Member Info for Floyd81

Battery Energy Storage Capacity Bid Window of The IPP Tender No: DMRE/028/2022/23

https://www.ipp-storage.co.za

Programme Milestones
ESIPPP Programme preliminary milestone dates, subject to change, are as follows:

Bid Window 1
RFP released in the market 7th March 23
Bid Submission 5th July 23

https://usvanadium.com/us-titanium-alloys-aerospace-threatened/

Designated by the U.S. Government as a “Critical Mineral” in 2019, vanadium is a metal used in high-performance titanium alloys that are vital to jet engines, aircraft structures, and vehicle armor. Such alloys have the highest strength-to-weight ratio of any engineered material, according to the U.S. Geological Survey (“USGS”). Because there are no acceptable substitutes for vanadium in aerospace titanium alloys, it is essential for both military aircraft and ballistic missiles.
Vanadium-alloyed steels are used in virtually every high-strength structural steel application in military equipment, including military-grade AH36, AH32, and MIL22698 steels used to build U.S. Naval aircraft carriers and submarines, as well as in combat vehicles, tactical vehicles, tactical bridges, material handling equipment, aircraft, watercraft, rail trailers, and steel structures. Vanadium-alloyed steels are also used in mortar tubes, cannon tubes, and in howitzers, as well as in blast resistant hardened structures.
In the commercial sector, vanadium-alloyed steels are used in infrastructure applications such as auto parts, buildings, bridges, cranes, pipelines, rail cars, ships and truck bodies.

The more you use a vanadium flow battery the cheaper it is, the more you use a lithium battery the shorter it lives.

https://twitter.com/invinityenergy/status/1631625699776770048?s=61&t=sEIAAQSR69vfNBHcTsCvgQ

The battery storage sector is about to enter its first ever phase of large-scale augmentations of systems as they reach 3-5 year degradation points and there are questions over how this will pan out, a representative of Burns & McDonnell told Energy-Storage.news.
“Most battery storage projects will add or replace battery capacity within the first three to five years as those existing batteries degrade, typically by 5-15% in that period. There are a lot of questions as we hit this first round of augmentations because we really haven’t seen augmentations executed in a major way yet,” said Jason Barmann, Energy Storage Technology Manager for the engineering, procurement and construction (EPC) firm.
Barmann agreed that since the big ramp-up in utility-scale battery storage deployments has been over 2020-2022, the coming few years will be the first big wave of augmentations.

Prolux Solutions launches Home Storage - a 6kWh VRFB manufactured in Europe.

https://twitter.com/vsunenergy/status/1629672621511151617?s=61&t=sTHabuz5Rd7JCK0G6FbN4w

https://www.prolux-solutions.com/de/de/storac

Cellcube
Compact solution for Energy Storage coming in 2023.

https://www.cellcube.com/soon_cs/

Storen

https://www.storen.tech/

https://www.linkedin.com/posts/mikhailnikomarov_vanadium-vrfb-china-activity-7033863021244424193-t-CQ

Is storage generation? Is it transmission (and/or distribution)?

https://www.linkedin.com/posts/mikhailnikomarov_developing-a-revenue-model-is-the-next-challenge-activity-7033858507305099264-uHrv

Absolutely @ clarkgriswold.

Delectrik & Tata Power
Vishal Mittal Founder Delectrik systems on LinkedIn

https://www.linkedin.com/posts/mittavishal_tata-power-sustainable-is-attainable-india-activity-7033652622939074560-rb2R

Tata Power, which is India’s largest integrated private power companies features Delectrik on nationally televised 'Sustainable is Attainable'. The episodes focus was on a new technology that has the potential to revolutionize & accelerate the energy transition. It is exciting to see Delectrik’s Vanadium Redox Flow Battery feature as that possible solution (Timing 15:00-16:00 min in the show). We are grateful for the association and support from Tata Power and look forward to doing our bit in fast-tracking India's transition to Green, Sustainable and Affordable Energy.

