DonDraper (@DonDraperDude) - Twitter Profili | Zamantika Mersobahis Locabet

DonDraper@DonDraperDude·5d

Day Two is about building the roadmap leading to zinc batteries' mass manufacture. * Safety First: leaning hard into the "non-flammability" of zinc batteries as a regulatory wedge to win contracts over lithium-ion in high-density urban areas like New York/NYSERDA $EOSE

DonDraper@DonDraperDude

Today's Morning Session (4/9) - Zinc Market Overview: A deep dive into the $40 billion zinc markets shift toward energy storage. A summary of insights gathered from the major "lab to fab" players like $EOSE and action items for the Zinc Battery Initiative (ZBI).

English

0

322

DonDraper@DonDraperDude·5d

Today's Morning Session (4/9) - Zinc Market Overview: A deep dive into the $40 billion zinc markets shift toward energy storage. A summary of insights gathered from the major "lab to fab" players like $EOSE and action items for the Zinc Battery Initiative (ZBI).

🔋William Grassman🔋@GrassmanWilliam

$EOSE US DOE is still flaunting EOS batteries even today April 8, 2026.

English

0

2

681

DonDraper@DonDraperDude·5d

$EOSE - The Defense Industrial Base Consortium (DBIC) also released a request for proposals specifically targeting mineral gaps, with Zinc being a high-priority "non-lithium" chemistry for grid resilience and field-base power.

English

2

0

9

768

DonDraper@DonDraperDude·5d

$EOSE $500 Million NOFO: The U.S. Department of Energy (DOE) recently issued a Notice of Funding Opportunity specifically for "Domestic Battery Materials and Component Manufacturing." Full Applications Due April 24, 2026

English

0

2

187

DonDraper@DonDraperDude·8 Nis

$EOSE - anyone have info..?

English

1

0

8

2.3K

DonDraper@DonDraperDude·4 Nis

@DesignClimate @jlawrence12345 I believe they transitioned to the AvCarb supplier with additional South Korea (not the Middle East) for Felt. Anyway - we’ve got felt..!

English

1

0

38

🇨🇦🇲🇽🔋🇺🇦🌈🇺🇸Chris Robertson@DesignClimate·4 Nis

@jlawrence12345 @DonDraperDude Wut? Go look at the globe.

English

1

0

1

24

DonDraper@DonDraperDude·3 Nis

91% Domestic Content: As of their latest filings, $EOSE has reached 91% domestic sourcing for their Z3 battery modules. Their goal is 100%. EOSE is fundamentally insulated from the Strait of Hormuz in a way that lithium-ion competitors (like Tesla or BYD) are not.

English

4

2

21

2.4K

DonDraper@DonDraperDude·3 Nis

I asked Gemini: AvCarb is a key domestic supplier for Eos Energy Enterprises $EOSE, providing specialized graphite felt used as the cathode current collector in Eos's Z3 zinc-based battery modules.

DonDraper@DonDraperDude

avcarb.com If $EOSE discloses more in investor presentations or supplier lists it would likely highlight AvCarb to emphasize American manufacturing and stands out as the most logical large-scale domestic partner, with other smaller PA/NY suppliers for localization.

English

0

1

6

1.7K

DonDraper@DonDraperDude·3 Nis

avcarb.com If $EOSE discloses more in investor presentations or supplier lists it would likely highlight AvCarb to emphasize American manufacturing and stands out as the most logical large-scale domestic partner, with other smaller PA/NY suppliers for localization.

DonDraper@DonDraperDude

91% Domestic Content: As of their latest filings, $EOSE has reached 91% domestic sourcing for their Z3 battery modules. Their goal is 100%. EOSE is fundamentally insulated from the Strait of Hormuz in a way that lithium-ion competitors (like Tesla or BYD) are not.

English

0

2

2.3K

DonDraper@DonDraperDude·31 Mar

$EOSE - Watch NYSERDA's Newsroom, the New York State Contract Reporter, and procurement reports for the public notice. Q2 tomorrow.

