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Mogwhy... They get there information from Asian Metals. which updates about 0400 every weekday.
I'm no longer tracking vanadium prices as I'm now only interested in the energy storage market VRFB wise. ( the next multi billion dollar industry).
Once you get up to date price wise it's easy to corralate the daily AM percentages increase or decrease before investing. com publish next day.
The sooner we are no longer known as BMN the junior miner and rebrand as Bushveld Power the better.
loudspeaker - that's the site I normally use but it hasn't been updated since the 17th.
24hrs behind you can find all vanadium variants worldwide on investing.com
Anyone know where to get a current price for US ferro vanadium 80% ?
This I feel is the very reason why FM wants to hedge the vanadium into batteries. Fortunately we don’t just export to China either.
What a clever CEO.
Investors digest article
***One of our favorite long-term trades is taking it on the chin thanks to the Chinese Evergrande drama
Regular Digest readers know that we’re very bullish this decade’s copper and battery metals trade.
From electric cars, to solar energy, to large-scale battery storage, to cutting-edge tech products…tomorrow’s technology requires battery metals. This is a heightened demand that didn’t exist to nearly the same degree decades ago. And it’s paving the way for multi-bagger returns in select commodities and commodity miners over the coming years.
But the latest drama with Chinese real estate developer, Evergrande, is serving as a temporary headwind.
From MarketWatch:
Prices for some commodities, including iron ore and copper, took a hit on Monday, as the potential collapse of one of China’s biggest property developers fueled worries about the economy, and potential declines in construction and demand for raw materials.
The “festering fears” around China’s Evergrande are “raising concerns about a bigger economic crisis in China that could put downward pressure on a lot of the commodities that China consumes,” said Phil *****, senior market analyst at The Price futures Group.
Though Monday intensified pressure on copper’s price, efforts by Beijing to curb commodity prices have been weighing on the metal since earlier this summer.
From the Wall Street Journal back in June:
China said it would begin to sell major industrial metals from state stockpiles, an effort to squelch factory-gate price increases that have hit a 13-year high and are stoking fears of global inflation.
As the world’s biggest buyer of a range of industrial commodities, China is using its market heft to try to quell the sharp rise in global metal prices over the past 12 months, including a 67% surge in copper, a bellwether for macroeconomic health.
China might be able to temporarily take pressure off of soaring commodities prices, but – to borrow from the Fed – that would be “transitory” …a bit like trying to block the spray from a firehose with your hand.
As the world transitions to green energy over the coming years, the demand for copper and base metals is going to be massive. One country’s reserves – even a country as large as China – can’t stop that.
We believe that weakness in copper and other battery metals should be seeing as discounted-entry-price opportunities for long-term, patient investors.
Bottom-line, this decade will be defined by technological innovations – and those innovations demand battery metals.
Driving costs down is the key (company can control this) and will come with increased production.
Vanadium price. Well, it's unpredictable isn't it? Always has been!
I said this before about expert predictions and jolly well got shot down for it.
China certainly controls the price of V. I had hoped that we could have progressed on the various fronts the company is developing but it seems that for now it is not in a position to report these to the market. We need the price of V higher and the costs to be lower as this will impact the bottom line. The H1 figures are out in the next week, I hope these can be released before the 30th as the sp needs something to lift it from this downwards drift.
Potential collapse of Chinas largest property developer Evergrande is the main current problem
With consequential reduction in demand for raw materials
Suspect this is connected with China trying to cool off its construction sector. Same effect is pushing iron ore prices down.
Continuing downward. All 180 day indicators red and even 360 now close to going red. This is much more than just the July August slow period. Hope it reverses soon.