Tata Power Sustainable Is Attainable: India Energy Bulletin Focusing On Innovations In Clean Tech
(Delectrik clip)

https://youtu.be/-qr8xY46Ksw?t=894

Delectrik closes a MWh scale Flow Battery project in Europe for EV charging application. Energy arbitrage from Solar + ESS and demand charge savings makes it more viable than a conventional grid based EV charging and yes this would be go a long way in achieving the net zero goals of organizations and countries at large. The system will be deployed later this year.

https://twitter.com/delectrikinfo/status/1626084889111175168?s=61&t=zOLySpl5yiKczWloh9Qhfg

https://capital10x-com.cdn.ampproject.org/c/s/capital10x.com/the-increasing-market-potential-of-vanadium-and-vanadium-flow-batteries/amp/

Mikhail’s thoughts on LinkedIn regarding the World Bank Report.

https://www.energy-storage.news/world-bank-south-africa-could-play-significant-role-in-global-battery-value-chain-by-2030/

The World Bank recently published the South Africa & Southern Africa Battery Market & Value Chain Assessment Report. This has been in development for two years and is extremely valuable as another data set of information on energy storage in Africa, especially South Africa.

Some high level thoughts:
1) The forecasts are not very ambitious in part because the report is based on outdated policy documents, such as the IRP 2019. Events in 2021 and 2022 greatly accelerated some storage deployment, likely after much of the analysis was already done.
2) Even its most ambitious "whole nine yards" scenario, the report values the impact of batteries at 1% of GDP and 58,000 direct and indirect jobs by 2030. That is 3-4 times too small for three reasons:
I) The export potential of EVs is understated. Only 5GWh is forecast, with significant reliance on the domestic market for consumption. SA already exports ~270,000 vehicles each year, with 80% of them going to Europe, where regulation is already phasing out new ICE sales. To keep its exports, SA must a shift to domestic manufacturing of export-oriented EV. Even a 50% share of EVs of SA automotive exports in 2030, would increase the BESS EV forecast 2 to 3 times.
II) The utility / FTM segment is forecast at 400MWh by 2030, which is what Eskom is procuring already. Plus, Eskom is forecasting that it requires 8-10GW of storage in the next 10 years, meaning it alone will be deploying 10-20 times the report's FTM forecast by then.
III) The BTM forecast is 2,700MWh by 2030, while 2,000MWh was deployed in 2022 alone. Most of that was residential storage, leaving significant growth potential in C&I storage applications. It is unrealistic to expect almost no growth in 7 years in demand for BTM storage.
3) The report is very supportive of vanadium based energy storage, including it as a "quick win" in all three of its scenarios. It rates vanadium higher than every other battery material on nearly every step of the value chain for South African local value chain creation. While the ultimate potential is less than expected due to the above points, it underscores that vanadium must be part of South Africa's battery strategy.

Terry Perles Video to accompany the Presentation Document posted previously by @Loudspeaker.

https://www.youtube.com/live/S4P5vgEvIjU?feature=share

Presentation Document
https://hubb.blob.core.windows.net/3892f144-935a-46b8-a4e8-b89ee1896864-published/09128a77-c166-4d26-9d34-7e3b0378ed2e/%20-%20Vanadium_Market_February_13_2023.pdf?sv=2021-10-04&se=2025-02-16T08%3A20%3A36Z&sr=c&sp=r&sig=9VjspDnT8yvmvR1ABbU5XifGFbxkeKgGn0yYXcNPA%2BY%3D

https://www.globalafricanetwork.com/manufacturing/opportunities-available-for-investors-in-the-renewable-energy-sector/

Various initiatives are underway within the ELIDZ and opportunities exist for new investors in this sector.

Energy Storage Systems
* Current work with Impala Platinum (raw material supplier) on fuel cell manufacturing is taking place.

https://www.cityam.com/green-energy-firms-demand-national-grid-boost-storage-after-lack-of-facility-saw-it-pay-them-99m-to-turn-generators-off/

https://twitter.com/BushveldMin_Ltd/status/1625806361584869376

Renewables with energy storage cost-competitive with gas

https://www.energy-storage.news/renewables-with-energy-storage-cost-competitive-with-gas-in-canadian-provinces/

Clean Energy Canada’s full report, technical report, workbook and more
https://cleanenergycanada.org/report/a-renewables-powerhouse/

Apology it’s via this link below.

