Member Info for bonxie

If anyone has a spare moment to explain to me how the arbitrage shorting play works ahead of this deal I'd be very grateful! Ta

LFP cycle life is given as up to 7000. That's almost 20 years at one cycle per day, but a 16h (was it 18h?) battery isn't going to be doing 1 cycle per day, so I don't think 25 years based on cycle life is that unreasonable. You also get background "calendar" aging, but here in the UK that isn't going to be super fast due to the cooler climate, and the long duration means the c-rate is low so they won't be heating much that way. Overall I think it's reasonable if a little optimistic.

It's possibly location related - most of the 16+ hour projects are in N Scotland where the problems with wind curtailment are. If Li-ion cells are cheaper than vanadium electrolyte (haven't checked the exact numbers lately) then the difference would become more glaring at 16h, so maybe that's why the VFB/Zinc was awarded an 8h project. Just my speculation though.

Thanks Dobs, that's the kind of "strategic" I failed to articulate

India has several VFB manufacturers. I wonder if this is just someone seeing an opportunity to buy low sell high or there is something more strategic going on?

Risingboats there's some good info on Form Energy's batttery here, think it's open-access.

https://www.cell.com/action/showPdf?pii=S2590-3322%2822%2900102-6

Fairlysolvent - I don't think that was ever really an advantage, as you can do the same with lithium ion, just adding more cells behind the inverter. It looks like Infinity have gone for modularity and economies of scale rather than flexibility in duration.

Camkite I remember a VFB CTO saying that it would probably be necessary to replace the stack after about 10 years. The main issues are gradual oxidation of the graphite electrodes and possibly the membrane wearing out. Also pumps etc will need replaced/refurbished periodically. The electrolyte should last indefinitely unless external contaminants get in, or something goes wrong and the V5+ precipitates.

ABB is a much more likely buyer of Invinity than EOSE. Both purveyors of long-lived grid infrastructure assets.

@Chargrin "First off all you can't call it a battery." I remember that, absolute cult classic.

I feel that a company like EOSE is just to tech-centric to go and acquire a company with a different technology. Too many people's positions would be made redundant.

Thanks PMC. That doesn't sound good for EOS.

Where did you read that the EOS batteries are underperforming PMC?

Good point, thanks

Not sure why that money would be looking for a new home. It'll be spent on rockets and stuff won't it?

I guess the question is when did that mechanical phase of buying kick in?. From the graph it looks like the run from 60->160p was based on the fundamentals changing with the GVMT funding, and 160p->200p was based on the index effect. Hopefully that means we settle out around here but who knows.

Invinity are the strategic partner on this right?

Anyone have any clue what's causing this bounce in LSE's least commented-on share?

Bilboburgler, wind energy is still about twice your 0.03EUR/kWh in Europe, even if you assume you don't have to match the supply up hour-to-hour.

Looks like Saudi Arabia will be well placed to be the, er, Saudi Arabia of green hydrogen.

https://www.woodmac.com/press-releases/renewable-levelized-cost-of-electricity-competitiveness-reaches-new-milestone-across-global-markets-in-2025/

For some reason I can't stop thinking about Willy Wonka and the Chocolate Factory. Who will be too greedy and get squashed into an electrolyser stack?

Wrennus, I just looked at Siemens fleet of H2 compatible plants and all the curretn ones appear to be running a blend, so more work is needed to get to 100% hydrogen burning.

https://www.siemens-energy.com/global/en/home/products-services/product/hydrogen-power-plants.html