RE:RE:Anonymous et al in controlpossibly.
Another scenario would be that V users aren't operating on a week to week supply; they will have reserves, and it may take time before the real deficit is seen.
NewAgeMetal wrote: Well they seem to be but same thing happening to Bushveld. I think they expected deficits of v aren't materializing to justify further prices increases. The sanctions don't seem to be stopping that 17% world supply of vanadium from coming to market.
17% is huge, we'd certainly know if it was missing.