Vanadium price advances, page-337

i disagree, finance won't be signed off without binding offtake contracts, the binding offtake conditions will either satisfy the financiers or not and if the financiers aren't happy then it will be on offtakers who want reliable to supply to step in and supply funding or risk going without when china inevitably becomes net importer again

at current pricing just over half of annual demand would be able to be produced, there would be at least a 30,000 tonne shortfall if it stayed this price for 12 months, these prices are not sustainable just as I would be saying if the price was $
20lb

imo just as $20 would be called a demand killer the lower prices are creating demand and hopefully will allow VRBs to gain significant traction at just the right time for TMT