Member Info for jogj99

Just catching up on the posts here. I think you misheard Cindercone. He said that Bushveld get offers of ore from third parties that have no way of processing it rather than offers for Bushveld’s resources.

Me 4. People should be reporting these rude and disruptive posts.

I would urge anyone invested or thinking of investing to read this report. Particularly page 10. It gives details of a major Cellcube contract.

https://vanitec.org/images/uploads/Guidehouse_Insights-Vanadium_Redox_Flow_Batteries.pdf

https://www.routescanner.com/voyages/ea74b49272fccfbbed0813fbfa9528a8/3/ZACPT/locode/1/USBAL/locode/1/2022-05-09_/emission_co2/sea,rail,barge,truck

Availability from Cape Town to Baltimore departing 12 May with a 22 day crossing

Repost of LB21’s post from yesterday in case anyone missed it

from @AndreaHotter on Twitter yesterday "We price Fe-V 70-80% V, in-warehouse Pittsburgh, and the price has been rising strongly: now at $34-34.5/lb vs around $15/lb start of Jan, and +2.24% vs end of March".

That's c.$75 per kg....

Daisydog, the only reason I can think of is that it was meant to be logged for the morning and instead they have ticked the box for immediate release.

I think he meant per KG and not tonne as well!

A news piece about the Liverpool Battery Fire

https://www.dailymail.co.uk/news/article-10680335/Huge-Merseyside-blaze-took-59-hours-extinguish-caused-explosion.html#newcomment

Now this sorry saga is out of the way I can see some very positive news flow in the very near future.

Great bit at the end of that report for Bushveld investors.

Thomas added that a key factor investors should keep an eye out for is battery electrolyte capacity.

“Significant battery-related vanadium is planned to be consumed in 2022,” Thomas said. “The issue will be producing enough electrolyte to satisfy all of this demand.”

Sorry but there is no ‘very strong buy’ tab……

The Board of Directors of the African Development Bank has approved a $57.67 million loan to Eskom Holdings SOC Ltd, South Africa’s public electricity utility—and Africa’s largest— to harness battery storage technology that will increase electricity generation from reliable and efficient renewable energy sources.

The Bank’s financing, a concessional loan, will come from the Clean Technology Fund, a multi-donor trust fund under the Climate Investment Funds. The pioneering Battery Energy Storage Systems Project is being co-financed with the World Bank and the New Development Bank.

The project involves the development of 200MW of battery storage with four hours of energy storage capacity per day, or 800MW in total, at seven sites in South Africa’s Western Cape, Northern Cape, Eastern Cape and KwaZulu-Natal provinces.

Once onstream, Eskom will be able to dispatch electricity sourced from variable renewable energy that would otherwise have been wasted, reducing reliance on fossil fuel-generated electricity at peak times of the day.

Eskom aiming to secure concessional funding for R400bn just energy transition project pipeline https://www.engineeringnews.co.za/article/eskom-aiming-to-secure-concessional-funding-for-r400bn-just-energy-transition-project-pipeline-2021-10-14#.YWlD077JsWY

Mentions mini grids

https://twitter.com/bigbitenow/status/1447952618039480327?s=21

http://www.thepresidency.gov.za/from-the-desk-of-the-president/desk-president%2C-monday%2C-11-october-2021

I could not get the other link to work

That tells me that Bushveld Energy’s electrolyte is spoken for already. That is a pretty amazing development!

Great find Jimbo!

Sammy, July and August are some of the lowest months for V demand and therefore the price will be lower. The price has not dropped much compared the the recent highs and Bushveld will still be making very good money at these prices.

Expect a upturn in prices over the next month.

@Sanchez599. It isn’t often I disagree with you but on one point I fundamentally do so.

The best word from the interview was ‘humongous!’

The remuneration vote was reasonably close in the grand scheme of things. 110 million to 80 million.

I was thinking about Rolls Royce and their small reactor program. My thought was that for a small percentage of the cost (1.8-2 billion) of a small reactor it usefulness could be significantly increased by installing a VRFB in conjunction with it.

Once you have spent the money installing a reactor you may as well use it at a higher percentage of it’s capacity for as much of the time as possible. Overnight a VRFB could be charging while little capacity is being used and thereby increasing the plants useable capacity in the morning and early evening when demand is greatest.

What do people think? Is it worth suggesting this to the great engineering minds of RR.