AVL 5.88% 1.6¢ australian vanadium limited

Vanadium in 2019, page-190

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    I was hoping @Process1 gives a take on the above, in particular, or another chemist.

    Essentially in g/mol, as I understand it the mol represents molar mass, so I guess the key is the term mass, and that gets you to molecular weight, so in terms of myself I just started from the chemistry tables for Vanadium. But you do report in terms of g/mol or kg/mol , and the 2nd link gives you what is meant by a mole, and it is by the looks of it much much much more than one, as the term mass is the key:
    https://en.wikipedia.org/wiki/Molar_mass
    https://courses.lumenlearning.com/boundless-chemistry/chapter/molar-mass/

    In these links you can see the atomic weight as reported for vanadium report in g/mol as well:
    https://pubchem.ncbi.nlm.nih.gov/compound/vanadium
    https://pubchem.ncbi.nlm.nih.gov/compound/5460753

    I also just found this link - a beauty to - and the formula for vanadium pentoxide - appears to conform with what I did at point 3 of the post - but there is some further information around the why, because as I said I am not a chemist, and high school was so long ago LOL for me (and way too many slabs of VB have gone past since then). The link below does give you information across all elements, and by the way by the looks of it need to work out how the link in the 4th point in my original post got to that 240 number as not clear from the links below either. So when I have a VB in hand and bored might try to work it out.
    https://www.convertunits.com/compounds/V/
    https://www.convertunits.com/molarmass/Vanadium(V)+Oxide
    https://www.convertunits.com/molarmass/V
    https://www.convertunits.com/molarmass/O

    At the end of the day, the reason why I did the exercise is really to understand what the debate was for this 10 tonne per MWh reported, and then what I could see is the issues around energy density (lithium versus vanadium) hence the comments I made at point 15 of the post.

    In terms of lithium, the lithium carbonate equivalent in batteries is 0.9 kg LCE per kWh hence because this outcome is better than vanadium, what gives vanadium the better space in the large scale immovable energy storage market compared to lithium IMO is the fact it can run more cycles per day (delivering more energy per day) and the batteries themselves don't degrade which then is the benefit in a capex sense, as lithium batteries require replacement and that has capex costs involved, despite energy density been lower. That is the numbers need to be run over a longer cycle time, than just looking at installed capacity, which was the post of mine in what I was initially linking today.

    In terms of smaller batteries, especially the smaller batteries in the household sector immovable market, would appear to me whilst lithium batteries need to be replaced more frequently on a NPV basis the benefits there are likely to be with lithium (compared to vanadium at a guess) given the higher cost of vanadium batteries per unit of installed capacity and the smaller capacity of these types of batteries, albeit at some point someone we need to deal with 'waste' because at some point someone will start saying lithium batteries have the same environmental issues as car tyres. It is economies of scale and replacement cost at the larger battery end of the market IMO which switches things back to vanadium's sphere, just a guess looking at the links in my previous post, through running times etc. I think this what a lot of the literature on battery comparisons is doing.
    https://solarbay.com.au/vanadium-batteries-commercial-use-pros-cons/

    For vanadium, IMO it is about improving energy density and hence reducing the vanadium need in a battery to theoretical efficiency I suspect. For lithium, it is about making the life of batteries longer before replacement.

    For vanadium, and for us at this point in time it is about AVL getting its act together and targeting the steel market, and longer term hopefully through R&D we improve battery efficiency for vanadium, meaning less vanadium required in batteries which has a benefit on costs, to be more competitive IMO in the smaller scale of vanadium battery applications (household immovable battery storage market for example) etc etc.

    Anyway, not a chemist. Would be interesting what AVL's rep (?) who posts here occasionally has to say.

    Anyway, all the above is IMO. I think I'll just concentrate on the steel market focus, but this post and the last is just to provide some data on batteries etc etc. Anyway, time to have a nap.

    All IMO




 
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