poweralert stage 2.....

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Not directly related to loadshedding, apart from our various storage options for avoiding it, but great to see what's happening not just in terms of new battery tech being researched around the world but price competition in China (eg for this type of LFP cell prices are down from RMB 0.9/Wh to RMB 0.4/Wh in a year):

cnevpost.com

Battery price war: CATL, BYD pushing battery costs down further

The price war for power batteries is intensifying, with the world's two largest battery makers reportedly pushing battery costs down further.
cnevpost.com cnevpost.com
CATL and BYD are the two largest power battery makers, with the former having a global share of 37.4 percent in the January-November period and the latter at 15.7 percent, according to data released on January 9 by South Korean market researcher SNE Research.

As CATL and BYD cut prices further, smaller battery makers are poised to follow, and the cost of power batteries will be reduced further, the 36kr report noted.

Currently, VDA-sized LFP cells are selling for less than RMB 0.5/Wh. Leapmotor's vice president Cao Li recently said in an interview that the company's procurement cost for LFP cells has dropped to RMB 0.4/Wh, the report said.

The VDA size is a power battery size standard set by Germany, which can unify the specifications of power batteries and improve the flexibility of batteries in matching models. China's initial power battery specifications referred to the VDA standard.

With the exception of short blade cells, most square cells in China are VDA size, with ample production capacity and fierce price competition, 36kr's report noted.

The average price of square LFP cells at the same time last year was around RMB 0.8 to RMB 0.9 per Wh. By August 2023, that price was reduced to around RMB 0.6 per Wh.

Each RMB 0.1/Wh drop in the price of the battery cells means that a model equipped with a 60-kWh battery pack can save about RMB 6,000 in costs, the 36kr report noted.

Power batteries have gone from being in tight supply to being in oversupply in a year's time, and prices are now gradually dropping towards RMB 0.3/Wh, the report said.
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www.moneyweb.co.za

600 fewer hours of load shedding in the past three months

Thanks to improved plant performance.
www.moneyweb.co.za www.moneyweb.co.za

But he doesn't really deal with this...

This comes as Eskom’s average energy availability factor (EAF) for the first seven weeks of 2024 dropped to 51.57%, compared to 54.71% for the whole of 2023 and a government-imposed target of 65% by the end of March.
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Yes, I don't know why people keep making these apples-to-oranges comparisons. Makes me think of that recent solar+storage development with a max output of 540MW. But by incorporating significant battery storage they could contract for 150MW from 5am to 9:30pm (the hours Eskom now apparently insists on when signing PPAs, the hours they most need more power). To me that 150MW figure is far more relevant than the 540MW, and even then I would not compare it to a large baseload plant as they're filling different roles.

It's great that private solar is taking off and making businesses and homes less reliant on Eskom, but there's no need to make these dubious comparisons to celebrate that imo.
 
The_Right_Honourable_Brit said:
Well they should really have Kendal back by now. It wasn't like some piece of equipment broke which they needed to import or anything like that. Pure incompetence about water levels.
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They were supposed to have 3.3GW up and running last week, that went down. This was worrying as Monday and Tuesday we actually dropped a GW from Sundays numbers.
 
The_Right_Honourable_Brit said:
So the report by the German consultants on the state of Eskom's power stations will be released this week if the Finance Minister is to be believed.

www.dailymaverick.co.za

After the Bell: Why was Treasury so coy about a German report on Eskom’s power fleet?

Sometime in the next week, the Treasury will release a report conducted by a group of German consultants called VGBE Energy on SA’s fleet of power stations.
www.dailymaverick.co.za www.dailymaverick.co.za
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I doubt they'll release the entire document, and claim something about commercial sensitivity/secrets or something.
 
So the declared availability goes up a tad compared to yesterday, but they're predicting far higher consumption?
1709200629005.png
For a Thursday they are predicting 700 to 800MW more demand?
 
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