eosesetu98
@eosesetu98
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Joined February 2024
$eose Lot of things are going in favor EOSE. Tail winds are so strong that: 1. Chinese govn. eliminating battery export rebates, aft April 2. Lithium prices on the rise 3. Tariffs gonna kick-in on future contracts 4. 45X / 48E tax credits 5. FEOC projects must comply after 2025
$EOSE $IWM Current market thoughts Jan has played out pretty much how I thought. The month still isn't over but my baseline was that there was always a chance at 52 wk highs this month. There has been a clear appetite for risk with $IWM break out to new highs pretty
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$eose A good read on where we are in terms of timeframe on adoption of energy storage by AI data centers.
$EOSE Worth a read if you want a high level summary of what’s happening in AI model provider layer. The last part associated with data center buildout is relevant for this group hence thought I’d share it here. Have a good weekend folks!
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$Eose 9. With Li-ion at 159,000cny/metric tonne, Eose's LCOS will be very competitive. 10. You do not have to win 2000 AI data centers. Just need 10-20 data centers would result in 10B in rev. over 3 yrs
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$Eose 7. AI data centers need power storage next to GPUs. This enables less network switches and low cost failure modes. 8. Flexible power storage enables data centers go from training to inference realtime.
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$Eose 5. Cost : Except exterior panels, all the interior is plastic My guess is "Indensity" is cheaper than "Cube" on kWh basis. 6. My favorite win: high conviction in DC-DC converter efficiency ratio. (Unico/Canada deal). Now you know why they need new Converter
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$Eose 3. Serviceable: Placement of cube in pullout racks makes repair/replace very fast. Genius design. 4. Manufacturable: New Form feature is a winner interms of DFM/DFA/DFMA.
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$Eose My 2 cents on "New Form factor -Indensity". 1. Scalable : Can config. from kWh -> mWh -> gWh in phases at customer site with minimal effort. If customer changes MSA, EOSE can respond quickly. 2. Flexible : Can config. from 2hr - 16hr anytime at build site or real time.
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$eose Through put (TPH) improvement is not only based on manufacturing efficiencies but also on Product spec. Going from 1.2kWh/tub to 1.4kWh/tub gets you run rate from 2gWh/line to 2.35gWh/line with same 10sec cycle time.
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$eose And add the graphite-felt improvement for better bromine adhesion ( ZnBr , BrCl) Results from these improvements we do not know yet.
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$eose And with pulse charging, they could be even at higher energy density per tub. (~1.4kWh/tub) I.e 15% improvement in charge density for free.
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$eose They may be still using intial zinc-halide electrolyte R1385 as shown below:
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$eose R1385 electrolyte is zinc-halide With .8kWh/tub I think they are onto zinc- mixed polyhalide with 1.2kWh/tub ( consists of poly bromides with lesser density to improve cell voltage from 1 v to 1.3 v) Higher cell volt means higher energy density
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$Eose Here are the final numbers, net to B/sheet: 1. $ 474 mill from Senior notes and Stock offerings 2. $ 80.2 mil from Warrants conv. Net = $ 554.2 mil Gross = $ 600 + $458.2 + $80.2 =$1,138.40 Mil Clearly, oversubscribed in T+3 days ( no need 14day wait)
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$Eose Below is purely based my hunch on: "In-building" has better business case than out door "Cube" project.
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$Eose 7. Issue: Cubes were retuned 'cause of quality Sol: Quality was not the problem. Compatability btw two cubes. Look at the old and new cubes given below:
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$Eose Focus on the future: 1. By addressing sub 4hr TAM. (req. new architecture) 2. Taking on Li-ion and LiFePO4 (1C, 2C, 3C discharge rates) 3. Lowering LCOS over 20years (less agumentation)
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$eose 5. Issue: High voltage conversion (DC to AC) Sol: Developed a new Inverter (Z3.5) 6. Issue: Battery shorting Sol: Developed new terminal connector design (Z3.5)
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$eose 4: Issue: lower RTE 45%-50% Sol: Went from Zinc-Bromide(Z2.3) to Zinc-polyhalide (Z3.5) Solved self-diffusion, dentri growth, and high internal resistance
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$eose 3. Issue: State of charge (SOH ). Battery tripping Sol: Have you heard of "Dawn OS"? Monitors battery charge and stops from over charging
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