Management 1x1 Series: Alberto Arias, Chairman of Largo. Vanadium - The Battery and Energy Efficiency Metal

Grizzle Pod: Thematic Growth Investing

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2y ago 28:39

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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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