The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
We maintain a positive view for vanadium demand in 2021, supported by continued expansion in global economies recovering from the Covid-19 pandemic and the positive benefits of government stimulus efforts, particularly with regard to infrastructure spending and in turn rebar and vanadium consumption. While comprising only a small portion of total vanadium demand, growing focus on green and renewable energy - given another boost by the new presidential administration in the United States and the need for battery storage for renewable energy sources - will support vanadium redox flow battery (VRFB) technology and also spur higher demand for vanadium from the energy sector during 2021 and beyond. We forecast vanadium prices to remain elevated through the first quarter on tight supply and strengthening demand from steelmakers.
good summary Fara
FM was actually in full sales presentation mode I felt, also talking a little more quickly again, what mood is he in when he used to do this.... right :) He really highlighted vanadium, Africa, opportunity, local content/benefits etc.
I will catch the battery metal debate at 16:10 as well...kids allowing
Kagiso Thobye
2:39:31 pm
Fortune, your response is dominated by Vanadium. Clearly is the next Gold. Our community has a Vanadium Green field next to Glencore Rhovan which is Glencore's best performing operation currently outside Brits. We would be happy to engage with your company on this Vanadium green fields.
It 14.05GMT according to the email I have, Was looking at the wrong event 're my last post.
Should be interesting, seems they BMN are setting the scene before news now, and Mastermines interestingly having a dig today:) always seems to when prices are rising in China..
A paradigm shift
@Eskom_SA's CEO commits to facilitating grid connections for small scale embedded generation https://t.co/IiNSxUk1ws
https://twitter.com/CyrilRamaphosa/status/1356583569632673794?s=19
We call on stakeholders, in both government and in the private sector, to work with us in providing energy that increases production in all sectors of the economy, all the while promoting job creation, growth and opportunities.
#MIVirtual https://t.co/OznkU88ysT
https://twitter.com/BushveldMin_Ltd/status/1356235322028404742?s=19