crtoca

Energy Storage Opportunities After the Market Carnage

VRB is excluded? In favor of "developing" technology? The technology and promise of the VRB technology won't go away because the company ran out of money. I thought with your "carnage" and "blood in the streets" lead in, you would be saying that an IP like the VRB would be a great opportunity. The manufacturing facility is established and the technology is mature. Much missionary work has been done to position the technology for energy storage sales. Which is a better opportunity, a developing company or an established technology? The problem with VRB is not the tech or the company, the problem is the market - which is the same for all the advanced energy companies - the market has not yet been ready for the technology. VRB just needs a White Knight with deep pockets to keep it afloat until the $100 billion in annual revenues you predict happen. An established company that just ran out of capital is a better bet than an R&D - IMHO.

Energy Storage Stocks: Performance, Cost and Bell Shaped Curves

I agree with the bell shaped curve approach and the undue attention paid to the companies at the extremes. I suggest you should have included the various flow batteries in your curve. VRB Power Systems is taking a beating in the stock market today, but the technology is commercial now for large installations, and will be “best available technology” bulk energy storage at windfarms, large industrials for UPS, others. It will be the best affordable for many specific locations, and will become more affordable as costs come down due to manufacturing economies of scale, lower vanadium prices in the future, and the government incentives that follow all of these renewable energy initiatives. Disclosure - I'm a sales affiliate for VRB - not an employee. I wanted a technology I could implement now - VRB is the best for bulk energy.