Qsito

7 posts

Qsito

Qsito

@Qsito5

Katılım Aralık 2020
63 Takip Edilen8 Takipçiler
Qsito
Qsito@Qsito5·
@Alexsei88 So because, VRFB needs more square meters for kWh installed than lithium, I don't see special implementation in the near term. That's only the Spanish situation and also my view. I don't know about other European countries and especially China.
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Qsito
Qsito@Qsito5·
@Alexsei88 That is Solar energy, thrown away because there is not enough demand. That makes Spain perfect for batteries, but for now I only hear about lithium technology. In Spain the environmental permits are detailed, and people are mostly against batteries.
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Qsito
Qsito@Qsito5·
@17Reazy Which do you think are the biggest risks about TUNGF?
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Fabri
Fabri@17Reazy·
What I like about these potential domestic tungsten producers is that I’m sure they would get a nice premium valuation. Especially the first few. Also the US is working with EU on price floors which would de-risk producers. If I made any mistake, let me know!
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Fabri
Fabri@17Reazy·
Tungsten demand is exploding, CICC forecasts 20K MTU deficit by 2028. 85% of production happens in China while they’re also importing more than ever and keeping their tungsten in the country. The US? 0 domestic producers. But some companies are trying to change that 🧵
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Qsito
Qsito@Qsito5·
@Alexsei88 Why do you think the Vanadium batteries are going to gain so much importance? As far as I know Lithium batteries are the ones installed in the renewables field.
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Qsito retweetledi
Sweep
Sweep@0xSweep·
Who made this 😭
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