"The supply side is probably going to be down 25% to 30%. That creates a shortage. If this shortage gets bad enough, as it did in 2004, China actually becomes a net importer of vanadium. Then you watch what those markets do."
http://www.thestreet.com/story/1343...urces-bets-on-expected-vanadium-shortage.html
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"The supply side is probably going to be down 25% to 30%. That...
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