AVL australian vanadium limited

https://electrek.co/2024/01/22/china-says-it-will-rein-in-the-flo...

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    https://electrek.co/2024/01/22/china-says-it-will-rein-in-the-flood-of-evs-coming-our-way/

    Further encouragement for Lithium consumers like tesla to push more and more into the BESS market.

    Worrying development - the Tesla megapack usage is already growing exponentially:

    10,000 production capacity plant in California
    10,000 capacity plant started construction in China
    10,000 capacity plant to be built in Germany by 2025

    That's 10,000 per factory per year btw.
    At $1.3 million each - that's a nice bit of business for Elon - and just streamlines their ability to be installed very very quickly.

    https://hotcopper.com.au/data/attachments/5904/5904151-197307adcb4ce4bab01c1e22aff5a64c.jpg
    444 of these being installed in Melton, Vic, just outside Melbourne.
 
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