Bermuda, have always appreciated your insight and thoughts over the years, including those I don't necessarily agree with. I think many of us have been disappointed with AVL's slow progress over many years, but I believe that things are now right for that to change, and quite rapidly too.
A super fund with plenty of capital to invest and a green ideology is partnering with NHCE, who AVL have an MOU with. NHCE have just patrtnered with Cellcube, who AVL also has a commercial relationship with. NHCE and Cellcube want to supply 160MWh of VRFBs per year to the Australian market using Australian supplied vanadium electrolyte, increasing to potentially 8,000MWh per year.
That is more vanadium than AVL can supply.
You are a smart guy, join the dots. The wind of change is here.
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