode refinery in Europe! ⁦ @Talga_Ltd ⁩ $TLG #greendeal #EU #sweden

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Mark Thompson

@dinosaurman1

2 years

Great to be back at Europe’s first #graphite anode plant for Li-ion batteries ⁦ @Talga_Ltd ⁩ EVA in #Sweden $TLG

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Mark Thompson

@dinosaurman1

2 years

Where battery anode begins! Vittangi #graphite project visit today @Talga_Ltd in Sweden $TLG

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Mark Thompson

@dinosaurman1

2 years

Great to be at the Electric Vehicle Anode plant of @Talga_Ltd today. A significant step towards cleaner, secure battery supply for Europe.

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Mark Thompson

@dinosaurman1

2 years

Great to be with ⁦ @Talga_Ltd ⁩ team in Germany today where new #silicon anode is scaling up with #graphite battery materials for EU markets and beyond 👊 $TLG

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Mark Thompson

@dinosaurman1

1 year

Confirmed! Natural #graphite is EU Critical Raw Material, and battery-grade natural #graphite is Strategic Raw Material. Relevant to improved development and funding opportunities for emerging local anode suppliers like @Talga_Ltd $TLG

European Commission

@EU_Commission

1 year

If we want clean-tech independence, we urgently have to strengthen and diversify our supply chains with trusted partners. → We propose the Critical Raw Materials Act to ensure secure and sustainable access to raw materials, vital to our green and digital future. #EUGreenDeal

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Mark Thompson

@dinosaurman1

2 years

New #graphite out of ground in Sweden by @Talga_Ltd ready for processing into anode. $TLG a significant non-China source for battery makers

Simon Moores

@sdmoores

2 years

“We’re now moving into phase two in the evolution of the graphite industry in the battery sector” Graphite industry sounds alarm over lack of supply outside China for batteries | Benchmark Source

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Mark Thompson

@dinosaurman1

2 years

The outlook for #graphite anode is compelling and simply must happen. "Electric-car makers rushing to secure battery materials must partner with miners on new refinery projects" via @business

EV Makers Must Partner With Miners to Secure Key Metals

Australia-based lithium producer Pilbara Minerals says the industry needs more joint ventures to boost refining of battery raw materials.

www.bloomberg.com

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Mark Thompson

@dinosaurman1

2 years

Special time to be in Sweden with Talga Team @Talga_Ltd with EV’s of all sizes around, needing #graphite anodes $TLG

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Mark Thompson

@dinosaurman1

7 months

Big end to first week on the road this year for @Talga_Ltd Not looking like shorts weather from here 🦔 Happy Australia Day. See you in another week on webinar $TLG

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Mark Thompson

@dinosaurman1

2 years

“If you do not physically own the raw material mine level assets, you simply will not have complete control over your EV destiny for at least the next 10 years. Once the automotive industry realises that….then the energy storage revolution will come of age.” @sdmoores 🙌

Simon Moores

@sdmoores

2 years

The energy storage revolution has arrived… but who will have dominion over the megatrend of our times? | Benchmark

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Mark Thompson

@dinosaurman1

3 years

Been getting a few Q's about #graphite ore sculptures made from our high grade Vittangi ore in Sweden. Traditional old world mines have a signature piece like an elephant. But an EV is just more relevant to @Talga_Ltd high #battery #anode yield deposits $TLG

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Mark Thompson

@dinosaurman1

3 years

Battery #graphite is the Black Swan in plain sight. See @Nature

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Mark Thompson

@dinosaurman1

11 months

Talga Group @Talga_Ltd $TLG calls on EU leaders to support our Green Deal work via expansion of existing EU Innovation Fund and a new Critical Minerals Fund. Read the letter ➡️ #Batteries #EU #CriticalMinerals

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Mark Thompson

@dinosaurman1

2 years

Great to be back in Germany, including ⁦ @Talga_Ltd ⁩ Rudolstadt factory where we are piloting and scaling up Talnode-Si silicon anodes. $TLG innovation in battery materials 👍

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Mark Thompson

@dinosaurman1

2 years

Exploring future ⁦ @Talga_Ltd ⁩ #graphite developments in north Sweden today. Pretty sweet conditions! The new Kiruna city centre is looking good.

