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Halespur - the Mastermines chap (David Gillam) also runs the Lithiumworld twitter handle - he talks the book of whoever is paying him, which on this occasion doesn't appear to include any Vanadium explorers
Chinese is an easy language to learn. Over there even little kids can speak it.
That Vandiumworld Mastermines chap seemed to think the Chinese government are not interested in VRFBs anymore, because anonymous contacts said so. I'll give him/her his dues as they advertised this article but at least this was proved wrong very quickly.
Hubei Xiangyang signed three energy storage projects: 100MW photovoltaic + 100MW energy storage, an annual output of 50MW vanadium battery energy storage system
https://z44e7f6gqf576hizs2whzkjuxa-jj2cvlaia66be-chuneng-bjx-com-cn.translate.goog/news/20210304/1139708.shtml
Polaris Energy Storage Network News : On March 3, Xiangyang City, Hubei held a signing ceremony for key investment projects in the vanadium energy storage industry. Three projects including 100 MW photovoltaic and 100 MW energy storage and solar storage integrated power stations were signed together, creating hundreds of billions for our city The vanadium energy storage industry cluster has laid a solid foundation. City leaders Cheng Jiagang, Wang Zhongyun, Ge Xiuquan and Luo Qiongjiu attended the signing ceremony.
In recent years, the development environment of the domestic clean energy industry represented by the energy storage industry has been improving. Energy storage is the key to vigorously develop clean energy and realize the comprehensive utilization of wind, light, and electricity. Our city is rich in mineral resources and has unique conditions for the development of the energy storage industry.
The three projects signed this time are: Beijing Puneng Century Technology Co., Ltd., Hubei Pingfan Ruifeng New Energy Co., Ltd., and Gaoxin SDIC signed the "100 MW photovoltaic and 100 MW energy storage and solar storage integrated power station (the first phase of 100 MW photovoltaic and 40 MW energy storage and solar energy storage integrated power station)β project cooperation agreement; High-tech Zone Management Committee and Beijing Puneng Century Technology Co., Ltd. signed an agreement to enter the zone for the β50 MW annual output of vanadium battery energy storage system β project; High-tech Zone The Management Committee and Hubei Pingfan Ruifeng New Energy Co., Ltd. signed an agreement to enter the zone for the "Vanadium Energy Storage Smart Energy Research Institute" project.
Cheng Jiagang pointed out that the municipal party committee and the municipal government attach great importance to building a 100 billion vanadium energy storage industrial cluster and have high hopes. It is necessary to seize opportunities, and use greater intensity and more effective investment promotion and project construction to form a " Competitive advantages of the two new industries. He requested that the High-tech Zone Management Committee and relevant municipal departments and units should take the "service year" activity as an opportunity to take the initiative to serve the vanadium energy storage project and provide strong service guarantees for the smooth implementation of the vanadium energy storage project.
They are confident in the future development of Xiangyang. Next, they will seize the opportunity, accelerate the pace of project implementation, and build a first-class domestic and world-leading vanadium energy storage industry cluster.
Your question - can South Africa take the global lead? We should know the answer to that shortly. With the anticipated announcement (I wonβt use the word imminent) of the Eskom tender successful bids that is the time for Bushveld as a company, and SA as a country, to pave the way for Vanadium batteries for both the wider African continent and globally.
china produce lithium but don't use lithium batteries at scale because they are unsafe. China has made a significant move towards vanadium batteries in its 5 year plan. china is expected to produce 6% GDP growth this year largely from investment in infrastructure which the whole world will do as it is a proven way to create economic growth and jobs. The US has an antiquated power grid which has contributed to major forest fires. Will they risk lithium storage, known for the fire risk, when for example the NYFD don't allow lithium batteries at scale. will the move to renewables and battery storage create demand for VRFB's globally - yes. will lithum also gain traction - yes. This is a multi billion sector now and will be growing exponentially as the world electrifies. Can SA take a global lead? yes - but they will need to position themselves with a first mover advantage and for us as investors it is a case of understanding whether over a 5 years period FM and NM have been able to do that, which given they are backed by the government's IDC would suggest they have gained traction. Now is all about delivery. They have delivered vametco and vanchem and are delivering production increase. Now BE's turn to take centre stage.