Correct me if I'm wrong, but the last bull run was a result of the earthquakes in China, right? If so, this new, permanent increase in demand will hopefully have more of a lasting effect. In addition to the decrease in vanadium production - which I image is a more significant factor.
Has anyone done or is aware of somewhere that has done the maths regarding the estimated supply of new vanadium producers in 2021 vs the decline in supply? I imagine these numbers are hard to find, but I'm also aware that whatever figures that do exist forms the basis of the new 'vanadium industry'.
Correct me if I'm wrong, but the last bull run was a result of...
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