Gary Wentworth ๐Ÿ”‹ (@cluster_6) 's Twitter Profile
Gary Wentworth ๐Ÿ”‹

@cluster_6

High-tech R/E developer. AI will transform the world, enabled by data centers and power generation. $AAPL 2010 $TSLA 2013. $EOSE 2023. $ENVX 2023. $IREN 2024.

ID: 372183425

calendar_today12-09-2011 09:12:04

20,20K Tweet

2,2K Followers

403 Following

Jigar Shah (@jigarshahdc) 's Twitter Profile Photo

The electricity system is the largest commodity supply chain in the world that doesnโ€™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.

Doug Lewin (@douglewinenergy) 's Twitter Profile Photo

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

Great article from <a href="/FT/">Financial Times</a> 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
Jesse Peltan (@jessepeltan) 's Twitter Profile Photo

Rounding to the nearest hundredth of a percent โ€” 0% of Earthโ€™s surface is occupied by solar panels. ~10% of electricity comes from them though.

Rounding to the nearest hundredth of a percent โ€” 0% of Earthโ€™s surface is occupied by solar panels.

~10% of electricity comes from them though.
Gary Wentworth ๐Ÿ”‹ (@cluster_6) 's Twitter Profile Photo

Hey Fam! Hope yโ€™all saw this. 2026 is going to be an incredible year for EOS! ๐Ÿ’ช๐Ÿ’ช๐Ÿ’ช jpmorganchase.com/newsroom/pressโ€ฆ

Jesse Peltan (@jessepeltan) 's Twitter Profile Photo

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 donโ€™t understand how batteries

OBG Investments๐Ÿ”‹ (@obginvestments) 's Twitter Profile Photo

MADE IN AMERICA ๐Ÿ‡บ๐Ÿ‡ธ Powering the AI REVOLUTION ๐Ÿ”‹โšก๏ธ Letโ€™s roll to $20 today โ€” $EOSE is just getting started. ๐Ÿš€

MADE IN AMERICA ๐Ÿ‡บ๐Ÿ‡ธ
Powering the AI REVOLUTION ๐Ÿ”‹โšก๏ธ

Letโ€™s roll to $20 today โ€” $EOSE is just getting started. ๐Ÿš€
Jesse Peltan (@jessepeltan) 's Twitter Profile Photo

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

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
Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile Photo

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

Jigar Shah (@jigarshahdc) 's Twitter Profile Photo

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-zuโ€ฆ

Gary Wentworth ๐Ÿ”‹ (@cluster_6) 's Twitter Profile Photo

Want the latest news, perspectives, and analysis on $EOSE? Pin the $EOSE Investors community to your homepage! Just go to the community, click on the star and pin the community to your homepage. Done! x.com/i/communities/โ€ฆ