I haven’t seen any sites retailing them. So they could be all hype as far as I know, but in terms of direct competition to a ZBM2 with a fire-safe product, I think solid state lithium technology is probably a bigger threat than a large flow battery manufacturer, which I think Redflow could compete with even in a mature market. Even if solid state technology is 5 years away from market (and this seems closer than that), it’s really beginning to narrow the profitable timeframe of Redflow. It means the ZBM2 needs to really get established quickly to allow them to ramp up to high profit production.
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