RE:Nice commentary on vanadiumNot so irrelevant (IMO) ... AND thanks for sharing reeJoey...
Battery Electrical Vehicles -->Vanadium Mid to long range Battery Electric Vehicles (BEV’s) --> Vanadium
mostly used in Over 90% of the V mined is used for steel production. Another 4% of V is applied to titanium production, 4% to chemical applications and only 2% is applied to Lithium battery technologies today.- with BEV forecasts --> ratios will change dramatically. market ishows a structural deficit slow ramping from 2016-2019 but then ...blast off Battery Operated Vehicles (BEV’s, PHEV’s, Hybrids): Gated by structural deficits in Ni, Co, Li, Graphite, and Vanadium. These constraints hit with building a planned 5M BEV’s a year. How do we then make 20-60M BEV’s? --> Vanadium: Structural deficits starting 2020.
THE WRITING's on THE 2020 WALL