OnlyBMN - I doubt there is anyone who is sitting on the fence about BMN - if they don't get it now they never will. The only real difference is between those who have heard of us and those who haven't.
RE: Energy storage set to compete in US wholesale markets following landmark ruling14 Jul 2020 09:15
Ask yourself who might have petitioned against clear regulation that allows grid energy storage services to be procured - i.e. who exactly are the National Association of Regulatory Utility Commissioners ?
WASHINGTON (July 16, 2019) — On behalf of state utility commissions, the National Association of Regulatory Utility Commissioners has filed a petition for review in the Unites States Court of Appeals for the District of Columbia Circuit regarding the Federal Energy Regulatory Commission’s decisions on Electric Storage Participation in Markets Operated by Regional Transmission Organizations and Independent System Operators (Order Nos. 841/841-A).
The petition seeks an order and judgment that “portions of the FERC Rehearing Order and FERC Order are arbitrary and capricious” and “not in accordance with the law.” NARUC’s petition also asserts that FERC’s orders are beyond its “jurisdiction, authority or power.”
NARUC is seeking to overturn FERC’s decision to deny states the ability to fully manage energy storage resources that are connected to distribution facilities or located behind a retail meter. NARUC ultimately would like to see states and relevant electric retail regulatory authorities have the same ability to manage these resources as they do to manage demand response aggregation.
To cut a long and mind-numbingly tedious US-only story short NARUC didn't want FERC telling them what to do but the court simply said 'shut up and get on with it"
[1:32:17] "Where is the Vanadium coming from ? I think the whole world is going to be depending on Mikhail much more than they are paying attention to today. I think his company is in the centre of this entire industry, and we need his leadership and his assets and I can't make it any simpler than that."
"Microsoft and Amazon, to meet their load growth, times their increasing renewable targets , moving from 50 and 60% to 100%, each of those are going to have to procure somewhere of the order of 1.5GW of new renewables PPA's every year for the foreseeable future."
[39:50] "To meet the demands of the datacenters, and be able to say that we're 100% renewable not just on a yearly basis but an hourly basis, lithium-ion and short duration batteries just do not cut it"
[42:53] " My conclusion, looking at the market, is flow batteries already beat lithium-ion"
Another thing that I got was a nice chunk of 30K+ shares earlier today. Some idiot posters keep trying to force the price down. They are wrong but I am not going to miss out financially because if their inept misrepresentation of the progress that the company is making.
I wonder how many more weeks there are before the Dalian 800MWh plant is officially opened by a senior member of the Chinese National People's Congress ?
gambit - the supposed relationship between Vanadium price and our SP of course takes no account of our recently acquired facility to make another 30% more per year (Vanchem 960 tonnes, etc) nor the fact that Mokopane is the largest high quality VTM resource in the world.