This is why $EOSE Indensity actually matters. The image makes it clear. On the right is what ~100 MWh per acre looked like with the old Eos cubes. A 1 GWh system needed something like 10 acres, which immediately ruled out data centres and most sites near load, regardless of how safe the chemistry was. On the left is what Indensity changes. Same zinc chemistry, completely different architecture. By building vertically around a steel superstructure, Eos compresses that same 1 GWh into roughly one acre. In hindsight, this was always the plan. There is no way Eos could have seriously targeted data centres while accepting the footprint of the cubes. Zinc’s safety advantage only becomes economically useful once you use it to build up instead of out. I do not think the market has absorbed what this unlocks. This is not just about data centres. It opens up urban deployments, tight substations, constrained grid nodes, and sites next to existing gas generation where land is scarce but firm power is valuable. Indensity lets Eos bring zinc into places lithium struggles, and challenge lithium on one of its historical strengths: density.

$EOSE 🚨Thursday is deal day 😉 “create a path for FPUSA to acquire and convert Stella’s late-stage pipeline of more than 2 GWh of battery energy storage system (“BESS”) development projects” “Stella is one of the most accomplished execution platforms in U.S. utility-scale storage with more than 2 GW and 4.4 GWh of projects developed, built, and operating. Their work alongside FPUSA on the Bimergen portfolio has validated the model. This strategic partnership announced today sets the stage for Stella’s pipeline to begin flowing onto the FPUSA platform—bringing committed manufacturing capacity, institutional capital, and insured performance to a deep set of construction-ready assets in the markets where long-duration storage is needed most.” — Aaron Maczonis, Managing Director at Cerberus Capital Management

$EOSE Well - the call was just as bad as the earnings. Nothing added up. $300-400m guide but also going to hit 4 GWh run rate? Ended Q4 at 2 GWh capacity but expect Q1 to be similar to Q4 where they’ve had loads of issues that they’d just told us they’d fixed? Data centre orders being significantly downplayed now. It’s now an “if”. The orders they did talk about are more pilots. Didn’t even sound massively confident about the new low guidance. Said “it’s not a 10 difficulty” Sounded like there might be issues in the field they’re working through so they’re slowing down to address them? Oh and to cap it all off they went silent for a few minutes with “technical issues” - how ironic. However you look at it - timelines are pushed back by another year. I still think they have great technology but I’m struggling to remain confident on their ability to execute. I’ve sold a large chunk of my position. I’m willing to buy back at a higher price later if they prove they can execute but right now I’m all out of goodwill.

How can the guide be $300-400m when they expect to have 2 lines at full production by year end? Make it make sense $EOSE

$eose $tti they have to bring in a 3rd party to keep up w/ $eose "We have secured third-party bromine supply for 2026 and 2027 to bridge our growing bromine demand until our bromine processing plant project is brought online. These third-party supplies will allow us to keep pace with the expected material increase in electrolyte from Eos and a robust deepwater market, but these bromine supplies are secured at an incrementally higher cost relative to our current long-term bromine supply agreement. Although it is possible one or more TETRA CS Neptune jobs could materialize in the second half of 2026, without TETRA CS Neptune projects and assuming somewhat higher costs of bromine, we expect our Completion Fluids & Products Adjusted EBITDA margins to be in the 25%-30% range in 2026, consistent with our average since 2019. The increased cost for additional bromine supply has been anticipated as a bridge until we have our bromine processing plant operational, but it further supports the significantly higher EBITDA we expect for this segment starting in 2028. For Water & Flowback Services, the continued focus on differentiated technology and our profitable international growth are expected to contribute to improved Adjusted EBITDA margins from 12% in 2025 to mid-teens in 2026."

"Founder’s Ridge will utilize non-flammable zinc hybrid batteries housed in fully sealed containers. Each container can house about 700kWh of stored energy. At 100 MW and 800 MWh, the project will include approximately 1,100 containers." eipstorage.com/foundersridge…

2.4 acre site with 2.4GWh stored - this is $EOSE Indensity "Extreme" configuration. No other technology could pack that much energy into that space - and it's completely safe / non-flammable. If they were to try and use Cubes the best they'd get in the same space is 240MWh. The TAM unlock from Indensity is poorly understood.

Give the Falklands to Argentina Pay Argentina £35 Billion

Hear me out... $EOSE

Very rough estimate of the land usage required to reach similar GWh stored if you used Eos Indensity at 1 GWh / acre instead of Tesla Megapack $EOSE (Green square)

$EOSE rant incoming. Eos is missing a massive opportunity by effectively abandoning X. Leadership engagement is rare and mostly reactive. When the CEO does show up, it’s usually to reply to someone rather than to lead the conversation. A one-off response to Senator Dave McCormick isn’t real presence. The @PoweredByEos account posts AI-flavoured LinkedIn slop and it just doesn’t land here. X isn’t a broadcast channel. It’s a conversation, and right now Eos isn’t in it. Shane was the best advocate Eos had on this platform and his account is gone. This is where business and policy leaders actually talk. It’s where you build credibility and show conviction. If you genuinely believe you have a solution to the energy problem, stop being so quiet. Say it clearly. Say it confidently. Say it often.

90% RTE seems like an improvement from the Q3 deck average of 84.6% $EOSE

$EOSE What they announced this morning was incredible! No one else can do this. Not $TSLA, no one. While a hyperscaler headline would have been nice, what we actually got is a first of its kind large scale energy architecture that could revolutionize how energy is managed across the world. A quiet, non-flammable, and modular solution designed to go INSIDE and amongst structures where Lithium is banned or too dangerous. Urban: Dense Cities, Skyscrapers, Underground Parking Garages, Apartment Basements. Critical Infra: Nuclear Plants, Hospitals, Airports, Substations, Manufacturing Hubs. Defense: Naval Ships, Military Bases. Tech: Data Centers, Chip Fabs, University Campuses. US made batteries with US made energy management software using a secure, non-rare earth supply chain. A significant decrease in risks from Chinese/Russian cyber and trade warfare. It is also a big design leap for EOSE. They aren't just parking shipping containers in a field anymore. This is modular, compact, and integrated hardware. Easy to service and swap. It's likely why the stock rebounded 10% on a market wide risk off day.

Definitely works for me $EOSE

What is this event about then? $EOSE

Pennsylvania manufacturers continue to support Trump’s tariffs washingtonexaminer.com/opini…

These people need some education. facebook.com/groups/17668201…

RT @eliant_capital: Most disappointing bubble ever part. 2