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Mark Thompson

@dinosaurman1

2 years

Pretty much the whole investment thesis #graphite poised to do a lithium except impact of legislated/customer demand localisation and CO2 tariffs #geopolitics $TLG

Graphite poised to do a lithium

Carmakers “are waking up” to often overlooked anode material accounting for nearly half the mass of battery cells by inking upstream deals.

www.mining.com

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Mark Thompson

@dinosaurman1

1 year

You’ve seen previous vids of our #graphite mine plans in Sweden now here’s the #anode plant location details $TLG #EUGreenDeal

Talga Group

@Talga_Ltd

1 year

Take a look the forefront of EV battery technology: Europe's first natural graphite anode plant, permitted and ready for construction groundworks to begin in Luleå, Sweden.🔋🌎🌱

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Mark Thompson

@dinosaurman1

3 years

Great article that encapsulates some of our approach to decisions on next gen battery #anode markets. Solid-state fans should read closely

Designing better batteries for electric vehicles

Researchers are working to adapt the standard lithium-ion battery to make safer, smaller, and lighter versions. An MIT-led study describes an approach that can help researchers consider what materi...

news.mit.edu

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Mark Thompson

@dinosaurman1

6 months

Stockholm today. Parliament and royal buildings for scale. Bit chilly, some would say long pants weather. Lots going on/nearby @Talga_Ltd CEO EU @MartyPhillipsQ presenting to Future Mines n Minerals conf. $TLG #EUanode

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Mark Thompson

@dinosaurman1

2 years

By chance saw @Talga_Ltd Luleå Industrial Park site getting connected to power grid today as site getting ready to scale up Anode for Europe #Sweden $TLG

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Mark Thompson

@dinosaurman1

2 years

Even POTUS mentions #graphite as part of the multi-decadal boom starting in battery materials. Follows @elonmusk saying Tesla cells should be called 'nickel-graphite' not 'lithium'. Is the message coming through? #graphite is critical for electrification $TLG @Talga_Ltd

CBS News

@CBSNews

2 years

Demands for critical minerals are set to skyrocket 400%-600%, says Pres. Biden while discussing the battery production initiative. "Some see a challenge, but we see an opportunity to shift to a net-zero sum carbon world."

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Mark Thompson

@dinosaurman1

11 months

2 billion years and a few months in the making...$TLG

Talga Group

@Talga_Ltd

1 year

Commercial and project development: • Environmental permit approved for Nunasvaara South graphite mine • Successful exploration grows Vittangi graphite resource • Luleå Refinery Building permit granted and environmental permit hearing scheduled

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Mark Thompson

@dinosaurman1

6 months

Following @Talga_Ltd joining @PolestarCars 0 innovation project last quarter, good to see 100kg of #graphite anode in this today as we meet in Sweden this week $TLG $TLG.ax

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Mark Thompson

@dinosaurman1

1 year

The 'dirty' secret of battery materials ending soon, via new compulsory carbon footprint declarations for EV batteries and EU rules for 'battery passport' to spread Good for new, low-carbon #graphite anode producer like Talga $TLG

Honda, Ford join push to set rules for blockchain 'battery passport'

Auto industry prepares for EU requirements to record supply chain info

asia.nikkei.com

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Mark Thompson

@dinosaurman1

1 year

Talga Group @Talga_Ltd $TLG into #ASX300 index 20 March in #DowJones update.

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Mark Thompson

@dinosaurman1

1 year

Another tailwind for @Talga_Ltd #battery materials projects in EU $TLG "..we intend to immediately begin negotiations on a targeted critical minerals agreement for the purpose of enabling relevant critical minerals extracted or processed in the European

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Mark Thompson

@dinosaurman1

1 year

Back from our anode refinery site, all cleared and services going in. Am presenting at RIU Conf #RIUSydney23 in Sydney tomorrow and will be at our booth throughout day and look forward to meeting any shareholders that can come on down! Team will be there Wed-Thurs too for

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Mark Thompson

@dinosaurman1

2 years

Interesting for #graphite market in USA. The White House is looking to add battery minerals to Defense Production Act via @bpolitics

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Mark Thompson

@dinosaurman1

7 months

Strong funding interest for European battery supply chains represent opportunity for Talga's Swedish critical minerals project $TLG.ax $TLG #graphite #anode @Talga_Ltd We're getting on it in 2024!

