HaleSpur - an interesting point - as you can see from this:- https://en.wikipedia.org/wiki/Rebar#India India still allows the rather poor-style approach to rebar specifications, namely the Quench-and-Tempered technique which the Chinese have now outlawed:-
"Rebars are quenched with water at a high level pressure so that the outer surface is hardened while the inner core remains soft. "
Pat48 - Glencore of course has its own Rhovan mine, and its own problems. Given that Largo are clearly building their own sales team it would seem clear that they are intent in being free to pursue their own sales channels in future.
Not really coffeecups. The eskom BESS project funded by the world bank is just one potential string in BE's bow. You might consider that Eskom problems of supply would actually encourage many more South African industrial companies to search for RE+Storage solutions that allow them to be less dependent on Eskom.
I seem to recall that the previous 1MW cap on this was lifted in the last year was it not ?
bassguy - yep the tesla 'battery' performance is completely unrepresentative of an individual cell's performance. They make it look like their batteries last longer simply by switching in spare cells. They don't make it look like zero degradation as that would be a complete giveaway so instead they put in an arbitrary rate of a few %. Fine if you want to run a car for 200K miles but of not great benefit if you are running the battery much harder on a stationary energy storage application. 1+ cycles per day instead of perhaps only 0.1 charge per day (40 charges per year = 10,000 miles )