Vanadium: Steel base and vanadium flow batteries

Jack discusses vanadium's steel dominance, rising Chinese VFB deployment, and long-term battery potential.

Play episode from 42:11

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Episode notes

Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In this episode, we dive into 10 of the world’s hottest future-facing commodities – from antimony and tungsten to tin and beyond.

Jack breaks down what’s really happening in each market, the forces shaping supply and demand, and whether he believes each metal is under-rated or over-hyped. If you want a fast, insightful tour through the metals that could matter most over the coming decade, this one’s a must-listen.

This was recorded on 19.11.2025.

Connect with Jack on LinkedIn here.

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TIMESTAMPS

(00:00) Intro
(01:23) Antimony
(06:18) Cobalt
(12:31) Gallium
(17:49) Germanium
(20:50) Manganese
(27:09) Niobium
(31:31) Scandium
(34:46) Tin
(38:05) Tungsten
(42:11) Vanadium

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