I suggest that Vanadium will be a hot commodity in the near future in that most mills will be producing HSLA steel (high strength low alloy). A small amount of vanadium, twice the strength in the steel.
Construction will only require half the weight of steel, the mills halve their CO2 output and still make the same profits selling at a 30% premium to mild. The big losers will be iron ore miners.
VRFBs will be the biggest end user. Buy the dip.
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