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This could speed up the Vanadium demand:China on verge of...

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Chas24

71 Posts.

24

01/07/21

02:54

Post #: 54192774
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Originally posted by Troydt: ↑

my take on QEM is that whilst they have the right intentions for the vanadium industry their grade is terrible at 0.3%. They have 2.6 billion tonnes and over a 1000 miles from a port.

There CAPEX is going to be in the $billions and their processing ratios high.

I highly doubt they will get off the ground.

With the support of the Queensland Government they might produce electrolyte if the QLD government fund them all the way.

They are 2-3 years behind at best from now as we have seem for TMT quickest timeline without COVID.

Not sure if the economics of their oil shale reserves either but purely based on vanadium they are a no go.

QEM will be a vanadium promoter at best and To AVL's credit they are already a promoter of Vanadium and VRFB.

As for TMT they will be first to mine and won't need to be the industry promoter
China on verge of banning large-scale ESSs using second-life lithium-ion batteries

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This could speed up the Vanadium demand:
China on verge of banning large-scale ESSs using second-life lithium-ion batteries

https://www.bestmag.co.uk/content/china-verge-banning-large-scale-esss-using-second-life-lithium-ion-batteries#.YNmRazpx9Pk.twitter

TMT Price at posting: 30.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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