I think the consolidation is a good thing. No change in our equity position, but improvement in share quality perception. The good news does need to keep flowing though to kick the price along.
On a separate note I came across a California Energy Commission report dated December 2021 looking at three flow battery technologies and their health and environmental credentials. The three batteries were provided anonymously but I would dare say the zinc bromide one is from Redflow. It is interesting to see Tim talking to the California Energy Commissioner recently (re: Facebook). He holds the big purse strings. The report is very detailed. Great bed time reading
Project Results
Among the three flow battery chemistries, production of the vanadium-redox flow battery
exhibited the highest impacts on six of the eight environmental indicators, various potential
human health hazards, and per-energy-capacity material costs of $491/kilowatt-hour (kWh)
across its life cycle. Production of the all-iron flow battery, by contrast, exhibited the lowest
impacts according to the six environmental indicators, as well as the lowest potential human
health hazards, and material costs of $196/kWh. Production of the zinc-bromide flow battery
exhibited environmental and human health impacts at a level between the other two battery
chemistries, and the lowest costs of $153/kWh on a materials basis.
https://www.energy.ca.gov/sites/default/files/2021-12/CEC-500-2021-051.pdf
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