English

0

2

46

7.2K

DonDraper@DonDraperDude·30 Mar

@AndrewBolis Money

English

0

38

Andrew Bolis@AndrewBolis·30 Mar

You can make $9000 per month if you have ChatGPT, a laptop, an internet connection, and 1 hour a day. Normally, this guide costs $79, but today I'm giving it away 100% FREE. Like + reply 'Money' & I'll send you my detailed guide for FREE. Must follow me to get DM. FREE for 48 hours only.

English

7K

502

5.4K

773.7K

DonDraper@DonDraperDude·29 Mar

- Insider buying in early March 2026, via Form 4 filings, signals potential wins without PR violations, amid speculation that these could boost $EOSE revenue guidance to $400M for the year.

DonDraper@DonDraperDude

The $1B deal chatter today is likely a pre-echo of the NYSERDA award (12 days left in Q1). If $EOSE was notified of a win this week, they cannot tell us via a PR, but they can, and did, buy shares.

English

0

1

10

1.7K

DonDraper@DonDraperDude·29 Mar

@AndrewBolis AI

0

34

Andrew Bolis@AndrewBolis·29 Mar

ChatGPT + laptop + internet connection + 60 minutes a day = $359 per day. Usually, I'd charge $87 for this killer guide, but today I'm giving it away 100% FREE. Like + comment 'AI' and I'll send you my in-depth guide for FREE. Must follow me to get DM. FREE for 48 hours.

English

7.2K

497

6.8K

1.1M

DonDraper@DonDraperDude·24 Mar

$EOSE stated goal of further localization amid its Pennsylvania factory expansion. EOS has hosted supplier forums "Made in PA" to attract local partners, and they maintain a general supplier code of conduct without public lists.

🔋TeslaTim_All_In🔋@TelsaTim_All_In

$EOSE felt, or lack thereof ... making a glass half full effort here ... Is there a chance we are not seeing fresh weekly deliveries of imported felt because they are now being supplied domestically? @thejefflutz does this strike you as possible?

English

1

13

2.5K

DonDraper@DonDraperDude·24 Mar

@TelsaTim_All_In 😂 - yeah that’s the same outcome with me. Hold at these prices…!

English

1

0

1

407

🔋TeslaTim_All_In🔋@TelsaTim_All_In·23 Mar

Sold ~20% of my $EOSE today, intend to by back cheaper, but I'm just posting here so you know who to thank when it suddenly goes to $15 overnight as is usually the case whenever I sell anything.

English

9

0

86

4.8K

DonDraper@DonDraperDude·19 Mar

The $1B deal chatter today is likely a pre-echo of the NYSERDA award (12 days left in Q1). If $EOSE was notified of a win this week, they cannot tell us via a PR, but they can, and did, buy shares.

English

3

1

10

2.5K

DonDraper@DonDraperDude·19 Mar

$EOSE would be notified directly and privately before any press release. If Eos is among the winners, they would likely be under a strict gag order until the final contracts are signed, which is why we are seeing insider buying chatter without an official PR.

DonDraper@DonDraperDude

NYSERDA officially expects to notify provisional awards"in Q1 2026. Per the solicitation docs, any notice of award is required to remain confidential until Q2 2026. The final list of projects is expected to be announced publicly once contracting is complete in Q2 2026. $EOSE

English

2

1

26

4.3K

DonDraper@DonDraperDude·19 Mar

NYSERDA officially expects to notify provisional awards"in Q1 2026. Per the solicitation docs, any notice of award is required to remain confidential until Q2 2026. The final list of projects is expected to be announced publicly once contracting is complete in Q2 2026. $EOSE

English

1

2

17

5.5K

DonDraper@DonDraperDude·11 Mar

Golden Dome $EOSE Cerberus connections leans to a key supplier for the high-profile DoD mega-project, leveraging its safe, domestic batteries for power-hungry defense tech.

English

0

11

866

DonDraper@DonDraperDude·11 Mar

Cerberus to Extend? Likely if they remain bullish on $EOSE trajectory. Another 1-2 year would signal confidence in long-term value, aligning with their initial 2024 investment thesis—building U.S. zinc battery leadership amid energy transition tailwinds.

English

0

11

848

DonDraper

Keşfet