https://www.linkedin.com/posts/jackbedder_chip-wars-spread-into-l...

https://www.linkedin.com/posts/jackbedder_chip-wars-spread-into-lithium-ion-supply-activity-7121176333405040640-U-Xs?utm_source=share&utm_medium=member_ios


With Chinas VRFB deployments into 2024 topping 8GWH or 72,000 tonnes of Vanadium. China will have to ban vanadium exports to meet that goal.

The 2025 numbers could be as high as 20GWH or 180,000 tonnes.

The current V market per year is 110,000 tonnes via steel markets mainly. Where is the vanadium going to come from?

for the western world V mines outside of China are down grading their production so the **anintha deposit becomes very critical moving forward.

Interesting times!!