TheHipSkipple 🔋 @thehipskipple Twitter profile | Pikagi

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TheHipSkipple 🔋

@thehipskipple

497

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45

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608

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Joined April 2023

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@thehipskipple

TheHipSkipple 🔋

8 months

@JahredAlmighty PSA: Units of power: Kilowatt (kW) x1000 = Megawatt (MW) x1000 = Gigawatt (GW) Units of energy: power x duration (hours) = kWh, MWh, GWh Production capacity -> GWh/yr Cube capacity -> kWh/cube ASP/ COGS -> $/kWh Typical project nameplate -> MW @ (x) hour duration

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose Oh ok. $175M CEC & DOE funded non-lithium microgrid project at Camp Pendleton in progress. And we know they were planning an Eos project there last year… Source: DoD Strategic Management Plan FY25 with a Performance Report for FY23

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@bert_gilfoyle

Bert Gilfoyle 🇺🇸 🇺🇦 🔋

6 months

1/ Did anyone know the CEC lined up an 80 MWh $EOSE project for Camp Pendleton Marine Corp Base in California? Me neither. I can't see that anyone even posted about Pendleton on Twitter related to Eos. h/t @thehipskipple 🧵👇🏽

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@thehipskipple

TheHipSkipple 🔋

24 days

$eose Just weirdness Cerberus recently provided credit facility to Prime Data Centers, whose investors include Siemens and Macquarie Group, who together formed Calibrant Energy, who just acquired Enel X’s DER branch. And Cerb’s Head of Australian Investment came from Macquarie.

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@thehipskipple

TheHipSkipple 🔋

1 month

$eose Um, hey guys…

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@thehipskipple

TheHipSkipple 🔋

3 months

@bert_gilfoyle @ryanthawks @TenPeaksJournal @GrassmanWilliam FlexGen has a relationship with Infinigen in Puerto Rico. Again… 🤷‍♂️

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@thehipskipple

TheHipSkipple 🔋

10 months

$eose 🚨 I got something potentially big… Look at this Southern CA Public Power Authority (SCPPA) RFP for standalone storage: Specifically the LADWP-specific appendix: 👀👀👀

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@thehipskipple

TheHipSkipple 🔋

15 days

$eose Big shoutout to @xEBITDA Was traveling with the family all day yesterday. Saw SP after flight, looked and saw it was an Iceberg report and had zero panic. What a piece of garbage. Onward. Our time is coming, soon.

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@thehipskipple

TheHipSkipple 🔋

7 months

$eose 🇮🇹

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@thehipskipple

TheHipSkipple 🔋

18 days

$eose You guys want me to read into something? Ok cool. Recent interviews w/ Nucor GM of Energy Solutions. Talks about Microsoft/Google partnership and mentions LDES, geothermal, and fusion. BUT when discussing specific Nucor efforts, she calls out batteries specifically. 👀

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@thehipskipple

TheHipSkipple 🔋

9 months

$eose Just listened to the podcast below from 12/4/23 and CEO of Dominion Energy said this: “We’re not interested in pilots just for experimentation, we’re interested in proving that they work and then we can scale them.”

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Dominion CEO Bob Blue on offshore wind, batteries, and the utility's role in the energy transition

Utilities aren't seen as bastions of innovation. But maybe no other entity is equipped to incubate the emerging tech desperately needed for decarbonization.

www.renewableenergyworld.com

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Sunstone recommended for approval by OR Department of Energy as of today. Looks to, at minimum, not have excluded BESS from the approval. One hurdle cleared. Time to bring it home Eos!

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose There may be even more room for improvement. Breakthrough research showing Zinc Bromine batteries with 96% Coulombic efficiency over 10,000 cycles. So can @PoweredByEos start dipping our graphite felt in nitrogen-doped mesoporous carbon?

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@bert_gilfoyle

Bert Gilfoyle 🇺🇸 🇺🇦 🔋

3 months

If $EOSE 's new patented chemistry can achieve an RTE above 85%, and lithium-ion batteries have parasitic loads (HVAC) that reduce the effective RTE by 5-10%, especially in hot weather states like TX and CA, what are the consequences here?

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@thehipskipple

TheHipSkipple 🔋

21 days

$eose Sunstone Proposed Order is out. No major changes, but it does sound (IMO) more like the BESS is happening for sure, rather than being an option. Li-ion and Zinc both still options. Bonus: The @TenPeaksJournal comment (report) made the cut!

