RE:World Bank - VFB Market Forecasts vs V2O5 pricesNice overview.
Based on recent VFB announcements from China it looks like even the Worldbank´s optimistic case may be too conservative. 4.1 GWh China battery announcements so far this year, 3.4 GWh of which in March/April. Build time seems to be about 9 months, so demand should kick in this year.
But yes, weird that the V2O5 price still hovers around the lows of recent years, one would think that the orders for V2O5 electrolyte have been placed and already affect the price.