Vanadium price advances, page-418

I agree with you, but the V price means nothing, nowhere, is going to get funding in the V space right now, until the V prices turn. I'm wondering how long Largo and Bushveld can stay in business at these prices. It must be tough for them. I recon the Chinese are deliberately surpressing the V prices to undermine developers worldwide, same as they are doing for lithium, graphite and rare earths. It would be nice know at what V2O5 price TMT would be economically viable, but we still don't know. What worries me is that TMT could in fact have one of the lowest break-even V2O5 pricings, but that will end up being much higher if the merger goes ahead and they choose an AVL plan with eye-wateringly high Opex's (lets truck concentrate across WA with monster diesel trucks).

All IMHO, DYOR