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@thehipskipple

TheHipSkipple 🔋

1 month

$eose They added the video to the site

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@thehipskipple

TheHipSkipple 🔋

21 days

$eose 👀 IEP has now registered the Camp Pendleton Energy Storage LLC in California.

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@bert_gilfoyle

Bert Gilfoyle 🇺🇸 🇺🇦 🔋

2 months

IEP Haybarn Energy Storage, LLC has just been renamed to IEP Camp Pendleton Energy Storage 1, LLC. Probably nothing. $EOSE

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Ok, so there’s also this:

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@thehipskipple

TheHipSkipple 🔋

3 months

This is $eose, or I am not in fact hip. Fact Sheet shows: 10 MW at Wheatridge 5 MW at Manitowoc County 10 MW at ND site All 10hr it seems. So 250 MWh all-in, not too shabby. $50M in DOE funding ( @asymmetry292 )

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose 👀👀👀 Ok @JoeMastrangelo8 , I see you. Panelist on “Combatting Intermittency Challenges with Storage and Flexibility Solutions” at the World Utilities Conference in September.

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@thehipskipple

TheHipSkipple 🔋

3 months

This is $eose, or I am not in fact hip. Fact Sheet shows: 10 MW at Wheatridge 5 MW at Manitowoc County 10 MW at ND site All 10hr it seems. So 250 MWh all-in, not too shabby. $50M in DOE funding ( @asymmetry292 )

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Award Wednesdays | July 31, 2024

This week's awards: H2Hubs: Appalachian Hydrogen Hub (ARCH2), LDES: Front-of-the-meter Utilization of Zinc Bromide Energy Storage (FUZES)

@in_retrotech

the rabbit of caerbannog🔋

3 months

$eose @TenPeaksJournal @bert_gilfoyle This LDES zinc-bromide award via NextEra was called out in OCED's "Award Wednesdays" email today. Do you know if this is tied to $eose?

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Eos mention (Dominion pilot) and an interesting article. One new (to me) piece of information, Puget Sound Energy looking to add 1.2 GW of standalone storage by 2030. It all adds up.

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Utilities are looking at battery storage in a whole new way

Only a few years ago, utilities were still kicking the tires on battery storage. Now, they want full control— from design to construction and everything in between.

www.power-grid.com

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@thehipskipple

TheHipSkipple 🔋

10 months

$eose I got a good one 🧵 I know which “large North American Infrastructure Fund” now controls the two Texas IEP projects: Power Sustainable, which is owned by Power Corporation of Canada.

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@thehipskipple

TheHipSkipple 🔋

4 months

$else I personally am having no FOMO from this price action. Why? Because I’m already balls deep 🤣

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@thehipskipple

TheHipSkipple 🔋

7 months

$eose I know, I know 🙄 But, it’s a double shout out to Eos:

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose Official announcement

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Biden-Harris Administration Announces $72.8 Million Loan Guarantee to Build Solar-Plus-Storage...

Investing in America Agenda Supporting Solar-Plus-Storage Microgrid on Tribal Lands of Viejas Band to Lower Energy Costs and Strengthen Tribal Energy Sovereignty

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Eos mentioned in 3 other presentations at this DOE Energy Storage Peer Review meeting.

@thehipskipple

TheHipSkipple 🔋

3 months

$eose This sure looks like the new cube design to me 👀

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@thehipskipple

TheHipSkipple 🔋

5 months

This resolution was just approved.

@thehipskipple

TheHipSkipple 🔋

5 months

$eose New order for Viejas? We knew about previous 35 MWh Eos order and 10 MWh from Invinity. Remaining 15 MWh was unaccounted for until now. Upped from 60 to 70 MWh total, with the 25 missing MWh coming from Eos Z3 it seems. May have already been delivered based on schedule.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose I like the idea that this customer was almost ready to order, but wanted to see the line in action. And then they closed the deal the same day, like “ok, I’ve seen enough, where do I sign?” 😂

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@thehipskipple

TheHipSkipple 🔋

25 days

$eose Did we already talk about Jigar reposting this?

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@thehipskipple

TheHipSkipple 🔋

9 months

@TenPeaksJournal @julilivi4 @GrassmanWilliam $eose 👀 👆 Small project, but an actual Eos project with lots of good slides. Beat out 46 Li-ion proposals and 5 non-lithium. COD 2025.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Bitech directly taking on Nextera with ambitions to dominate BESS market

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose More comfortable with this investment than I’ve been in a long while. May lay off the incessant digging for a bit…maybe.

