Yes, it was a great presentation. IMO
Highlight for me, was the table that Graham presented which showed China's Gigafactory manufacturing capacity per year from 2025 will be 25 GWH. This alone will require 207,690 tonnes per year of V2O5 if running at capacity.
Considering global output is around 240,000 tonnes of V2O5 currently. I am not sure where the remaining supply will come from.
On top of that Graham was very excited about the future of AVL and the Vanadium industry in general.
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