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By the ship load? When it comes to supply the X10 to the US...

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Treed

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14/06/24

12:07

Post #: 74314692
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Originally posted by Docweemo: ↑

Where the X10 lands in the market is critical, not irrelevant. Just saying that my estimate is that it needs to be around $80/kWh or lower. I explained why I think that. That’s so far below their current production costs that talking about 10% less ZnBr or 400% more stacks inside a box, seems like tinkering. when I said I don’t know where it will actually land, I would still be surprised if it was close. And if it does, then it’ll come with a load of other problems - like if they’re that cheap, you need to sell them and transport them by the shipload to make any reasonable revenue, and they’re very heavy. I just can’t see it happening.

So I think they need revenue streams that don’t depend on ZnBr - I’m happy to accept that the ones I mentioned will never fly, but that doesn’t convince me the X10 will.

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By the ship load? When it comes to supply the X10 to the US there is no plan I am aware of to export batteries, it will be either stacks only or make them there, it depends on how the IRA is going to work.

"Where the X10 lands in the market is critical" Yes, glad we agree on that. Equally so is the functionality that end users want.

RFX Price at posting: 9.9¢ Sentiment: Buy Disclosure: Held
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