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@thehipskipple

TheHipSkipple 🔋

5 months

$eose I like this

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@thehipskipple

TheHipSkipple 🔋

9 months

$eose Good write-up on current Energy Storage technologies with Eos being 1 of 4 listed as ‘Technologies to Watch’

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Quinbrook Infrastructure Partners owns Primergy Solar. They recently closed a $600M Valley of Fire Fund consisting of a portfolio of projects with potential for 1.5 GW of battery storage, managed by Primergy.

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@GrassmanWilliam

🔋William Grassman🔋

@GrassmanWilliam

4 months

$EOSE Fresh PHOToS !!!🚀🚀🔥🔥 Primergy Solar?? @thehipskipple @bert_gilfoyle @TenPeaksJournal

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose ok guys, I have a confession…

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose This sure looks like the new cube design to me 👀

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose IEP recently created a new LLC called Haybarn Energy Storage. Found a document for Camp Pendleton evaluating a new Natural Gas facility at the Haybarn Site (link below). Overlayed the diagram from the SMUD presentation and voila. Is IEP teaming up with Indian Energy?

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose 👀👀👀 From a June 26 post on the Enel site.

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose Hmm, this sure sounds like a good place to test a “diverse set of potential use cases”. Enel X lab in Catania, Sicily

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@thehipskipple

TheHipSkipple 🔋

16 days

@xEBITDA @JordanSolace If it’s another attack on a customer or the backlog, I almost guarantee I know more.

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose Listen up developers 👀 And it doesn’t have to take longer to develop anymore.

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@thehipskipple

TheHipSkipple 🔋

19 days

$eose

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose Honestly the insight into competitors production schedules from the CEC RFP is the most bullish thing I’ve seen in a while. If you have a larger non-lithium BESS project in mind with 2025-2027 COD, you better get in line for Z3s now.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose I’m going off the grid the next 4 days, nice to see this before I go! Looking forward to seeing what else transpires this week, either from Eos or you all jokers.

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@thehipskipple

TheHipSkipple 🔋

29 days

$eose Interesting one. 600 MW Hecate project rejected by Moorpark City Council who would prefer an indoor installation to outdoor.

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Hitting the kill switch on battery farm

The Moorpark City Council has rejected a pre-screening application to request a zoning change from Hecate Grid LLC, a Chicago-based power producer, aimed at dev

www.mpacorn.com

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose 🤔 “investing in a plan that will further increase SotA line 1 capacity by nearly 1 GWh utilizing the same manufacturing footprint.”

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@thehipskipple

TheHipSkipple 🔋

11 months

$eose reading the May 2023 California Clean Energy Transition Plan: Look at the priorities of the Tracking Energy Development (TED) Task Force. And look at the photo they chose… 👀👀👀 (2nd photo not from report)

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@thehipskipple

TheHipSkipple 🔋

25 days

$eose Article/interview of Quinbrook’s Head of US Investment. Reminder, Primergy is Quinbrook. Sounds very promising.

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@GrassmanWilliam

🔋William Grassman🔋

@GrassmanWilliam

4 months

$EOSE Fresh PHOToS !!!🚀🚀🔥🔥 Primergy Solar?? @thehipskipple @bert_gilfoyle @TenPeaksJournal

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@thehipskipple

TheHipSkipple 🔋

5 months

$eose New order for Viejas? We knew about previous 35 MWh Eos order and 10 MWh from Invinity. Remaining 15 MWh was unaccounted for until now. Upped from 60 to 70 MWh total, with the 25 missing MWh coming from Eos Z3 it seems. May have already been delivered based on schedule.

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@bert_gilfoyle

Bert Gilfoyle 🇺🇸 🇺🇦 🔋

8 months

@in_retrotech Question for everyone since I’m confused. Last year $EOSE filings indicated 35MWh and based on photos may already be delivered in Gen2.3 form to Viejas parking lot. The LPO announcement talked about 38 MWh. Did EOS deliver 38? Are they getting 3 more? Or 38 more?

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose DoD recently created 2 new programs which both help emerging energy storage manufacturers. @mc_bee4 RFIs are due 10/22/24 for the OSC Loan Program and 9/5/24 for the Air Force’s DECo. Have I mentioned the planned Eos project at Camp Pendleton?

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose 5 of the 9 DOE LDES Demonstration Projects have now been awarded. They started being awarded in June. We should get more details soon on the Nextera/Eos demonstration projects in OR, WI, and ND(?). Again, I believe this is separate of the 47 MWh project.

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose Flyer’s done?

