RFX 4.55% 11.5¢ redflow limited

General Renewable Discussion, page-1875

  1. 9,176 Posts.
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    Round turn effeciency is the real margin in arbitrage and also battery drawdown and longevity . Often very short duration blocks at the highest rates so need system set to deliver in that manner. Behind the meter installations at power generation sites with direct access to transmission infustructure have a advantage as they trade all the time and can use excess capacity to recharge at cheap costs.
    Speed of recharge is also a factor so you can attack another arbitrage opportunity should the opportunity occur .

    Definately a smart BMS and networked systems could allow RFX to combine many remote modules , community batteries and as a combined large battery deliver excess into a arbitrage situation as well is a possibility but rules on being a "generator" and delivering into network are probably not mature enough yet.

    In regards to round turn effeciency if you were targetting arbitrage you would need to ensure excess input capacity from solar / wind or a long term low tarrif off peak so that batteries were 100% for likely peak price arbitrage opportunities. With AI software it will be very competitive especially with hydro and gas turbines set as peaking plants so not easy money except if there is genuine shortage of energy due to network constraints and generator breakdowns bushfire , flood etc where distrubuted batteries have a real opportunity.

    I am still so pissed that it has taken so long for RFX to get this far and still not be churning out batteries so we actually have a better picture of real cost and ability in real world situations and a market share where they area go to provider for stationary batteries. The market is changing monthly in regards to competition and technology and politics and so much opportunity lost. So frustrating
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