RE: presentation6 Mar 2019 21:47
faramog - a couple of follow one points :
1) Production at Vametco in the Evraz years was courtesy of the mined ore being augmented by Vanadium sl-a-g from the Highveld steel plants. Taff Williams told me whilst at the mine that Evraz never believed that the mine could operate entirely upon its own mined ore. That's why they sold it so cheaply.
2) Page 25 is the one that you should be looking at - it shows the huge rise in Vanadium demand that could result following effective VRFB uptake in the Energy Storage market. Production of 10,000 tonnes per year is not going to cut it, we're going to need to make 20,000 tonnes or more.