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose A whole conference dedicated to LDES coming September 25-26, 2024. Looks like Amazon is a confirmed speaker.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Just figured this out. This is now 6 of 9 DOE LDES demonstration projects awarded. Eos is one of the remaining 3, they have been awarding roughly 1 per week.

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Long-Duration Energy Storage Demonstrations Projects Selected and Awarded Projects

LDES Projects Selected and Awarded Projects

@AlPutino

Vladimir🔋🍣🇺🇦

3 months

🚨🚨🚨 $EOSE

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@thehipskipple

TheHipSkipple 🔋

11 months

$eose This slide is underrated IMO. The rapid construction and commissioning is huge. I hadn’t seen this before

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose From the FAQ for a Li-ion BESS project from New Leaf Energy. Yikes 😬

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose New job posted: Environmental Compliance Coordinator focused on European Union and other select regions. 👀

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@thehipskipple

TheHipSkipple 🔋

16 days

$eose

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@thehipskipple

TheHipSkipple 🔋

9 months

$eose Nextera is a critical customer. First screenshot from DOE-funded Nextera/Eos pilot project description. Second screenshot from Nextera Q4 earnings call. “Replication potential across future projects”, and that sounds like their long-term plan.

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose My opinion on current status: Everything we have seen and heard that Joe is sharing lately is essentially part of FAT. Once they get it optimized, they basically just need to run it, collect data to show it meets spec, and have the necessary witnesses in the room.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Bitech just coming out and saying it. Take it with several grains of salt.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Quinbrook name dropping Eos in new Power article. They did call them a flow battery, but who cares. Eos is top of Quinbrook/Primergy’s mind for Li-ion alternatives.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Quinbrook Infrastructure Partners owns Primergy Solar. They recently closed a $600M Valley of Fire Fund consisting of a portfolio of projects with potential for 1.5 GW of battery storage, managed by Primergy.

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@thehipskipple

TheHipSkipple 🔋

10 months

Also, this quote from the article 👀👀👀

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@thehipskipple

TheHipSkipple 🔋

23 days

$eose NYPA Renewables Strategic Plan, out yesterday, highlighted the 2024 Energy Storage Order to NYSERDA. 6 GW by 2030, w/ new funding for 3 GW of bulk storage projects. Requires 3 RFPs (1st by June 2025), each with 20% requirement for LDES (8hr+). LDES important to NY.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Update: Amazon scraps plan to use fuel cells to power OR datacenters, likely due to opposition to natural gas consumption. 😎🤙 Wen Sunstone?

Amazon scraps plan to use fuel cells, powered by natural gas, to run Oregon data centers

Environmental watchdogs said the fuel cells would exacerbate the data centers' climate impact.

www.oregonlive.com

@thehipskipple

TheHipSkipple 🔋

9 months

1) Bullish sentiment to not wait for hydrogen when options exist now (LDES) 2) Amazon to use fuel cells for datacenters in Morrow County? A) Worried me at first before reading the Seattle Times article. Temporary solution while they build out renewables deal they already made.

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose Jigar must have been perusing Eos side decks recently and the style rubbed off… Happy birthday @JigarShahDC !

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose (1/2) CEC 5/8 Business meeting agenda out New/continuation LDES project w/ Indian Energy (more pilot testing of non-Li LDES tech). Could go 2 ways (both good): - Z3 selected for testing - other less commercial ready techs selected, Eos on to bigger and better things

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose What this? 🤔

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@thehipskipple

TheHipSkipple 🔋

6 months

@JoeMastrangelo8 @AcroAutomation You clearly don’t understand what interests us 😂

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@thehipskipple

TheHipSkipple 🔋

3 months

@temu143 #totestotankers

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@thehipskipple

TheHipSkipple 🔋

1 year

$eose dug into BL stuff last week, made a connection with someone that was involved with EOS orders and is now working with EOS in a new capacity. Couldn’t discuss contractural terms, but offered to talk batteries. I asked about the shipping container comment, response attached:

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose I know everyone got excited about Italy when I posted this, but don’t forget this:

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose 👀👀👀 From a June 26 post on the Enel site.

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@thehipskipple

TheHipSkipple 🔋

5 months

Well they fixed it, and finally gave Eos a shoutout.

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose A possibility for the mythical Puerto Rico project. 3 new projects approved as part of Tranche 2 of the renewable energy tender. One of them is an undisclosed 60 MW standalone BESS project.

