Tried to write something to this effect this morning. The rebar is what it putting meat on the bone for Vanadium right now, as I really think that whilst most investors are now fully aware that an energy storage revolution is underway, they associate it primarily with Lithium, and Vanadium is yet to really shoulder it's way into the space in any kind of convincing fashion.
Something like China choosing V-batts as their stationary storage would catapult this into the stratosphere.
TMT Price at posting:
53.5¢ Sentiment: Buy Disclosure: Held