The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Also a video of the electrolyte factory here…
https://twitter.com/ladyjenn1fer/status/1591024775996272640?s=46&t=Scf9sTAvwoH0pLq4xP0Yjg
Yes, I thought we would have been discussing something new! We do ask for more Pr so let’s see how it goes I guess.
Won’t be able to listen live so I would appreciate if anyone who is posts anything of interest.
Gla
'Eskom's view on the future of Storage in the Eskom transmission network, as presented this am in the Eskom Transmission Development Plan (TDP) Public forum. And they will want local long-duration batteries...'
https://twitter.com/solarboygenius/status/1585540925236940800?s=20&t=N19exba9XLbm0Q1MK-HYQw
anyone who hasnt listened to the podcast with Frank Spencer on should. Gives an idea of potential in SA alone.
https://www.businesslive.co.za/fm/fm-fox/2022-10-25-podcast-big-batteries-heres-a-way-to-do-it-our-way/
GLA
Fortune said in the Q&A that they are in discussion with Orion regarding the CLN's due at the ned of next year if they cant settle in cash. Hopefully we will hear something on this soon as it is something the markets need clarification on.
He also mentioned they will be giving updates on BE side on the investor meet on 8th November. I assume we will get some news on this beforehand, maybe its MUST relisting and how that looks for us.
GLA
Cant argue with David Attenborough
'Never before have we had such an awareness of what we are doing to the planet, and never before have we had the power to do something about that. "Surely we all have a responsibility to care for our Blue Planet. The future of humanity and indeed, all life on earth, now depends on us."'
Great podcast with Frank Spencer if you haven't listened to it yet.
GLA
https://twitter.com/profstrachan/status/1582975859442429953?s=46&t=6GP1cfbrKuwP8gtO1R3vbw
‘Battery storage will jump exponentially’
https://thechinaproject-com.cdn.ampproject.org/c/s/thechinaproject.com/2022/10/18/the-dawn-of-the-vanadium-battery-age-in-china/amp/
'The dawn of the vanadium battery age in China'
https://twitter.com/BushveldMin_Ltd/status/1582006744754323457
https://www.linkedin.com/posts/alexanderschoenfeldt_oilandgas-justtransition-aew2022-activity-6986980266246324224-5o5K?utm_source=share&utm_medium=member_ios
#Southafrica and the entire African Continent have the great opportunity to benefit from the energy transition more than any other area in the world. Indepence from oil and gas by using #renewables and #ldes long duration #energystorage will free people and economies specifically if the local resources can be integrated in building a local value chain. Excited to talk about the technology trends on Wednesday lunchtime about bankable #vanadium #redoxflow #batteries using feedstock from Bushveld Minerals and how it kicks off a future for „in Africa for Africa“
www.ferroalloynet.com: Yesterday (October 12), the price of European ferrovanadium was slightly lowered again, at 31.65 (down 0.25)-33 (down 0.25) USD/Kg V, equivalent to the price of ferrovanadium50 112,500-117,300 CNY/Ton; European vanadium pentoxide remained stabilized at 7.5-8.5 USD/Lb, equivalent to vanadium pentoxide98% 115,200-130,600 CNY/Ton; US ferrovanadium was 19.75-21 USD/Lb V, equivalent to the price of ferrovanadium50 154,800-164,600 CNY/Ton.
Hoping for some decent run rate/production numbers for q3. Dollar/rand will help numbers too.
Mustang news due end of the month .
GLA
https://www.vanadiumprice.com/chinas-ferrovanadium-producers-inventory-decreased-13-83-yoy-in-aug/
Not sure was historic inventory was but seen this article recently.
https://www.engineeringnews.co.za/article/56-wind-and-solar-projects-bid-into-south-africas-enlarged-renewables-round-2022-10-04
Meanwhile, the IPP Office confirmed a delay to the release of a request for proposals (RFP) for energy storage projects, which was expected to be published at the end of September.
It reported that the RFP was in the final stages and would be released to the market as soon as governance processes had been concluded.