PREB gives green light to 3 new renewable energy projects

By The Star StaffThe Puerto Rico Energy Bureau (PREB) ratified recently the selection of three renewable energy projects totaling 60 megawatts (MW) of solar generation and 60 MW for battery storage...

www.sanjuandailystar.com

@thehipskipple

TheHipSkipple 🔋

3 months

Found this info on the planned Tranche 1 projects. Luna is the PR utility. Let’s get digging.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Demand surge, you say? @JoeMastrangelo8

@PoweredByEos

🔋 Eos Energy Enterprises, Inc. 🔋

4 months

With recent increased demand for LDES technology caused by AI & IRA legislation, companies must quickly transition to large-scale, commercial production to meet the growing need. @JoeMastrangelo8 spoke with @_LatitudeMedia about Eos' plans to achieve scale

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose IMO, I don’t anticipate large orders announced or significant increase to backlog w/ Q2 call. I do anticipate large pipeline increase and more talk of higher quality customers and longer durations.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Gregory Nixon to the Eos board This is a quote from when he re-joined Cerberus in 2021. I like the sound of that.

@CerberusCapital

Cerberus Capital Management

@CerberusCapital

4 years

We’re thrilled to welcome Greg Nixon back to Cerberus! He rejoins our team as Head of Strategic Investments, focusing on investment opportunities with the potential to drive technological, security, and defense advancements. Read more here:

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Another short Enel post from 7/10 titled “BESS, Innovation in Energy Storage Systems.” In case anyone is still skeptical that Enel is looking at Eos, they differentiated here between flow batteries and Zinc batteries.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose 👀👀👀 From a June 26 post on the Enel site.

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@thehipskipple

TheHipSkipple 🔋

7 months

$eose 🤔

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@Bitech_Tech

Bitech Technologies $BTTC

7 months

America is struggling to keep up with the soaring demand of electricity! $BTTC is the technology solution provider to meet that exigent demand. #energystorage #EnergyEfficiency #BESS

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose Crazy to think that there’s an actual potential project that calls for 10,000+ Z3 cubes 🤯 OR needs to approve, PGR needs to include BESS and select Eos over Li-ion option. Even so, may not ultimately install all 7.2 GWh. BUT, Eos is spec’d in a real proposal of this size

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@thehipskipple

TheHipSkipple 🔋

17 days

$eose Another one for you @mc_bee4 400 MW, 8-hour standalone BESS in CA. Assuming Li-ion Solbank (Canadian Solar) BESS for now, but note that it is not final.

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@thehipskipple

TheHipSkipple 🔋

2 months

@Zerosumgame33 @AlPutino It’s almost like, they know more than we do.

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@thehipskipple

TheHipSkipple 🔋

3 months

@bert_gilfoyle $eose “The onus is on the industry itself. They have to provide a product that’s not going to catch fire, and put off toxic smoke.” - San Diego County, District 5, Supervisor Jim Desmond

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New standards requested for battery storage facilities

Get the latest San Diego news, breaking news, weather, traffic, sports, entertainment and video from fox5sandiego.com. Watch newscasts from FOX 5/KSWB and KUSI.

fox5sandiego.com

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose IEP recently created a new LLC called Haybarn Energy Storage. Found a document for Camp Pendleton evaluating a new Natural Gas facility at the Haybarn Site (link below). Overlayed the diagram from the SMUD presentation and voila. Is IEP teaming up with Indian Energy?

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@bert_gilfoyle

Bert Gilfoyle 🇺🇸 🇺🇦 🔋

6 months

@thehipskipple Holy carp - Camp Pendleton project is 300 MWh! $eose

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose 👀

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@thehipskipple

TheHipSkipple 🔋

7 months

$eose (1/2) Who is this guy that liked an Eos post yesterday? Director of New Plant Integration at Duke. Who also chairs the EUCG BESS Working Group. EUCG spent all day yesterday talking BESS and Scott spoke on 3 topics including battery chemistries.

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@thehipskipple

TheHipSkipple 🔋

4 months

@bert_gilfoyle $eose

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose Remain skeptical, but… Bitech signs non-binding tax credit agreement for first 100 MW project with an initial COD of Q2 2025. Pretty sure you need the domestic content component to get to 50% ITC, right @bert_gilfoyle ?

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose Bitech just coming out and saying it. Take it with several grains of salt.

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose I am sharing this not so much to bash ESS (GWH), but to highlight the O&M advantage that Eos has over flow batteries. This isn’t a secret gotcha photo, it’s from an article. The ESS system pictured is ~2 years into operation.

