Thank you for the great videos. I can only imagine demand would...

Thank you for the great videos.

I can only imagine demand would have increased substantially since then due to the factors we're all familiar with. I'm still on the hunt for proper figures, even if they are very approximate. I suppose the landscape for vanadium is different now. The concern which I wish to disprove is that the combined efforts of Bushveld, Largo and anyone who may get an offtake before us may satisfy the demand and send the price right back down. I certainly think that TMT may be the next vanadium producer after Bushveld (obviously) and possibly AVL.

As I've said before, my great fear is that although currently there is a large gap between supply demand (hence the ridiculous price), it could be easily filled. If anyone who knows/thinks otherwise could correct me, I'd be eternally grateful.