Unfortunately, you're about 9 months late and a penny short for vanadium, my man. the money in KRC, AVL and TNG has been and gone... mine included. If youre interested in charts you should possibly look at your vanadium miners for the last 3 years. Not a rosy picture.
While vanadium will have its day... its hardly a solid market just yet, and won't be until fixed batteries are used to power grids permanently. At the moment the preference is and will remain lithium for some time as that's where the R&D is being spent, wrapping the cathodes in HPA, mixing in tin to increase charge time, moving to solid state li ni battery..... the list goes on my friend.
As for the others may i suggest that you consider that the commodity market exists well beyond that of "energy metals". Zinc, tin, lead and copper are all predicted to be in deficit in the coming years from traditional consumption... not to even mention emerging markets. Zinc is to industry like sugar is to baking..... its in everything. Current consumption outstrips production in a large way as highlighted by Reuters today.
So while you can run from energy metal to energy metal trying to pick which one will be the "winner", i'll stick to my base metals that have been unloved, ignored, underfunded, under-developed and under-supplied for nearly a decade.....
As for your broader comment regarding metals (especially ni) id say you have completely missed the broader trend in the metals market....zinc is 20 years just because the contrast is shocking.... LME inventory, given that this is a chart thread
