2 GWh mandate in China. That's 2000 MWh or 333 LCE "Mallorca flow battery systems" in just one deal. So, energy storage projects move from the several hundred MWh to the GWh category. LCE? Zero sales this year so far. Zero!
We have to deal with several competing flow battery chemistries (Zinc-Bromine, Iron-flow, organic based, etc.), the 1000lb Gorilla Li-Ion, Sodium Ion, Zinc-Air, Iron-Air, compressed air, and gravity based energy storage systems. I probably missed some. They are all making good progress and news headlines. LCE or VRFBs in general? Total silence.