the biggest driver for vanadium next few years is going to be Chinese environmental regulations driving need for higher grade feedstock to steel production IMO. Batteries just icing on the cake if it comes through. Absolutely no problem running industrial economy on 100% renewables with storage from an engineering perspective. It would be cheaper than coal and gas too, if we hadn't massively subsidised and built those things year ago.
Vanadium news, page-11
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