I prefer to think like a customer....
ie why would I buy a redflow battery?
Lets assume that in 2023 Redflow has high volume production and the company reduces its 40%? margin to compete with alternatives.
ie ZBM sells for US$3600
Would I still buy it?
A ZBM stores 10kwh of energy and I have a source of cheap energy (eg solar farm at 5c/kwh (break even ROI).
I have a choice...
either
1) invest $3600 to store 50cents worth of my cheap energy
try to sell that energy into the nem when the price is X
I want to sell a full charge of energy every day for the next 7200 days (20 years) and
I want 100% ROI over 20 years (greedy I know)
This requires input of a total of 72MWh at my energy input cost of $3600 to be sold for
( $3600 + $3600) x 200% = $14400
ie US$200/MWh. (20c/kwh in 2023 but more like 40c/kwh at todays price)
Unfortunately I have to pay service fees, mainenance costs etc from my income but ill assume its similar to 2) below
or
2) let the 50cents worth of solar farm energy go to waste when nobody wants to buy it or sell it at a loss
use the same capital investment of $3600 to expand my solar farm and get my ROI during the daylight hours.
Which one would you choose and why?
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