$EOSE Very glad to see EOS batteries used near populations and at a much smaller scale. This expands already large EOS TAM by hundreds of billions and supports my thesis of EOS reaching a $1T market cap if they execute and the product works reasonably well in the field.
The new stackable EOS Indensity will make installing the batteries easier as it weighs under 4,000 kg and can be moved with a forklift, opening up more use cases like malls, hospitals, offices, small businesses, community grids, and factories. Domestic manufacturing, fire safety, quiet operation, a 25-year operational life cycle with multiple cycles per day, and recyclability will position EOS as a leading choice.
The biggest question mark on valuation is whether EOS can bring costs down significantly. From first principles, at scale EOS zinc-based batteries can outcompete LFP batteries in cost, as LFP uses more expensive materials and has a much more complex manufacturing process that requires clean rooms.
$eose The retail network makes another find. This is 20min from me near Pensacola NAS. They don't online yet, but the gear looks about ready to roll.