This might be it....., page-34

As I stated before lithium;s role is in the growing EV (moveable market) and very small scale battery storage (kW instead of MW). MW storage (i.e the stationary market) IMO is vanadium's sphere but takeup is a viscous circle as need the price of vanadium to reduce to encourage takeup. Low cost producers, should AVL ever become one, will remain in the market as supply increases - that is need increased supply sources.

The thing renewable advocates in the Li space in the stationary market don't talk to much about is the life expectancy of lithium batteries (which obviously will have issues around storage of the waste at end of life) compared to vanadium batteries. In terms of EV vehicles no real impact as the life of a lithium battery will be better or equivalent to a standard battery in a combustion vehicle. That is where IMO has further advantages, but in net present valuations what generally happens after 10 years by the private sector is often discounted quite heavily hence why people still consider lithium in the stationary market

At the end of the day there is a role in the market for both lithium and vanadium so not sure what the hang up and competition here is about. In terms of the thread header 'crap happens' and what do you think happens when you speed and have an accident. Seriously combustible vehicles explode in car crashes, what do you think happens when friction happens - break the seal or outer case of the battery allowing air and it can become inflamable, but that is a question of better case design as against its lithium contents and speed don't help when you drive like a moron btw. I read the article in the link- seriously crap happens and if it was a combustible vehicle exploding it wouldn't even make the news.

More compact batteries (you know we like small) but wanting greater energy also means more heat and hence cracked cases/poor design is the real issue. That is what people want in the moveable market unfortunately. In the stationary market you essentially don't have these issues if you just prefer nice casing and large enough rather than the 'I want it small and looking yuppie type', because therein lies the risk - small but wanting the same energy content means greater friction and heat which if the case fails well Bob's your uncle but suspect you can never bullet proof casings if there is a moron driving the car.

All IMO and prefer to debate AVL than debate lithium. There is room for everyone, just need topick the market you want in. Vanadium is steel inputs and energy storage in the stationary market.

Now in terms of the trading today, I hope that BOT isn't getting COMSEC to send out paper copies of those the buy/sell orders LOL because a lot of trees will be getting cut down which ain't good for the environment. Yes my poor attempt at humour and time for a VB.

All IMO