Northvolt

@northvolt

7 months

Announcing the signing of a $5 billion project financing to enable the expansion of Northvolt Ett gigafactory in northern Sweden, and its adjacent recycling plant, Revolt Ett — the largest green loan raised in Europe to date. Full press release ↓

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Mark Thompson

@dinosaurman1

2 years

ACC (Merc-Stellantis-Saft) moves on 60,000 tonnes of @Talga_Ltd #graphite anode from $TLG Swedish project: a significant step for EU battery material autonomy and a secure, lower emission supply chain to local EV economy 👏

Talga Group

@Talga_Ltd

2 years

We're pleased to announce that we have entered into a non-binding Offtake Term Sheet with European battery maker Automotive Cells Company to supply Talnode®-C from the Vittangi Anode Project in Sweden. Read ASX release:

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Mark Thompson

@dinosaurman1

10 months

Great to be amongst battery/auto ecosystem across France, Germany, Hungary & Sweden this week. Today @Talga_Ltd is at #GreenAutoSummit2023 in Stuttgart $TLG #graphite #anode

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Mark Thompson

@dinosaurman1

6 months

One of many deals starting to be done in #graphite anode. We are only at the start of market realisation. Congrats NMG!

Bloomberg Markets

@markets

6 months

General Motors and Panasonic have signed agreements to invest in a Canadian graphite producer

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Mark Thompson

@dinosaurman1

2 years

Good to see VW advancing #SalzGiga and PowerCo including Sweden, plus #graphite anode samples having a role! @Herbert_Diess and Fed Chancellor had some key messages regarding localising battery supply chain to Europe Exciting times just beginning...

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Mark Thompson

@dinosaurman1

9 months

@Talga_Ltd and @PolestarCars join up to build cleaner EV batteries $TLG #graphite #anode

Aussie firm joins quest to build ultimate green machine

An Australian company will work with Swedish car brand Polestar to create the world's first climate neutral car...

www.canberratimes.com.au

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Mark Thompson

@dinosaurman1

5 months

Presenting @Talga_Ltd around the globe last few days amid strong interest in new #graphite #anode supply chain $TLG $TLG.ax

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Mark Thompson

@dinosaurman1

1 year

Great week in Sweden at @Talga_Ltd #battery anode refinery site in Luleå and up at future #graphite minesite in Vittangi. Late snow should be last for year! PS we are hiring Geo’s/see $TLG linkedin recruiting ads.

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Mark Thompson

@dinosaurman1

8 months

Remember! China #graphite export permits kick in from Dec 1 & it's still early days in this multi-generational shift in demand via @NikkeiAsia and good for $TLG

China to curb exports of key EV battery material from Dec. 1

Western electric vehicle makers rush to secure graphite supplies

asia.nikkei.com

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Mark Thompson

@dinosaurman1

1 year

V good. Government and Swedish Democrats commit to shorten mineral permit processes. "We are now taking the initiative to shorten them – once and for all – and thus create the conditions for new climate investments and lower emissions, says Prime Minister Ulf Kristersson"

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Mark Thompson

@dinosaurman1

3 years

@GabePastura @elonmusk @LimitingThe Some autos believe the electron paths are shorter in pouch cells than in a cylinder, thus decreasing resistance/lowering thermal buildup. Other volume issues answered in pack design. But tabless flipped this in several ways.

