In any event, just on the basis of steel and VRBs alone, we don't need them. BUT, and it's a big IF, if the new V based electric vehicle (EV) batteries catch on for Volvo and/or Geely, "fahgedaboudit" as they say in Brooklyn. It will be 50 bagger. Full on rockets GIFs, and someone here will be changing their name to "Vanadium". No, we haven't forgotten.
Mind you, VWs recent failure to secure cobalt supplies will have companies scrambling for an alternative. This is where the Swatch EV battery is so appealing.
We live in interesting times...
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