RE:Battery energy storage gains momentum?kha341 wrote: Vanadium set for “disruptive” growth as battery energy storage gains momentum
That's the hopium talking. I follow the LDES market closely and what I noticed recently is that other technologies gained traction. Rarely do I see team VRFB score though. During the last couple of weeks zinc based systems have had a few days in the sun. Compressed air, gravity based tech, even organic flow batteries seem to be making strides, too. But again, I did not see VRFBs win tenders lately.
Largo talking about 30 GWh LDES opportunity ten years out reminds me of a hastily re-branded (to "something with Lithium" in its name) junior exploration company, with one hole in the ground talking about becoming the next Lithium major.