Sweden's 24% graphite reserve could unlock Talga's US expansion

12/11/2025
Sweden's 24% graphite reserve could unlock Talga's US expansion

Listen "Sweden's 24% graphite reserve could unlock Talga's US expansion"

Episode Synopsis

ASX small-cap Talga Group (TLG.ASX) sits at the crossroads of graphite supply, battery materials and next-gen manufacturing technology. In this quick analysis, James Whelan from smallcatch sits down with Mark Thompson to unpack what Talga does, why Sweden matters and what the US expansion could mean for investors.

What Talga does
Talga makes battery materials and battery‑making technology, specialising in graphite—the largest volume mineral in a battery. The company highlights a very high grade graphite project in Sweden, with a reserve around 24%. The discussion also covers how Talga uses this graphite—through watching drill cores and passing current through the material—to produce high‑performance battery materials from graphite flakes.

Sweden project and US expansion
We chat about the Sweden deposit and how Talga plans to scale into the USA, outlining potential milestones and what investors should watch next.

Why it matters
For investors, Talga sits at the interface of graphite supply and next‑gen battery tech, with a story that could influence supply chains and pricing in the coming years.

Timestamps
0:00 Intro with James Whelan and Mark Thompson
0:40 What Talga does: graphite materials for batteries
1:25 Sweden's high-grade graphite deposit (24% reserve)
2:10 Drill core demo and material properties
3:05 US expansion plans
3:50 Final thoughts and investor context

If you're following Talga, hit subscribe for updates on milestones like the Sweden project and the push into the US market, and drop your thoughts in the comments below.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.


📌 Articles:
https://smallcaps.com.au/talga-group-launches-recycled-battery-waste-graphite-anode-product-talnode-r
https://smallcaps.com.au/talga-group-nunasvaara-south-europe-natural-graphite-court-win
https://smallcaps.com.au/talga-group-multi-year-offtake-nyobolt-talnode-c-graphite-anode
https://smallcaps.com.au/talga-strategic-project-status-nunasvaara-south-graphite-mine-sweden
https://smallcaps.com.au/lithium-giant-sqm-partners-talga-group-aero-project-earn-in-agreement

🔎 More on this company:
https://smallcaps.com.au/stocks/asx-tlg/



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