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Mark Thompson

@dinosaurman1

9 months

Another tailwind for $TLG @Talga_Ltd as EU agrees mineral supply targets to cut reliance on China including #graphite

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Mark Thompson

@dinosaurman1

9 months

"Without graphite...zero batteries" says @ThierryBreton at @EU Raw Materials Week. "We cannot continue to have 90% of a critical component depending on only one supplier (China) so I really applaud your initiative and your project" to @MartyPhillipsQ @Talga_Ltd #greentransition

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Mark Thompson

@dinosaurman1

2 years

Sweden govnt report on mining issues includes proposing critical minerals ( like #graphite ) getting special status in the environmental code compared to other metals via @svtnyheter

Utredning: Mångmiljonbelopp ska delas ut till gruvkommuner

En särskild pott på 50-200 miljoner kronor ska varje år delas ut till kommuner där det bedrivs utvinning av metaller och mineraler. Det är ett av förslagen i en statlig utredning som presenterades...

www.svt.se

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Mark Thompson

@dinosaurman1

1 year

#graphite $TLG

Macquarie says graphite supply needs to triple to meet demand: 3 ASX players to watch

Macquarie is outperform rated on names like Syrah Resources, Renascor and Talga Group ahead of a forecasted graphite market deficit in 2025.

www.marketindex.com.au

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Mark Thompson

@dinosaurman1

1 month

Is the Spice starting to flow? EU providing €265 million Swedish measure for H2 Green Steel in northern Sweden, just up the road from @Talga_Ltd anode refinery site

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Mark Thompson

@dinosaurman1

6 months

Funding opps hotting up…Germany Invests €1 Billion to Counter China on Raw Materials $TLG $TLG.ax green #graphite #criticalminerals #strategicminerals

Germany to Invest €1 Billion in Critical Raw Materials

The German government earmarked about €1 billion ($1.1 billion) for raw materials investments as it seeks to reduce dependency on producers such as China for critical minerals, according to people...

www.bloomberg.com

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Mark Thompson

@dinosaurman1

2 years

Vittangi #graphite trial mine underway in Sweden, the European source of anodes for Li-ion batteries via $TLG $TLG.ax

Talga Group

@Talga_Ltd

2 years

Work is progressing well at our Vittangi Graphite Project in Sweden. Here is an update from our Mining Engineer, Hugo Pires as he tours the Nunusvaara Trial Mine site.

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Mark Thompson

@dinosaurman1

11 months

Spaden i jorden för ny batterifabrik i Luleå

Europas första anodfabrik invigd i Luleå

Under tisdagen togs de första spadtagen till Talgas batterianodsfabrik i Luleå.

www.dn.se

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Mark Thompson

@dinosaurman1

3 months

South Korea industry minister says China’s grip on #graphite threatens USA Inflation Reduction Act incentives Good time to be a coated #battery anode developer in the West $TLG $TLG.ax

China’s EV supply chain dominance risks ‘collapse’ of US subsidies, warns South Korea

Seoul’s industry minister says China’s grip on graphite threatens Inflation Reduction Act incentives

www.ft.com

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Mark Thompson

@dinosaurman1

4 years

Japan looking to fund JPY1 Trillion battery industry boost. Talga has already established a presence and partnerships there. SO many growth opportunities in world in decarbonised mobility $TLG

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Mark Thompson

@dinosaurman1

2 years

No #graphite no #battery As it slowly, slowly dawns on Carmakers in this FT article on 'battery plans in peril as raw material costs soar' @Talga_Ltd $TLG

Carmakers’ battery plans in peril as raw material costs soar

VW and its US rivals face struggle to source materials to power electric cars as China monopolises supply

www.ft.com

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Mark Thompson

@dinosaurman1

3 years

Great to see $TLG.ax advisor @MorganStanley act as Lead Advisor to Northvolt on its ~$2.8Bn Capital Raise - Largest Ever European, Automotive and CleanTech Private Placement. @Talga_Ltd perfectly positioned for focus shift to battery material supply chain.

FT Energy

@ftenergy

3 years

Sweden’s Northvolt raises $2.75bn to boost battery output

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Mark Thompson

@dinosaurman1

4 months

Happy to work with @AltiliumM on #graphite streams from recycled EV batteries! While new local supply chains are still required, it makes sense to use our technologies to increase circular economy, volume and customer solutions @Talga_Ltd $TLG $TLG.ax

Capital Brief

@CapitalBrief

4 months

Battery materials company Talga Group has signed a joint development agreement with clean technology group Altilium Metals to recycle graphite from used electric vehicle batteries

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Mark Thompson

@dinosaurman1

3 years

For those new to #graphite market! Free access Graphite Outlook with Benchmark Mineral Intelligence, September 2021 via @georgemillerBMI @benchmarkmin @MiningNetwork

Graphite Outlook, with Benchmark Mineral Intelligence, September 2021

https://twitter.com/georgemillerBMIhttps://www.worldbank.org/en/topic/extractiveindustries/brief/climate-smart-mining-minerals-for-climate-action https://www...

www.youtube.com

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Mark Thompson

@dinosaurman1

1 year

Quite a good summary of #graphite situation. But misses how poor the supply side may be. Not all graphite can become anode. At least USGS included @Talga_Ltd project in latest annual graphite commodity report. USA warming up?

