I discovered the graph below in a recent broker report on a graphite developer (BKT), and its interesting because Vanadium is also included in the data. The explanation in the text below can be applied to Vanadium too, because the graph shows the looming shortage of V is on par with Nickel and Cobalt.
All IMHO, DYOR
TMT Price at posting:
35.5¢ Sentiment: Buy Disclosure: Held