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Key Highlights:
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Vanadium demand from energy storage set to surge — VRFBs expected to grow from 3% to 17% of vanadium demand by 2033
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Steel still dominant — 94% of U.S. vanadium demand remains in steel production
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Supply chain risk — 99% of global supply comes from China, Russia, and South Africa
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Policy impact — U.S. DOE’s Loan Programs Office prioritizing domestic VRFB deployment
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Critical mineral status — Vanadium recognized as a vital element for energy transition security
June 4, 2025 – TheNewswire - London, United Kingdom – The Oregon Group, a leading provider of critical minerals and energy intelligence, has released a comprehensive article titled “Vanadium: Double-Edged Demand,” authored by Anthony Milewski. The article explores vanadium's strategic importance across two key sectors: steel manufacturing and long-duration energy storage.
The article highlights the projected surge in vanadium demand due to the rise of vanadium redox flow batteries (VRFBs), which are expected to account for 17% of global vanadium use by 2033—a significant increase from just 3% in 2021. While steel production currently consumes 94% of U.S. vanadium, the expanding deployment of VRFBs for grid-scale energy storage is poised to reshape the global demand profile.
“Vanadium is at the crossroads of industrial infrastructure and the clean energy transition,” said Anthony Milewski. “Its unique properties make it indispensable for both strengthening steel and enabling long-duration energy storage solutions.”
The article also addresses serious supply chain concerns, with 99% of the world’s vanadium sourced from just three countries—China, Russia, and South Africa. Despite growing demand, new sources of vanadium remain in early-stage exploration, raising questions about long-term supply security.
Read the full article here:
https://theoregongroup.com/energy-transition/mining/vanadium-double-edged-demand/
The Oregon Group is an independent investment research firm specializing in emerging trends in the commodities and energy sectors. Led by natural resources expert Anthony Milewski, the firm delivers insights at the intersection of capital markets, geopolitics, and critical mineral supply.
The Oregon Group’s publications are for informational purposes only and do not constitute financial or investment advice. Readers should conduct independent due diligence or consult with a qualified financial advisor before making investment decisions.
For more information, visit www.theoregongroup.com or contact: info@oregongroup.com
SOURCE: The Oregon Group
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