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Renzo

Renzo
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  • Axion Power Concentrator 233: May 5: Axion Power On Panel At Energy Storage Economics 2.0 For New York City And Beyond [View instapost]
    My thinking was similar, HTL.

    I'm probably over-reading the situation (due to paint fume inhalation), but if data was developing last spring and summer that suggested PbC's made with the automated-process carbon sheets worked better than the originals, that could have caused some delay in sales progress.
    May 6 05:59 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 233: May 5: Axion Power On Panel At Energy Storage Economics 2.0 For New York City And Beyond [View instapost]
    Since it's a slow day, I thought I'd bring up something I've been wondering about. Axion published a paper in the SAE journal last fall that graphed SOH (state of health) for an AGM vs *two* different PBC batteries (PBC#1 and #2). Nothing was said about the differences between the two batteries although the SOH graph showed #2 holding up better with cycling. (My original comment: http://seekingalpha.co...)

    An email from Dr. Dickinson confirmed the trend and he stated: "However, the test has continued since the submission of this draft and the batteries are at 22 weeks and 18 weeks as of the last data review – with the difference between each type much larger now. " It's not crystal clear from the context if he's talking about AGM/PBC or PBC#1 / #2 differences and I can't find the updated graphs, but the context implies to me that PBC#2 is doing better than #1.

    The interesting question is, is PBC#2 the PBC made by the automated automated carbon sheeting process? Does anyone have an updated version of that graph?
    May 6 01:07 PM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 227: April 11: Axion Power On Panel At Energy Storage Economics 2.0 For New York City And Beyond [View instapost]
    Carbon.
    Apr 14 11:56 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 226: April 8: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    I just saw jveal's post above, sorry for the repetition. Do we have any idea how much PJM is making off the PowerCube per day?
    Apr 10 04:59 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 226: April 8: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    I'm note sure if this is new information, but in the latest press release Axion said <my emphasis>:

    "...The PbC battery is also uniquely suited for renewable storage applications, such as wind and solar, and to the needs of electric utilities − providing opportunities for frequency regulation, power quality, power smoothing and potential peak power shaving. In December of 2011, the Company commissioned a .5MW PowerCube into the PJM network. <This asset provides revenue-generating demand response and frequency regulation contributions directly to PJM on a daily basis.>"

    Is it news that PJM is making money off the PowerCube?
    Apr 10 04:56 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 226: April 8: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Thanks, Rick.
    Apr 10 03:11 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 226: April 8: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    I'm not clear on where, exactly the hybrid benefit is derived in a ship. Aren't most ships already diesel-electric? There is no braking energy to recover, so where do batteries come in other than with the cranes?
    Apr 10 01:55 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 223: Mar. 29: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Let's assume there are going to be more toll roads. How about this as a counterintuitive funding mechanism?

    Divide vehicles into several arbitrary classes based on equivalent *gasoline* mileage. EV/very high MPG cars pay the highest toll and low mpg/commercial vehicles pay the lowest toll. That way everyone is paying for roads either through gas tax or tolls and you avoid burdening those who drive very little with exorbitant registration fees.
    Mar 29 11:32 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 222: Mar. 25: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Clearly for such financing to work, the customer would have to be certain PbC is right for them. Given there is no "market" (akin to the uranium market with spot prices) for PbC's, there is no risk of the company having to sell at depressed prices.

    My pie-in-the-sky hope is that NS or BMW wants the batteries badly enough that they would essentially give Axion a short term loan for batteries they now know can be produced in quantity with the new automated carbon sheeting process.
    Mar 26 01:32 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 222: Mar. 25: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    I apologize if this has been suggested already as a method of financing, but Ur-Energy, a junior uranium miner just got $5 million by selling as-yet-to-be-mined product. No share dilution or loan payback. The share price is up a penny today, so the market reaction is a yawn.

    "Ur-Energy Inc. (TSX:URE, NYSE MKT:URG) ("Ur-Energy" or the "Company") is pleased to announce the closing of a uranium sales transaction that provides an immediate payment to the Company of approximately US$5.1 million. Proceeds from the transaction will support the ongoing construction at the Company's flagship Lost Creek Project."
    http://yhoo.it/10L0JWz

    Any thoughts about the possibility of Axion doing the same with PbC's for a big customer?
    Mar 26 01:10 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 219: Mar. 20: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    ...and HOV lane dummies too. A one-stop shop for all of your green thumb-in-the-eye desires. :-)
    http://bit.ly/YJji8L
    Mar 21 11:00 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 218: Mar. 15: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    I'll respond, though it is OT for the Concentrator, since we'll likely have a new one tomorrow. Increases in global ocean heat content in the combined "global" reading, which is cobbled together from individual ocean data, is readily explainable by natural phenomena (El Nino and La Nina) and does not show changes attributable to manmade CO2.
    http://bit.ly/XraMvB

    As far as the cost of, and extent to which wind and solar (let's not use the term "renewable" as it injects politics into the argument and is generally manipulated to reflect only the CO2 generated at the time electricity is produced) are integrated into the power grid should depend solely on the cost of that generation to the utility and the calculated costs and benefits to its customers. If it works in CA, fine. I'm a firm believer in the notion that states are valuable laboratories for new policies.

    Let's please just not kid ourselves that the threat of a CO2-scorched planet is so pressing that we can't give our TruGreen friends a chance to skip rope (or hang themselves with) with their chain of evidence before the experiment plays out.
    Mar 21 12:53 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 218: Mar. 15: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    I'm welcoming the Ides of March on the assumption that we will get good news sooner, rather than later.
    Mar 15 04:49 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 216: Mar. 10: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    Here's a nice companion to JP's new article from Bjorn Lomborg in the WSJ:

    "The electric car might be great in a couple of decades but as a way to tackle global warming now it does virtually nothing. The real challenge is to get green energy that is cheaper than fossil fuels. That requires heavy investment in green research and development. Spending instead on subsidizing electric cars is putting the cart before the horse, and an inconvenient and expensive cart at that."
    http://bit.ly/13QsoIO
    Mar 10 10:56 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 215: Mar. 7: Axion Power And EPower Engine Systems Inaugurate Strategic 18-Wheeler Alliance Using PbC Batteries In Hybrid Drive Trains For Class 8 Trucks [View instapost]
    D-inv,

    Thanks for that; I almost posted the same thing myself. Truly fascinating and I was surprised how ignorant I was of the concepts. This link (also from WUWT) is a little shorter (11min) and more detailed in some aspects of the concept.
    http://vimeo.com/8291896
    Mar 9 07:36 PM | 5 Likes Like |Link to Comment
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