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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02:00 What is vanadium?
05:00 VRFB stationary storage
25:10 Geopolitical impact
31:15 Project pipeline & cost curves
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.