Member Info for LB21

Nonsense US FeV is $56 per kg that is where the FCF is right now.

It makes EVERY difference!

Anyone know what these look like for the previous month?

It is interesting that is it always the same MM pushing it down BEGO.

Still a $20 premium at $56.1 average...

Alfred the SP has moved down this week ONLY because there is one seller offloading shares, whether that is Duferco or someone else with a large holding I don't know.

Upgrade to L2 and you will see.

Current production/ output is flying, Kiln 3 is reportedly currently running well over 2,200 mtv at Vanchem.

How many companies do you know that can afford to expand production whilst at the same time covering not only their interest costs but also their principal debt?

Alfred,

I rarely check in here and when I have recently I have spent valuable time rebuffing your comments with constructive arguments backed up by research but having checked in again tonight crickey you do really like to spout nonsense.

Do you not have anything better to do with your time?

Alfred click on this

https://hts.usitc.gov/?query=7202.92.0000

Go to rates of duty (special column).

Highlight A+ 'Duty free treatment for Least Developed Beneficiary Developing Countries "

Then click on the link below -

https://www.cbp.gov/trade/priority-issues/trade-agreements/special-trade-legislation/african-growth-and-opportunity-act#:~:text=The%20African%20Growth%20and%20Opportunity,good%20governance%20and%20free%20markets.

SA is an AGOA country see -

https://ustr.gov/sites/default/files/IssueAreas/Preference%20Programs/AGOA%20Eligible%20and%20Ineligible%20Countries%202022.pdf

You're welcome Pdub.

Evraz Nikom has not been sanctioned by the EU YET but yes you're correct once it happens they will explode.

US prices increased 40% in the week following 24 Feb and haven't really come back that much (still high 50's).

Alfred

A link to the US harmonized tariff schedule (for admission into the US customs territory) for Vanadium products is below

https://hts.usitc.gov/?query=vanadium

If you check the rates of duty there are none.

Alfed you're talking nonsense the US doesn't have anti-dumping tariffs on FeV.

EU FeV is mainly mined in Russia and processed by Evraz in Czech Republic, so EU FeV is in essence Russian. The US is no longer importing EU FeV because of this hence the price discrepancy.

Mogombo you are delusional my friend.

Another Russian operation clipped....

You all had the opportunity to get out.

Surely you can't be bitter about taking a massive investment risk and getting caught short?

Twice the size of the proposed annual sales/manufacturing output on one project currently seems like a bit of a stretch.

https://www.energy-storage.news/vanadium-producer-bushveld-invests-in-scale-up-of-enerox-flow-battery-manufacturing/

Notwithstanding I would love it to be the case of course.

Do you have any more info on the project?

That scale seems a bit out of Cellcube's league...

Anyone with any recent info on the project?

What stage Mark?

Russian (Evraz) Vanadium is actually processed in the EU -

EVRAZ Nikom converts the vanadium oxide into ferrovanadium, the major vanadium product used by the steel industry to increase strength and hardness. EVRAZ Nikom can produce 4,600 metric tons of ferrovanadium per year that are shipped to steelmakers globally.

They are based in Czech Republic. So 'EU prices' are Russian prices.

If Evraz gets sanctioned by the EU, expect EU Fev prices to go parabolic.

https://www.evraz.com/en/

Does anyone have any insight into what Frank Spencer actually does?

Head of Deployment for over a year but as far as I can see he has not deployed anything...