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A 1MWh redT vanadium redox flow battery system was installed in 2017. RedT is currently in the middle of a merger with US vanadium redox flow battery maker Avalon Battery, a move which now has the backing of vanadium producer Bushveld Minerals.
https://www.energy-storage.news/news/uk-local-energy-market-trial-achieves-breakthrough-as-flexibility-trading-p
Hi Bella6532,
I believe the tweet linked is actually from last year so not directly related to us.
Good to see her talking along those lines though.
Thanks Alfa - really appreciate this.
Hi Alfa,
What would you say the best way is to differentiate between inter market maker transfers and a legitimate buy? Would a rough calc be to ignore similar size trades conducted within the same minute or so?
https://www.pv-magazine-australia.com/2019/09/28/long-read-flow-batteries-scale-up-to-gw-production/
There appears to be almost 4 million share unaccounted for.
Is the assumption that YD have sold this or I wonder if there has been another transfer that is simply below the threshold for a TR-1
Really appreciate that Pdub!
Hi Pdub,
I was trying to find out how long it took for VR8 to get the Mining Rights. Any ideas?
https://www.ig.com/uk/investments/news/share-dealing/2019/07/31/bushveld-minerals--bmn--share-price--aims-best-mining-opportunit
This might have been shared before - but hopefully this will help increase the traffic to the Bushveld Perspective for people who are looking in
Absolutely delighted by that RNS. The JSE listing being 2020 making perfect sense post Vanchem.
Continued production improvements - going to be an exciting H2!
I appreciate that it turned out to be misinformation but a few months ago Bushveld Energy was linked to the development of 3 solar plants in Zimbabwe.
https://renewablesnow.com/news/to-the-point-solar-projects-of-250-mw-proposed-in-zimbabwe-report-653368/
Having read the below article
https://www.bbc.co.uk/news/world-africa-49097080
Cannot help but feel Bushveld Energy would be able to help solve the issues there.
Now this is pure speculation (apologies) but I wonder if now Zimbabwe have begun making some payments toward their debt to Eskom whether now would be a better time than previously for BE to be able to get a project / projects going in Zimbabwe?
Sorry Bella6532
Could you please explain your theory behind the link between BMO and the shorting?
"In Dec BMN appoints BMO... We then get shorted... Yeah right!!!"
Thanks Furnaceb - much appreciated.
Hi Furnaceb,
Out of interest do you ever get a response from the FCA in regard to your reports? In particular surrounding your experience in PTSG?
https://www.vanadiumprice.com/global-vanadium-wrap-european-fev-prices-drop-below-30-per-kg-v2o5-market-falls-10/
Interesting times!
The Chinese domestic ferro-vanadium price gained a degree of upward momentum on suppliers’ unwillingness to sell off cargoes amid a growing appetite to buy among both traders and mills.
Some Chinese traders and mills resumed their interest in restocking vanadium products, including ferro-vanadium and nitrated vanadium, with rumors circulating in the market that official inspections of rebar quality have been taking place in some areas of China recently.
https://www.vanadiumprice.com/first-comes-renewable-energy-then-comes-battery-storage-then-comes/
Sorry I think I must have missed something. Could you let me know what happened with BMO?
Yes that is interesting.
I was intrigued by:
Without the impact of special policies, prices would stabilize within a reasonable range of CNY 165,000-180,000/t
Because by my amateurish calculation I am pretty sure that range is higher than the current pricing and we are aware that there are policies which are not currently being fully enforced - but we expect them to be.
https://www.vanadiumprice.com/how-do-vanadium-traders-survive-in-2019/
An interesting read.
www.ferroalloynet.com: What do you think of the trend of vanadium price in the second half of 2019?
Mr. Duan: The price trend in the second half of 2019 depends on the balance between supply and demand. The overall supply of vanadium series (ferrovanadium, vanadium nitrogen alloy) should exceed demand. Without the impact of special policies, prices would stabilize within a reasonable range of CNY 165,000-180,000/t. But ultimately, the market decides the price!