Interesting comments in Gelion half year results. They’re no...

Interesting comments in Gelion half year results. They’re no longer going after LDES - reasons being Li-ion has such a cost/value advantage ATM and need for LDES pilots to run for years before grid contracts. They’re pivoting to high discharge backup (ie. mobile phone towers, UPS, data centres etc) with their ZnBr non-flow tech, essentially replacing PbC that owns this market and using the same manufacturing lines and the incumbents sales, logistics, racking, install etc.

They also want to eliminate the maintenance cycle as even with their battery needing far less often maintenance cycles than ZnBr flow and smaller cell size - they still see this as a problem.