Some rough numbers During the Glencore rip off it was fairly straight forward to calculate the approx. expected Revenue for each quarter. Post-Glencore not so easy. We can however make a rough calculation.
Q4-2020 average price of vanadium was approx USD 5.20/lb. (unofficial).
Q4-2020 production was 3,340mt which is 7.36m pounds.
7.36m pounds times 5.20 gives us Revenue US$ 38.29m
(Not taking into account any premiums).
Each US$1.00 increase in the price of vanadium will increase Revenue by at least US$7.36m. (without premiums)
To-days reported V price was approx. avg US$7.60. (thanks again LRP)
Q4 to Q1 Revenue = an increase of approx. US$ 17.66m. (again, not taking into account any premiums.
Note:
There was a reported 19 days shutdown in Jan. which will reduce Q1 production by approx. 705mt.