Lots of margin squeeze in the steel sector with IO prices off the hook. Renewed global interest in VRFB’s with Rongke’s Dalian project surely coming online soon. The US suring up rare earth and and critical mineral supply, now with a new RE mandate from el prez.
it wouldn’t surprise me if we’re being accumulated by insiders on the knowledge we’re being circled by a steel or vanadium market leader for a 20% tie up and a significant BOA.
coates is there too.
Vanadium news, page-3721
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