Comment by
ThaLuvDocta on Jan 29, 2024 2:45pm
I expect price increases to be a trend for ferro and V205. Ferro has already been on the rise as China steel-makers restock vanadium. V205 is seeing strong commercial demand, and prices should benefit from VRFB development, especially in the wake of China stimulus. This along with an upramp of ilmenite production could lead to a nice SP rerate.