Talga Fortum Graphite Recycling MoU Targets 10,000 Tpa

Talga Fortum Graphite Recycling MoU Targets 10,000 Tpa

Talga Fortum Graphite Recycling plans were outlined in a non-binding memorandum of understanding signed on September 14 by Talga AB, the Swedish subsidiary of Talga Group Ltd, and Fortum Battery Recycling Oy. The agreement will explore strategic opportunities across the European graphite and battery materials value chain by combining Talga’s expertise in high-purity primary graphite mining and anode production technologies with Fortum’s battery recycling capabilities and production of sustainable battery raw materials. The collaboration is intended to connect primary and recycled graphite streams within the battery materials supply chain.

Recycled Graphite Supply and Anode Development

Under the MoU, graphite recovered through Fortum’s recycling operations could be supplied to Talga for refining into battery anode materials, providing a recycled feedstock that complements primary graphite production. The companies also plan to jointly develop blended or optimized anode materials that combine primary and recycled graphite streams. This approach would bring recycled material into Talga’s anode production activities while maintaining a connection with its primary graphite expertise. The planned collaboration therefore covers both material supply and development of anode products using different graphite sources.

Production Ramp-Up Planned Through 2034

Commercial operations under the proposed collaboration are scheduled to begin in 2029, with indicative production volumes of 400 tonnes per annum at the initial stage. The planned production volume is expected to ramp up to 10,000 tonnes per annum by 2034. The stated production schedule provides a defined progression from an initial commercial operation toward substantially higher output over the following five years. The volumes remain indicative under the non-binding MoU, while the agreement establishes a framework for exploring the commercial and technical opportunities associated with primary and recycled graphite integration.

Industry Impact & Outlook

The proposed collaboration could support greater integration of primary graphite production and battery recycling within Europe’s battery materials value chain by creating a route for recovered graphite to be refined into anode materials. For Sweden and the wider European market, the initiative connects mining, anode production, recycling, and material development activities within one prospective supply framework. The planned 2029 start and subsequent ramp to 10,000 tonnes per annum indicate a gradual commercial development path, while the non-binding status means further work would be required before the proposed production volumes and operations are established commercially.

Frequently Asked Questions

What does the Talga and Fortum MoU cover?
The MoU covers potential cooperation across the European graphite and battery materials value chain, including recycled graphite supply and anode material development. Fortum could supply graphite recovered from its recycling operations to Talga for refining into battery anode materials, complementing primary production. The companies also plan to explore blended or optimized anode materials combining primary and recycled graphite streams. Commercial operations are planned to begin in 2029, with indicative production of 400 tonnes per annum initially and a planned ramp to 10,000 tonnes per annum by 2034.