- First shipment under offtake deal made in May 2025
- Customer a pioneer of high-power, ultra-fast battery charging technologies
- Talga in advanced negotiations for additional offtake agreements
Talga Group (ASX: TLG) has made the maiden commercial deliveries of its flagship battery graphite anode product Talnode-C to customer Nyobolt under a binding offtake agreement.
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The first shipment at a contracted commercial price under an original agreement announced in May 2025 has been delivered from Talga’s EVA demonstration plant in Luleå, Sweden.
Customer, Nyobolt is a pioneer of high-power, ultra-fast battery charging technologies and its systems are now being deployed in an expanding range of applications including high-performance and heavy-duty vehicles, AI warehouses and data centres.
Under the May 2025 offtake agreement Nyobolt committed to purchasing 3,000 tonnes total of Talnode-C at a fixed price for an initial term of four years. Initial supply would be from Talga’s Electric Vehicle Anode (EVA) demonstration plant in Luleå.
Talga MD, Mark Thompson, said the maiden shipment marks the transition from qualification volumes to ongoing sales revenue and represents a significant commercial milestone for Talga and the European battery ecosystem.
“The balance of the 3,000-tonne offtake will be supplied from Talga’s planned commercial-scale anode plant in the same area, with construction targeted to commence in 2027 subject to final investment decision.
Nyobolt recently completed a capital raise at a US$1 billion valuation, reflecting strong investor confidence in its ultra-fast-charging battery systems.
The trademarked Talnode-C product s made from a unique Swedish high-grade natural graphite and proprietary coating processes to offer industry-leading low emission active anode and can be tuned for high-rate applications or as a blended product.
Talnode-C has been qualified by Nyobolt as a feedstock for its battery anode technology, demonstrated in vehicles that can charge in less than 5 minutes – roughly twice the speed of the fastest-charging production vehicles today.
Mr Thompson said this commercial relationship demonstrates accelerating demand for TalnodeC in high-performance, high-power battery applications beyond passenger EVs. Key growth segments include but are not limited to commercial and industrial drones, hybrid and heavy-duty vehicles, defence hardware including unmanned (autonomous) vehicles, robotics and AI data centre power solutions (GPU stabilisation and in-rack backup).
He also revealed Talga is in advanced negotiations with additional offtake parties and new customer s progressing through the final stages of qualification and onboarding. These include leading international battery manufacturers across Europe, Japan and North America.
TLG https://hotcopper.com.au/asx/tlg/charts/ was steady at 21.5c with a Mkt cap $42.50M before markets opened.
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