Wise words. IMO the Yanks will be knocking on TVN's door to get a piece of the V pie as they currently have no meaningful domestic supply of this strategic future metal essential in LDES and military/aerospace applications. With China&Russia out who would they look to to shore-up supply - South Africa and Brazil? Or a partner country like Australia who has perhaps the largest undeveloped reserves of Vanadium on the planet.
GW has already stated in the IB that talks with the US are already happening. And as we just heard from Propunter2, GW will do the offtakes himself. Don't need rose-coloured glasses to see where this is heading...
"It's pretty good to have essentially 2-3decades worth of Vandium resources on the books though..."
More like 100+ years (multigenerational).
https://www.realcommercial.com.au/for-sale/property-17-100-railway-road-subiaco-wa-6008-504180707
TVN General Discussion, page-98
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