The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
https://mobile.twitter.com/BigBiteNow/status/1495719540105351168
Enerox with a guaranteed supply, BE with a very healthy order book
Reading between the lines...When BE come to the market with an update, it should be very good, as Enerox would be able to put in place advance orders from BE prior to final completion and commissioning of the electrolyte plant...light the blue touch paper.
https://about.bnef.com/blog/global-energy-storage-market-set-to-hit-one-terawatt-hour-by-2030/
BBN
Big bite now
Used to post on the LSE BB and is very insightful
https://mobile.twitter.com/cellcube/status/1494610385080623120
https://mobile.twitter.com/chrisyelland/status/1494174734237511683
https://mobile.twitter.com/BigBiteNow/status/1494589978290106386
https://mobile.twitter.com/BigBiteNow/status/1494594151488397312
With the posts I made last night, I noticed that California was requiring 12,000 MW of battery storage and I was unsure of the types of battery that would be utilised.
Having a look at what BBN has tweeted, it has ruled out lithium ion batteries which may suggest that the use of VRFBs which bodes well for the likes of Largo and BMN.
https://mobile.twitter.com/BigBiteNow/status/1494597048498274305
And I believe that is only for the state of California
MW not ME
Of note, P87, a requirement for 12,000 ME of battery storage over the next 10 years
Mentions battery storage but not the type.
Had a quick scan and found pages
87
100
111
128 and 153
May be of interest
Someone more technically minded may wish to offer their opinion.
https://t.co/0l57WRtY55
https://mobile.twitter.com/BigBiteNow/status/1494243290669060100
Any delay can only help BMN in completing and commissioning the electrolyte plant and then being able to supply for any VRFB, however frustrating it may be
https://mobile.twitter.com/BigBiteNow/status/1493664674059018242