You make a reasonable point. However, from my understanding, there would still be a deficit. Largo and Bushveld are struggling to meet demand for V, and with the new rebar standards in place that will remain for sometime until more come online. Thats well known. Yes, Largo have more inground but they cant meet demand at their rate of production. A new plant wouldnt solve that either. Correct me if I am wrong. Also VRFB isn't a now entity. Steel is the focus. People are harping on waiting for VRFB. It's slowly happening, but it's still a long time off from it driving demand for the V market. It's approximately 5-10% of the market. I guess time will tell. ALL IMO ETC.
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