The problem is Lithium technology is still improving rapidly (if CATL's claims are to be taken at face value).
https://markets.businessinsider.com/news/stocks/catl-unveils-tener-the-world-s-first-five-year-zero-degradation-energy-storage-system-with-6-25mwh-capacity-1033251119
Https://constructionreviewonline.com/construction-news/south-africa/red-sands-africas-largest-standalone-battery-energy-storage-system-coming-to-south-africa/#:~:text=The%20Red%20Sands%20project%20will%20be%20built%20on,capabilities%20of%20the%20project%E2%80%99s%20batteries%20can%20be%20utilized.
https://www.cnbcafrica.com/2024/uk-funds-africas-largest-battery-storage-system-in-south-africa/
Interesting to see ViB quietly growing in S Korea with a claimed 10 Mwh of completed projects and a planned "Gigafactory" within 2 years.
News?
Https://b2bhint.com/en/company/za/southern-point-resources--K2022772875
Lender?
"(1) The FCA may, at any time, require an issuer to publish such
information in such form and within such time limits as it considers
appropriate to protect investors or to ensure the smooth operation of
the market.
(2) If an issuer fails to comply with a requirement under paragraph (1)
the FCA may itself publish the information (after giving the issuer an
opportunity to make representations as to why it should not be
published)."
Https://www.globenewswire.com/news-release/2023/12/27/2801219/0/en/AMG-LIVA-Power-Management-Systems-GmbH-Acquires-the-Redox-Flow-Battery-Activities-from-J-M-VOITH-SE-CO-KG.html
https://www.pv-magazine.com/2023/12/28/amgs-liva-unit-acquires-vanadium-redox-flow-battery-ops-from-voith/
Is it known what quantities Shell/AMG could produce when they start up in Saudi?
Https://www.electropages.com/blog/2023/09/rust-air-batteries-better-way-store-renewable-energy
Https://www.msn.com/en-us/money/companies/duke-energy-disconnects-catl-batteries-from-marine-corps-base-camp-lejeune/ar-AA1l6wJy
https://www.msn.com/en-us/news/us/benton-county-residents-petition-to-stop-construction-of-battery-energy-storage-facility-in-their-neighborhoods/ar-AA1lgBrG
I've never heard of flaring as a source of fly ash, it is my understanding that vanadium, nickel etc is sourced from HOFA as a waste product of oil powered electricity generation.
Https://businesstech.co.za/news/energy/731853/south-africa-gets-r10-billion-loan-from-germany-to-move-away-from-coal/
Germany, through its KfW development bank, will on Friday sign an agreement to lend South Africa €500 million (R10 billion) at below commercial market rates to help it transition away from the use of coal-fired electricity.
...The researchers considered three scenarios on how the country’s energy sector may develop until 2040.
The Economic Transition Scenario: The lowest cost route would see a massive expansion of solar power capacity to 65 gigawatts by 2040, with wind adding 21 gigawatts and battery storage 31 gigawatts. Five gigawatts of gas-fired power would be built and by 2040 65% of energy would come from renewables compared to 8% in 2021.
Coal Extension Scenario: Coal would account for 58% of generation in 2030, from more than 80% today, and 29% in 2040. By that date there would be 79 gigawatts of wind and solar.
Clean Power Scenario: This would take South Africa closest to its target of reaching so-called net zero emissions by 2050. There would be 13 gigawatts of gas or hydrogen-fired power and 105 gigawatts of wind, solar and batteries by that date.
Not exactly a smooth roll out - originally planned for July, postponed to October now further postponed to November!
https://www.capetownetc.com/news/20mw-energy-storage-system-for-breede-valley-nearly-complete/
https://www.greenbuildingafrica.co.za/eskom-to-commission-their-first-big-battery-energy-storage-system-in-western-cape/
Re the recent discovery of what I've seen described as "vast quantities" of niobobaotite in Inner Mongolia, to what extent is the use of niobium versus vanadium to strengthen steel a threat (or a cap) to vanadium prices?
Soome oone is tootally ignoorant?
Unless you are 'Orange Trust's then it's Gurnsey!
Strong likelihood diesel car started the blaze.
https://www.independent.co.uk/news/uk/home-news/luton-airport-car-park-cause-b2427767.html