I was reading an article today that said China in the last year has installed more solar/wind than the rest of the world combined.
Yes they are also building coal plants (which feeds the EV's so China decouples its auto transport from western oil, but that is a different story and the main driver WHY China is going all in on EV;s)
Anyway, with all that solar and wind, and they are building VRFB, surely the Vanadium shortfall could happen and VR8 would be in the box seat for VRFB
Is it a coincidence that the Chinese lucky number 8 is in our ticker, I dont, China has always been this companies target
But at these prices, not much to do but wait. China did lepidolite, and African mines that no lithium company here is happy about or saw coming and look at the lithium price and companies' valuation. The gamble here is can China get its own or does it in fact need ours