Simon Moores

@sdmoores

1 year

America’s EV Ambitions Need a #Graphite Plan. Fast. ⁦ @washingtonpost ⁩ ⁦ @liamdenning ⁩ ⁦ @business ⁩ “Even if it had, all that raw material would need to be shipped to China for processing anyway.”

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Mark Thompson

@dinosaurman1

1 year

Talnode-C #graphite anode by @Talga_Ltd can improve this. See $TLG prev asx releases

Battery Bulletin

@BatteryBulletin

1 year

From @RecurrentAuto 🚗🔋❄️ #battchat

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Mark Thompson

@dinosaurman1

9 months

I imagine Toyota will need some non-China sourced anode for expanded US battery plant lines #graphite #greenanode $TLG

Toyota boosts investment in US battery plant with eight extra lines

Toyota has put a further $8 billion into its battery manufacturing in North Carolina and extended the number of lines to 14

www.automotivelogistics.media

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Mark Thompson

@dinosaurman1

2 years

Great to be interviewed by @AlanKohler on this podcast (paywalled) re @Talga_Ltd securing battery contract with key car client $TLG #graphite anode

Talga Secures Battery Contract with Key Car Client

Mark Thompson, the CEO of Talga Group, tells Alan Kohler about the company's five-year offtake agreement to supply ACC, owned by Mercedes, Citroen, Alfa Romeo and Maserati. Find out more at Eureka...

www.intelligentinvestor.com.au

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Mark Thompson

@dinosaurman1

2 years

Enviro court grants mining expansion to Kaunis Iron, east along road from @Talga_Ltd #graphite project in Sweden. Follows granting of vanadium mine project a few weeks ago. #SwedishMineralsforEU $TLG

Dagens industri

@dagensindustri

2 years

Efter en lång domstolsprocess får Kaunis Iron tillstånd att bygga ut gruvan i Pajala. Det nya tillståndet gäller i 35 år.

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Mark Thompson

@dinosaurman1

6 months

Classic moment on many levels at Industry day eCar Expo in Sweden today 🤣 Sun came out in Stockholm too which is nice $TLG #graphite #battery

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Mark Thompson

@dinosaurman1

1 year

Thanks Simon!

Simon Moores

@sdmoores

1 year

Significant moment for Europe’s #graphite and #anode ambitions as Talga gets Environmental approval for #graphite mine in Sweden. #Graphite - the biggest input into a lithium ion battery yet a critical mineral that doesn’t get the attention needs. Major congratulations to

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Mark Thompson

@dinosaurman1

2 years

Great to see progress from our Trial Mine for #graphite battery anode in Sweden $TLG

Talga Group

@Talga_Ltd

2 years

The team is progressing with extraction and crushing at the Vittangi Graphite Project. Our Mining Engineer, Hugo Pires provides an update from the site. #Graphite #BatteryAnode

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Mark Thompson

@dinosaurman1

8 months

Lots of #graphite pivot points: China curbs exports; U.S. curbs imports, ESG regulations grow. paywalled. via @Automotive_News $TLG

China's graphite export curbs a new cloud over U.S. EV supply chain

China's new restrictions on exports of graphite, a key material for EV batteries that the country has significant control over, went into effect this month, adding uncertainty to North American...

www.autonews.com

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Mark Thompson

@dinosaurman1

1 year

Our Talga Sweden Chairman Per-Erik Lindvall on @Talga_Ltd #graphite operations being important for the EU's mineral strategy and the fossil-free industrial transition. In Swedish. via @svtnyheter

Snart väntar dom i Talgamålet: ”Särskilt god position”

Gruvbolaget Talgas styrelseordförande Per-Erik Lindvall anser att deras verksamhet är viktig för EU:s mineralstrategi och den fossilsnåla industriella omställningen. Han hoppas att detta också ska...

www.svt.se

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Mark Thompson

@dinosaurman1

2 years

Ah the contrasting path of #graphite anode from Sweden to customers in EU. Great trip but back to the office for now. See you again in a few weeks.

