Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://twitter.com/vanadiumworld/status/1577058127786102784?s=46&t=-EZdcwMJzuuoqwI7voP9LA
> #Cellcube in 8MWh #flow #battery pilot to target #Australia’s C&I market prospects
https://twitter.com/bushveldmin_ltd/status/1576878522924437504?s=46&t=cY5_v96AEvMOUpe60CZj5w
Initial direct employment of 50-60 employees
Gla
https://twitter.com/bushveldmin_ltd/status/1576877761729540096?s=46&t=cY5_v96AEvMOUpe60CZj5w
https://www.bloomberg.com/news/articles/2022-09-30/there-s-a-mind-bending-amount-of-solar-in-the-us-pipeline
Can’t read all the article but says ‘And there’s a lot of battery capacity too.’
Gla
https://www.gtac.gov.za/wp-content/uploads/2022/08/Keynote_an-overview-of-the-renewable-energy-landscape-in-South-Africa_Chanda-Nxumalo.pdf
'A massive rollout of renewable energy offers our best chance of ending load shedding as quickly as
possible.'
'• Eskom is in the process of procuring 400 MW of battery storage through its Battery Energy
Storage Systems (BESS) programme, with the first projects reaching completion within the next twelve months.
• Preferred bidders from Bid Window 6 will be announced in October 2022 and will reach financial
close in early 2023.
The capacity procured through Bid Window 6 will be doubled from the current allocation of 2600
MW to 5200 MW'
does anyone think BE is/will be in a position to bid on the battery storage window that starts in a couple days?
https://www.engineeringnews.co.za/article/october-deadline-set-for-residual-renewables-bids-as-south-africa-signs-wind-farm-agreements-worth-r11bn-2022-09-22#.Yyxhma0EOGw.twitter
think timeline is 2024?
Its tough out there at the min. I bought a small amount this morning which wasnt timed great but i will hold and buy when i can.
GLA
https://www.x-rates.com/average/?from=USD&to=ZAR&amount=1&year=2022
Jul 16.801237 – 31 days
Aug 16.699695 – 31 days
Sep 17.497040 – 27 days
i would say 17 is about right Pdub
Chinese Vanadium Pentoxide Flake Prices Stay Firm
BEIJING (Asian Metal) 27 Sep 22 – Due to the tight supply in spot market, Chinese vanadium pentoxide flake 98%min market mentality stayed firm during the past week. At present, the mainstream prices of Chinese vanadium pentoxide flake 98%min stand at RMB118,000-120,000/t (USD7.6-7.8/lb V2O5) EXW D/A 180 days, unchanged from early last week. Considering that few suppliers have inventory pressure now, insiders believe that the mainstream prices of Chinese vanadium pentoxide flake 98%min would maintain firm in the coming week.
https://www.vanadiumprice.com/chinese-ferrovanadium-prices-increase-gradually/
Chinese Ferrovanadium Prices Increase Gradually
BEIJING (Asian Metal) 27 Sep 22 – Due to the tight supply of raw materails, Chinese ferrovanadium 50%min market mentality went strong gradually during the past week. At present, the mainstream prices of Chinese ferrovanadium 50%min stand at RMB130,000-132,000/t (USD36.3-36.9/kg V) delivered D/A 180 days, up by RMB2,000/t (USD0.6/kg V) from early last week. Considering that most suppliers prefer to hold back from selling for the moment, insiders believe that the mainstream prices of Chinese ferrovanadium 50%min would stay firm in the coming week.
https://www.l2b.co.za/Project/-b-Imaloto-b-Coal-Power-Plant-Madagascar/20486
last update was on 15th sep 22.
who knows what is going on with this!! maybe they can add a few VRFB's to it if it ever gets developed.
GLA
https://twitter.com/chrisyelland/status/1573240658806149121?s=20&t=oFDLKSKWXvbgm8sBf4hs8g
'Interesting to note: No gas-to-power for the repurposed Komati Power Station. Only solar PV, wind and battery energy storage.'
https://twitter.com/chrisyelland/status/1572939419216134144?s=20&t=Mjd1DZb9c7-E9jMMvkKY_w
BATTERY STORAGE BID WINDOW
Magoro also announced that a battery storage bidding round would be launched on September 30 and that bid submissions under BW6 of the renewables programme, which had been expanded from 2 600 MW to 4 200 MW, were anticipated on October 3
You never know.....
GLA