Member Info for Alfacomp

are you not invested any more then ?

There's clearly Alfen and Toshiba 40 foot containers there. The SCLE battery, which appeared to be on flames was either replaced by a 20 foot container with a similar logo or google shows imagery from before the fire. There do seem to be some separated components, which may be inverters - they don't look like the parts of the GE Sodium Nickel Chloride thing that was in Rosherville.

poortrader - can I enquire which page you found most helpful

poortrader - well this is precisely why we have TBP - I presume you've read it.

faramog - none of us are selling. The only people selling at present are those trying to screw with the price.

numpty - no these kinds of closely priced trades regularly turn up and are some kind of rollover related to one of the spreadbet platforms no doubt

Capa - I mean this genuinely - do you really have such little regard for yourself that you repeatedly waste your time on here ?

I think that you need to get some professional help.

Hamil - BBN has been over this earlier today. The money is already found and Eskom don't need to even go looking for it.

Mike and others - if you want to understand what happened in last week's power cut this is the best explanation I have got from one of my contacts:- http://www.ukerc.ac.uk/news/what-happened-electricity-system-fri-aug-9-2019.html

did you actually read wot I wrote earlier on Expert ?

But remember the Dalian 800 MWh VRFB is not the only thing going on in China:-

https://twitter.com/BMNperspective/status/1149255853347868672

Ophidian - we the usual multiple is 5000 Tonnes of Vanadium per GWh of energy storage capacity. So 800MWh is 4000 tonnes of Vanadium, but V2O5 is only 56% Vanadium by weight so you would need 7142 Tonnes of V2O5 to get 4000 Tonnes of Vanadium atoms.

SoTRR - I think you might be right about the tantalum, which few seem to have picked up on.

qwertyqwer - oh I think things panned out EXACTLY as Terry Perles expected. 13 months ago he told me that he expected prices would go above 130 USD/Kg V and guess what he was exactly right.

Nobody in their right minds could then predict precisely what would happen after that. It's just like being able to predict that a toppling tower of dominoes is going to fall over but not being able to determine exactly where every single domino will come to rest.

Excellent summary BBN

Utter nonsense from all the regular BS artists on here. I am disappointed by you qwertyqwer though.

Have a look at the Vanadium price in the last 20 years. There have been 3 speculative spikes driven by Chinese rebar regulations and taken advantage of Glencore. After the 2008 one the V2O5 price fell to 6 USd/lb and then further fell to sub 3 USD per lb. Today it is above 9 USD per lb. Post 2016 the Vanadium price has shown a strong recovery that is indeed very good evidence of a structural deficit.

For the

Zebediah - you yourself explained that wind turbines convert back down to DC - this is precisely so that the wind turbine rotation can be entirely decoupled from the grid's 50 Hz operational frequency and the turbines operate at optimal efficiency. Gosh there would be an outcry if that happened, but nobody mentions the simple fact that more than 50% of the energy contained in the coal and gas that we burn to make electricity is dumped out as useless heat.

Once you start thinking about more than just a single wind farm you discover that for short term fluctuations (i.e. those with the fastest changes in time) the effects of separate windfarms become uncorrelated at relatively small distances https://iopscience.iop.org/article/10.1088/1748-9326/10/4/044004 (i.e. they behave like a uncorrelated randomised generators whose sum can be modelled by very simple brownian motion style statistics) - this means that as you increase the number of windfarms, eg by a factor or N, the variations in the sum only increase by a factor of root N.

Thus the percentage variability of the wind generation actually falls by a factor of root N (N divided by root N). This is the same as why the variation in heights of 12 years across the UK (eg from year to year) is less than the variation in heights of 12 year olds in a single school class (eg from year to year).

once a few have sold into this liquidity event that the MMs will be keener to see the price rise

It's a great start and I'm pleased to see that it is only a one year off-take - we all know the situation that one can end up in by being too dependent on a long term offtake agreement

Excellent ATM announcement