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Mark Thompson

@dinosaurman1

9 months

Saw some sweet EV’s (and future EV!) this week in Paris, Stuttgart and Munich. Next stop, one of Europe’s battery production hotspots, Budapest. $TLG #graphite

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Mark Thompson

@dinosaurman1

3 years

According to @AdamasIntel the June volume of #graphite in batteries of all newly-sold passenger EVs jumped 170% over the same month last year and ave amount graphite/vehicle jumped 36% year-over-year 😉 $TLG $TLG.ax

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Mark Thompson

@dinosaurman1

1 year

Nice battery #graphite article with good points on synthetic market and prices to date. Why Graphite Could be the Next Critical Mineral to Rise Steeply in Price cc: @investor_Intel

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Mark Thompson

@dinosaurman1

3 years

Congrats to SYR team! Confirms growing role of natural #graphite #anode in EV batteries, and car/cell Co's wanting to avoid #lithium -like price rises in future. Will spread across numerous continents. Graphite starting to rise/only early days yet.

Syrah Resources

@SyrahResources

3 years

We are pleased to announce we have executed an offtake contract with @Tesla for natural #graphite Active Anode Material from Vidalia: $SYR

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Mark Thompson

@dinosaurman1

9 months

Awesome to catch up with our talented @Talga_Ltd Cambridge team today. Technical ability and vertical integration is important differentiator of anode suppliers. On a personal note, I think my grandfather, who walked these stones of Emmanuel College, would approve 🫡

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Mark Thompson

@dinosaurman1

2 years

Excellent view of recent #graphite price and demand growth aligns with $TLG ops.

Recent graphite price weakness masks phenomenal demand growth - Fastmarkets

Read our latest outlook on the graphite market, where we discuss how an apparent weakness in graphite markets in recent months is masking the underlying graphite demand story

www.fastmarkets.com

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Mark Thompson

@dinosaurman1

3 years

It's exciting that the world’s largest contract manufacturer is offering car and truck makers an open platform for EVs lots of #anode required in new world $TLG.ax

Open season for EV platforms - E-Mobility Engineering

The world’s largest contract manufacturer is offering car and truck makers an open platform for EVs (writes Nick Flaherty). Foxconn Technology has developed an electric powertrain, chassis and...

www.emobility-engineering.com

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Mark Thompson

@dinosaurman1

3 years

I’ll be speaking on Talga’s #anode project tomorrow at EU Industry Days 2021 via @svemin_mining #GreenDeal $TLG

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Mark Thompson

@dinosaurman1

2 years

Electrified everything around Oslo Battery Days #greeneurope $TLG

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Mark Thompson

@dinosaurman1

2 years

Inside @Talga_Ltd Swedish #graphite anode 'shed' $TLG

Inside the Swedish shed that might upend the battery market

In far northern Sweden, Talga Group is closing in on a decade-long goal: to mine and manufacture battery materials for Europe, in Europe.

www.afr.com

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Mark Thompson

@dinosaurman1

3 years

So USA plans $174 billion for EV’s but produces no natural #graphite to build batteries to power them. Domestic production of Artificial graphite can help, but is expensive and fossil-fuel based. For a continent to shift from near 100% Chinese supply chain requires new sources.

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Mark Thompson

@dinosaurman1

2 years

This: “this should mean #graphite investments are as attractive to investors as #lithium itself, as these are the two components that are common to all current battery technologies and are likely to remain so for some time.”

