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Fue un honor y un gusto acompañar al rector general de @lauammx, Dr. José Antonio Reyes, a presentar el proyecto “Alimentación Universitaria Sustentable: de la milpa a la mesa” parte de la Red AliSa, dentro del cual se plantea una colaboración virtuosa entre @Conahcyt_Mex y #UAM. 
La esencia de la Red de Alimentación Saludable (Red AliSa) es promover organización comunitaria, fortalecer a las comunidades para que puedan, no solamente vender sus granos, sino transformarlos en alimentos, y el valor que adquieren se quede en las familias y sus comunidades.
Y con ello, además de seguir consumiendo sus propios productos agroecológicos de alta calidad nutricional y que no dañan el ambiente, poder complementar su economía y seguir reproduciendo su modo campesino, fortaleciendo las comunidades.
1 month on, and FeV (Europe) has increased by 27%.
#BMN is down several % month-on-month.
Broker EBITDA forecast for 2022 is $80m, based on an average FeV price of $40/kg.
The global V market is incredibly inelastic. There are very few deposits that are nearing... 1/11
#BMN is down several % month-on-month.
Broker EBITDA forecast for 2022 is $80m, based on an average FeV price of $40/kg.
The global V market is incredibly inelastic. There are very few deposits that are nearing... 1/11
...construction ready. It's doubtful that any new production will be able to come online within the next two years - apart from the primary producers, #BMN and $LGO, expanding their operations.
@BushveldMin_Ltd owns two of only four primary production operations worldwide. 2/11
@BushveldMin_Ltd owns two of only four primary production operations worldwide. 2/11
It is incredibly leveraged to the V price, which itself is illiquid and prone to exceptional moves.
With the global economic recovery driving steel output to all-time highs, demand for V (which is primarily used to strengthen steel) is steadily increasing.
3/11
With the global economic recovery driving steel output to all-time highs, demand for V (which is primarily used to strengthen steel) is steadily increasing.
3/11
1/5
Bushveld Energy 2021 position if listed separately,
A. $8m profit on #IES investment.
B. 25.25% ownership in Enerox who's 2020 contract wins were c. 65% of what IES achieved and will hold $30m for expansion to production twice the size of IES.
#BMN
Bushveld Energy 2021 position if listed separately,
A. $8m profit on #IES investment.
B. 25.25% ownership in Enerox who's 2020 contract wins were c. 65% of what IES achieved and will hold $30m for expansion to production twice the size of IES.
#BMN
2/
C. 55% ownership of a 200MWh electrolyte plant under construction with the IDC of S.A.
D. Mini-grid project under construction at Vametco in partnership with the IDC with potential to open up localised VRFB production and industrial opportunity.
C. 55% ownership of a 200MWh electrolyte plant under construction with the IDC of S.A.
D. Mini-grid project under construction at Vametco in partnership with the IDC with potential to open up localised VRFB production and industrial opportunity.
3/
E. Actively tendering for Eskom BESS projects totalling c. 1,440MWh with the battery tender element valued by the World Bank at $468m.
F. First active vanadium rental product in play with a UK client.
E. Actively tendering for Eskom BESS projects totalling c. 1,440MWh with the battery tender element valued by the World Bank at $468m.
F. First active vanadium rental product in play with a UK client.
1/9
From the #IES interims today ;
"Core sales markets identified; US West Coast, UK, Australia and South Africa"
Reading through the report, I can find only 1 direct ref. to why South Africa is now core but most interesting it is S.A. and not Africa in general.
#BMN
From the #IES interims today ;
"Core sales markets identified; US West Coast, UK, Australia and South Africa"
Reading through the report, I can find only 1 direct ref. to why South Africa is now core but most interesting it is S.A. and not Africa in general.
#BMN
2/9
Given that in Sept IES signed an electrolyte rental agreement with BMN, it is important to keep tabs on their progress.
So its good to see that contracts running from closed through to "a strong chance of close in the immediate term" (upside), now number c. 57MWh.
Given that in Sept IES signed an electrolyte rental agreement with BMN, it is important to keep tabs on their progress.
So its good to see that contracts running from closed through to "a strong chance of close in the immediate term" (upside), now number c. 57MWh.
3/9
That's good progress given the fact that the electrolyte rental agreement is only just being introduced and so has yet to really affect those numbers.
All that aside, my reading is that a clear move is being made to take advantage of the BMN cost advantages and
That's good progress given the fact that the electrolyte rental agreement is only just being introduced and so has yet to really affect those numbers.
All that aside, my reading is that a clear move is being made to take advantage of the BMN cost advantages and
