I've been reading this thread for a while and I think it is important not to give anymore oxygen to the tripe being written by Hagetaka.
Do your own research on the vanadium space and you will laugh out loud at the falsehoods this poster espouses here.
Check out leading minerals and commodity experts Roskills who agree with Morgan Stanley ( see Largo research report) that there is a serious structural deficit in vanadium supply now and getting worse in the future. There is not ample supply like that nitwit wants you to believe. Largo he wants you to falsely believe has future demand covered ....again an absolute lie.. an agenda driven falsehood. They are planning to increase production from 10,000 tpa output to 12,000 tpa output....how can that dent predicted 25-30,000 tonnes deficit? There is also no need for his fanciful Elon Musk moment because VRB's constitute less than 7% of global vanadium demand. It is all about steel and industry participants know that the previous capacity for China to crank up output has been cut off at its knees.
AVL Price at posting:
2.8¢ Sentiment: Hold Disclosure: Held
(20min delay)