The Battery Mineral Emerging from Under the Radar

It would appear that auto manufacturers were among the many who underestimated the timing of the EV (electric vehicle) revolution. What else could explain the mad frenzy in the sector as car makers...

thebull.com.au

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Mark Thompson

@dinosaurman1

2 years

EU ban on ICE mobility from 2035 locks in demand growth for EV battery materials like #graphite

EU Reaches Deal for Ban on New Combustion-Engine Cars as of 2035

The European Union reached a deal to effectively ban new combustion-engine cars from 2035, a move that will reshape transportation and mark a significant step on the path to reduce carbon emissions.

www.bloomberg.com

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Mark Thompson

@dinosaurman1

2 months

Sorry but this isn’t just about EV batteries...it’s kitchen sinks, taps, syringes and all stainless steel humans use. And why @Talga_Ltd perseveres to create battery materials with direct responsibility and traceability via @BW

The Deadly Mining Complex Powering the EV Revolution

Nickel is pouring into the supply chain from an Indonesian industrial park with a history of fatal accidents.

www.bloomberg.com

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Mark Thompson

@dinosaurman1

3 years

Hey #graphite is on a ‘metals’ slide yay!

Leading Edge Materials Corp.

@LeadingEdgeMtls

3 years

#graphite

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Mark Thompson

@dinosaurman1

2 years

A few pics from hosting special guests at @Talga_Ltd Electric Vehicle Anode plant today, showing $TLG plan for European #graphite anode production in Sweden

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Mark Thompson

@dinosaurman1

2 years

A few glimpses of our awesome team and integrated @Talga_Ltd anode operations $TLG #graphite

Talga Group

@Talga_Ltd

2 years

The 2022 Annual Report has been published and is available now: Our Founder & MD Mark Thompson shares his thoughts on a monumental year for Talga.

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Mark Thompson

@dinosaurman1

2 years

Pretty good @WIRED article. And in @Tesla Impact Report #graphite has higher material impact than all #lithium , #cobalt and #aluminium combined. Anode #graphite needs clean new sources like @Talga_Ltd

Battery Bulletin

@BatteryBulletin

2 years

The Surprising Climate Cost of the Humblest Battery Material | WIRED Minviro estimates the emissions for SG are up to 10 times and 8 times for NG while the German team arrived at 4 times higher for NG than standard published current estimates.

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Mark Thompson

@dinosaurman1

3 years

Honda targets 100% EV's by 2040 and will invest US$46B in RnD. Great time to be making #graphite and silicon #battery materials $TLG via @business

Honda Declares All Sales Will Be Electric Vehicles by 2040

Honda Motor Co. set what it called a challenging target for all of its sales to be electric vehicles by 2040 as it tries to keep up with the global EV race and revive profits under the new leadership...

www.bloomberg.com

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Mark Thompson

@dinosaurman1

6 months

My @Talga_Ltd presentation in Australia today is at 1:49.45 on this recording via @YouTube $TLG $TLG.ax #graphite #anode #greendeal

RIU Explorers Conference Livestream - Thursday Session 2

11.15am ESG Trends for Explorers & DevelopersKate Vershinina - Principal Consultant (Environmental)SRK Consulting11.30am Matsa Resources Ltd MATPaul Poli - E...

www.youtube.com

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Mark Thompson

@dinosaurman1

3 years

Interesting colour choice! Did @BloombergNEF steal @Talga_Ltd customer roadmap or something 🤣

James Frith

@JamesTFrith

3 years

The new European cell manufacturing landscape after @Stellantis announces that ACC will build a plant in Italy. @BloombergNEF #battchat

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Mark Thompson

@dinosaurman1

3 years

You can’t understand #graphite Li-ion anode market without also knowing interconnected steel electrode market. Great to see more coverage $TLG @Talga_Ltd

Graphite anode gaining ground with supply chain shift amid EV demand boost: 2022 preview - Fastma...

