Grizzle Pod: Thematic Growth Investing

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

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.