Member Info for SimonV

Https://www.pv-magazine.com/2024/09/24/china-to-host-1-6-gw-vanadium-flow-battery-manufacturing-complex/

Laura2022,

Sorry for the delay, I am away in Namibia. TimeMyFriend put it more eloquently than I could.

Best regards,

Simon.

Https://www.rechargenews.com/wind/deutsche-bank-raises-siemens-energy-target-as-wind-power-turnaround-looks-on-track/2-1-1709926?zephr_sso_ott=PYOMWM

Https://finance.yahoo.com/news/slb-says-lithium-breakthrough-brings-173958126.html

Https://m.koreatimes.co.kr/pages/article.asp?newsIdx=381225

Link: https://www.pv-magazine.com/2024/08/26/us-power-grid-adds-4-2-gw-of-battery-storage-in-h1/

I wonder if more recent deployments are larger?

Https://www.energyconsents.scot/

This one?

Lutra, sounds very interesting. Do you have a link for this please?

BBC News - Energy storage plants planned for Highland sites

https://www.bbc.com/news/articles/c4ngn020g7po

Unless you are ITM perhaps?

Https://www.euractiv.com/section/energy-environment/news/europes-solar-power-surge-hits-prices-exposing-storage-needs/

Https://www.notebookcheck.net/Solar-Foods-opens-cellular-agriculture-factory-to-grow-Solein-food-protein-using-microbes-fed-air-with-a-touch-of-minerals.842384.0.html

Does anyone know the variable costs of production. The article seems to suggest fixed costs of Euro 0.25 per tonne, which strikes me as ridiculously low.

Https://www.ft.com/content/ac126e7e-6c8d-4ba2-84ea-bcada85e5e8f

Thank you.

Hi, I do not subscribe. What is the gist of the view please? Regards, Simon.

My small buy through H-L was marked unknown.

I did the same, avoids the uncertainty of open offer allocations. Time will show if I jave been rash jumping in so soon.

Hi, I found the same article and was going to post link too. Will have to read again to understand the break even figures quote.

ATOM seems to be doing well. They are a major customer.