Grid Think

I have written about the economics before, $4/lb or $9/kg of Chinese Vanadium Pentoxide makes $70/kWh in just the electrolyte cost of the Vanadium Flow batteries, this cost excludes converting the ore into battery grade electrolyte, tanks, pumps, pipes and cell stack (which adds up  quickly by the way), the total cost of the system can sit well above $200/kWh depending on the specs of the battery. Now if you want an LFP battery, its landed cost would be around $120/kWh. That's a 40% discount !! So the obvious question arises, who buys such an expensive battery ? And how does it make any financial sense to buy a VFB ? If you consider the upfront cost of VFBs they can never be competitive- You can say that LFP degrades and VFB doesn't, so over a long period of time, VFB would be cheaper, but VFB takes a lot more space, and that cost has to be accounted for, I have run some financial models but VFBs can never be competitive with LFPs, let alone much cheaper Sodium Ion batteries ab...

 Time for a short anecdote - An aunt of mine recently visited me. She had a beautiful EV, while we were seeing her off, her car just wouldn't start, she had to wait for 20 mins for an authorized executive to guide her into resetting the whole software because it had some issue. This made me think that if this was an old school gas car, she would not have needed a software to start her car, maybe she would have opened the hood or checked for coolant or engine oil, but it wouldn't freeze the whole car. A black box technology running completely on a fancy software sounds great for a pitch deck or a VC, but everyone asks a question before buying a product, if this stops working, what do I do ? For gas cars, the customers have a very established manual, not so much for EVs. Maybe that's why gas cars are still being bought, not because people love gas, but because they understand it, they can repair it, maintain it and it runs forever, even if its mileage degrades very badly.  Bu...

In my previous posts I have written a lot about the trident of problems with Iron-Chromium Redox Flow Battery, which are -  Hydrogen Evolution Reaction Slow Chromium Kinetics High operating temperature for the battery Now if you ask an AI (Gemini in my case), one of the first answers it will give would be Bismuth as master solution to all 3. It stops Hydrogen evolution and makes chromium react faster, hence solving all the problems of the battery. It does that by  acting as a catalyst. It forces the Cr3+ to accept electron quickly and react faster, and it has a more positive electrode potential (+0.32 V), as compared to chromium (-0.41 V), this stops water from splitting into hydrogen. Source But first you need to understand how Bismuth is incorporated in the battery - The Mechanisms- In order to use bismuth or any other catalyst in a flow battery, you have 2 choices - Electrodeposition-   Dissolve bismuth chloride in the liquid electrolyte and when you apply voltage...

Nafion and FumaSep, both membranes are pretty expensive for me, and if they are expensive for me I don't think they would be any cheaper for any Flow Battery manufacturer. Because its basic economics, if your raw materials are expensive your end product can't be cheap. So most flow battery manufacturers don't really bother with inventing new membranes, they use a material called DARAMIC separator, it is made up of Polypropylene (PP) or Polyethylene (PE) sheets with micro level holes in them, nothing new, its a 50 year old separator material which is used to separate positive and negative side. Daramic is used in literally all batteries, you name it, Lithium Ion, Sodium Ion, Lead Acid , All- Iron Hybrid Batteries and yes even Vanadium Redox Flow Batteries.  Source There has been substantial amount of research on cheap membranes, but most of them last only a few weeks and the membranes that actually last.... well they are Nafion and Fumasep. But Daramic works in a fundamental...

If Iron Chromium Redox Flow Battery is so cheap, abundant, simple and elegant...... Why isn't it everywhere ? Why was Vanadium even needed in the first place ? Why hasn't anyone commercialized it yet ? Well..... because it has its own set of problems. Physics and economics aren't really best friends, the more money you spend the better battery you get, the cheaper you get, your efficiency takes a plunge. And trust me you DON'T want a shitty battery. The way I see it for flow batteries- Vanadium is expensive but simple and has good efficiency Iron Chromium is cheaper than Vanadium, but more expensive than Iron, so it has Hydrogen problem of Iron but manufacturing simplicity and efficiency of Vanadium. Iron is dirt cheap, but I would personally not buy it, I don't want a battery that wastes half its energy, because you have to pay for every unit you put in. This is my take on viable redox flow battery chemistries. Don't get me wrong, there are many newer more amaz...

