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I'll have my bags packed just in case.
I’m looking at the V price figures, looking at the sentiment, looking at the situation with commodities in general (and vanadium in particular).
I just can’t see the SP being below 20p by Friday of next week. I hate rampy predictions like this as much as the next man. But I just can’t see it below 20p.
I promise to leave this board and never post again if this is not the case. Seriously.
The impact of the sanctions is that i) it's almost impossible from a technical point of view to pay for Russian vanadium and 2) From an ethical standpoint, who the **** wants to do business with them?
Damn good point on Palladium
https://www.statista.com/statistics/1118273/global-leading-palladium-exporting-countries/
2 million by 08:05
Volume hits 1 million by 08:03. Gulp. Feck.
If $100 per kg then what SP? Anyone venture an estimate?
We’re talking about the growth of a VRFB sector. Plenty of room for multiple players. The more the better because they’ll all need what we dig out of the ground.
Perfectly put
Those now wondering whether the rocketing price of vanadium will deter the expansion of VRFB’s now need to read-up on BMN’s visionary proposal to lease batteries rather than sell them. I shall dig out a link for those who are new here.
We'll get a PM speeding ticket at this rate
They communicate like an old-fashioned mining company (ie there's no need to communicate properly you just tell people how much you've dug out of the ground) when they should be communicating like a exciting renewable energy company (which they are). Basics.
We should be here. Why are we not?
https://storagesummit.solarenergyevents.com/agenda-2022/
Invinity Energy Systems issued the following news release:
- Independent report demonstrates the potentially critical role of Long Duration Energy Storage (LDES) for the UK’ transition to Net Zero.
Invinity Energy Systems, along with a number of other leading energy technology providers including companies such as SSE, National Grid ESO and Drax, have commissioned an independent report by Aurora Energy Research into the critical role energy storage is expected to play in the UK’ future energy system.
The report has identified that Long Duration Energy Storage (LDES), such as Vanadium Flow Batteries (VFBs), can provide the necessary infrastructure for further renewable penetration in the UK grid more flexibly and at a lower cost than network reinforcement. The report suggests that further deployment of LDES solutions could reduce the UK’ reliance on gas by up to 40% and generate significant system savings on the path to Net Zero with £bn in potential savings from reducing Scottish Wind curtailment alone whilst enabling total power sector carbon emissions savings of 10 MtCO2, by 2035 –he equivalent of removing c2.2m cars from the road.
Aurora’ independent study highlights how Vanadium Flow Batteries are one of the most flexible and commercially ready LDES solutions. Invinity’ VFBs are highly suited to rapid-response, high-throughput solutions such as dynamic regulation, due to launch in the UK in Q2 2022, as well as bulk shifting renewable energy to periods of peak demand that helps to reduce the reliance on thermal back up generation. The report also identifies the ability of VFBs to be deployed at a variety of critical locations on the UK grid that help to manage constraints that will support further wind and solar deployments that will be built as the UK transitions to Net Zero.
The full report from Aurora can be viewed here(https://go.auroraer.com/l/885013/2022-02-14/58l77).
“urora’ report underlines the vital role Long Duration Energy Storage will play in the transition to Net Zero, not just in the UK but globally. It is well understood that LDES is able to deliver clean energy on demand; this report proves how that ability can accelerate a path to Net Zero while delivering substantial savings.
Of the technologies analysed, we are pleased to see Aurora reiterate how durability, near instantaneous power response, speed of construction and location flexibility –ey strengths of Invinity’ vanadium flow batteries –re critical characteristics of solutions that will form the core of the UK grid’ portfolio of Net Zero assets.
We echo Aurora’ message for greater UK support for LDES, accelerating the further rapid deployment of proven solutions like Invinity’ vanadium flow batteries to enable a quicker, cheaper transition to Net Zero.”
Ed Porter, Business Development Director at Invinity
Vanadium gets a great write-up (you may need to register to read for free)
https://go.auroraer.com/l/885013/2022-02-14/58l77
BE update this week then?
So many painful experiences with this share. I am an optimist long term and have become somewhat hardened to the irrational rises and falls. I remain loyal though. Or perhaps it’s a form of Stockholm Syndrome!
A blue day ahead. Very optimistic summary from FM and typically straight
What's the latest date for Q4 pls?
I agree. And because these are not 'consumer products' the world is slow to realise their potential. I see many parallels with the UK's offshore wind industry; once regarded as eclectic but now booming and mainstream.