Agree, vanadium is the place to be. Too much lithium for 4 or 5 years and then only gradual and small rise in deficit. China to greatly reduce export of vanadium while global demand picks up for utility-scale batteries. Many options out there but my choices are LGO and CLQ. COB sure has ridden the rise in cobalt price!
Agree, vanadium is the place to be. Too much lithium for 4 or 5...
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