Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Ken I fully agree that the enerox completion is important. But who makes up that partnership is the most important element imho
RK.. We have already been told they have access to electrolyte production overseas. It probably doesn't make commercial senses for the foreseeable future to set up our own facilities with all the overhead, construction and regulatory costs/red tape. Just better to pay someone to produce it as necessary from our own V and to set up lease to end customer. Companies like Avalon/Redt and Enerox will have well developed relationships with electrolyte suppliers.
BMN/BE have also pushed the fact they will be targetting Africa (a huge potential young marketplace) and there should be more than enough business for ELondon and any extension they may be able to build.
Depending on how quickly the market grows for BE they perhaps could potentially look to expand electrolyte production and battery assembly in other key African markets. ESKOM and mini grids for the likes of miners could potentially take up all our ELondon production very quickly.
The battery investments VIPs are about bringing said battery offerings to Africa under the BE banner whilst getting first refusal on V content and leasing in these batteries overseas.
I have been wondering if there will be a Consortium investment in a solar panel mfr too but the more I think about it perhaps not as they can easily be sourced on a needs basis or through agency/distributor agreements.
V content is the key to the VIP investments for V sales and leasing.
The other question will be the life of the system if they don't choose VRFB!
I the Rio Tinto guys made the walk Alfacomp! It should also be noted that VSUN are also in Western Australia (West Perth) and in the proximity of the two Rio mines in WA. A little longer walk though :-))
I actually think the completion of Enerox may well be a very key moment for Bushveld Energy and Bushveld Minerals - as an acquisition for Bushveld Energy the closing of the circle of vertical integration really cannot be underestimated.
Now, has anyone heard any news on the 'Bushveld Electrolyte Company' in East London - that will be a very strong profit centre for the business? I hope they have branches in South Africa (East London), the US close to Avalon, Austria close to Enerox, Australia close to AVL (& VSUN) and even the UK close to REDt. Now that would be some business and have some huge income potential! Maybe we will then have the 'Bushveld Electrolyte Finance Company' ??
The Bushveld Minerals umbrella is going to be one very strong business. I am so pleased I, with all of you discovered this amazing opportunity and business!
Cheers, RK
Well if they have chosen Lithium instead and the mass draw the plant will pull on any battery system, they will defiantly catch fire
I think they have chosen explosive Lithium batteries instead. I was getting excited about the BMN price rise but i see the MMs have bashed it back down.
RK - well if anyone from rio tinto wishes to talk to fortune they only have to walk 50 yards from their head office to ours.
Well, it would be great to hear VSUN Energy announce a Cellcube system for this project if Rio Tinto do choose VRFB! They will market it well if they do. You would think that someone from Rio Tinto will have met Fortune or Mikhail at the various mining conferences around the world and heard or seen one of Bushveld's presentations - especially after the news breaking last year that Bushveld were to install a solar / storage application at Vametco! Let's hope the dots get joined up!
Cheers, RK
https://www.energy-storage.news/news/rio-tinto-becomes-latest-mining-giant-to-tap-solar-plus-storage
Mining giant Rio Tinto is to develop a large-scale solar-plus-storage system at an iron ore mine in Western Australia, continuing a trend of hybrid renewables-plus-storage projects in the region.
Announced earlier this week, Rio Tinto is to combine 34MW of solar PV with a 12MWh energy storage system at a cost of US$98 million.
A competitive tendering process that favours local procurement will be launched âearly next year,â according to the firm.
The miner hopes that the power plant will come online in 2021, the year the mine is set to start operations.
The storage facility will be constructed in the nearby town of Tom Price and will provide spinning reserve generating capacity.
The multinational miner claims to be exploring further decarbonisation initiatives in the region with the state government and the Western Australian Environmental Protection Authority. This âmay include more solar plants, as well as wind and battery projects,â it said.
Solar-plus-storage plants are becoming increasingly popular at remote mining operations in Australia and Africa.
Gold Fieldsâ solar-plus-storage plant in Western Australia is expected to be finished in mid-2020, and Australian iron miner Fortescue Metals Group is building hybrid facilities at both its Chichester mine (also in Pilbara) and its Iron Bridge operation. Oz Minerals is exploring a combination of renewables at its nickel-copper operation in Western Australia.
In December 2019 renewables developer BayWa r.e. selected Wärtsilä to provide energy storage capabilities for a hybrid energy plant at the Fekola gold mine in Mali, Africa, a project that Energy-Storage.news had been abreast of earlier in the year.