Forum Topics RFX RFX General
a month ago

@Silky84 I don't hold a position in this one but I did talk to a tenured full-time researcher who was working at a University-affiliated Battery Innovation Centre and he specifically mentioned RedFlow as doing some really interesting stuff in the fixed battery space. He felt at scale that technology should be the most commercially viable solution currently out there (this was 12-18 months ago). It's just one person's view but a more informed one than most.

Tough to value though.


a month ago

I once owned shares in RFX but I didn't have a high enough pain threshold to keep them. Flow batteries are an interesting space, and this is one of many technologies. Once you don't need a great power/weight ratio, lithium is expensive. RFX is targeting remote installations where reliability over many cycles is paramount.

I don't see why this couldn't become an option for homes, like the battery wall or even cities, like Adelaide. It would handle the daily charge from solar and discharge overnight every day much better than lithium with less chance of burning the house down. and cheaper.

Alas, I believe it is just another superior technology that will lose to superior marketing.


a month ago

[RFX/ATC not held]

Bromine is really nasty stuff and puts me off the Redflow battery chemistry a bit when considered from a cradle-to-grave analysis perspective. Seems they don't yet have a good solution for electrolyte reuse/recycling per the note on their website: "Electrolyte – R&D program to verify potential to reuse/partial reuse".

I've been interested in the sodium nickel chloride tech developments for stationary storage applications (e.g. a residential home battery) and have been following the progress of Fraunhofer's efforts in this space. They've entered into a joint venture with Altech Chemicals (ASX:ATC) to commercialise under the name "CERENERGY" (I'm not entirely clear what happened with Fraunhofer's original engagement with Alumina Systems, need to do some digging). I'm hopeful they'll get the thing finally to market after Alumina were originally targeting public availability in 2022. If the touted cost savings relative to lithium ion actually materialise, it will be another interesting contender in the stationary energy storage space.