Member Info for mogwhy

Good spot Paul150.
Updated list of projects below.

Major VRFB projects (4.5 tonnes of V per MWh)

1,000 MWh------- China - Jiangsu TianWan nuclear station (4,500 tonnes)
1,000 MWh------- China - Jiangsu offshore wind integration (4,500 tonnes)
---800 MWh------ China - Shijiazhuang (3,600 tonnes)
---800 MWh------ China - Dalian (3,600 tonnes in 2 stages)
---640 MWh------ South Africa - Eskom BESS phase 2 (2,880 tonnes max)
---500 MWh------ China - Hubei Zaoyang Ph 2 (VRB Energy) (2,250 tonnes)
---400 MWh------ China - Yancheng (Shanghai Electric Group) (1,800 tonnes)
---400 MWh------ China - Wuhan (1,800 tonnes)
---332 MWh------ S. Africa - Eskom BESS phase 1 package 2 (1,494 tonnes)
---320 MWh------ S. Africa - Eskom BESS phase 1 package 1 (1,440 tonnes)
---300 MWh------ Australia - Pangea, Port Augusta (CellCube) (1,350 tonnes)
---165 MWh------ S. Africa - Eskom BESS phase 1 package 3 (743 tonnes)
-----51 MWh------Japan - Abira Town Hokkaido (Sumitomo Electric) (230 tonnes)
-----40 MWh------ China - Wafangdian Zhenhai Wind Farm (180 tonnes)

One off total of 30,366 tonnes of vanadium
--------------------------------------------------------------------------------------
Electrolyte production (4.5 tonnes of V per MWh)

2mt electrolyte- China - Fangchenggang (250,000 tonnes per year)
--------?------------ China - Ningde, Fujian (30,000 tonnes per year)
3,000 MWh pa -- Saudi Arabia, Dammam (13,500 tonnes per year)
---200 MWh pa - South Africa - Bushveld Energy Phase 1 (900 tonnes pa)
---200 MWh pa - USA - New York (Margaret Lake) ph 1 (900 tonnes pa)

Total of 295,300 tonnes of vanadium per annum

More detail on the Hokkaido project.

https://reneweconomy.com.au/redox-flow-big-battery-tapped-for-hokkaido-grid-in-japan-96934/

Not all the projects on the list are confirmed, so I'm leaving it on there so it's on the radar.

Updated list.
Major VRFB projects (based on 4.5 tonnes of V per MWh)

1,000 MWh------- China - Jiangsu nuclear power station (4,500 tonnes)
1,000 MWh------- China - Jiangsu offshore wind integration (4,500 tonnes)
---800 MWh------ China - Shijiazhuang (3,600 tonnes)
---800 MWh------ China - Dalian (3,600 tonnes in 2 stages)
---640 MWh------ South Africa - Eskom BESS phase 2 (2,880 tonnes max)
---500 MWh------ China - Hubei Zaoyang Ph 2 (VRB Energy) (2,250 tonnes)
---400 MWh------ China - Yancheng (Shanghai Electric Group) (1,800 tonnes)
---400 MWh------ China - Wuhan (1,800 tonnes)
---332 MWh------ S. Africa - Eskom BESS phase 1 package 2 (1,494 tonnes)
---320 MWh------ S. Africa - Eskom BESS phase 1 package 1 (1,440 tonnes)
---200 MWh------ Australia - Port Augusta (CellCube) (900 tonnes)
---165 MWh------ S. Africa - Eskom BESS phase 1 package 3 (743 tonnes)
-----51 MWh------Japan - Hokkaido (Sumitomo Electric) (230 tonnes)
-----40 MWh------ China - Wafangdian Zhenhai Wind Farm (180 tonnes)

One off total of 29,916 tonnes of vanadium
--------------------------------------------------------------------------------------
Electrolyte production (based on 4.5 tonnes of V per MWh)

2mt electrolyte- China - Fangchenggang (250,000 tonnes per year)
--------?------------ China - Ningde, Fujian (30,000 tonnes per year)
3,000 MWh pa -- Saudi Arabia, Dammam (13,500 tonnes per year)
---200 MWh pa - South Africa - Bushveld Energy Phase 1 (900 tonnes pa)
---200 MWh pa - USA - New York (Margaret Lake) ph 1 (900 tonnes pa)

Total of 295,300 tonnes of vanadium per annum

https://tinyurl.com/ycksbl3y

That's the only info I've got on the Shijiazhuang project.

