The world will need an extra 50,000t of Vanadium within 5 years. Thats not accounting for uptake of VRB’s. That’s AVL, TMT and 2/3 others. AVL and TMT have the highest grade in the world. If they can’t make it work then others have no shot.
TMT will be a mine a very profitable one.
Holding 150,000 TMT