The latest PMI data from China’s construction sector has reinforced vanadium investing positions, with industrial demand expected to carry into Consumer Electronics: Demand for longer-lasting, compact, and high-performance batteries in smartphones, laptops, and wearables continues to grow. While China will dominate the vanadium market narrative in 2025, Australia is positioning itself to become a production hub. Current vanadium investing sentiment remains bullish after Australian miners reported a year-on-year production increase of 8%, with supply chain bottlenecks easing. Market strategists identify vanadium-linked ETFs as potential outperformers if renewable grid projects scale faster in Europe.