See the last Page 71 of this BE Presentation.

Reference Tables from Bushveld Energy for Electrolyte & Energy Conversions.

See the last Page 71 of 71

https://www.bushveldenergy.com/wp-content/uploads/2022/06/Bushveld-Energy-SAIEE-Mar-2022-v1.1.pdf

Reference Tables from Bushveld Energy for Electrolyte & Energy Conversions.

See the last Page 71 of 71

https://www.bushveldenergy.com/wp-content/uploads/2022/06/Bushveld-Energy-SAIEE-Mar-2022-v1.1.pd

https://www.energy-storage.news/south-africa-government-to-issue-rfp-for-513mw-of-battery-storage/

https://www.ipp-storage.co.za/

The 146MWh referred to in the article.
RFPs issued in December 22 - 35MW/140 MWh & 1.54 MW/6.16 MWh

https://easytenders.co.za/tenders/request-for-bidopen-tender-mwp1698wbdepa-mwp1698wb-96782

&

Determinations opening way for Eskom to procure emergency and cross-border electricity published for comment

https://www.engineeringnews.co.za/article/determinations-opening-way-for-eskom-to-procure-emergency-and-cross-border-electricity-published-for-comment-2023-02-11

Consultation Paper on Concurrence with CBPP LSRP EGPP Programmes

https://www.nersa.org.za/wp-content/uploads/2023/02/Consultation-Paper-on-Concurrence-with-CBPP_LSRP_EGPP_Programmes.pdf

Consultation Paper on 344.5MW Eskom RE and Storage

https://www.nersa.org.za/wp-content/uploads/2023/02/Consultation-Paper-on-344.5MW-Eskom-RE-and-Storage.pdf

https://businesstech.co.za/news/energy/664607/south-africa-on-the-cusp-of-an-r18-billion-energy-boom/

Battery storage market ripe for a boom in SA, says World Bank
World Bank expects a rapid rise in SA’s storage demand with revenue of up to $2bn a year in 10 years

https://www.businesslive.co.za/bd/national/2023-02-14-battery-storage-market-ripe-for-a-boom-in-sa-says-world-bank/?__vfz=medium%3Dconversations_top_pages

South Africans Can Now Get Tax Breaks For Investing In Renewable Energy

https://techfinancials.co.za/2023/02/14/south-africans-can-now-get-tax-breaks-for-investing-in-renewable-energy/?amp=1

The Twelve B Green Energy Fund has a mandate to invest in solar panels, inverters and batteries in residential complexes, and commercial and industrial installations.

https://youtu.be/J2WHU81v8ts

Manchin urges investment in non-lithium energy storage

https://www.energy-storage.news/manchin-urges-investment-in-non-lithium-energy-storage-jigar-shah-predicts-1gwh-orders-in-2023/

https://www.king.senate.gov/imo/media/doc/230130doeteamletter.pdf

Fortune tweet regarding

This is most sensible for several reasons 1) Li-ion is not the ideal solution for long-life, long duration storage, which will make up 90% of stationary energy storage; 2) There is just not enough Li-ion to support existing EV mandates 3) Geopolitics

https://twitter.com/tsepomojapelo/status/1623283094244495360?s=61&t=XqCr9YHIUc7YnpMQoGj1yA

https://archive.is/px5G8

G&W Electric Microgrid
https://www.gwelectric.com/microgrid/?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=

Fortune tweet regarding

This is most sensible for several reasons 1) Li-ion is not the ideal solution for long-life, long duration storage, which will make up 90% of stationary energy storage; 2) There is just not enough Li-ion to support existing EV mandates 3) Geopolitics

https://twitter.com/tsepomojapelo/status/1623283094244495360?s=61&t=XqCr9YHIUc7YnpMQoGj1yA