Re: Newsletter responseThe person who replied to you may be uninformed...
The substitute for vanadium is moly... looked at moly prices lately? A large part of the world's V production comes from S Africa if I'm not mistaken...
Chart moly versus vanadium... look at the previous moly spike. V hasn't moved yet this time, but it will IMO.
Anyways, I see $1 in the cards on the PGEs alone.