Mandatory #battery storage is such a good thing for #China. #Lithium will benefit for sure. Unfortunately the supply scale here is currently out of reach for #Vanadium #VRFB Policy has really taken off early 2025. Wasn't enforced much at introduction ess-news.com/2025/06/26/chi…

The last time #China did this in 2016 did wonder to #Vanadium, and was my first time hearing and learning everything about #Niobium. They enforced it the "iron fist" way(no pun intended). Shutting old mills, fining non-compliant rebar producers, especially water-quenched rebar.

#China is always prepared to buy #mining assets overseas That's not to say everyone in China behaves the same way. You could quickly gauge their quality in a meeting, if you could get your foot into the door for one to happen with right people. ft.com/content/51c201… via @ft

Trade-off would be the battery safety. High temperature at 10C charging would quickly deteriorate battery life as well. But doesn't need a technological breakthrough to resolve the issue - better cooling solution can do. LFP has really come a long way & is here to stay.

#Vanadium Price in #China Flat for the past 3 weeks. Unfortunately the statistic from #steel production doesn't look too good. That's not to say #VRFB isn't taking off in #China though. Minimum 10% storage for renewable energy projects seem to have higher compliance rate too.

Unless this is a start of the domino that will affect all Qinghai region, I honestly don't understand the overreaction to a 5ktpa #Lithium supply cut. June-October is typically their prime production time so we shall see if more news follow. Perhaps the #China market knows

Here's more on what I found on #China Qinghai #Lithium event which may explain the reaction in China. The regulator that fined Zangge isn't just a normal regulator, which I'll call QSLA (Qinghai salt lakes admin). It had been set up in 2024, specifically to overlook

Chinese exports of #Antimony & #Germanium plunge even as rare earths rebound Lots of "maintenance" works happening for Antimony smelters so we might see the production plunge in July in #China reuters.com/world/china/ch…

Important Update on #Vanadium in #China Reports suggesting molten iron levels are picking up and #steel mills activities the same. Recent new of Tibet Mega dam would be a massive news for steel, and any rebar "addictive" like Vanadium and #Niobium. Tibet Mega Dam is 3x the

#China did something that sent shockwave across #coal market today. Everyone has read similar news so I won't go into it. BUT This wouldn't be the first time China has done exactly the same thing - back in 2016-2017. The goal then was to: -retire all operations <300kt/a

Official document that was received by #coal companies across the named regions. Specifically on page 3 “Will suspend all non-compliant coal mines until rectification(on mine plans, arrangements and personnel)have been completed. Suspended mines will be subjected to strict

2 acquisitions within a month by #China Zijin Mining - Raygorodok for US1.1b and Tongon for US$500m. I was able to see some linkage between $WA8 NED Dr Dianmin Chen and Zijin. I’m sure Zijin can spend some pocket money to make a more competitive bid on WA8?

If this isn't #coal and it's #lithium price , all coal stonks might've gone up 100% by now. Coking coal futures in #China Dalian up 50% in about 2 weeks.

The largest #Vanadium producer in the world #China Pangang Group claims that 28% of their Vanadium sales in 2024 has gone to #VRFB producer Rongke In 2025, this figure is likely to grow to 35% Hopefully Vanadium companies will start to attract some attention like Lithium

Price recovery in #China #Vanadium Will be interesting to see if the 反内卷 "Anti-involution", or the anti- destructive competition movement will make its way to Vanadium. In 2017 lots of smaller operations were closed due to polluting practice and "redundant".

Some hardcore investors actually made the climb up to Jianxiawo #Lithium mine and confirmed that there’s no longer activity as of 9 August. Good article here - mp.weixin.qq.com/s/DDqf_mp1JRN5…

#CATL has also responded on investor relations page - confirmed operation has stopped at Jianxiawo #Lithium "In process of renewal of the mining license ASAP.. little impact on the company's overall operations". Link ir.p5w.net/c/300750.shtml Why not extended in first place?

Straight out of their 2016-2017 #coal playbook, which I've posted here with highlights on what happened - x.com/Mastermines_CN… History doesn't repeat itself but it surely rhymes hey?

#China #Vanadium price is recovering. CCP seem to have initiated a wave to remove overcapacity across different minerals, which makes me think it's just a matter of time before it makes its way to Vanadium.