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Closing Date/Time 14-Jun-2021 10:00
Request for Bids for Design, Engineering, Supply, Construction, Installation, Testing and Commissioning of Battery Energy Storage Systems (BESS) with a minimum of 80MW/320 MWh of usable capacity and energy including 5 Years Plant Operation and Maintenance Services at Eskom Skaapvlei Sub-station, Sere Windfarm, Koekenaap, Matzikama District Municipality, Vredendal, West Cape, South Africa
Closing Date/Time 15-Jun-2021 10:00
Design, Engineering, Supply, Construction, Installation, Testing and Commissioning of Battery Energy Storage Systems (BESS) with a minimum cumulated 34.5MW/175MWh of usable capacity and energy, including 5 Years Plants Operation and Maintenance Services
Design, Engineering, Supply, Construction, Installation, Ttesting and Commissioning of Battery Energy Storage Systems (BESS) with a minimum cumulated of 83MW / 332MWh usable capacity and energy, including 5 Years Plants Operation and Maintenance Services at: (Lot A) : Melkhout Substation, Eastern Cape, South Africa, and (Lot B): Eskom Pongola & Elandskop Substations, Kwa-Zulu Natal, South Africa
https://tenderbulletin.eskom.co.za/ (Search for BESS)
https://invinity.com/podcast-matt-harper-suncast/
Good interview with IES/Avalon top guy Matt Harper. The importance of the IES relationship with Bushveld gets a mention around -39mins (timer shows remaining time ;-).
https://www.bbnbigbitenow.com/post/there-s-more-steel-to-this-vanadium-price-rise
Thanks as always for sharing your findings and views BBN.
loudspeaker's prices below now updated on https://www.vanadiumprice.com/
This morning's rise's equate to
China.. FeV. $40.50 per kg
US.. FeV $38.75 per kg
European Fev $38.75.per kg.
European V205 $8.25 per lb.
https://twitter.com/BushveldMin_Ltd/status/1397382221401571336?s=19
https://www.vanadiumprice.com/
25 May 2021
China FeV 80% hits $39/kg (+1.3%)
Europe $36.75/kg (+2.8%)
Europe V205 98% Flake $8.10/lb (+0.62%)
Well done LB21. Was very happy with the answer you got. (Thumbs up emoji)
Big picture ducks and dominoes lining up nicely, even bottom feeders and swingers all getting aboard. Bases loaded, now just for FM and MN to deliver a home run.
GLA enjoy the weekend.
Hi taufour, My simplistic view of this is that costs in Rand go up when the USD is weaker but to counter this the weak dollar usually causes a lift in commodity (inc vanadium) prices. Therefore sales and profits on Vanadium products go up. I think both BMN and FB are saying that it's difficult to pick a direction to hedge that is worthwhile long term. Happy to be corrected as always.
Gambit, fyi
Impact of unprotected industrial action
§ On 19 April 2021, the Company reported an unprotected industrial action at its Vametco operation which temporarily stopped production with effect from the morning of 16 April 2021. The unprotected industrial action was resolved on 21 April 2021 when the Company and the Association of Mineworkers and Construction Union announced that a resolution was reached, and workers had started returning to work.
§ The plant has been safely ramping back up to sustainable production levels, with an estimated loss of production of approximately 65 mtV.
The buy and/or sell sizes being throttled with any increase in volume. Recently reverse spread for 50k max buy and sell at 16.57/16.54. Then up to 16.65p to buy 100k. Looks like someone is calling bottom for today. DOW and FTSE 100 futures recovering from day lows now too.