South Africa 🇿🇦 has abundant supplies of raw materials such as nickel (lithium ion batteries), manganese (lithium ion batteries), platinum (fuel cells) and vanadium (long duration redox flow batteries).
All vital elements in energy transition.

18% of annual worldwide demand for #lithium will come from one Tesla gigafactory

In total three >100GWh are planned or >44% of annual production

#VFB are safer, last significantly longer and are ultimately cheaper. #Vanadium is plentiful.

#LDES #EnergyStorage

$LGO #BMN $AVL

Vanadium electrolyte production for #VFB expected to ramp up to 6.9GWh per annum by 2030 - accounting for over 40K mtV or 40% of current global vanadium production.

#EnergyStorage #BatteryMetals

#BMN $LGO $AVL #FAR $UUUU $NMT $GED $TNT $VR8 $SRN $TMT $VKA $VAND #JAN

Vanadium price rises 8.14% in just 2 weeks in the run up to Christmas.

#BMN $LGO $AVL #FAR $UUUU $NMT $GED $TNT $VR8 #IRON #Investment #BatteryMetals #Mining $SRN $TMT $VAN $VKA $VAND #KIBO #JAN $VAND #Mining Investment #VFB #GridStorage #LDES #VanadiumFlowBattery #EnergyStorage

Interesting update from #IES

“Our pipeline continues to grow with opportunities to deploy nearly 6 GWh of Invinity batteries currently in various stages of commercial discussions”

That’s over 30K MtV - 25% of current annual production of #vanadium !

#BMN $AVL #FAR $LGO

#VFB

Trader's Café #BulletinBoardHeroes , Thursday 23rd November 2023 #FTSE100 #DAX $DJI #BTC #Gold #WTI #GBPUSD #BOOM #BIDS #BMN #CGH #G4M #JOG #IMC #MIL #NCYT #ORCP #PRD #PET #PXC #RUA #SBDS #TLY #UPL Zaks Traders Cafe twitter.com/i/broadcasts/1…

So #BMN intend selling Mokopane

“SPR is undertaking to develop Mokopane in the near term, reducing the Company's feedstock risk & input costs via an irrevocable life of mine supply agreement”.

Great from POV of confidence in #vanadium demand for #VRFB

londonstockexchange.com/news-article/B…

This is a great signpost to the necessity for utilising battery storage systems in conjunction with renewable energy to ensure that electric vehicles can be charged 24/7 come what May.



#LDES #VRFB #Vanadium #Lithium #Metals #BESS

#BMN $AVL $LGO

Short voyage vessels are about to utilise #Vanadium RedoxFlowBatteries to create a net zero alternative to fossil fuels.

PortLiner CellCube / Enerox GmbH ABS BBC News (UK) Glencore
#BMN $AVL #FAR $LGO $VAND $UUUU #IRON $NMT $TNT #Vanadium #VRFB #Metals #Investment

Good to see a collaborative approach to taking Bushveld Minerals to the next level.

A big welcome to craig coltman.

m.miningweekly.com/article/outgoi…

#BMN #BELCO #BushveldEnergy #MUST #Enerox 𝐌𝐮𝐬𝐭𝐚𝐧𝐠 𝐄𝐧𝐞𝐫𝐠𝐲 𝐏𝐥𝐜 #Cellcube #vanadium #BatteryStorage CellCube / Enerox GmbH #RenewableEnergy #Metals #Mining

China is absolutely committed to solar + energy storage in #VRFB format. As South Africa has plentiful supplies of #vanadium you might expect this to be the next stage of their intervention?

pv-tech.org/china-offers-6…

#BMN #KIBO #IRON $VR8 #loadshedding #Eskom #CellCube #Enerox

Chinese #Vanadium prices start to recover as we see SIXTH consecutive rise in daily reported prices.

#VRFB #EnergyStorage #RenewableEnergy #LDES

#BMN $LGO $AVL #FAR $UUUU $NMT $GED $TNT $VR8 #IRON #Investment #BatteryMetals #Mining $SRN $TMT $VAN $VKA $VAND #MUST #KIBO #JAN

About time South Africans had a break from load shedding!

Why import so many batteries?

Locally mined #Vanadium converted to electrolyte & assembled as #VRFB all in close proximity provides local jobs & benefits communities.

tinyurl.com/3rk44s4w

#BMN #IRON #Glencore $VR8

As EverFlow announce target production of 3GWh of #VRFB commencing in 2024 you have to ask where is the 16,500 MtV is coming from to produce the #Vanadium #Electrolyte ?

Equates to 42% of ANTICIPATED annual global production!

#EnergyStorage

#BMN $AVL $LGO #FAR #IRON $UUUU #JAN

#BMN

Last week from ARC

“…our 12p risk-weighted and dilution-adjusted valuation is highly levered to vanadium price, but also to the eventual structure of any refinancing of Bushveld’s maturing convertible debt”

londonstockexchange.com/news-article/B…

Refinancing now sorted!

Largo - Chairman Alberto Arias LIVE $LGO ⚒️🔋 #vanadium

twitter.com/i/broadcasts/1…

Another example of a MASSIVE underestimate of demand for #Vanadium for #VRFB .

See updated sheet for known production sites

From 33% in 2023 to <40% by 2030?

#BMN $LGO $AVL #FAR $UUUU $NMT $GED $TNT $VR8 #IRON #Investment #BatteryMetals #Mining $SRN $TMT $VAN $VKA $VAND #MUST

Chart shows MASSIVE underestimate of #Vanadium demand for the #VRFB industry based on published annual #electrolyte production aspirations post 2023.

#BMN $LGO $AVL #FAR $UUUU $NMT $GED $TNT $VR8 #IRON #Investment #BatteryMetals #Mining $SRN $TMT $VAN $VKA $VAND #MUST #KIBO