TMT
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0.00% 26.0¢ technology metals australia limited

Demand will drive TMT to the roof, page-33

  1. Troydt
    3,983 Posts.
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    18/09/22
    15:56
    Post #: 63760491
    my other thought is

    - Russian V has now acres to Europe
    - Chinese Co production down to to minimal blending of Chinese ore with vanadium
    - South Africa hit by Electricity issues for Bushveld
    - Largo diverting tonnes to the vanadium trust

    My question is how is Chinese steel going to get all its vanadium required?

    The answer is they won’t…..Biggest deficit in history taking place.

    Big V Spike incoming
    TMT Price at posting: 33.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 12  Upvote
    lightbulb Created with Sketch. 2  Great analysis
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