TMT technology metals australia limited
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China Pangang Electrolyte Plant Complete

  1. Troydt
    4,441 Posts.
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    27/05/23
    16:35
    Post #: 67995504
    https://hotcopper.com.au/data/attachments/5306/5306261-dc56c5b4bf1abb2233f22366c93636e1.jpg

    Pangang in China controls 60% of Chinas vanadium supply and Chinese steel controls 80% of vanadium supply globally.

    40% of Pangangs V supply is being diverted to batteries and now they have complete an electrolyte plant. With Chinese V supply tight into steel it’s about to get even tighter H2 this year.
    TMT Price at posting: 30.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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