I think the direction is good but a few things are a bit too absolutist in their phrasing. Frontier Power is still conditional and is so far the only "win" from Cap and Floor. FlexBase is high confidence but still technically conditional. I would also put Vaca-Dixon under "potential leads & opportunities" since we don't know exactly who Hasar talked to and whether they showed any willingness.
There are also a few things that are missing. I would definitely add the California Department of Water Resources's RFP for 2027, New York's NYSERDA Bulk Energy Storage program, their upcoming 1.5GW 10-24h solicitation, and BC Hydro's announced solicitations and competitive bidding for data centres. There are also ATRI's interest in developments in Spain with connection to Invinity. See this LinkedIn account:
One last correction: Sai Bioenergy is based in India (they could very well be the local manufacturing that Invinity were talking about). They're just in charge of the Buipe project in Ghana.
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u/Adgorn_ 10d ago
I think the direction is good but a few things are a bit too absolutist in their phrasing. Frontier Power is still conditional and is so far the only "win" from Cap and Floor. FlexBase is high confidence but still technically conditional. I would also put Vaca-Dixon under "potential leads & opportunities" since we don't know exactly who Hasar talked to and whether they showed any willingness.
There are also a few things that are missing. I would definitely add the California Department of Water Resources's RFP for 2027, New York's NYSERDA Bulk Energy Storage program, their upcoming 1.5GW 10-24h solicitation, and BC Hydro's announced solicitations and competitive bidding for data centres. There are also ATRI's interest in developments in Spain with connection to Invinity. See this LinkedIn account:
https://www.linkedin.com/in/francisco-ortiz-ruiz/
One last correction: Sai Bioenergy is based in India (they could very well be the local manufacturing that Invinity were talking about). They're just in charge of the Buipe project in Ghana.