Hey Troydt, do you know if there was actually full compliance with the rebar standards introduced in 2018? I remember it was after that announcement (even before the standards were introduced) that the vanadium price spiked to all time highs, but had very much cooled off by the date which the standards needed to be applied.
I may be remembering incorrectly but there was speculation the date was pushed back for the new standards? Or it wasn't being inforced or something so we didn't see the expected demand, and with companies stockpiling just ahead of it, vanadium buying dried up for a long period and V price returned to norm pretty quickly.
I may just be inventing half of that in my head as I did not follow the markets too closely that year...
But clearly we see the impact on vanadium price when changes are made to how much of it is needed in steel, so anythink like 2018 and AVL have a good backdrop for releasing news this year, that won't get ignored hopefully.
That at least will make a nice change for us compared TMT's market releases.
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