Outlook for TNG

This is my take on the Vanadium story and why I think TNG with TiVAN will be at the forefront once we break through that never ending pointy end.

Most V was sourced from slag which is the waste product after refining ore. China use to import slag but has now banned it as too polluting. The way I understand it this was the cheaper easier option compared to mining, maybe the V was purer too? As Maxter's research discovered many miners have tried but failed in attempts to extract V in commercial quantities and grades, and most if not all mines were mothballed?.
Now that V sourced from slag (in China at least, and surely the world?) is out of the picture, China's increasing demand and lowered V production has pushed the V price up. All of a sudden mines, with production costs in the US$4-$5 range, that were previously mothballed, have become profitable.
So what's going to happen to mines like Largo, and other juniors that are looking to mine, once TiVAN, comes on line. Will demand be so great that everyone will be able to make a profit?
It's going to be an interesting decade. Hopefully in years to come all this angst will be a distant memory and we'll be looking back with big smiles on our faces