Domestic supply Leverage the large three-year DLA contract for high-purity vanadium pentoxide to identify additional U.S. defense or strategic stockpile clients seeking domestically produced vanadium products and related electrolytes.

Strategic partnerships Explore co-supply or joint development opportunities with Traxys and other global metal traders to expand distribution of vanadium oxide powders and VRFB electrolytes to automotive, aerospace, and energy storage OEMs with near-term supply needs.

Vertical integration Position the vertically integrated capability—from Saint-Gobain asset acquisition to processing and electrolyte production—as a differentiator for VRFB integrators and EPCs seeking reliable, high-purity feedstocks and electrolytes for large-scale grid storage projects.

Energy storage demand Target vanadium electrolyte customers and VRFB system integrators (CellCube, Invinity, Cellstrom) with capacity expansions or new microgrid projects in North America, emphasizing domestic production and supply chain resilience.

Industrial capacity Highlight capacity and purity advantages to manufacturers of titanium alloys and oxidation catalysts who require high-purity vanadium oxides, offering bundled material supply and downstream chemical products to streamline procurement for OEMs.