RE: Final industrial masterplan for renewables expected by March19 Nov 2021 08:45
iii-v are the big three chinese manufacturers.
This is VERY important - it clearly indicates that talks have been going on behind the scenes between the SA VRFB industry and the big chinese manufacturers. Since the SA VRFB industry is 99% BMN this is relevant. It also helps to explain why BMN have not been shouting about all this from the rooftops - they are working on a mega-tieup with at least one of the chinese manufacturers, but it could be more - they get guaranteed Vanadium supply, we get technology transfer, and potentially SA manufacturing, in exchange.
It is exceptionally rare for the chinese to ever transfer any manufacturing outside of their country, but this might be where Fortune has been able to play a canny hand along with Ramaphosa