RE: VRFB growth in China21 Feb 2024 15:26
@Lindon - I think the point worth noting is that IF the batteries do go ahead, China will have zero surplus to provide the RoW and thereby reduce what is already a tight supply even tighter. And IF they do require all this Vanadium (which they are unable to source from their own shores), who is to say they wouldn't reduce/remove the import duty?