TVN General Discussion, page-3

https://projectblue.com/blue/news-analysis/284/what-does-amg’s-vanadium-electrolyte-plant-signal-to-the-market - the last paragraph is interesting:

Project Blue has recently revised its outlook for VRFBs and remains positive about the likelihood of the technology’s widespread commercialisation. By 2050, the VRFB market accounts for ~30% of total vanadium demand in our base case. This new demand will require electrolyte from new projects, mostofthemunknownatthisstage.

https://projectblue.com/blue/videos/252
cost of vanadium electrolyte is an inhibitor of sorts - TiVAN addresses this

GW’s comment re: TVN could be contributing approx 50% global production of vanadium from Speewah (& Peake if I understood correctly) ex Russia and ex China is worth taking note of in context of the above.

I sense we’ll see more off takes partners coming into the fold in the not too distant future. And this is just the vanadium chapter.

Wonder what news we’ll get on the Titanium and iron fronts.