Just sold my Largo longs.
I actually invested in Syrah twice, first for its vanadium (during a previous flow battery hype cycle), then more recently for its graphite when I saw China pulling back domestic production to address pollution; on that score, graphite is an easy target due to it's outsized impact on visibility and the visibility of the black dust itself. Graphite mining was taking the brunt of blame for pollution of all sorts in China, deservedly or not.
Like everyone else, l love the scale of this operation.
Should vanadium flow batteries emerge as a go-to tech for grid storage...
Just sold my Largo longs. I actually invested in Syrah twice,...
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