@Dungiven,
What @stockrock is saying here rings true to me. Probably just under $2m for the line. In terms of timeline, the production line is a "one of a kind" product custom-built by an Israeli company specifically for Fluence. A few months needs to be allocated once the design has been approved, for the production line manufacturer to source parts and put it all together and get everything working. It then gets sent to the Israeli base for testing and debugging and staff training. Then it takes about 2 months to disassemble, ship to China, then reassemble. 9 months seems about right.
The 1st Chinese line was ordered around Q3, 2016, so 3 years later there may be some upgraded control systems or other newer components available. The 1st Chinese line has also had improvement modifications made to it since it has been operational in China, so these are likely to be implemented into the 2nd Chinese line design. Also any other modifications to the initial design that may help with production flexibility.
The 1st Chinese line was 6 times faster than the 1st Israeli Emefcy line, and was designed prior to commercial sales in China. So this 2nd Chinese line may have even more improvements again now that there is a clearer picture of the next 36 months of their sales and production requirements, plus the actual market needs.
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@ywtoh,
When I heard the question about Grade IV effluent in Beijing on the call, my first thought was that that was from you!
Henry's vague answer (re: where these standards are being applied nationally) was about right, lots of provinces are still in discussions about what standards to implement, because there are cost considerations involved with getting to that higher standard. Not only upfront, but in terms of O&M too. And getting from that already good Class 1A level to Grade IV is the most expensive part. Worldwide, there are not many cities that require effluent TN to be below 1.5 mg/L. However, the more stringent the standards get, it does play to the strengths of MABR and create more opportunity, while excluding a lot of the competition. Generally, the larger the plant (talking large municipal plants), the lower the expected TN. Fluence is able to get to a low TN in quite a compact size comparatively.
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