At the Future Facing Metals Conference in Singapore, Terry Perles—President of TTP Squared and arguably vanadium's most seasoned market whisperer—delivered a compelling take on why this oft-overlooked metal might just be on the cusp of a long-awaited comeback.
A Sleeping Giant in Supply Despite its critical applications, vanadium has struggled to lure serious investment. “There’s a lot of potential projects that have been out there for a long time, struggling frankly to draw capital,” Perles admitted. But the turning point may not be far off. Excess inventory is dwindling, and Perles expects the market to start tightening by mid-2025, possibly triggering renewed investor interest.And here's the kicker—there’s actually more vanadium in the ground globally than lithium, nickel, cobalt, or manganese. The issue isn’t geological scarcity; it’s the economic trigger to get projects off the bench and into production.
The Final Word Vanadium may have spent years as a steel-strengthening sidekick, but its time in the spotlight could be imminent. With a unique profile that bridges energy storage, electric mobility, and geopolitical strategy, it’s one of the few materials that’s critical across multiple future-facing industries.For investors, the message is simple: keep an eye on vanadium. The tide might be low now, but the next wave looks like it could be a big one.
AVL Price at posting:
1.1¢ Sentiment: Hold Disclosure: Held
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