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I would agree with much of that...
https://www.energyconsents.scot/ApplicationDetails.aspx?cr=ECU00003319
https://www.energyconsents.scot/ApplicationDetails.aspx?cr=ECU00003326
These are the two projects which went through the Energy Consents Unit and consented to on 5 January before then being sold on to Amp Energy.
You will see that both are Lithium and 2 x 200MW set ups on both sites (ie 800MW in total)
There are a number of other projects (reactive compensation) at both sites. See the ESO Data Portal.
@faramog
“no immediate plans but have a modular plant design and planning to increase to 800MWH”
Which is it? Plans or no plans?
Yes, the design of the plant does allow for an increase should it be required,, but I think that’s as far as it will go. Imo, they've recently realised that the local mini-grid industry probably won’t call for … or require, any capacity increase. 800 million litres/200mwh per year capacity should be fine to meet a local needs as they evolve and I think that’s the decision they’ve arrived at.
https://renewablesnow.com/news/amp-wins-govt-nod-for-800-mw1600-mwh-scottish-battery-complex-770649/
I think AMPD Energy (Hong Kong/Singapore based) is a different Company
https://www.ampd.energy/
@Lindon
" They have just stated in the analysts call that they have no plans to increase the electrolyte capacity beyond 200mwh. I think that also indicates that the BE story is being left behind."
Not quite .. no immediate plans but have a modular plant design and planning to increase to 800MWH ... that would take pretty much all current production if built, or about 15% or the forecast annual outside china demand.
Different views on the market view of FM and the past (can't disagree with your summation), but start rolling cash in (especially in what looks like a turbulent, inflation infested world and those view will change
LIndon-so exactly where has the wasted funds gone ?
Most energy storage planning applications try to stay under the radar from the objectors and don't state the planned technology as the lithium-ion fire safety hazards are starting to manifest themselves worldwide and only the minimum build, so as a general rule of thumb it's best to assume that it's lithium-ion unless otherwise stated.
Lindon,
Looks like AMP use Lithium-ion for their stationary storage units and will for their big new contract in Scotland. See below link to their website and breakdown of their small, medium and large unit product specifications.
https://www.ampd.energy/product
Lindon your first sentence is quite correct,you have no more idea than anyone else. Nothing from BE is currently factored in to the shareprice and potential BE contracts will attract 3rd party funding so I wouldn't worry too much about the budget.
@ UncleJohn, sorry, I have no more idea than anyone else what battery tech they plan to use. But it is a very major contract. AMP do seem to be a major global company though and most likely it’ll be lithium.
To me BE is going to eventually prove to be a busted flush in the world outside of SA for BMN, it’s going nowhere fast … or even slow.
If BE can eventually get some kind of mini- grid industry going on its own soil … serviced by a local battery assembler, using its home produced electrolyte … it’s the best it can hope for. It’s budget for the coming year doesn’t inspire any confidence in its claimed ‘pipeline’ leading anywhere soon though.
I’m of the opinion that we will lose the recent litigation case, because I think that on the balance of probabilities that a breach of confidential info DID take place, I think it’s being a tad unrealistic to think otherwise, and that FM’s slippery deal making activities will prove to have caught up with him.
Fortune isn’t trusted in the institutional market anyway, inflated production targets and failure of the old $multi- million phase 1 and 2 projects to increase production capacity coupled with claiming they WERE a success AND in budget, when subsequent production figures prove they were nothing of the sort, and now losing this case on a breech of confidentiality issue … it maybe the final straw for any global storage plans. Time now, I think, to concentrate on the core mining company . Which I believe is where all this is actually leading and no bad thing.
A huge rise in V prices would be good Imo. Simply because BE are going nowhere anyway, a huge rise wouldn’t have any impact on BE or the odd local min- grid project it might get … but it would be massively earnings enhancing for the mining company and help pay off the last few years of wasted funds and maybe even, somewhere down the line in a few years time, fund Mokopane.
I see BMN as a becoming a major worldwide V supplier, with being a local mini-grid industry electrolyte supplier bolted on…. but not as a worldwide storage energy company. They have just stated in the analysts call that they have no plans to increase the electrolyte capacity beyond 200mwh. I think that also indicates that the BE story is being left behind.
From the screenshot in the tweet taken from AMP’s website for its ‘Entertainer’ storage unit, it suggests it’s Li-ion.
https://twitter.com/alastai85608932/status/1486406375672582146?s=21
YTSS, given nobody has been able to answer this point, either it hasn't been decided yet, in which case the project is very early days or it is Lithium Ion. The Amp website does not refer to either, and I suspect that AMP are wedded to neither but will use the most appropriate form of battery storage at the time
Make that 1600 MWh
"The portfolio is due to be operational in April 2024 and will be comprised of two 400 MW battery facilities, each providing 800 MWhrs of energy storage capacity."
https://indiashorts.com/amp-energy-announces-the-largest-battery-storage-facilities-in-europe-with-two-flagship-400-mw-projects-located-in-scotland/73620/
Is there currently a VRFB supplier capable of getting 800 MW operational by April 2024?
Couldn't find anything on their website
Lindon, is this project Lithium ion or VRFB, I have looked on the AMP web site and their is no reference as far as I can see to the type of batteries they are proposing.
Do we know if they are VRFB's ?
The company claims the two 400MW batteries, due to be operational in April 2024, will be the largest grid-connected project of its kind in Europe.
The company claims the 400MW batteries, due to be operational in April 2024, will be the two largest grid-connected project of its kind in Europe.
The Hunterston and Kincardine projects are participating in National Grid’s Scottish Stability Pathfinder 2 tender, which seeks to address voltage and stability issues faced by the UK electricity grid.
Amp Energy expects the batteries to provide grid stability services and power management across the central belt of Scotland, including Glasgow and Edinburgh.
Paul Ezekiel, Amp’s Co-founder and Chief Investment Officer said: “The UK electricity grid is in the process of transitioning to a greener net zero market.
“This has only been accelerated with the recently awarded addition of 25GW of offshore wind licenses as part of the ScotWind offshore wind leasing programme. Amp’s development of strategically located, transmission-connected utility-scale batteries is helping the GB transmission network operator to provide UK citizens with a stable and secure carbon-free electricity system.”
https://www.energylivenews.com/2022/01/26/amp-energy-gets-green-light-for-800mw-battery-projects-in-scotland/