Outsized! In a recent interview Wrtsil VP Andy Tang said "We are now at the point where [in the UK, Western Europe, United States, Taiwan, Australia] the
average sized system for us is 100MW/200MWh."
link This is what the market is focusing on right now.
On the other side you have VRFB manufactureres offering much smaller systems. Invinity for example reported its "Largest Project to Date" at 10MWh just yesterday.
link That's still 10x - 20x smaller than Wrtsil's
average system.
The need for much bigger VRFB system offerings is evident. Therefore, investments in manufacturing capacity for Vanadium based systems as well as electrolyte is a must. The current expansion projects are clearly under-sized. We have yet to see a western VRFB manufacturer invest in additional capacity in a meaningful way. Unless this happens, VRFB's won't be able to compete in the "utility segment".