May Monthly Vanadium News

Advancing Energy Storage with Vanadium Flow Batteries

This past month has seen an important flow of news for the vanadium industry, highlighting significant strides made in the energy storage sector. As the CEO of Largo Physical Vanadium, I am thrilled to share the latest developments that highlight our collective progress and the promising future of vanadium flow batteries (“VFBs”).

In the United States, Stryten Energy's was recently awarded the MAKE IT Prize funding for its SAVES Project. This project focuses on advancing VFB systems, enhancing the reliability and efficiency of energy storage solutions nationwide. The recognition from the MAKE IT Prize underscores the pivotal role VFBs will play in America's renewable energy future, driving innovation and supporting sustainable energy goals.

In China, a notable achievement is the recent connection of the Baowu Huanke Zhejiang Wenzhou VFB Energy Storage Power Station to the grid. This milestone represents a critical step towards integrating large-scale VFBs into energy infrastructure, showcasing the potential to enhance grid stability and support renewable energy sources. Similarly, the V-Liquid Energy Urumqi 200MW VFB project entering the trial operation stage exemplifies the growing adoption and practical implementation of VFB technology in key regions.

Invinity Energy Systems' raised $70 million for direct investment in UK long-duration energy storage projects further highlights the escalating global interest in VFBs. This funding will not only propel the development of its energy storage solutions but is expected to reinforce the UK's commitment to achieving its renewable energy targets.

Internationally, the G7 nations' ambitious goal to reach 1,500GW of global energy storage by 2030 sets a formidable target, and VFBs are expected to play a crucial role in this endeavor. VFB’s durability and efficiency make it an ideal candidate to meet these extensive storage needs, as emphasized by recent analyses demonstrating an outlasting to lithium batteries by up to 20 times.

Additionally, Richmond Vanadium and Trinasolar announced a collaboration to establish a new grid-scale vanadium battery industry in Australia. This partnership aims to capitalize on Australia's vast renewable energy potential, positioning VFBs as a cornerstone of the nation's energy strategy.

These ongoing developments are not merely isolated events; they are part of a larger narrative that illustrates the transformative impact of VFBs on the energy landscape. As this sector continues to innovate and expand, LPV remains committed to driving sustainable energy solutions and delivering long-term value to our investors.

Thank you for your continued support and belief in our mission.

Largo Physical Vanadium Update – May 2024¹

LPV’s (VAND:TSXV,VANAF:OTCQX) net assets are over 90% held in physical vanadium products. LPV’s net asset value (“NAV”) is now at C$1.55/share, implying that our closing share price as of May 31, 2024, was trading at a 32.9% discount.

Recent Vanadium News

Stryten Energy Awarded MAKE IT Prize Funding for SAVES Project

Baowu Huanke Zhejiang Wenzhou Vanadium Flow Battery Energy Storage Power Station Is Connected To The Grid

Vanadium Redox Flow Battery Firm Invinity Raising US$70 Million, Eyes Direct Investment in UK LDES Projects

The Water-based Battery That Could Solve Our Energy Needs

V-Liquid Energy Urumqi 200MW Vanadium Flow Battery Energy Storage Equipment Project Has Entered the Trial Operation Stage

Zunyi: Signed A 5.3 Billion Yuan Strategic Cooperation Agreement to Open A New Chapter in Vanadium Flow Battery Energy Storage

Total Investment of 550 Million Yuan! Yuanmou County, Yunnan Province, Plans to Build a Vanadium Flow Battery Energy Storage System Integrated Industrial Base

Vanadium Flow Batteries are Coming for Your Gas Power Plant

Sichuan Issues the Country's First Special Policy for Vanadium Battery Industry

The First User Side 500kW/5MWh Vanadium Flow Battery ”Long Duration Energy Storage ”Project in Zhejiang Province is Connected to the Grid

G7 Nations Set 1500GW Global Energy Storage Target for 2030

Shanghai Electric Wins Jiangsu Huadian Guanyun 10MW/20MWh Vanadium Flow Battery Energy Storage System Contract

300MW/1.2GWh! Lijiang Huaping Signed a Vanadium Flow Battery Energy Storage High-End Equipment Manufacturing Project withBeijing Green Vanadium

VFlowTech Secures Extended Series a Funding from PSA Unboxed

Final Payment Received for Vanadium Flow Battery Grant

Vanadium Flow Batteries to Shift Market Fundamentals

China National Petroleum Corporation’s First Vanadium Flow Battery Energy Storage Project Connected to the Grid

2 Billion Yuan! Power and Energy Storage Battery Production Base Project Lands in Nanzhang, Hubei

Vanadium Flow Batteries Outlast Lithium 20x

Richmond Vanadium Plans Vanadium Battery Manufacturing

POWERCHINA Won the Bid for the largest Grid-Forming Hybrid 250MW/1GWh Vanadium Flow Battery + 250MW/1GWh Lithium Iron Phosphate Battery Energy Storage Project in China

Vanadium Battery Stores Renewable Energy

Total Investment of 117 Million Yuan! Shaanxi Jinfeng 10,000 Cubic Meter Vanadium Flow Battery Electrolyte Production Line Construction Project Started

RVT Signs Collaboration Agreement with Trinasolar to Establish New Grid Scale Vanadium Battery Industry in Australia

About Largo Physical Vanadium Corp.

Largo Physical Vanadium Corp. (LPV) is a pure-play physical vanadium investment company. LPV provides direct exposure to vanadium through a secure, convenient and exchange-traded vehicle. Vanadium is essential to achieving a greener world, though carbon reduction, in key industries such as steel, aerospace and energy storage. LPV's strategy is to achieve appreciation through the acquisition of vanadium as well as actively supplying the fast growing vanadium redox flow battery (VRFB) industry to advance the integration of renewable energy in long duration storage.

LPV's common shares trades on the TSX Venture Exchange under the symbol "VAND". For more information, please visit www.lpvanadium.com

Paul Vollant,
Chief Executive Officer
pv@lpvanadium.com

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¹ Key Metrics (as of May 2024 closing)

² LPV’s marked to market average vanadium price blending various products and geographies