confidence building, page-7

Nice posting Rook..

Zero upside priced into vanadium at the moment.

TMT/AVL will be positioned to be Australia's VRFB superpower in a few years. I'm not sure how cost effective it would ever be to manufacture batteries here, but if we can at least partner up with some of the big manufacturers who may be award the huge grid scale contracts that we expect will come in the next several years, there should be no issue with electrolyte offtake being completely locked up.