The Cultural Journey of Liquid Flow

The essay "Cultural Journey" by Ye Liu

While sharing my thoughts on vanadium batteries in Xiamen, I did not forget to have a chat with Mr. Li, who is a wind power researcher. The conversation was short, but he had a thorough understanding of wind power, and his simple insights on vanadium batteries also inspired me.

1. About lithium battery and vanadium battery

He said that the best way to store energy is pumping water, lithium battery energy storage is transitional, and liquid flow energy storage will be particularly needed as the amount of new energy such as wind and solar power increases.

He emphasized that vanadium batteries are controllable resources, store energy for a long time, and are particularly safe. He particularly mentioned the "environmental friendliness" of vanadium batteries, saying that vanadium can be recycled without special treatment.

He admitted that "high cost" is the biggest challenge facing vanadium batteries. He said that high costs will continue to decrease with factors such as technology, scale, and raw material supply, and will eventually be able to find their own position in the market competition.

His views are similar to the views I have always held. His emphasis on "environmental friendliness", our emphasis on recycling, and the emphasis on its financial attributes are also guided by the fact that people always say "cost is high".

The importance of environmental friendliness and sustainable development, as well as the low cost of post-processing, are viewed in a somewhat low-key manner. Perhaps this is the best product feature of vanadium batteries besides energy storage.

I will say more on this point in the future, and use data to support it.

Teacher Zhang Huamin once made a detailed calculation in a speech, and the result was very good. I can't find it now, and I can't say it casually. I will reveal the truth one day.

In fact, this data should be memorized by everyone who is engaged in vanadium batteries! People who are engaged in vanadium batteries should "group fight" the cost and "kill" it.

2. On “Transitional”

This is what I have always thought about, but I don’t know what words to use to express it. I feel that this statement is in line with the actual industry and the different characteristics of various technical routes.

When answering the question about the comparison between lithium battery and vanadium battery, Mr. Yan Chuanwei pointed out many times that one is a power battery and the other is an energy storage battery, and it is difficult to simply compare the two. In this sense, the "transitional" can also be explained.

From relevant surveys, we can summarize the performance advantages of vanadium batteries from the perspective of long-term durability, safety and environmental friendliness. Can these "three properties" be summarized as irreplaceable in certain application scenarios, at least for now?

According to the interpretation of senior experts, the "6.1%" of the new energy storage coefficient can be defined as "the working time of the new energy storage power station is 1.46 hours per day", which also shows that energy storage urgently needs to be delayed and long-term, and vanadium batteries are the strongest in this regard.

Naturally, there are many reasons for this "short time", and analysis requires multi-angle observation and practical verification.

The demand for energy storage from new energy sources has also changed from "important but not urgent" to "important and urgent" as the proportion of new energy power generation rather than installed capacity increases. "30%" is an appropriate proportion.

(III) Latest News

On March 4, the single-day power generation of renewable energy in Guangdong, Guangxi, Yunnan, Guizhou and Hainan reached a record high of 1.04 billion kWh, accounting for 25.7% of the total power generation in the region that day.

This day is approaching quickly.

Under the new circumstances, the pace of new energy will continue to accelerate irreversibly, and natural vanadium batteries should also speed up and shoulder their responsibilities and missions.

Ye Liu's "Cultural Journey" Essay 2

Coming all the way from Xiamen, Shanghai, Weifang, Xuyi, Suqian and Changzhou, I feel a little tired but happy!

After conducting industry exchanges on hydrogen energy, wind power, and sodium-ion batteries, and investigating a number of vanadium battery companies, I deeply felt the current status of this industry, which has exceeded my imagination.

In "Unstoppable Trends - New Year's Thoughts on Vanadium Batteries", I made as many as 15 judgments, and I lacked confidence in some of them. After research, I found that I was too conservative! The vanadium battery industry has made a breakthrough effort. Each of us who wants to participate in this industry and has been deeply rooted in this industry needs to keep three industries sober.

