Key Highlights

  • Talga's Talnode-C natural graphite anode has been integrated into KRI's ultra-long-life lithium-ion cells.
  • Cells have reached over 8,000 cycles to 75 percent capacity retention, roughly five times a conventional cell's cycle life.
  • Sample cells are with KRI for customer evaluation, with a target of mass production in 2030.
  • The results come from testing by KRI, a Wholly Owned Subsidiary of Osaka Gas, and no commercial Supply agreement is announced.

Talga Group Ltd (ASX:TLG) has reported that its Talnode-C natural graphite anode has performed well in an ultra-long-life Lithium-Ion Battery developed by KRI, Inc., a wholly owned subsidiary of Osaka Gas Co., Ltd., according to a release dated 12 November 2026. The company says the cells have achieved over 8,000 cycles to 75 percent capacity retention, roughly five times the cycle life of a conventional lithium-ion cell, which the release puts at about 1,600 cycles.

Cell performance and formats

KRI attributes the cycle life to its cell design, which produces more uniform electrode reactions over time. Talga's graphite is one of several materials KRI evaluates. The company says its low-resistance graphite contributes to stability and homogeneity in that design. Sample cells in stacked laminate format of 10 to 11 amp-hours and 21700 cylindrical format of 3.0 to 3.4 amp-hours are available for customer evaluation, with energy density of about 520 watt-hours per litre.

The company links longer cycle life to applications where batteries are used intensively, such as fleet and robotaxi vehicles and battery energy storage systems. The release states that the estimated potential is around one million kilometres of cumulative driving range in electric vehicles.

Commercial status

Pilot samples are with KRI's customer evaluation program, and the companies propose commercialisation and production scale-up, with mass production targeted for 2030. The results are based on KRI's testing and have not been verified by an independent party. No supply contract or Volume commitment is disclosed.

Final Word

The cycle-life results position Talga's graphite within a long-life cell design, which could broaden its use in demanding applications. Commercial value depends on customer qualification, a supply agreement and the 2030 production timetable. Until those milestones are reached, the announcement is an encouraging test result rather than a Revenue event.