RE:MB: FeV prices up due to concerns in Brazilkha341 wrote: One of the main drivers is that vanadium pentoxide (V205) producer Largo was disrupted by heavy rainfall in November and December at the company’s Maracs operations, located in...
What are the other reasons for the increase in FeV prices besides Largo’s decrease in V2O5 production? Why was Largo’s production singled out? Really strange to me.
Largo’s Q4-21 Production = 2,003 tonnes = 1,257T or ~38% lower than Q3-21 (3,260T). And that missing 1,257T of V2O5 due to abnormal rainfall in Nov & Dec was singled out as one of the reasons for the increase in European FeV prices in Jan?
Largo’s Q1-21 Production was even lower than Q4-21’s and had no impact on FeV prices back then?
Largo’s Q1-21 Production = 1,986 tonnes = 1,765T or ~47% lower than Q4-20 (3,751T) and no effect on FeV prices back then?