Hi, here is something I thought you might find interesting:
CORRECTED-UPDATE 1-China iron ore, steel hit multi-month highs on trade hopes ..good for Vanadium demand
For the full story:
https://au.investing.com/news/commodities-news/update-1china-iron-ore-steel-hit-multimonth-highs-on-trade-hopes-1365123
If I were a battery manufacture and was worried by escalating V205..e.g. Nippon Steel who control No1 VRB Sumitomo I would be buying out one of the upcoming deposits. TMT is a classic ,but I doubt if our instutionals would be a easy pushover.