Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
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Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
@bert_gilfoyle
I talk about batteries and clean energy a lot. Personally managing alpha to Valhalla. Internet rando. Not financial advice. 🌊






Me thinking of oil trading for the first time with my spreadsheet of Hormuz catalysts.


AI power dash transforms clean energy offtake market @reutersevents reuters.com/business/energ…



$eose if line 1 is configured like line 2. Which it eventually will be this is what I think Eos will look like Revenue per kWh — $250 Variable cost — $60 Variable gross margin — 76% Two lines — $1B revenue Variable COGS — $240M Cash Fixed COGS — $100M Depreciation — $36M Total COGS — $376M Gross Profit — $624M Gross Margin — 62.4% Add 45X credits — $140M Effective gross profit — $764M Effective gross margin — 76.4%






@99_loss_capital $EOSE just posted a job ad for a NYC based site supervisor
















