V205 Powder into VRFBs in China only operating at 46.7% total market supply. Basically and demand response will cause an uplift in prices.
Iron ore finally trending down overnight so hopefully iron ore weakness from Chinese secondary sources also slows down forcing Chinese buyers to get supply from vanadium primary producers which are outside of China.
Coming into 2025 AVL need to get cracking on Australian Electrical Utility customers to gain offtake. The Vanadium China Steel trade is dead for the moment probably for first half of 2025. Any Chinese stimulus has done nothing to date with a strong USD.
USD needs to break 100 as well downwards for commodities in general to benefit.
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