Post by
ThaYoda on Dec 05, 2022 9:20pm
Demand will skyrocket.
Those with a LT horizon should do really well. VRFB batteries worldwide will significantly increase vanadium demand and thus its price. Even if LGO's battery business was worth $0, the vanadium demand increase would substantially increase FCF.
Comment by
ceetong on Dec 06, 2022 8:53am
Your reasoning is seriously flawed as it completely ignores the supply side. > Help <