If we built solar as fast as China does right now, we’d double U.S. electricity generation by 2030.

The electricity system is the largest commodity supply chain in the world that doesn’t feature storage. Every technology benefits from storage. Top 1% of peak hours are 8% of your bill. Top 10% of hours are 40% of your bill. Batteries provide more tools to flatten out peaks.

Great article from Financial Times on mega-batteries today. One note, this chart needs to be updated. We're at 16.4% in Texas/ERCOT today. #txlege #txenergy 1/2

Rounding to the nearest hundredth of a percent — 0% of Earth’s surface is occupied by solar panels. ~10% of electricity comes from them though.

Hey Fam! Hope y’all saw this. 2026 is going to be an incredible year for EOS! 💪💪💪 jpmorganchase.com/newsroom/press…

When you charge a battery with a combined cycle gas plant and discharge it to avoid burning diesel in a reciprocating peaker, that saves money, even though round trip efficiency is <100%. This should not be controversial. Stop pretending like you don’t understand how batteries

Imagine if EOS stepped in and solved this problem. What amazing marketing that would be. apple.news/A8DcCNKVJTWmwS…

MADE IN AMERICA 🇺🇸 Powering the AI REVOLUTION 🔋⚡️ Let’s roll to $20 today — $EOSE is just getting started. 🚀

Battery storage gets a lot cheaper (per unit energy) as you go to longer durations.

Batteries have collapsed ancillary service costs, driving down revenues for short duration storage. At the same time, solar is driving down midday prices and load growth is driving up evening prices. The value of the first and second hour are converging. Batteries will

China has ~400GWh+ of annualized battery stationary storage capacity and the US has <60GWh? Critical for AI datacenters. WTF are we doing? Seriously... We need Tesla and $EOSE to ramp localized solutions, massively... FLNC too... Senator Dave McCormick Secretary Chris Wright

Couldn’t agree more.

Electricity generation costs could go to zero and rates/bills would still go up. Every State has to recognize that we need to get more out of the transmission and distribution we have already paid for. Could be NG assets but will most likely be batteries. linkedin.com/posts/aaron-zu…

$EOSE apple.news/AG8jArsR_QAGx_…

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Hey All! Don't forget to join Vlad and Co. to discuss expectations for the Q3 earnings call! Lot's of news to discuss.

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