The world is going to need more graphite, both in natural and synthetic forms, to meet the demands from the energy transition

www.fastmarkets.com

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Mark Thompson

@dinosaurman1

10 months

So it begins...This is why we all need new #graphite supply chains #battery $TLG @Talga_Ltd

China, world's top graphite producer, tightens exports of key battery material

China said on Friday it will require export permits for some graphite products to protect national security, springing a surprise with another bid to control critical mineral supply in response to...

www.reuters.com

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Mark Thompson

@dinosaurman1

2 years

Speaking on the Anode Leadership Panel tomorrow #GigaAPAc @benchmarkmin come on down for lunchtime $TLG and #graphite catchup

Andrew Miller

@amiller_bmi

2 years

The stage is set and we’re underway at @benchmarkmin #GigaAPAC 2022! Top analysis of: - #lithium & critical mineral opportunities from @RioTinto ⛏️ - sustainable #nickel & Indonesia growth from @ptvaleid 🇮🇩 - #battery capacity & global partnerships with @CDMRawles 🔋

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Mark Thompson

@dinosaurman1

2 years

An important thread 👍 for EU batteries and world’s lowest CO2eq #Graphite #anode @Talga_Ltd $TLG

Northvolt

@northvolt

2 years

Today, the @EP_Environment votes its EU Battery Regulation report – determining the future of the European battery industry. Northvolt fully supports the ambitious approach taken on key sustainability provisions such as carbon footprint transparency. Here's why policy matters...

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Mark Thompson

@dinosaurman1

2 months

The #graphite fight: US tariffs trigger race to build non-Chinese supply chain via @ft $TLG $TLG.ax

The graphite fight: US tariffs trigger race to build non-Chinese supply chain

Key material for electric vehicle batteries has been neglected by industry to date, giving China almost 100% of market

www.ft.com

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Mark Thompson

@dinosaurman1

2 years

Positive actions to improve Swedish mineral project permitting for greener Europe.

Di Hållbart Näringsliv

@DiHallbart

2 years

JUST NU: Regeringen vill förenkla för nya gruvor

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Mark Thompson

@dinosaurman1

3 months

Talga at EIT RawMaterials Summit alongside Stellantis, SQM, BMW, LKAB, Rio Tinto, Boliden and other industry/political majors @Talga_Ltd $TLG $TLG.ax

Talga Group

@Talga_Ltd

3 months

This morning, our CEO Martin Phillips spoke at the @EITRawMaterials Summit in Brussels on "Responsible Sourcing for the Automotive Sector". Thank you everyone involved for a productive discussion. Let’s push for a sustainable future! 🌍🌱 Recording👉

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Mark Thompson

@dinosaurman1

3 years

International Energy Agency in flagship report counts #graphite as largest mineral required for clean energy technologies after copper and nickel #battery #anode $TLG.ax

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Mark Thompson

@dinosaurman1

3 years

How investors can supercharge portfolios for the EV revolution $TLG

How investors can supercharge portfolios for the EV revolution

The transition from internal combustion engines (ICE) to electric vehicles (EVs) is coming faster than the average motorist – and politician – would have expected.

www.theaustralian.com.au

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Mark Thompson

@dinosaurman1

9 months

A 🌹 between thorns? Budapest today talking $TLG and supply chain

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Mark Thompson

@dinosaurman1

3 years

You ‘aint seen nothing yet… “70% increase in the price of active anode material (AAM) based on synthetic #graphite #” #anode #underpressure

New policies in Inner Mongolia may tighten synthetic graphite supply – report

Inner Mongolia’s energy consumption control policy could drive the synthetic graphite market into a deficit, Roskill says.

www.mining.com

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Mark Thompson

@dinosaurman1

4 months

"The EU said it had found “sufficient evidence” that imports of battery electric vehicles from China received subsidies ...so could introduce tariffs on Chinese EV imports by July, with definitive duties hitting by November." Personally I expect this will also include batteries

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Mark Thompson

@dinosaurman1

11 months

Good little summary. Note comment on lower energy consumption and embedded emissions as important metrics going forward. The Evolving Landscape of #graphite Anodes in Li-ion Batteries via @idtechex $TLG

The Evolving Landscape of Graphite Anodes in Li-ion Batteries

There continues to be lots of excitement regarding new Li-ion anode technologies. The next generation of silicon anode materials are inching closer to commercialization with the promise of improved...

www.idtechex.com

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Mark Thompson

@dinosaurman1

1 year

Great to visit @FIAFormulaE Grand Prix in Rome today! Big thanks Kari and team at our partner @ABBMotion together 'driving progress' for @Talga_Ltd battery anode project in Europe #batteries $TLG

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