RFX 4.76% 10.0¢ redflow limited

Ann: Redflow releases its Gen3 battery, page-87

  1. sjl
    1,209 Posts.
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    I agree that 80 MWh per annum is very low for a company that wants to compete for grid-scale storage projects. The Hornsdale power reserve started with 129 MWh, and is now at 194 MWh, for example. The Victorian Big Battery is 450 MWh.

    But at the same time, care needs to be taken to not grow capacity too quickly; sure, it'd be nice to be able to build multiple GWh of batteries every year, but if the company can't sell it, that's wasted capital expenditure.

    Once Redflow has the runs on the board and the orders are building, there'll be time enough to build more capacity in the factories. At least the raw materials are not in short supply, and it shouldn't be difficult for miners to ramp up production of zinc and bromine if it becomes necessary. And, having built the factory for Gen3 production, scaling up should be a relatively straightforward task as orders require.
 
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