The first thing to do is to be sober. You have to believe that what you want has already appeared! The industry you are still slowly studying and thinking about has already passed through thousands of mountains. The thinking, cognition, actions and achievements of those with a big vision have already gone a long way.

Under the general situation of large-scale entry, capital promotion, government assistance, market demand and global financing, the development momentum of vanadium batteries is very dynamic.

If you want to do it, you need to be cautious and have courage.

In today's vanadium electricity industry, some people are working seriously and the industry is moving forward.

No need to doubt it!

The second thing to be clear about is that low-key lurkers are not weak in strength, but they are hidden! It is not impossible. Competition requires strength, and it requires comprehensive strength. It is important to work hard, have money, have technology, and have a deep understanding of the industry. What if you have all of these?

We used to say that disruptors come uninvited, but they come prepared. If they don't come, they will definitely come to have a feast.

The third thing to be clear about is that someone may be proposing a disruptive solution to the problem you are facing or the problem you are struggling to solve. You must maintain full innovation and optimize the advantages you have accumulated and built.

I have been thinking, there is a mountain ahead, why should I climb it? Unless I regard mountain climbing as a sentiment.

If I just want to climb the mountain to reach my destination, and there are highways and subways nearby, why go around the mountain in circles? I will choose the fastest way.

I even think that, whether you like it or not, the industry is undergoing profound changes, both in the past and in the new, and these changes are forming a new ecology.

If it really happens, I think it will be a blessing for the industry and the company. Because this is a big enough industry, there is no need to complain or fight for it. Only when partners with more advantages share the glory can it bring about an industrial boom and a feast of wealth.

The third essay of Yeliu's "Cultural Journey"

I am grateful to all the companies for trusting me and telling me secrets that should have been kept secret, including technological breakthroughs, strategies and tactics, and playing methods; I was able to see the key points that were kept secret, and the entire industry chain, and I was able to see every detail, as well as the synthesis process, method and effect behind the details...

It allows me to dynamically grasp the dynamics of the industry, strive to perceive the future of the industry, and do something beneficial to the development of the industry.

1. Technology is the soul of vanadium electronics. Disruptive and revolutionary technologies may constitute disruptive competitiveness.

Being able to open up is a sign of an open mindset, but also a sign of confidence, courage and trust.

Have faith in yourself and trust in me.

Confidence is confidence in one's own competitiveness; trust in me is a sense of mission and responsibility for the industry? !

Listen to the investment of various companies in technology,

International strategic layout,

Grit your teeth and bear the investment in the engineering process

A life-and-death test of advancing and retreating,

…

My most direct thought is that this is an industry that requires wisdom, money, talent and operational capabilities. This industry seems to be simply stacking "boxes", "cans", "tubes" and "boards" together, but in fact it is not, really not.

So, the structure is the same, but the results of structuring are different. For example, a car...

2. Passion needs to be supported by technology and supported by courage. Aunts and uncles cannot make battery stacks.

If you don't know the details and just rely on physical means to piece things together, ignoring the coupling of various things and just tightening them with screws, it may not work out well but it works in an unpredictable way.

The battery stack looks like a "pile"!

This is a pile of boards, felts, pipes, etc. strung together with sticks, but it is definitely not something that "uncle and aunt" can do well. If it is like this, it is too unfair!

3. Facing the trillion-level energy storage market, if you want to share in the feast, then you must respect technology.

There is no shortcut to climb the mountain of vanadium electricity, and technology is the only way to break through the bottlenecks.

No matter what methods and means are adopted, acquiring technology and allowing various materials and parts to "work together, move in unison, and maximize efficiency" is the fundamental path.

Then respect technology. Technology comes from excellent talents and is also the crystallization of excellent talents' collaboration. One person can lead the army, but it is difficult to fight. The value of the elite must come from the systematic combat of the "gang".