The market certainly has the jitters and IMO it’s partly due to the fact that it needs constant news flow. The other issue is the time of the year:
My own take is that if the Saudis are to achieve their vision for 2030 then they’ll need vanadium, and they’ll need a lot of it.
The clock is ticking and if they miss the opportunity to secure our resource, they may miss out.
The market certainly has the jitters and IMO it’s partly due to...
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