Invinity is already booked by the US Department of Energy to install its’ latest model ‘Mistral’ VFBs in six sites (and the batteries not even built yet).
And, according to this 2021 news, US Vanadium’s current vanadium supply deal (for at least one plant?) with India is booked for five years only ie 7/09/2021 to 7/09/2026.
(https://www.energy-storage.news/us-...-arkansas-processing-plant-from-saint-gobain/)
It makes sense to me for US Vanadium to follow through on its’ MOU for at least 20% of pre merger production and for the deal to be sweetened somehow by that new office of the US DOE.
But I don’t know about vanadium as used by US Defence …. Maybe there’s a whole separate arena there that AVL could enter?
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