Projectmanager focused on Data centers // Investor in long duration energy storage & Durable energy projects// $EOSE // - Nulius in Verba 🇳🇱🇪🇺 NederlandJoined December 2021
$EOSE
Previously, I did a deep dive on the patents to help me understand how their chemistry innovations simultaneously reduce costs and improve performance.
Lately, I’ve been researching how software advancements can improve round trip efficiency and capacity and reduce…
$EOSE
Previously, I did a deep dive on the patents to help me understand how their chemistry innovations simultaneously reduce costs and improve performance.
Lately, I’ve been researching how software advancements can improve round trip efficiency and capacity and reduce…
Next week, Eos CEO @JoeMastrangelo8 joins @ENGIENorthAm CEO Dave Carroll, and @CarnegieMellon VP of Research Theresa Mayer, to discuss how smart energy storage powers AI, software innovation & a secure U.S. energy future. You don’t want to miss this! ⬇️
aihorizonspgh.com
$EOSE
This is referring to a DOE grant project demonstrating data centers flexibility as a grid enhancing technology. Based on more info from the podcast, the battery will be sized to run the data center by itself for “hours.” At the same time, based on the project description,…
NEW | Batteries now meet 28% of evening peak electricity demand in California🔋⚡️
Not just for a single day, but averaged for all of June.
We previously reported on 2024 numbers when they reached ~18-20% in June.
In 2022, it was just 4%!
$eose
This month, the EU repealed Directive 2006/66/EC and fully replaced it with Regulation (EU) 2023/1542, which is a major shift in the regulatory framework for battery waste management. The new rules place the burden on the “producer” where they have to finance collection,…
Graphite felt figures update $eose
So because I don’t have a life I spent last night drawing out the cell and scaling from images to work out a closer figure for felt weight per kWh
The felt area is 290-294 wide by 118-122 high, this gives a per divider area 0.0349m2
After…
@mymorristribe@GrassmanWilliam@FreemyerGreg “It took a lot of time just to produce 3,000 m² per month for zinc-bromine (Zn-Br) batteries and vanadium flow batteries. Starting next year, we will need to produce 80,000 m² per month, eventually reaching up to 120,000 m². That shows how rapidly the company is growing.”
$EOSE
How Eos can make revenue guidance for 2025:
- Deliver cubes for City Utilities Phases 1 and 2 and Camp Pendleton Phase 1
- Book order for Trip Ventures (Puerto Rico) at a minimum, plus Data Center VPPA (optional) and deliver all (or nearly all) of Trip Ventures.
My…
I get why this could feel uncomfortable since Powin has been a competitor to Eos. But it doesn’t necessarily have to be negative for the partnership with FlexGen.
By acquiring Powin, FlexGen gains more scale, assets, and market reach. If managed well, that can actually…
Jabil is a major tier 1 global contract manufacturer, same tier as Foxconn and Flextronics, all 3 of which I’ve worked with. John is a legit C-level manufacturing exec and a big time score for $EOSE and their mgmt team. Well done @PoweredByEos !
Jabil is a major tier 1 global contract manufacturer, same tier as Foxconn and Flextronics, all 3 of which I’ve worked with. John is a legit C-level manufacturing exec and a big time score for $EOSE and their mgmt team. Well done @PoweredByEos !
Bipolar Subassembly Manufacturing In Action!
First installation of the latest process innovation to keep pace with the module line is delivering results:
⚡Faster Throughput
📈 Increased Capacity
🎯 Improved Consistency
🌍 Built for Scale
This isn’t just faster—it’s foundational.
Reasons to buy $eose at $6/share
- 40% improvement in energy extracted per Z3 since Aug 2023 (KWh production per line is increasing, raw materials cost per KWh is falling).
- Q2 PTC higher than full year 2023 and full year 2024 (the ramp is real)
- Q3 PTC double Q2? Per Joe,…
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