This is essential watching from the Vanitec meeting last week. If you want a TLDR snippet, watch the Vanadium supply possibilities vid and skip to 6:48 and listen until you hear about the right hand side of the graph and when it kicks in. Cheers all.
https://www.vanitec.org/vanadium/ESC-Meetings
Demand will drive TMT to the roof, page-37
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