my other thought is
- Russian V has now acres to Europe
- Chinese Co production down to to minimal blending of Chinese ore with vanadium
- South Africa hit by Electricity issues for Bushveld
- Largo diverting tonnes to the vanadium trust
My question is how is Chinese steel going to get all its vanadium required?
The answer is they won’t…..Biggest deficit in history taking place.
Big V Spike incoming
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Demand will drive TMT to the roof, page-33
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