Bradda Head Lithium exceeds targets, secures US$3 million royalty and moves closer to production. Watch the video here.
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CC has said he’s stopped all funding for the ELZ plant - and he’s leaving it up to the IDC to maintain it - if they want to!
Zero electrolyte orders.
Don't they have sales people at Bushveld. They should have guys doing everything they can to sell this.
Sell what? A half share of a closed up redundant electrolyte plant - the other half owned by an utterly corrupt SA government arm!
You can only sell electrolyte by winning a tender to supply the stuff to a VRFB maker who first of all has to win a tender to install A VRFB related BESS project! No such projects exist - anywhere!
Hence zero orders.
You cannot sell to market that doesn’t exist … no-matter how strong your sakes force is.
A brand new electrolyte plant. And I am not advocating to sell it but to use it to produce a product.
And yes they need to go an win tenders and go flog the damn stuff.
Since when does the electrolyte need to be sold uniquely to a local project. Where did I miss the part that we couldn't export it?
Export it to where? Where, in the ROW outside of China are there any major VRFB projects being built. And where in the ROW is there ANY VRFB project - even a mini- grid one!
Its reported that the electrolyte accounts for around a third of the cost of a VRFB. Why is it that with Vandium being currently cheap as chips, no- one on the planet is stockpiling the stuff … although China might be from there own resources- and from Russia!
And … if no-one wants it at todays prices, why would they suddenly decide they want it if it becomes lots more expensive!
BMN sent samples out for testing to virtually every VRFB maker on the planet … only 3 agreed to put them on their preferred buys list.
Probably because the rest of them have no need for yet another supplier in their listings! And they ain’t got any projects on the go for the foreseeable anyway!
The U.K. is a classic example - loads of large BESS projects underway, including Superhubs - not one of them want VRRB’s …and if in the future anyone ever come along that does - there a very good electrolyte supplier in Reading.
There are also other electrolyte factories around Europe. Oz is building its own - or was until the bottom dropped out! India the same. The already have their own.
The only thing special about the ELZ plant is it’s only one in the African continent … that amounts to over 50 countries, most of which ALSO have large renewable energy schemes underway. That is the market the ELZ was intended for. A grand idea!
Unfortunately none are VRFB projects.
Hence the ELZ plant has zero orders. It’s shut because there is no market for its product anywhere on the African continent. Not even VFRB mini- grids!
Invinity appears to be the only one expanding at a reasonable rate. They've built I think about 90MWh of batteries to date and they've announced 96MWh worth of Mistral VRFBs to be built starting later this year and are targeting much larger 100MWh+ batteries in the coming years. That does seem about it though and there are quite a few electrolyte producers outside of China to supply them, including US Vanadium
What about AVL in Australia
I know so little about them, whether they have a mine etc but do they make VRFB batteries?
No, they don’t manufacture batteries.
Australian Vanadium (ASX:AVL) has commissioned its vanadium electrolyte manufacturing facility, producing its first batch of high-purity vanadium electrolyte, since the facilities completion in December 2023.
“The completion of the facility, coupled with the confirmation of the production of on-specification vanadium electrolyte from Western Australia’s first manufacturing facility, achieves another major milestone for AVL and is a positive reflection of the technical and operational expertise within our organisation,” AVL’s CEO Graham Arvidson said.
“We are ready to accept orders for electrolyte and are actively pursuing sales.”
Independent analysis confirmed that vanadium flow batteries, with their scalability, long lifespan, and capacity maintenance, help to address the challenges of energy storage and distribution in a world increasingly reliant on intermittent renewable energy sources.
Supported by a $3.69 million Australian Government Modern Manufacturing Translation grant awarded under the National Manufacturing Priority Roadmap in 2021. The Facility in Wangara, Perth, WA, is designed to produce high-purity electrolyte of up to 33 MWh (megawatt-hour) per year of VFB (Vanadium Flow Battery) energy storage.
The company uses a proven electrolyte manufacturing technology from the US Vanadium LLC (USV) for its use in Australia and New Zealand. USV staff traveled to assist with the commissioning and currently supply the required vanadium oxides.
Once operational, the Australian Vanadium Project will enable full ‘pit to battery’ by producing vanadium concentrate at the mine site for the Facility’s feedstock.
This milestone positions AVL to emerge as a major player in renewable energy, paving the way for global expansion in the vanadium-based energy sector.
AVL last traded 1.5c, at 10am AEDT.
https://hotcopper.com.au/news/asx-news/147986/australian-vanadium-makes-strides-in-renewable-energy-with-electrolyte-facility/
Well I asked about BELCO and Lindon to reply. Seems all the knowledgeable investors are gone.
Lindon is like a goldfish, copy pasted every article he finds online but can not or doesn't know what was written in them.
LSE has always been Shiite to discuss stocks but clearly has hit new lows. Not sure why I bothered to post in the first place.
The sodding website is so full of ads you cannot even write a post without it stuttering your keyboard.
Adblock plus works well for me.
Need RichKen back to get this share-price rocketing again!
A ‘breakout’ to where 😂.8+ would be a breakout at these levels
Top of the gap window at 1p ish, once it clears this resistance here it will move quickly through the gap as they act as a vaccum for price to move through. That's if the move is UP of course, as we all know there's no guarantees.
Last one here please put the cat out and turn off the lights.