It's hard to be certain but from the schedule in annexure A, it looks like the contract for the 320 MWh Skaapvlei BESS will be awarded by 30 Dec 2020.

https://tinyurl.com/yxdnqvb8

It's also worth noting that the recorded number of active cv19 cases in South Africa reached a peak of 173,590 on 20 July and is now in a downtrend at 137,977 yesterday.
Of course, we don't know the accuracy of the official figures but looks like it's going in the right direction on the face of it.

It's worth noting point 29 in The World Banks report on restructuring the Eskom project.

29. Because of the pioneering role of this battery storage project, its assessment should not be limited to the amount of clean energy enabled and CO2 offset but the impact that the demonstration would have on maturing the technology, lowering costs and enabling scale-up. Concessional funding is needed at this stage to support maturity of the technology.

The building and kitting out of the electrolyte plant is not a particularly complicated project.
An EPC was selected in Q1 this year, so the design is likely to be complete or nearly so.
A 6 month build timeline is very doable, so Q1 next year for initial production looks possible to me.

gambitxjs - was that reply in response to the change in holdings on the Bushveld website ?

gambitxjs - that would mean that the Bushveld website is showing incorrect information.
The last two holding statements showed the following.
01/03/20 - 59,450,000
30/06/20 - 49,100,000

If they just transferred them to a different account and were still the beneficial owner, then the holding should not have changed.

Yes please gambitxjs, that would be helpful in updating my notes.

We know that Golden Summit have been selling this year but it must be at a loss.
They bought 65 million between 29p and 41p in 2018-2019.
Oct 2018 - 44,692,700 at 29p
Nov 2018 - 10,000,000 at 41p
Jan 2019 - 10,307,300 at 41p

Snott - see line 16 of the procurement plan.

Actually, it looks like Golden Summit plus A.N. Other.

There's only 2 shareholders with that amount of voting power.
Unless it was a team effort.

Good find Floyd81.
Based on MWh, that makes phase 1 worth a total of $434m.

Pat48 - those 5 projects at the bottom are planned electrolyte manufacturing facilities.
At full capacity those projects will require a staggering amount of nearly 300,000 tonnes of vanadium per year every year. That's 3 times the current useage.

Updated to include the breakdown of the Eskom Phase 1 packages.
I'm assuming at the moment that VRFB's capture all the tenders fo rboth phase 1 & 2.
This is unlikely and I'll update when the tenders are awarded.

Major VRFB projects (based on 4.5 tonnes of V per MWh)

1,000 MWh------- China - Jiangsu (4,500 tonnes)
---800 MWh------ China - Shijiazhuang (3,600 tonnes)
---800 MWh------ China - Dalian (3,600 tonnes in 2 stages)
---640 MWh------ South Africa - Eskom BESS phase 2 (2,880 tonnes max)
---500 MWh------ China - Hubei Zaoyang Ph 2 (VRB Energy) (2,250 tonnes)
---400 MWh------ China - Yancheng (Shanghai Electric Group) (1,800 tonnes)
---400 MWh------ China - Wuhan (1,800 tonnes)
---332 MWh------ S. Africa - Eskom BESS phase 1 package 2 (1,494 tonnes)
---320 MWh------ S. Africa - Eskom BESS phase 1 package 1 (1,440 tonnes)
---200 MWh------ Australia - Port Augusta (CellCube) (900 tonnes)
---165 MWh------ S. Africa - Eskom BESS phase 1 package 3 (743 tonnes)
-----51 MWh------Japan - Hokkaido (Sumitomo Electric) (230 tonnes)
-----40 MWh------ China - Wafangdian Zhenhai Wind Farm (180 tonnes)

One off total of 25,416 tonnes of vanadium
--------------------------------------------------------------------------------------
Electrolyte production (based on 4.5 tonnes of V per MWh)

2mt electrolyte- China - Fangchenggang (250,000 tonnes per year)
--------?------------ China - Ningde, Fujian (30,000 tonnes per year)
3,000 MWh pa -- Saudi Arabia, Dammam (13,500 tonnes per year)
---200 MWh pa - South Africa - Bushveld Energy Phase 1 (900 tonnes pa)
---200 MWh pa - USA - New York (Margaret Lake) ph 1 (900 tonnes pa)

Total of 295,300 tonnes of vanadium per annum

loudspeaker - you can make a lot of money very quickly on a 3p rise by using leverage.