View attachment 89159
There's not much new to discover. I noticed the following:
Completed capital investment in larger coating and shaping equipment at the EVA anode plant
…and:
The Company completed capital investment in larger coating and shaping equipment at the EVA anode plant as part of its production scale up plans.
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The Company also made considerable progress on key project milestones in FYQ4 and we saw some encouraging signs for the natural graphite anode market emanate from the heightened trade tensions and US & EU government policies affecting battery materials.
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Nyobolt has validated Talnode ® -C in its proprietary fast-charging battery technology being deployed in a range of applications such as AI data centres, heavy-duty vehicles and robotic warehouses.
A mate told me that the truck manufacturers (specifically he meant MAN, Scania and Daimler) here in Europe are now fully committed to electrification and have decided against hydrogen. Unfortunately, he can't remember where he read that, so here are just a few general articles that point in that direction:
Gearing up for fully electric heavy vehicles
...DC charging market in Europe and North America to have a 37% compound annual growth rate until 2030
John Granby and Erik Kanerva of Kempower explain why fleet operators will need to consider adopting the Megawatt Charging System
the-european.eu
Truck makers prepare for mass production of electric trucks
Starting in 2024, European truck makers such as Daimler, MAN, Scania, and Volvo will concentrate on bringing electric trucks to the mass market for all vehicle segments, including long-haul. Around 30 zero-emission truck models have already been announced for mass production in Europe by 2025.
evboosters.com
Here's the context related to you Australians:
Europe is racing ahead on electric trucks, but here’s why Australia can’t be a carbon copy
https://thedriven.io/2025/06/26/eur...ut-heres-why-australia-cant-be-a-carbon-copy/
As far as I know, you don't have your own global truck producers Down Under, so I assume that you will adapt your rules to this trend and, for example, extend the break times.)
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Customer receipts tripled from the previous quarter, driven by repeat orders and increasingly larger-scale requests for our high-performance anode products, which are undergoing rigorous long term qualification processes.
Perhaps some of the new enquiries and qualification programmes come from this sector?
In FYQ4, escalating geopolitical and trade tensions saw NATO nations including Sweden agree to a defence expenditure target of 5% of GDP by 2035 (previously 2%). In December 2024, NATO designated graphite as one of 12 critical raw minerals “integral to the manufacture of advanced defence systems and equipment”*. Talga’s graphite mine, part of the Vittangi Anode Project, has been declared a Strategic Project under the European Commission’s Critical Raw Materials Act (ASX:TLG 26/3/2025).
In June, the European Commission introduced the “EU Defence Readiness Omnibus” package, unlocking €800 billion in defence investments over the next four years. These reforms are designed to accelerate the EU’s defence investments, including in critical substances such as graphite.
* https://www.nato.int/cps/en/natohq/news_231765.htm
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And that explains the latest news at Bergsstaten:
The Nunasvaara nr 2 tenement expired upon the Nunasvaara South Exploitation Concession entering into force during the quarter, as shown in Appendices 1 and 2. Talga has reapplied for the exploration area not covered by the mining concession which is a new tenement called Nunasvaara nr 4.
e.g.
Tomorrow a decision will be made on the important land allocation. As a reminder: the land allocation can only take place with the granted processing concession. So for this we just have to wait until tomorrow.
thestockexchange.com.au
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I'll believe what it says about the approval process (plan, land allocation, grand opening) when I see it. The endeavour is definitely there, but what matters is what is decided and how. And I'd rather wait for that than speculate. The years have shown that this is better, even if we have been pleasantly surprised once.
