Vanadium Electrolyte / Batteries
@Megafauna
I couldn't agree with you more on timing. I thought I would reply on this thread to your article about the 8Mwh installation for $20m in South Australia given what Bruno is trying to achieve with getting a thread for consider information
I thought I would share some details about how much V2O5 will be needed for such an installation.
Every litre of vanadium electrolyte (VE) requires about 200 grams on V2O5. A 1MWh installation requires about 80,000L of VE (equivalent to 16,000kg or 16T of V2O5).
TNG production cost for V2O5 is $2.50/lb or $5,510/T and selling for $6/lb or $13,225/T.
As I understand the cost to the produce a litre of VE is about $2.00/L. So TNG Energy could produce the VE for a 1MWh VRB at a total cost of about $160k.
The sale price of VE is about between $5-$10/L (let’s say $7.50/L) That means TNG, as vertically integrated business could sell the VE to an end user for about $600k. Cracking margin of $440k.
That is uninstalled and only for the VE so if obviously you then have the cost/margin on the battery unit itself and the installation.
On an 8 MWh installation, you need 640,000L of VE or 128,000 kg of V2O5. TNG Energy could produce the materials for about $1.3 million and sell for $4.8m, a margin of $3.5m. Again further margins on the battery unit and installations.
They say for a rural community to be self-sufficient you need a 20Mwh installation and then you have grid scale installations like at Dalian at 800MWh. Just to quantify on 800MWh, the margin would be $350 million for the VE alone.
It’s exciting that beyond the Mt. Peake cash flows, you have TIVAN Co as a licenser and the Energy business that can achieve margins like this.
I’d expect once we see the FEED and EIS behind us, the VRB/Energy business is going to get some airtime.
- Forums
- ASX - By Stock
- TVN
- TNG forum for considered and general comments
TNG forum for considered and general comments, page-17
-
- There are more pages in this discussion • 564 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TVN (ASX) to my watchlist
|
|||||
Last
5.0¢ |
Change
0.001(2.04%) |
Mkt cap ! $86.37M |
Open | High | Low | Value | Volume |
4.9¢ | 5.1¢ | 4.9¢ | $119.9K | 2.412M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 86483 | 5.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.1¢ | 75153 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 86483 | 0.050 |
2 | 74629 | 0.049 |
1 | 43478 | 0.048 |
7 | 589792 | 0.046 |
15 | 1129060 | 0.045 |
Price($) | Vol. | No. |
---|---|---|
0.051 | 75153 | 1 |
0.052 | 250000 | 1 |
0.055 | 82510 | 1 |
0.057 | 25000 | 1 |
0.059 | 423800 | 1 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
TVN (ASX) Chart |
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online