RE: Doom & Gloom1 Sep 2020 23:09
Yes, a one trick pony if VRFB doesn't show any growth. Then a slowly growing vanadium miner would remain, with the prospect of a spike in vanadium prices, one day. I can live with that reality. There's a paradox I haven't solved yet: high vanadium prices are not good for the share of VRFB's in the energy storage solution. You need price stability. Today's price will do, but spikes have to absorbed, some value may be shed to keep VRFB competitive and leasing is only part of the answer. Or do I miss something?