Not to rain on the VR8 parade, but has anyone else come across the Iron Battery innovation and use case?
https://www.forbes.com/sites/jeffmcmahon/2022/10/04/a-cheaper-chemistry-is-storming-the-battery-market/?sh=6aa32a0f3ab9
https://www.cnbc.com/2021/08/25/form-energy-raises-240-million-on-iron-air-battery-promise.html
They have received funding from Bill Gates and Jeff Bezos. $240M in series D funding.
I think VR8 is still a viable business, even without the increased demand of vanadium for batteries, but it down appear to put a potential downer on the upside potential of increased vanadium demand.
Iron is a much cheaper alternative.
Has anyone else come across this?
Does anyone else have a different opinion?
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