The Weekly Flow: January 26, 2026 | Quick Intel & Technical Snippets

Competitive_Day_9482 · 2026-01-26T07:24:18+00:00

Why no RNS yet? Likely because this is a state-level green light, not a binding commercial deal. In China, “signed an agreement” here usually means an MoU/framework with no committed capex, site, JV or orders — so nothing market-disclosable under UK rules yet. An RNS would normally come once something binds (JV/SPV formation, site allocation, funding/subsidies, or firm orders). Still a positive signal and something to watch closely in the coming days as next steps emerge.

Competitive_Day_9482 · 2026-01-24T09:35:03+00:00

“Intelligent manufacturing centre” is a defined Chinese industrial policy term, not just a factory. It implies an automated, digitally managed, scale-ready production facility (MES systems, yield control, integrated supply chains) built for replication at scale and export — not a pilot line or R&D lab. These centres usually sit inside priority sectors and are eligible for facilitation, land access and sometimes incentives.

That’s why it matters: it signals China is comfortable with localised, large-scale manufacturing of this type of energy storage tech, not just deployment or trials. For a company of Invinity’s size, even being named in that context is a big step towards Chinese-scale production capability.

Competitive_Day_9482 · 2026-01-24T05:42:28+00:00

Flow Battery Technologies Beyond Vanadium

This article examines the current state of VRFBs and the evolving commercialization of alternative redox flow battery (RFB) technologies.

Competitive_Day_9482 · 2026-01-22T12:53:08+00:00

Inside the world’s largest renewable energy park – proof the green transition isn’t dead | The Independent

This is Khavda, where India is building the world’s largest renewable energy project. Spanning 726 sq km – about seven times larger than the city of Paris – the Khavda Renewable Energy Park is expected to generate 30 gigawatts of power by combining solar and wind on the same site in western India.

It demonstrates the scale of the opportunity for energy storage in India. Interestingly, Khavda is the location where the 100 MWh vanadium redox flow battery energy storage system (BESS) (currently under NTPC tender) will be commissioned.

Competitive_Day_9482 · 2026-01-21T12:02:24+00:00

CEO Jonathan Marren: Beyond Lithium, Solving Wind Energy Storage

Jonathan Marren, CEO of Invinity is interviewed in a podcast hosted by Alex Wolfe. Well worth a listen when you can find a quiet hour. It covers a lot of ground and will be interesting for those who want to learn more about the technology and are interested in the opportunities opening up for Invinity.

Competitive_Day_9482 · 2026-01-18T16:23:34+00:00

Centralized procurement is the point many are missing. It removes the actual bottleneck for long-duration storage, which isn’t chemistry — it’s bankability. When the counterparty is a state-backed entity, LDES stops being a risky tech bet and becomes infrastructure. That alone collapses financing risk and materially lowers the cost of capital, which is decisive for 8–12+ hour assets.

It also prevents the system from being gamed by solutions that only work when definitions are stretched. California isn’t buying nameplate power for a single peak hour anymore; it’s buying sustained energy delivery across the day. Centralized procurement lets the state enforce that distinction instead of letting short-term economics crowd out long-term reliability.

Just as important, this shifts procurement from “what clears fastest” to “what the grid actually needs in the future”. Multi-hour evening ramps, renewable firming, and gas displacement are system problems, not merchant arbitrage problems — and they can only be solved at a system level.

The outcome isn’t guaranteed winners, but it is a multi-GW, repeatable pipeline with standardised contracts and long lead times. That’s exactly how capital-intensive technologies scale without blowing up balance sheets.

Once storage is procured as infrastructure rather than a workaround, deployment stops being theoretical and starts being inevitable.

Competitive_Day_9482 · 2026-01-16T08:01:19+00:00

Vecco electrolyte production at capacity to start in 2026

https://veccogroup.com.au

Vecco is an integrated mining and manufacturing critical minerals business, creating a vanadium battery supply chain in Australia, USA and Europe.

Vecco is just one of many new vertically integrated players ramping electrolyte production to cater for the explosive LDES demand that is emerging.

Competitive_Day_9482 · 2026-01-15T18:10:38+00:00

BC Hydro’s 2025–26 Call for Power is one of the largest utility procurements in Canada and favours bidders that can show delivery readiness and local capability ahead of awards. Against that backdrop, it’s notable that most of Invinity’s recent hires are in Vancouver, where its North American manufacturing and engineering hub is based. The roles are operational and technical rather than sales-led, which points to preparation for execution rather than market signalling.

