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strictlyinc
I blame on the Astrazeneca's jab I have just been given...arm still hurts two day after. :0)
I thought you meant bullish lol lol
ROCKLAWN... :0)) Animals lost in translation... I mean ...BULL. :0))
"Investors see ‘gold rush on steroids’ for green battery metals" FT
Henry Sanderson MARCH 12 2021
"Last month Mick Davis, the former boss of nickel and coal miner Xstrata, launched a fund, Vision Blue, to invest in battery metals. It has raised £75m and has already invested $30m in a project in Madagascar to produce graphite.."
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https://www.ft.com/content/fb1fa29b-7f2b-448b-ba47-05f16eccad97
“It’s a gold rush on steroids,” said Simon Moores, managing director of Benchmark Mineral Intelligence, which tracks the battery supply chain. “You’ve got the emergence of this green revolution where you have to build infrastructure from scratch. It’s not just China this time, it’s North America at the same time as China, and Europe at the same time as China.”
https://www.ft.com/content/fb1fa29b-7f2b-448b-ba47-05f16eccad97
Mr ST.... your last post ends with "i feel bearish on Vanadium and FAR"... all your other posts previously are the opposite... are u taking the pi.. or what? or perhaps a little to much wine with the sunday roast ...
"Analysts from UK-based Alternative Resource Capital [ARC] and SP Angel expect duty-paid Rotterdam ferro-vanadium prices to stand at around $35-40/kg by 2022, which compares with a midpoint of $32/kg dp Rotterdam as last assessed by Argus on 12 February. Sellers are already pushing prices up toward that band, with offers lately touching $34/kg.
Europe's current price hikes are partly underpinned by tight supply, with a lack of availability from China and major European producers sold out until the end of March. But in the longer term, it is the demand side of the equation that is dominating outlooks and bolstering price expectations".
"Revisiting vanadium flow batteries for ship propulsion. In July 2019, Maritime Executive carried a commentary suggesting possible application of vanadium flow batteries for vessel propulsion. More recently, companies from Germany and the Netherlands have expressed in further developing vanadium flow battery technology for large vehicle propulsion applications".
"Long-duration energy storage set for 'very steep' growth as sector enters commercial phase... about 400MWh of long-duration energy storage had been installed worldwide last year — roughly 3% of the global storage market. “But by 2030, we believe there will be about 30,000MWh installed, which basically represents 40% of the global storage market. So there is a very steep growth curve.”
"Biden signs executive order to review critical supply chains. President Biden has signed a fresh executive order mandating a 100-day review of critical product supply chains in the U.S., focused on semiconductors, key minerals and materials, active pharmaceutical ingredients and advanced batteries like the ones used in electric vehicles."
https://seekingalpha.com/article/4409905-vanadium-miners-news-for-month-of-february-2021
IMHO and DYOR. but I feel bearish on the Vanadium market and on our FAR.
Good luck all holders
ST
"Canadian start-up wants to build gigafactory for vanadium flow batteries in China"!
MARCH 17, 2021
...."The construction of the factory is expected to be started by May. “This project is a massive catalyst for VRB Energy’s global growth and further demonstrates that we are developing the absolute best technologies to support the worldwide green energy revolution,” said the company's CEO", Robert Friedland.
https://www.pv-magazine.com/2021/03/17/canadian-start-up-wants-to-build-gigafactory-for-vanadium-flow-batteries-in-china/
Now, to the other Vanadium miners on this boards...Kazakhstan is nxt to China and FAR has freight rail directly to China! Logistic, logistic and super cheap Vanadium of high quality! Exactly what I was referring in one of my posts yesterday. Bingo!
ST