I think it's a reasonable naive approach to the V market. miners are price takers, not price setters so to think floor can bet set is ludicrous.
My experience in V has been driven 50/50 steel/VE.
There is simply no lithium EV moment for V that will result in the sustained price growth you are hoping for.
go do the numbers, they don't lie. V at the levels you talk suppress VRFB uptake. Hence the importance for financiers to have diversified revenue streams.
60/30/10% T/V/Fe is a far more desirous revenue proposition to any lender than 100% with some questionable product credits.
look forward to seeing the progress of both camps however I do expect, especially in this cost pressure environment, a swift move to production a unlikely for north camps
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