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@thehipskipple

TheHipSkipple 🔋

21 days

$eose Longroad Energy proposing a 75 MW, 8hr BESS in Merced County, CA. Seems to be open to BESS technology (though Zinc Bromine didn’t get a specific shout out). Go get ‘em @mc_bee4

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@thehipskipple

TheHipSkipple 🔋

8 months

$eose Z3 cube to Sicily 🇮🇹 This is different than the previously know Enel pilot in the Canary Isands. I suspect it is also Enel. Italy market coming in hot late 2024/early 2025.

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose What has been most interesting to me with this conference, is when you look at the list of speakers, Joe seems to be the only one representing an OEM.

@888juniper

Juniper

2 months

$EOSE Reminder: This started in Abu Dhabi today

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose No update, but just showing that the LADWP opportunity is still alive. This is a letter from the SCPPA to CEC dated 8/26/24.

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@thehipskipple

TheHipSkipple 🔋

10 months

$eose Big deal.

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@thehipskipple

TheHipSkipple 🔋

3 months

$eose 9 comments on Sunstone DPO as of August 8, 2024. Haven’t read through them all yet to see if there is any BESS mention, but all seem to be in support of the project and include some significant stakeholders. Looking good!

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@thehipskipple

TheHipSkipple 🔋

5 months

$eose

@CanaryMediaInc

Canary Media

@CanaryMediaInc

5 months

Utility @DukeEnergy 's new proposal would let large corporate customers fund novel technologies like long-duration storage and advanced nuclear as they try to decarbonize. Reporting by @JulianSpector :

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose Factory floor photo update going into the weekend?

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@thehipskipple

TheHipSkipple 🔋

1 month

$eose Not expecting anything, but this is the most promising political opportunity since Earth Day 2023

@Integr8byDarts

🔋IntegrateByDarts🔋

@Integr8byDarts

1 month

$EOSE Last minute pitch to revive manufacturing in Pittsburgh. Is the DOE going to continue dragging its feet?

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@thehipskipple

TheHipSkipple 🔋

9 months

@mymorristribe @JoeMastrangelo8 I am thinking he means this process comes before the automated line (feeds into it) and right now it is semi-automated, but will be fully automated 2H 2024. SoTA line expected in 1H. But maybe that is just me being hopeful.

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose Damn. Well, that’s wild. First mover advantage has increased. And non-Lithium demand is growing, just listen to the developers themselves.

@barraduna

Barraduna

2 months

$EOSE Redflow Enters Voluntary Administration There goes one non lithium alternative.

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@thehipskipple

TheHipSkipple 🔋

7 months

$eose Who are these guys that liked today’s Eos post? I’ve seen them before, RCI Energy. I’m guessing they did commissioning at Eastover. They gave a glowing review of the Gen2.3 cubes and tech in general. Means a lot coming from the people working on this stuff in the field.

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@thehipskipple

TheHipSkipple 🔋

5 months

$eose Interesting like on today’s Eos L-I post. Terna is the grid operator for Italy. They’re implementing the MACSE mechanism to incentivize storage investment. Joe referenced this a while back as an opportunity. This analyst also has Eos in a relatively short list of follows.

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@thehipskipple

TheHipSkipple 🔋

4 months

$eose Not sure if this was already posted. From Duke’s 2023 Annual Report. Researching multiple MW-scale non-Li LDES projects in Carolinas and FL. Combine this with the tariffs MOU with the large tech companies and the RFI. Good time to be scaling.

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@GrassmanWilliam

🔋William Grassman🔋

@GrassmanWilliam

5 months

$EOSE I think we are due for some HEADLINES!! “Essentially, these corporations would bankroll Duke’s construction of advanced clean energy technologies to deliver on their 24/7 commitments. For instance, the structure could fund early deployments of long-duration energy storage”

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@thehipskipple

TheHipSkipple 🔋

6 months

$eose May have answered my own question. Automation of the process to bolt cables to battery terminals was mentioned in this video. Just noticed on Acro website that they list “Battery Rack Assembly” as something they are working on for Eos.

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@thehipskipple

TheHipSkipple 🔋

7 months

@JoeMastrangelo8 @ThePanMan604 @x_times_1 Hey Joe, looking back here. So from what I understand now, the wiring harness will speed up the process significantly not having to untangle and lay the cables manually. For the actual bolted connections of the terminals to the cable lugs, will that be automated at some point?

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@thehipskipple

TheHipSkipple 🔋

2 months

$eose Interesting timing

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