Likely not vanadium IMO. Though they are being deliberately coy. https://www.lockheedmartin.com/en-us/capabilities/energy/energy-storage.html Just another competitor in a ridiculously crowded market. The US is announcing massive new grid storage batteries atm. Using lithium-ion. Seems VRFB is just not happening unfortunately. As to why....who knows? PR of Elon/higher upfront costs/decision maker knowledge gaps/simply not as good as we hoped?....A mix of it all I guess.
TMT Price at posting:
18.0¢ Sentiment: Buy Disclosure: Held