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Talga Group
Talga Group (TLG) investor relations material
Talga Group Australian Rare Earths & Critical Minerals Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Australian Rare Earths & Critical Minerals Virtual Investor Conference summary19 Nov, 2025
Company overview and unique value proposition
Fully integrated from mine or recycled material to final coated anode, selling directly to battery makers.
Owns proprietary, non-licensed technology and equipment, ensuring compliance with U.S. and E.U. regulations.
Validated supply chain, qualified with multiple customers, including a binding offtake with Northvolt.
Construction-ready for initial 20,000 tons/year anode production, with modular, scalable technology.
Largest graphite resource in Europe, 100% battery-size flake, and high-grade ore.
Industry context and supply chain challenges
Graphite is the largest volume mineral in the battery supply chain but is underrecognized.
Supply chain is highly concentrated in China, more so than rare earths, creating vulnerability.
Recent Chinese export controls on graphite and related machinery have increased supply risk.
E.U. and U.S. have introduced rules to stimulate local production and counter Chinese dominance.
No new commercial-scale anode production outside China; market is tight and awaiting new entrants.
Strategic importance and defense applications
Graphite is critical for defense, with NATO and the Hague Institute identifying it as a top vulnerability.
Defense sector only recently recognized the supply chain risk for batteries and graphite.
Graphite is essential for modern military equipment, including drones and robotics.
US plant funding strategy and timeline
Quantify FEOC compliance market advantage
Defense sector engagement strategy
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Next Talga Group earnings date
H1 202613 Mar, 2026
Talga Group
Next Talga Group earnings date
H1 202613 Mar, 2026
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Frequently asked questions
Talga Group Ltd is an Australia-based materials company specializing in the development and production of advanced battery anode and graphene products. The company focuses on integrating its graphite resources in Sweden with proprietary technology to create materials for applications in energy storage, coatings, and composites. Talga’s battery anode materials are designed to serve the electric vehicle and energy storage markets, while its graphene products cater to industrial sectors requiring enhanced material performance. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.
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