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SimonGr

3,412 Posts.

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19/06/24

09:06

Post #: 74381956
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The spec for the Anageria project was exactly Redflow's sweetspot. Surely you at least agree on that?

And .... Anageria was/is specified as a 4hr battery (2MWhr/500MW). EXACTLY as per the above spec posted by @tanon. EXACTLY in Redflow's sweetspot. Same project Redflow claims the RBM's are actually 10.5kwh. The 4 inverters are bespoke to the project giving 4hrs. The ones on individual ZBM3's will comfortably provide a 3.5hr battery under constant discharge (as I pointed out).

Originally posted by Treed: ↑

OK, firstly

"This is exactly Redflow’s sweet spot. Redflow’s 10.5kwhr at 3kw is a 3,5hr battery." No.

Also did I write;

"lithium is better in that shorter time frame"

Especially when it comes to the economics of the ZBM3. Gee maybe you've written something very close to that?

Maybe the output efficiency over time might actually be accurate? Doesn't mention $ efficiency, could be why the ZBM3 is being looked at by quite a number of larger players now looking for Long Duration Energy Storage, perhaps more than just 4 hours. Lets see, Energy Queensland, ARENA, Acciona Energia, CEC, DOE, DOD, they must be doing their funding or investigations without seeking the opinion of anonymous HC posters, myself included. I would be absolutely certain they need their own proof for their situations.

The CEC and DOEs purpose in the escalating installation grants, apart from ensuring higher reliability of energy supplies for disadvantaged groups or locations is to drive down the price of LDES below lithium for those businesses that survive their selection process. if you think their DD in choosing Redflow as one of the competitors is not better than yours, go argue your case with them.

At the last AGM it was mentioned the RTE had improved in new testing, whether or not this new blue stuff top of photo will make another difference to RTE versus the black sheet bottom right, no idea, have to wait for a different Data Sheet.

It seems RTE is not the only consideration to weigh, at least not for these organisations, in the era of the ZBM3.

The image above is cut from an enlarged photo in the most recent Redflow FB post, behind Tim Harris.

On where the price will land if the X10 based systems get to robotic manufacture, Redflow knows where it needs to be to make clients buy and what the X10 based storage systems need to do.

Do I want news that something good is happening, yes, tomorrow, from the ASX, price sensitive would do for starters.

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RFX Price at posting: 9.7¢ Sentiment: None Disclosure: Not Held
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