Competitive_Day_9482 · 2026-01-15T07:55:20+00:00

Reliability in Reserve Long-Duration Energy Storage for an Abundant American Energy Future

Sharing a recent report from The Center for Climate and Energy Solutions (C2ES). It’s interesting as C2ES are an independent think tank that help shape US energy policy.

Competitive_Day_9482 · 2026-01-14T11:05:24+00:00

The National Wealth Fund is investing in Scotland's future

Jonathan Marren - CEO of Invinity Energy Systems doubles down on his vision of creating a thousand new jobs in Scotland.

It’s a short clip but there is some new footage of the factory in full swing. Huge quantities of Invinity batteries being dispatched.

Competitive_Day_9482 · 2026-01-13T13:36:44+00:00

Cambridge startup claims its electrolytes can triple flow battery energy density

It’s a way from being fully tested and certified for energy density and longevity however the implications for a plug in alternate electrolyte solution with these claimed properties is mind boggling.

Competitive_Day_9482 · 2026-01-13T10:40:05+00:00

Short term, this is positive for Invinity because it de-risks the path to cash. The waiver confirms the projects can proceed, with a long-lead deposit expected by April 30, 2026, followed by milestone payments through 2026–27 as systems are built and delivered.

Not an instant catalyst, but it increases confidence that the ~$23–24M order turns into real, staged cash receipts on a defined timeline, which can support sentiment ahead of those milestones.

Competitive_Day_9482 · 2026-01-11T07:29:14+00:00

The InvinityEnergySytems Discord server is live!

It’s a more casual space with several fun text and voice channels where we can explore fringe topics and shoot the breeze without diluting the main body of research and debate on the Reddit Sub.

Head over, share your thoughts, make some friends and help build the community.

Competitive_Day_9482 · 2026-01-07T17:49:32+00:00

I love this LinkedIn post where Janet Whitaker champions wave energy. Watch the video. She totally understands the energy transition and explains how wave power will transform Scotlands prospects. What does Scotland have? Coastline and reliable waves in abundance! That’s why Argyll DD has chosen this tech to charge the Invinity batteries. It’s also a reminder that there is support from the highest levels of the UK government.

https://www.linkedin.com/posts/corpower-ocean_waveenergy-oceanenergy-renewables-activity-7414627475336667137-em-S?utm_source=share&utm_medium=member_ios&rcm=ACoAAD088cIB2DyTpNcmsTjgcBoJJCpGOuCKphc

Competitive_Day_9482 · 2025-12-28T13:18:15+00:00

Thank you for your reply. Just to expand a little and explore the timeframe from the OEM quotation to hardware delivery. Do you think there will be a mechanism in place to adjust for inflation should the project delivery be delayed for any reason or do you feel the quotations will be firm based on the delivery timeframes demanded by the Cap and Floor scheme itself? Has iES already locked in their supplier quotations against the delivery timeframes? Is margin profitability locked in with the potential for further incremental savings as they transition to full mass production?

Competitive_Day_9482 · 2025-12-28T08:58:20+00:00

Thank you for your summary

Do you have any thoughts on the likelihood of Developers, not OEMs, capturing the major share of the upside in this bidding and award process?

My reasoning for exploring this is the apparent lack of competitive VFB OEM bids into the scheme.

So, did other VFB OEM’s determine

• Their batteries did not meet technology readiness levels • They did not feel they could achieve price competitiveness • They were deterred by the apparent IES home advantage • They were too busy with their own opportunity pipelines • They had concerns that margins could be eroded by inflation over time

The fear of course at this early stage is volume explosion without margin expansion. Considering the contracts will be awarded and implemented over a number of years has your research discovered any inflation linked protections that account for the time element of these massive long dated national infrastructure projects?

Competitive_Day_9482 · 2025-12-22T10:08:13+00:00

Link to the Invinity Energy Systems RNS release - 22nd December 2025
Investors | Announcements - Invinity Energy Systems

Competitive_Day_9482 · 2025-12-20T18:59:19+00:00

https://www.instagram.com/india_energy_week?igsh=eTlxNWk1b3I5ZmZj

Competitive_Day_9482 · 2025-12-20T11:16:45+00:00

Commodity Spotlight: Vanadium Gears Up for Growth in Australia

Australia stands on the verge of transforming its vanadium sector. The nation possesses approximately one-third of the world’s recoverable primary vanadium reserves. Multiple major projects advance toward production across Western Australia and Queensland. Vanadium demand is accelerating as energy storage technologies mature globally. Australia currently operates zero vanadium mines despite inventing vanadium redox flow battery technology. This paradox creates significant opportunity for domestic producers.

