RE:RE:Euro FeV stableValid question: I see this conversion as part of a need towards offering a variety of close-adjacent multiproduct offerings all of which add to the Largo value chain. It is growth through added revenue streams. It is also an important way to kick open many client doors that would otherwise be difficult or impossible to open. Opportunity doors that allow establishing NEW relationships and allow Largo to ‘be there’ if and when new needs arise.
The FeV project should be studied on its own. Hence, be self-standing/self-deserving but, needless to say, in multi-scenario consideration with other, existing and future, Largo projects; ie., VRFB, TiO3…V2O3 etc…. Everyone wants to repurpose and optimize systems, processes, sales teams etc. to lower costs and increase available products…well this is a great way to do it…. So as FeV very likely has a very enticing net present value, on its own, any additional optimization will be extra cherry money.
The demand is such that taking the disintermediation step for this FeV business warrants putting together its own converter – of that there must not be a doubt. I can only but assume and expect that any interference of such a project with existing or future businesses is/has being considered – including the potentially rich V demand related to the soon-explosive (perhaps sooner than not) VRFB future.
best