Everything will be needed for the transition. Incentivised pricing mechanisms will eventually emerge or NEED to emerge. How this gets linked to a chemical price (ie electrolyte) and distinguishing between battery and steel/alloy pricing will be interesting. Add into that esg premium (ie pig iron smelting vs mining) and it further delineates production and pricing moving forward. All this is paralelling signicant lithium underinvestment which drove the current undersupply (and now oems realising they need to shore up supply). It is a few years off but I can see a similar narrative playing out for vanadium in the future.
TMT Price at posting:
31.5¢ Sentiment: None Disclosure: Not Held
