China is the largest producer of Vanadium, with their friend Russia, in 2nd place.
Seeing what they're doing on Soybean trade flows, buying nothing from USA even though they're the world largest producer, show how much they are trying to ween themselves off Western supplies.
The Chinese will own the supply chain on Vandium, be vertically integrated on the VRFB supply chain and dump them into the intl market, just like they're doing with EVs, at cents on the dollar to the west.
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| SRN (ASX) Chart |