alright here is a vanadium thread for all you tourists who already lost hope unlike me, @mineralstocks , @Valarian11 , and @Edark94

one of the biggest issues with vanadium equity investments is that the prices are hard to track: sketchy sites, paywalls, etc

the toilet provides before we dive in, i would urge that you read the wonderful analysis done by @mineralstocks here that broke down the prices we care about

tldr: look at the last numbers in the screenshots that tell us where we need the price to be mineralstocks.substack.com/p/largo-findin…

🚽danger zone🚽
if you remember my magnum opus on the interplay of nonres and res construction employment with leading recessions, then you will understand why i am concerned moving forward

https://twitter.com/toiletkingcap/status/1633711556780347393

in previous downturns, subsequent price increase shocks were not as acute or burdensome for end consumer demand and so nonres cons could soften the downturn in res cons overall. well, this time around the price increases are so large that we may blow out bond measures and budgets

I am tired of talking about #uranium conversion bottlenecks and uranium in general. This is my fundamental belief as to the lack of utility purchasing. You all fall into one of these three camps to explain lack of spot and term volumes
@ClayDMontgomery has covered this dynamic since early '24

https://x.com/ClayDMontgomery/status/1852150523668959588

@Dr_Gingerballs You have the same problem with terminology as before. Inflation (change) is falling and is almost back to prepandemic. Your post points to some transitory inflation spike that miraculously disappeared (same general economic variables being equivalent). That was largely… @Dr_Gingerballs Fiscal impulse slamming into shuttered factories that make real stuff and mines that mine real stuff. Prices skyrocketed quickly as order volumes exploded to account for supply chain problems (tripling normal order volumes due to supply disruptions I.e. increased safety stocks)..