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Well spotted Sloppy! This is excellent news as the Vanadium going into the VRFB should be BMN, on the basis of first refusal to supply IES.
https://www.aumanufacturing.com.au/redox-flow-giant-battery-a-triumph-and-tragedy-for-australia
South Australia, not content with having led the world when it installed the first grid-scale lithium ion battery is doing it again – this time installing the world’s largest vanadium redox flow battery.
But the installation of an 8 MWh vanadium redox flow battery (VFB) by Yadlamalka Energy Trust is both a triumph and tragedy for Australia.
The batteries use a different chemistry to lithium ion batteries, storing energy as free ions in an electrolyte rather than through repeated chemical reactions that lead to lithium battery degradation.
Developed by Professor Maria Skyllas-Kazacos at the University of New South Wales in the 1980s, the batteries do not degrade with the electrolyte reusable indefinitely.
Australia does have a position in the VFB value chain, with Australian Vanadium Ltd producing electrolyte in Perth and moving to develop a battery production system.
However our one advanced ASX listed battery manufacturer, Redflow, decided to make its batteries overseas.
So now we have an Australian business Yadlamalka Energy Trust installing a world-first battery supported by the country’s most renewably savvy state.
However the battery itself is being supplied by British-American manufacturer Invinity Energy Systems.
The $20 million installation is even being supported by the Australian Renewable Energy Agency to the tune of $5.7 million.
In short yet another great Australian technology supported in various ways over years by the Australian taxpayer where the bulk of the benefits are going to flow overseas (no pun intended).
If this installation is a success, as the Tesla big battery was, manufacturing will mostly occur overseas or profits go to foreign shareholders.
How many times are we going to let this happen?
When are we going to seriously reform our country’s innovation system which develops technology only to be commercialised by others?
When are we going to seriously reform our financial markets which are happy to pour money into construction and mining but shun technology and manufacturing?
@MogW ... Rongke said yesterday they had 2 projects that will go grid live between mid march and mid april. Not sure I recall the third., and that the 800MW biggy had some 'build' issues. So I rather agree that mid year looks more probable
@UKSteveG - yes the tonnage may vary depending on application, but it is a cracking and concise summary of the scale of Vanadium required. So the summary has circa 27,000 mtv. Even if out by a factor of around 2 (exceptionally unlikely), that is at least 15,000 MTV that is not in anyone's current plan and Vanitec reckon at least 5,000 mtv deficit this year.
So totally accurate or not, it is a great summary of just how much business is out there ... and Bushveld just happen to have a mountain of Vanadium the world is going to need for the next 20-30 years
I wondered what the logic was in applying a certain tonnage to each of those projects. I know the battery/storage type has to be solution free unless otherwise stipulated. I have been involved with a number of large scale procurements both for Governments and private companies and no two procurement processes and accompanying rules are alike.
He definitely already knew that.
Cheers
No, I've optimistically assumed that VRFBs will capture 50% of the tenders.
Mogwhy, have the various Eskom BESS projects listed been defined as VRFB solutions?
The 3 newly added Dalian projects are due to be commissioned in the next few months.
It's hard to get data on China projects but I'm guessing all the other projects will be spread out over the next 5 years.
Commissioning of phase 1 of the 800 MWh Dalian project is now delayed until mid-year.
Really good info. Is there any indication on time frames for them/when the V will be required? guessing next 3ish years?
Some useful intel came out of the Vanitec ESM about current and proposed VRFB projects in China. The updated list includes 3 more projects under construction by Rongke in Dalian and a new 200 MWh project for VRB Energy.
Utility scale planned VRFB projects (4.5 tonnes of V per MWh)
1,000 MWh------- China - Jiangsu TianWan nuclear station (4,500 tonnes)
1,000 MWh------- China - Jiangsu offshore wind integration (4,500 tonnes)
---800 MWh------ China - Shijiazhuang (3,600 tonnes)
---500 MWh------ China - Hubei Zaoyang Ph 2 (VRB Energy) (2,250 tonnes)
---400 MWh------ China - Dalian (Rongke/UET) stage 2 (1,800 tonnes)
---400 MWh------ China - Yancheng (Shanghai Electric Group) (1,800 tonnes)
---400 MWh------ China - Wuhan (1,800 tonnes)
---320 MWh------ Eskom BESS phase 2 (1,440 tonnes max)
---300 MWh------ Australia - Pangea, Port Augusta (CellCube) (1,350 tonnes)
---200 MWh------ China - VRB Energy project TBA Q1 2021 (900 tonnes)
---180 MWh------Bushveld Minerals self generation project (810 tonnes)
---166 MWh------ Eskom BESS phase 1 package 2 (50%) (747 tonnes max)
---160 MWh------ Eskom BESS phase 1 package 1 (50%) (720 tonnes max)
-----82 MWh------ Eskom BESS phase 1 package 3 (50%) (369 tonnes max)
-----60 MWh------ China - Hongyanhe, Dalian (Rongke) (270 tonnes)
-----51 MWh------Japan - Abira Town Hokkaido (Sumitomo Elec) (230 tonnes)
-----40 MWh------ China - Tuoshan, Dalian (Rongke) (180 tonnes)
-----40 MWh------ China - Lejia, Dalian (Rongke) (180 tonnes)
-----40 MWh------ China - Wafangdian Zhenhai W/farm (Rongke) (180 tonnes)
-------?--------------China - VRB Energy / Hanloon Energy power station
One off total of 27,626 tonnes of vanadium required
Global vanadium production in 2019 - 111,225 tonnes