Energy Storage Systems Technology (ESS Tech Inc), the star child of flow battery industry, one of the few flow battery companies to ever go public, a technology with raw materials so cheap that you could buy them for pennies. This is the company I looked up to for 3 months, the ingenuity in their technology. Of course, a battery of iron is the way to go, its an economic masterstroke. Source But I was missing something, if it was so easy to build, why wasn't everyone doing this. All Iron redox flow battery should be easy, if any Indian or Chinese manufacturer knew about this technology, they would reverse engineer it in 1 year.  But I was wrong, not only because they hold a LOT of patents (103 granted, 214 filed), but also because physics doesn't give free lunch. So here are the roadblocks I ran headfirst into, while trying to copy ESS. 1. The Stack  As I mentioned in the last post , charging an Iron Redox Flow Battery is like electroplating, it requires slow charging, which me...

Iron and Vanadium based electrolytes can both be used Redox flow batteries, both use tanks, pumps and cell stack, but they don't operate the same way. While Vanadium Redox Flow Batteries stay completely liquid in their operation, All Iron Hybrid Batteries don't. And the name itself tells you why-  Hybrid. When you charge an All Iron battery, its positive side converts Fe2+ to Fe3+, and stays liquid, but the negative side converts Fe2+ to Fe0, or solid iron.  So why is solid iron a problem ? Well because - 1.The electrode that we have used i.e. graphitic carbon felt, is a conductive sponge, it is designed to absorb liquid and transfer electrical energy to it, it instantly clogs when solid iron is deposited on it. 2. Solid iron is not soft, nor does it grow evenly, it grows in the shape of needles or dendrites (if you have ever seen iron filings, that's solid iron). Iron dendrites 3. Deposition of solid iron is also called electroplating, and current density in electroplating...

 I'll be honest, I didn't dream of Iron Chromium Redox flow battery in my dreams, nor did I have any secret information from NASA. I did what any other 22 year old would, ask Gemini about it. If you ask Gemini or ChatGPT about VRFBs, there are high chances that it will suggest alternate chemistries also. Now that can be a good thing or a bad thing. If you know a little bit electrochemistry, it would spit out a very obvious answer. If you don't, you'll go down the same rabbit hole I did. AI doesn't know your intentions. So it acts as the most efficient information summarizer, and that's great, if you just want information, not if you want action. So one of the first alternatives to VRFBs Gemini suggested was Iron - Chromium, and it made a lot of sense because Iron and Chromium are commodity metals, Iron is literally the most mined metal on earth and chromium comes third [ source ]. Their commodity prices are - Iron - $110 per ton   (at the time of writing) Chromi...

 I love AI, its the perfect expert and assistant, I always wished for. I am very sure so do most of its users, yes there are some problems with it. But I am sure world's best engineers sitting in these companies will solve them. But here's a problem 99% of coders cannot possibly solve in their cubicles, and it decides how your favorite AI behaves, power supply. Let's talk about Claude, because I am using Claude nowadays, but I have seen a very similar pattern in Google's Gemini Pro (student version) and ChatGPT. So feel free to generalize this issue Free User Experience If you have asked any AI model to perform complex tasks for you, or make complex decisions, most AI models take time, somewhere between a few seconds to sometimes Claude taking minutes to draft documents. Not a dealbreaker, but I wish it was faster, since I am so used to speed now. Also as a non-premium user of any of the AI models, I have also seen that they hit a limit. In many cases for premium users ...

After reading the Vanadium post, I am sure its pretty clear that VRFBs are expensive but they are one of the oldest, most stable, most deployed and proven redox flow battery chemistry yet. So, I feel its worth giving Vanadium another chance before dismissing it fully. Vanadium Supply Chain As of 2026, global Vanadium production is 100,000 metric tons, that may sound like a lot, but its tiny, to put that in perspective, we produce 3x more Lithium and we still need to discover and open new lithium mines, and Lithium supply chains are considered to be volatile.  Since we are talking about supply chain, its obvious to see when you buy Lithium or Vanadium ores, where exactly are they being dug up. Lithium producing countries- Source Vanadium producing countries - Source I'll be honest even I am a little surprised, I imagined Lithium to be produced in China, and its an obvious assumption, if the biggest lithium ion battery makers are Chinese, it would be obvious to think that its produce...

Search flow batteries anywhere on the internet, you'll find Vanadium's monopoly, ask any AI model about flow batteries and they'll assume vanadium and give you all the information. That's because Vanadium Redox Flow Batteries (or VRFBs in short) are already being commercialized, or at least they're trying their best.  I'll try to explain why, but before i move further, i forgot to explain the redox part in the last 2 posts. All Batteries are Redox Batteries- Batteries have 3 basic parts, positive side (cathode), negative side (anode) and a membrane or separator. So, when you connect a charger to your phone, the charger takes electrons from positive and gives it to the negative side, but if the positive and negative mix together they will neutralize each other, so they need to be separated by separator (or membrane). The word "redox" is made of two words : Reduction- gaining of electrons (by the negative side) Oxidation - loss of electrons (by the posit...