Thanks for your reply
So a 2024 volume price if $3500 for each SBM wasn't a bad guesstimate...
What caught my attention on LinkedIn was the interview with RFX CEO when he said the customer's (Anaergia) justification for choosing Redflow was to perform "peak shaving", ie running their operation from battery when the grid power price peaks in CA.
That's a significant economic decision by a multinational company.
what also helped was the subsidies/grants from the CA govt.
Hence my attempt to predict the viability wrt other power consumers and generators.
FCAS events in SA are mostly short lived; hence the battery that can dump faster (Li-Ion) wins most times and therefore proves more economic.
Peak shaving requires the battery to last more than an hour (ie a lower power output rating is acceptable) which I asssume is why they chose red flow as a better match to their requirements.
Challenge for myself (and RFX) is to identify systems/customers with similar power shifting needs.
GLTASHs
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