• Shovel-Stocks

[Interview] Vanadium Market Overview & Vanadium Redox Flow Batteries (VRFB)

Updated: May 11

In this interview, I discuss the vanadium market and Vanadium Redox Flow Batteries (VRFB) with Industry consultant Willis Thomas from CRU Group.

My article about vanadium can be found here. I share my thesis for Vanadium Resources (ASX:VR8) and Ferro Alloy Resources (LON:FAR) as part of that article.



Audio only version



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Timestamps:

00:00 Intro

02:00 What is vanadium?

05:00 VRFB stationary storage

09:45 Supply/demand

25:10 Geopolitical impact

31:15 Project pipeline & cost curves

39:00 VRFB

48:19 What to look for in a vanadium project as an investor

Disclaimer: This blog post is purely my personal opinion and is not financial advice. Please do your own research, before taking investment decisions. No payment or other incentive was received to write this article.

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