The elephant in the room is the complete lack of any positive action being taken on behalf of any of the entities which are going to be directly affected by the Vanadium shortage.
None of them, anywhere in the world have taken a step.
Largo are opening new ground which will help, but as far as getting new projects underway the silence is deafening.
Maybe they are all hoping someone else will make the first move?
I think the rebar standard upgrade is irreversible ?? So theres a need for a lot more than previously.
It seems the scrap ban is here to stay, so theres another 4500 - 5500 tonnes of V2O5 which needs to come from somewhere.
Then the emerging VRB industry !!
It's like a Mexican standoff !!!!
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