This in-depth 54 min interview with the CEO from AVL is...

This in-depth 54 min interview with the CEO from AVL is interesting for vanadium buffs. He makes some observations about the rapidly growing market for vanadium, saying estimates are that 2-3% of Vanadium went in VRFB batteries in 2022, and now conservative forecasts are saying there will be in excess of 10% in 2023, (40.40 - 41.05 min). That's a big jump.

https://open.spotify.com/episode/7tIwMu9pBveu5dVEoIHx6K

However, note that his claim that V mines in South Africa are far from ports is incorrect in our case - Steelpoortdrift is 280kms from Maputo (compared to ~470kms for AVL).

Also, despite all the claims about how superior is the AVL project compared to others, the overall economics of the AVL project are worse than many of their peers, especially ours (from the last VR8 preso):

All IMHO, DYOR