TVN 3.39% 5.7¢ tivan limited

Ann: Boardroom Radio Broadcast - Mr Paul Burton, page-62

  1. 4,348 Posts.
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    Two things which keep me extremely interested in the importance of TIVAN :
    https://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http://www.haixiaba.com/n994989.html
    Fangchenggang Energy Storage Industrial Park project plans a total investment of 12.2 billion yuan, after the completion of the project will form an annual output of 250,000 tons of high-purity vanadium, 200 tons of electrolyte, 500000 tons of burning 堿, 20GW / H vanadium flow battery Production capacity

    And current world production of Vanadium lets round off to 100,000 T :
    https://www.reportlinker.com/data/series/qMT7kRLSetw

    My question which I've not been able to answer without including TIVAN as a key factor, is how are we not just going to double production as it is already at 100kT, but 3.5 x current levels? 100kT + 250kT. And what happens if Canada, Russia & Africa want to do similar?
    China have a good track record of achieving scaling pretty much anything once they have made the decision.
    Ideology NOT trumping science & new technologies, a key reason why they are able to do so.

    We will most likely see higher prices of vanadium than they are even now. It happened with Iron Ore and led to a massive expansion in production capacity around the world (much in Oz), the same is currently happening with Lithium.

    I believe TIVAN will be high in demand for a few years as unlocking titanomagnetite resources is critical to achieve this scale and will lead to the build up of many V2O5 (TiO2, Fe) production facilities.
    Last edited by Propunter2: 23/11/17
 
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