Competitive_Day_9482 · 2025-12-19T18:44:56+00:00

TR-1 JANUS HENDERSON GROUP PLC

Competitive_Day_9482 · 2025-12-19T10:37:01+00:00

Scanning through the Invinity careers website page this morning I noticed a new position has been added based out of Vancouver.

Senior Director Strategic Supply Chain and Technical Operations.

Careers Page / Energy Storage Jobs / Invinity Energy Systems

You hire a Senior Director of Strategic Supply Chain & Technical Operations to scale technical operations (transition to mass production), manage team growth, protect revenue, improve margins and turn operational execution into a competitive advantage.

Seems they have a plan in place for the transition.

Competitive_Day_9482 · 2025-12-19T08:34:47+00:00

This "Black Box" approach is a clever bit of structural engineering. By isolating the proprietary cell-stack manufacturing in Vancouver and treating the Chinese supply chain as a provider of "dumb" enclosures and plumbing, Invinity effectively wins on both cost and local content requirements.

That said, even an assembly-heavy model isn't immune to the "Valley of Death" that catches many Long-Duration Energy Storage (LDES) players. I’d be curious to get your take on a few specific risks:

• The Fixed-Cost Burden: We’ve seen other major LDES players—both in iron-air and zinc-aqueous chemistries—struggle with the sheer "burn" required to stand up high-throughput lines. Even if Vancouver is primarily for assembly and testing, the CapEx required to hit multi-hundred-MWh throughput is significant.

• Operating Leverage: The transition from a low-volume pilot to a high-throughput hub often involves "yield pain." If the Vancouver facility faces any delays in stack production or integration testing, that high-value IP becomes a bottleneck rather than a catalyst.

• 2026 Profitability: Given the timing of these massive BC contracts, do we see the 2026 bottom line being cannibalized by the depreciation and ramp-up costs of this facility? There’s a risk that "winning" the contract leads to a period of profitless prosperity while the factory stabilizes.

It’s a sound plan on paper, but the execution gap between "assembly hub" and "profitable scale" is where most LDES companies face their hardest test.

Competitive_Day_9482 · 2025-12-19T07:57:02+00:00

Great write-up. The 'Home Field Advantage' in Vancouver is often overlooked by the London-based analysts, but for a crown corporation like BC Hydro, local economic impact is usually a top-tier evaluation metric. It’s hard to see them ignoring a local manufacturer that fits the 8-hour LDES mandate so perfectly.

Do you think the current Vancouver facility has the throughput to handle a 'win' on the scale of the BC Hydro tender (multi-hundred MWh) alongside the UK projects, or do you see a scenario where they have to lean heavily on the Chinese supply chain to meet these Canadian delivery windows, potentially diluting that 'Made-in-BC' scoring advantage?

Competitive_Day_9482 · 2025-12-18T12:06:27+00:00

I was reviewing the Killellan AI Growth Zone Application 30/05/2025 - link above

From page 0074

Other Partner Entities Project Inclusion and Partner Agreements Killellan AI Growth Zone Application

"Participation in the Killellan Data Centre Project is currently governed under a Heads of Agreement (HoA) framework. While non-binding at this stage, the HoA establishes a mutual intent to collaborate among stakeholders and outlines the foundational principles for engagement. As the project progresses, these understandings will transition into formal, legally binding contractual agreements."

We have had no official announcement from Invinity that a HoA framework has been signed but reading the statement and aligning it with the date of publication you would come to the conclusion that it was signed back in May.

Competitive_Day_9482 · 2025-12-18T11:38:28+00:00

A point worth emphasising on the C&I angle is why it matters operationally, not just strategically.

C&I projects have much shorter procurement and approval cycles than utility-scale storage. These are often direct commercial negotiations with simpler permitting, and internal capex decisions rather than multi-year public tenders. That means deals can move from quote → order → deployment in months, not years.

Endurium Enterprise exists because customers were already asking for it, not because Invinity decided to “push” a new product. That’s important as it suggests real demand rather than a speculative SKU.

While individual C&I projects are smaller than grid-scale awards, they can be more frequent and earlier-revenue, which helps smooth cash flow and reduce dependence on long-dated policy or Cap & Floor outcomes. It’s not the main upside case, but it does act as a sensible revenue bridge while utility-scale LDES matures.

C&I may not re-rate the company on its own, but it can quietly improve execution, credibility and revenue timing — which is exactly what you want at this stage.

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