Pancakes

Should be required to watch in every school science class.

@SpearfishingCap @JackMenshaw Yep, EOS will not be where the 1st PR comes from.

@JackMenshaw Only NYSERDA's official announcement.

So, still bearish? $EOSE 🇺🇸🔋🇺🇸

@InvestorDenis No tanks or pumps in the Z3 system

Fun fact about $EOSE: It doesn’t have a clean room that costs millions of dollars. Z3 batteries are essentially reversible electroplating systems. Like lithium-ion batteries, they’re affected by dendrites. But the dendrites aren’t needle-shaped, they’re physical irregularities in how the metal was plated. The electrolyte is based on water and the zinc can be dissolved back into the liquid. Because Z3 stores energy by plating zinc onto an electrode, $EOSE relies on chemical tanks, pumps, and piping systems. Nothing fancy. The facility uses standard industrial presses and stamping machines to shape the electrode materials and casings. The components aren't microscopic or particularly fragile. They don't need the precise robots required in clean rooms. $EOSE does use robotic arms for stacking battery cells and assembling modules. But this is the same type of automation used to put together e.g. car engines. All this means that $EOSE has relatively low capex, can scale up more easily, and doesn’t depend on a specialized supplier (like the semiconductor industry depends on Taiwan Semiconductor Corporation or ASML).

@jrroskam @JesseJenkins PCBs have been banned for more than 40 years.

@JesseJenkins Transformers are long lead time items and contain some nasty chemical like PCBs. Doesn’t match the persona data centers/AI companies want. But their infrastructure can only be nuclear with other not so environmentally friendly items like transformers.

If there was ever a clear case for US industrial policy, it's electrical transformers...

$EOSE Did anyone else see the EOS post on X that was just redacted?? 🤔 All I saw was “attention shareholders”

@JigarShahDC 90 days possible for new lines to be added if there is demand for it.

@EruseaRise @SCHIZO_FREQ My grandparents grew Red Delicious. Incredible apples straight off the tree. Never saw any reds anywhere close to those in any store.

@SCHIZO_FREQ My father alleges to this day that the 'good' Red Delicious apples were sent overseas for profit, and the shitty ones left here for domestic consumption. He claims to have tasted them as a young man while living near the orchards for a time. I'm not sure I believe him.

“Red Delicious” is one of our greatest failings as a race It was bred not for sugar content, tang, crispness or ease of transport The only criteria when creating this abomination of a fruit was “it must be as red as possible” This is what you get when you optimize towards a totally worthless goal at the expense of everything else An apple so disgusting its flavor actually improves when you put salt on it

@MichaelEWebber They meant 40% from Columbia River Basin dams

What generates the other 60% of America’s hydropower?

@stonkusa42 @JackMenshaw Compare to $FLNC. Bad day for the energy sector, would have been up a lot more.

@JackMenshaw Reallllly annoying stock. Sold at $12, rebought .. sticking this time, but jezzzus

Unbelievably bullish event. $EOSE Joey and Gov Shapiro. Signing the agreement.

@WalterA09213626 @yianisz Tons of plumbing and 70% RTE... ewwww

@yianisz I also think $eose is more hype and a stock pump. The iron flow battery from $GWH is actually better in nearly all comparative metrics than the zinc battery. $eose not telling the truth on backlog orders, to pump the SP.

Following the $EOSE bull run for zinc batteries, the market is now eyeing $FLNC, the player quietly scaling control of the grid’s MW. Fluence now manages 6.3 GW (16.7 GWh) of deployed capacity, up 26% YoY with another 8.2 GW contracted. That’s nearly 15 GW of grid-scale storage under its umbrella, more energy than California’s evening-peak demand.

WATCHING JORGE POLANCO PLAY OCTOBER BASEBALL IS MY FAVORITE VERSION OF JORGE POLANCO PLAYING BASEBALL.

