AVL 6.67% 1.6¢ australian vanadium limited

New Management, page-12

  1. 2,538 Posts.
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    Yes it's hard to see many householders willing to fork out more money for their energy storage than they have to. Most people won't actually hold onto their property long enough to get the full benefit of vanadium batteries over lithium imo.

    The market for AVL is opening up here in our own WA backyard, being the end of grid communities. This is about to impact big time if you talk to people in smaller towns on the fringes.

    I know AVL was going to tender for the Kalbarri Project, never heard what happened there. Has it been decided yet?
    They also went for the SA project but as I posted at the time, VSUN needs to get the runs on the board and 1 VRB sales won't cut it.

    So that brings me back to the end of grid battery storage solution. These types of scenarios would be a suitable fit for a VRB, where Western Power outages happen quite frequently and need adequate storage to fill the gaps as required.

    My mother lives in a small WA country town and is constantly suffering power outages. If the power is off for more than 12 hours at a time homeowners and businesses can lodge a claim against Western Power for any losses. It's not often the power goes off got more than 4-5 hours, but if you run a small business in a town where power is going down on a regular basis, even for a few hours, it can be costly.

    As an example, take the local general store (the only food shop in town) and the service station there. Power goes off during the day and no tills work, no lighting, fridges are down, though frozen goods are usually ok if its only for a few hours. So the shop closes until the power comes back on, which is anybody's guess when.

    The service station is rendered useless as well, which can be a nuisance when its the only one for 50km.

    The above example is life in small communities throughout WA and that doesn't even take into consideration farms, stations and mines throughout the state that just don't have access to the grid and mainly use diesel generators to supply their power.

    These are the growth areas for AVL and must be pursued vigourously. By all means try the home market but concentrate on the larger storage market as that is where we can make a difference. Even most of the literature outlining the point of difference between vanadium and lithium storage units identifies larger energy storage as vanadium's advantage.

    We can't compete price wise in the home market yet, but our long term advantage is very clear in larger storage needs.

    Just my take on the way forward for AVL. Time to backtrack and focus on where vanadium's strength is.
 
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