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There has been some mentions of silicon storage in the past but this is the first industrial scale proposal I've heard of. Thoughts: 1. it seems to have a slightly smaller physical footprint than VRB at 1MW in a container 2. Exciting that there is another set of investors putting their money into finding a solution to the same problem 3. BE was never ever going to be the only player 4. BE is way ahead in commercialising
Seems like a good idea! The problem with conventional Li ion cells is that they contain effectively a single cathode and anode. Dendrite can grow on the surface of them and it is these that can cause the shorting at best killing the cell, at worst causing a fire. https://www.designnews.com/electronics-test/three-ways-lithium-dendrites-grow/78500767259733 This uses a sheet of silicon with millions of separate cathodes or anodes on them, each acting as its own cell, if a dendrite does grow from one and shorts, you have killed one of your million odd cells so the drop in output in barely registered. The size of the short is so small that there is unlikely to be sufficient heat generated to cause thermal runaway.
jogj99 - I suspect that Bushveld Shareholders are not going to be getting results of the Eskom battery tests.
Eskom will be though, but they are not about to reveal just how well the BE VRFB stacks up against the previous Lithium-ion battery test, ahead of their 1440 MWh BESS project tender, as that could lead competitor bidders to suggest that the competition was not conducted fairly.
Firstly a politician becoming a battery entrepreneur with claims that they can provide not only four times the energy density, but also four times the lifetime, AND at half the cost of a well established Lithium-ion battery industry worth tens of Billions of dollars sounds incredible. Because it is.
Then you get to the technical stuff - so not content with having to base it on silicon wafer technology they conclude that you need to etch half of the stuff away to make a silicon wafer sponge. Does this start to sound expensive ? Well it should do because it is. How expensive is a computer memory ? - actually pretty cheap because the active elements have over decades of research been scaled to incredibly tiny dimension.
You do not get the same benefit with battery energy storage - there is bugger all benefit in making the batteries any smaller, in fact you simply make more work for yourself and you cannot store any more energy. This is a nonsense idea, which is the reason it has been in 'stealth' mode, and is also the reason it will stay there.
Interestingly when you look at Graysmaker you discover that they work closely with the SA listed Hulisani Investment company (https://www.marketscreener.com/HULISANI-LTD-27879552/company/ ) who have investments from numerous SA major enterprises such as the pension funds of both Eskom and Transnet. Whilst they may not necessarily being buying BMN shares (though they might once we list on the JSX) they are just the sort of people who might wish to get involved in energy+storage joint venture projects.
Global supply shocks have pushed the iron ore price up significantly in 2019, reaching a five-year high of $126 per tonne earlier this month. This puts the price of iron ore up 70% so far this year. Meanwhile, China’s iron ore futures hit the highest level since 2013, thanks to the nation’s growing demand for the steelmaking material.
The increase in steel production paired with the slumping supply is creating a buzz among analysts, who believe that iron ore price isn’t done rallying. While this isn’t great news for Chinese steelmakers who have openly complained about the rising price, it is encouraging for investors interested in the iron ore market.
Yes, he seems to be a good guy to have on the Bushveld Team, his experience looks very useful indeed.
I have always found LinkedIn to be a useful marketing tool and a great way to make top contacts.
I just added a comment under one of his threads as I know multiple applications for integrated technology where renewables plus energy storage will be perfect. So my contacts can see and understand this technology. They might even see the investment opportunity that we can see! It is all about sowing seeds! The market will water them!
In the meantime a strong team at Bushveld are delivering and in time investors will reap the rewards of patience in a fundamental based investment. This company oozes fundamentals and exponential growth potential!
The worlds largest solar PV + energy storage is to be built in Australia. Starting construction in 2023 and aiming to complete in 2027.
It will include energy storage however no mention is made of the tech. VRFB are getting good press in Australia though, and I believe have a far greater chance of getting a hold on the market than they would in America where Li-ion is still dominant. Also, in that Australian heat I can’t imagine Li-ion would cope very well.
As an interesting side note the Macquarie Group are involved in this project. They recently started covering BMN and are one of the MMs.
Alfacomp.. Can I assume you've met him? Sounds like a great addition to the team since end 2018. Maybe he could throw some light on our hedgers.. ?? Investable Electrolyte Fund interests me too...alongside JSE Listing perhaps...