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26/10/23
20:01
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Originally posted by sabine:
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Well I just learnt about AVL’s long term supply MOU with American vanadium processor US Vanadium today Handy. Handy? The offtake it has put dibs on is for the same amount as Chinese company CNMNC had booked via MOU at TMT . For TMT this was an even longer term understanding (since 2017?) until it ‘fell off’ the company’s notices after last being mentioned in 2022. AVL has a shared director with USV as well - which may be a very useful synergy in these days when the government is trying to forge critical minerals relationships with the USA. cheers
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Thanks Sabine. Getting each other’s MOUs and offtakes will be a big one indeed. (and not having to compete with each other for more going forward.)