Member Info for Alfacomp

VRFB is the term that has been adopted by all those involved with the Vanitec Energy Storage Committee

Nobody has done a comparative costing because they are clearly quite different things. Electrolysing water is only 50% efficient in terms of the energy you can store versus the energy that you have to put in. That is fine if you have free electricity and just want to warm your tootsies - if you actually want to get electrical energy back then again you only get 50% efficiency on that conversion so overall you are now down to 25 % round trip efficiency. Batteries are 75%+

Indeed nobody was fooled by that rather obvious trade for 500 shares placed at 23p.

When you take into account that the two trades of 57,346 early on are not real you conclude that there's already be more real Buys than sales so far today.

loudspeaker - you mean the twitter reports here right ? - https://twitter.com/renew_economy/status/1195125699134283778

MKx - the key difference between the two approaches is that per kWh Li-ion prices are essentially fixed as you need to double the number of cells to get double the energy with a 'baked-in' Lithium-ion cell construction, whilst for flow batteries you only need to increase the amount of electrolyte in the tank. As a result there will always be a critical threshold duration above which VRFBs (and yes now that Scott has gone we can probably call them that here) always win on price.

The important point is that this threshold is less than 8 hours, perhaps as low as 4 hours now, and that as RNEL have pointed out, the largest market for stationary energy storage is for durations above 6 hours.

Well AIMforProfit when you do actually get prices for Lithium-ion batteries you should check to make sure they are really less than the $200 per kWh Capex quoted by Cellcube for 8 hour duration batteries.

Daisydog - the presence of these trades does not in its own right appear to be manipulative

no JD - it is likely that they are connected with positions on 'other markets' - eg spreadbet platforms. One scenario is that at the start of the day they hedge their position, then reverse it off at the end of the day if nothing happens. Same the next day and so on.

bassguy - it's just a couple of our regular daily start/end day pairs

No exactly a 'million-mile' battery is it - more like a 2 year one.

The electric vehicle lithium-ion boys deride stationary storage as easy, boring, dull and so assume it is a walk in the park for their technology.

The simple fact is that batteries used in stationary storage actually get cycled much much harder than those used in electric vehicles. An electric vehicle may provide maximum power for a 10's of seconds at most. A stationary storage system may have to provide maximum power for 10's of minutes, maybe even hours.

A stationary energy storage system, in order to make money, may have to be fully charged and discharged 200-500 times a year. Compare that with an electric vehicle that is getting on average only 50 times a year (10,000 miles per year @ 200 miles per charge).

See the thread on this subject here:- https://twitter.com/renew_economy/status/1195125699134283778

Looks like they really are replacements. Strange how Mr Musk kept so quiet about that one !

Martin Creamer has been aware of BMN's Vanadium from the first point we started talking about it. I bet that just like the recent Crux Investor interviewer he is going to be going round telling everyone that they should be considering VRFBs for their self-generation projects.

To be honest those guys seem somewhat out of date - Imergy went out of business in 2016 and none of Volterion, H2 Inc, Visblue or Rongke power are listed.

I hope that nobody paid any money for that report.

Gawd that's lame. For the record I have no need to get anyone to recommend my posts. They recommend them, and not coincidentally, make me one of the most recommended posters on LSE because of the research that I publish, and the fact that I have been following the Vanadium market with a fine-toothed comb for the last 5 years.

I don't expect you to read any of these but I post them for others should they wish to learn something useful.

https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-2nd-energy-storage-meeting-part-1-206
https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-2nd-energy-storage-meeting-part-2-207
https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-2nd-energy-storage-meeting-part-3-208

https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-3rd-energy-storage-meeting-part-1-175
https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-3rd-energy-storage-meeting-part-2-174
https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-3rd-energy-storage-meeting-part-3-173

https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-4th-energy-storage-meeting-part-1-274
https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-4th-energy-storage-meeting-part-2-275

You guys are in fantasyland if you think that BMN would be interested in IRON, they've just passed over VR8 and that resource is a whole lot larger and better than IRON's - what does that tell you about a company that already has 3 Vanadium sources of ore in the Bushveld complex - perhaps that it doesn't need any more ?

pb940 - award for the most topical post in the last 4 hours.

BBN - interestingly slide 11 of that presentation also shows a pipeline of more than 6 GWh storage - that's around 30,000 tonnes worth in VRFBs

yeah I know , thanks very much, just mopping up the last of the cheap shares.

that's nonsense, as everyone knows the average investor here is 3.4 million years old.

lol not a criticism of you btw - but of the author instead.

One of these days the penny is going to drop for these people, but at this point it will already be too late for them to get shares in BMN at anything like a reasonable price.