What this guy is suggesting
is that just one Chinese company (Shanghai Electric) had closed orders for 3GWh of VRFBs. The amount of Vanadium needed to supply 3GWh equals 2.6x Largo's ANNUAL Vanadium output and despite that
1. the Vanadium price hasn't moved one Cent,
2. the primary Vanadium producing companies are priced in striking distance of multi-year lows.
Something doesn't quite add up here, does it?