Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
2.5 GW of #renewableenergy projects registered with @NERSA_ZA in Q1 2023. 1.3 GW registered just in March, after 1.1 GW in Jan-Feb.
https://twitter.com/***lorTIPS/status/1643906563281698816?t=HCeFlfdNJFYdcPwciuayZA&s=19
Currently 18.97.
Maurice.. you know I did.
@HarChris... What the trolls fail to mention is that a lot of investor's ( not them ) made life changing amounts of money with BMN during 2017/ 2018.
Timing is everything when investing, sometimes you get it wrong, sometimes you get it right.
The catalyst for the rise was the new Chinese re-bar regulations, and they were delayed nearly 12 months, (can't say they had no prior warning), but investors still didn't understand the implications it would have on the Vanadium market. ( it's too good to be true they posted)
The same will happen with VRFB’s in the energy storage market.
The Must deal done?
BAILLIE GIFFORD changed its fund management rules and sold down all their invested companies that weren't paying dividend 's.
There's only 4 primary producing Vanadium plants outside of China, BMN own 2 of them.
A new VRFB manufacturer seems to come to market every month, plus all the new world rebuilding demand.and rearming NATO.
Where is the new supply going to come from?
You can't have the Vanadium tail wagging the steel dog,it can't come from secondary production.
BMN are years and hundreds of million of dollars ahead of the chasing pack of.
wannabe's.
( We still have the world's largest resource untouched Mokopane ).
SA politics aren't doing us any favours, but when you think it all through there's no one else.
Dyor
There is no grey area now for US FeV 80% imports and could push up the price significantly.
That's probably well over $9million as it's Nitrovan from Vametco to the US
It's a pity we can't track what else has been shipped to Europe and Asia, plus what high value Vanadium products Vanchem is shipping out.
It looks like a very good revenue month for BMN.
These few paragraphs taken from the link below kinda makes the naysayers on VRFB’s look a bit foolish.
Vanadium’s bread and butter has traditionally been its use in high strength steel but as the world rushes to decarbonise, market analysts believe its use in safe, low-cost energy storage batteries will soon take over.
With a current market of ~110,000 tonnes in 2022, commodity analysts CRU Group expects vanadium demand to double by 2032, owing more than 90% of this growth to its use in Vanadium Redox Flow Batteries (VRFBs).
VRFBs are used in large scale, battery storage systems that store excess power from the grid for use during peak demand periods.
European FeV now $40.25 per kg.
Really Knuttie. he blew his cover by posting on the CASP bb before bere.
hmhg is the cycling term for a good hill climber.
The triple lock guarantee has allowed him to purchase a decent VPN instead of trying to deceive using the free ones.
To me he will always be Maurice Garin ( aka capa) who was banned for ****** post's
Dyor.
Well done eatstocks, a picture paints a thousand words.
Ignore the troll comment's.
BMN don't do placings to feed the incestuous square mile and they don't like it.
With the current V prices looking very profitable and the US/Rand over 18 the CLN conversion in November is looking like a favourable outcome.Is in play.
Another 77000 kg of Nitrovan landed in Balimore yesterday.
Kerching Kerching.
BMN don't produce FeV 50% so we don't track it.
European FeV 80% has moved up 0.51% to $39.45 per kg.
Hope this helps.
There's quiet a few multi account fraudsters who post on this bb and new PI's who don't the score are influenced by their negativity.
They use VPN's to disguise their IP address.and throw away emails
Even when they're caught bang to rights like Cindercone was they somehow convince Admin that they had forgot about an old account they used to have.
Absolute bo##ks, rules are rules and they should be struck off., zero tollerence.
It gives the LSE directors no credibility at all, but all the click bait responses improve their revenue.
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Vanadium Price Today
V205 Vanadium Pentoxide Flake 98% USD / lb
Europe : US$10.10/lb (0.00%)
? ??Ferro Vanadium 80% USD / kg
China : US$45.00/kg (0.00%)
Europe : US$39.25/kg ?(+1.29%)
US FeV 80% : $44.75 per kg.