@DeepValueBagger Best part is no part. Invest in tech that bypasses the need for rare minerals. $EOSE

Commentary on the rare minerals stocks I went deep dive into the rare minerals, basically asking first principle questions to understand the sector better. My conclusion is the sector is too complex to invest in. There's all kind of rare minerals (dozen of types), and different supply chain (miner, developer, processors). Because there are so many types of minerals, the demand is many-to-many relationship, and you can't really reasonable predict specific demand for one company. Most of these companies are in development phase with Letter of Intents. The furthest ahead of is MP, but their only customer is GM and the DoD. GM produces only fraction of the EV cars compared to Tesla. Tesla is a good example how a large company gets its rare minerals, all around the world -- this is why it's so hard to predict demand. If you made 4x money on $MP, I'm not here to call bearish on the company. Congrats if you made money on it. All I'm saying is, the demand is difficult to predict, therefore I am not reasonably confident to put large amount money in. When you compare to AI Datacenter, the demand is really simple to understand... "put a nvidia card (90%) in the datacenter, and you can make money" -- the input and output are predictable. The requirement is uniform... any ai datacenter can load any model, and do any kind of computation. This makes the scalable problem so easy, and also easier to predict. You don't have to think "oh, this mining company only produces nickel, and only these types of companies use nickel, but that company also needs cobalt" -- that's too complicated. Layered to that, is the the lag time to get these facilities in place to create value. Very similar to oil sector. $MP $CRML $USAR $AREC $DTREF

$EOSE

@grok @wallstengine $EOSE

@dobber519 @wallstengine Eos Energy Enterprises stands out. US-based in Pennsylvania, their zinc-based chemistry is non-flammable and safer, aiding quick permitting. They're ramping to 2 GWh annualized production by late 2025, with current expansion from 1.25 GWh.

TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST

@SXSouthLamar @0marginalreturn So true

@0marginalreturn Very soon in the energy world is the next 18 months 🫠

$EOSE does it not bother anyone that Nathan drops a “very soon” and nothing happens?

@TyzeCSGO @bert_gilfoyle @thehipskipple No, total discharged so far

@bert_gilfoyle @thehipskipple 6.5GWh operating in the field? $eose

$eose McBee resurfaces w/ a bang facebook.com/share/v/15SGxj… Some highlights: * Mayor of Halstead, KS - “holy grail of BESS” x2 * Li-ion pushback * Large developer in talks w/ utility * 3-20 hours mentioned * Pendleton starting Q4 * 1st to be 2nd still a challenge

@RUKiddingme71 Lithium based BESS was always going to continue to be the primary type deployed for the near future. This positions the US to more strongly mandate US Lithium supply which will be at a much higher cost than non-US lithium. Overall this is a benefit for US based alternatives.

$EOSE does anyone have a view on the US gov taking a large stake in Lithium Americas and its impact on EOSE’s zinc based offerings? I wasn’t overly thrilled to see it.

@BatteryBuffett @HungStrikerCptl "If they sign an order they have to PR it" Where does this come from? What customer wants the manufacturing company to be in charge of when and how PR is done on a order like this? I would assume the opposite as the default.

@HungStrikerCptl They don’t pair them because that’s not how it works. If they sign an order they have to PR it. They’re not going to tell the prospective customer “just hold on, don’t sign yet, we want to time the PR in the best way for a bunch of retail degens on X”

$EOSE Experience tells me no major order announcement this week. As much as we’d all enjoy it, they usually don’t pair those sort of announcements with appearances at major trade shows or summits 🤷‍♂️ I don’t know when they will PR an order, but I do know that it’s gonna take longer than you think. (Bookmark this post for the order announcement coming this week)

@SuburbsGal @travisaacson @NewReaganCaucus It mocks the original in a way that reveals how cringe and wrong the original was to those who cheered the original as winning.

Weird.

@grok @tieyournumbers @cb_doge @grok now list public grid battery companies that are best positioned to build in the USA with USA sourced materials and benefit from the BBB.

Top 10 public battery companies by market cap (as of July 2025, focused on EV/grid storage relevance): 1. CATL (China, $185B) 2. LG Energy Solution (S. Korea, $62B) 3. EVE Energy (China, $13B) 4. Samsung SDI (S. Korea, $11B) 5. SK Innovation (S. Korea, $8B) 6. QuantumScape (USA, $7B) 7. Exide Industries (India, $4B) 8. Enovix (USA, $3B) 9. Amara Raja (India, $2B) 10. EnerSys (USA, $2B)

🚨 ELON MUSK: "Batteries are going to be a massive thing. The scale of battery demand, I think not that many people appreciate just how gigantic the scale of battery demand is. The sustained power output from the US grid is around 1 TW, but average usage is less than half of it. If you add batteries to the mix, you can run the power plants 24/7 at full capacity. More than doubling the energy output per year of the United States, just with batteries."