EPISODE · Oct 15, 2022 · 28 MIN
Management 1x1 Series: Alberto Arias, Chairman of Largo. Vanadium - The Battery and Energy Efficiency Metal
from Grizzle Pod: Thematic Growth Investing · host Grizzle
We're thrilled to kick off the Grizzle 1x1 Management podcast series with Alberto Arias, Chairman of Largo - one of the world's largest producers of battery and energy efficiency metal - vanadium. 0:42 The most exciting evolutions in the energy industry 2:11 Geographies that are going to lead the energy transition 3:34 The demand potential for vanadium within the steel industry and CO2 reduction 7:02 Is there a latent opportunity for energy storage given all the installed capacity of renewables 8:22 Are vanadium redox flow batteries at a tipping point for demand? 9:56 Understanding the vanadium industry from the production perspective 12:35 The demand for mined vanadium 13:35 The vanadium exploration upside for Largo 14:58 The structural supply deficit of vanadium and China's dominance in battery metals 17:42 Are more countries looking to increase vanadium alloy usage in steel to increase energy efficiency of their economies? 21:40 Understanding the drivers behind the creation of Largo Physical Vanadium Corp 27:11 How Largo Physical Vanadium Corp jumpstarts the long duration battery storage industry.
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Management 1x1 Series: Alberto Arias, Chairman of Largo. Vanadium - The Battery and Energy Efficiency Metal
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