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@philroberts
"The sprinklers over the top of the units 😭 $eose non flammable 30yr+ life fully recyclable no lithium the solution is clear to see"
X Link @philroberts 2025-10-14T09:14Z 2851 followers, 11K engagements
"$GWH up XXX% in pre market whats going"
X Link @philroberts 2025-10-10T11:59Z 2850 followers, 1537 engagements
"Company rankings by National Security risk and right at the top of the list next to rare earths $eose 😎"
X Link @philroberts 2025-10-10T18:43Z 2851 followers, 163K engagements
"Food for thought $eose"
X Link @philroberts 2025-10-15T08:57Z 2851 followers, 3080 engagements
"Who are Brookfield going to pair with $BE could it be $eose or $flnc"
X Link @philroberts 2025-10-15T00:35Z 2851 followers, 4450 engagements
"Take a good look at the Stankey diagram below specifically refining capacity for Lithium in USA and think about the Morgan Stanley National security ETF and why $eose is so high on their list"
X Link @philroberts 2025-10-15T07:13Z 2851 followers, 2563 engagements
"Hmmmm 🧐 $eose"
X Link @philroberts 2025-10-15T13:26Z 2851 followers, 13.1K engagements
"Looks like raising cash for expansion at $eose could get much easier"
X Link @philroberts 2025-10-13T23:34Z 2841 followers, 1548 engagements
"$EOSE - this is just one order heading our way. Its expected to be extended at a later date (not yet officially confirmed) but multiple confirmations from the sites developer suggest theyre using EOS tech. Judging by that its likely a 2-hour system - which lines up with Joes recent comments about 2-hour units now being possible and the developers own press noting XXXX GWh of capacity. We are going to need a much bigger boat"
X Link @philroberts 2025-10-16T12:41Z 2851 followers, 8557 engagements
"@mymorristribe Would make the perfect car for being towed behind an RV 😏"
X Link @philroberts 2025-10-15T12:00Z 2848 followers, XX engagements
"@PhatChin @srvc76 Thats precisely why I love these all the fat blob SUVs sap the very life out of me every single China EV looks like everything else give me something a bit different"
X Link @philroberts 2025-10-15T01:07Z 2851 followers, XX engagements
"@nav7634 Hell be complaining about the broker that convinced him to buy $envx rather than go all in $eose"
X Link @philroberts 2025-10-14T09:09Z 2847 followers, XXX engagements
"@sw20200 If they nail this design its a copy paste solution that can sidestep a large proportion of grid connection wait times Suspect it may have ITC implications that make it a lot cheaper too"
X Link @philroberts 2025-10-16T12:54Z 2851 followers, XXX engagements
"Monster LFP project secures grid connection approval in UK 1GW / 8GWh For electrification of ports and charging of ships Be very surprised if this isnt also linked to the Anglo American Whitby Polyhalite (Potash) mine one of the worlds largest natural potash fertiliser mines that discharges at Teeside port via a dedicated XX mile tunnel (sadly not $eose) pretty low cost at $75-100kWh forecast pricing"
X Link @philroberts 2025-10-09T18:58Z 2840 followers, 1935 engagements
"Interesting observation recent import data shows JNTG supplying felt to both EOS Energy and Invinity Energy. However the scale is very different: EOS received around 60000 kg representing roughly $XX million worth of production while Invinitys delivery was only about XXX kg. $eose"
X Link @philroberts 2025-10-08T13:43Z 2843 followers, 11.2K engagements
"Why Im suddenly very very bullish on $EOSE #1 in a series of posts People arent grasping the significance of the @OpenAI roadmap published this week it calls for XXX GW of power over the next X years. Think about it: a ramp from X to XXX GW by ONE company. US Power Snapshot (2025) Total U.S. generation capacity: 1324 GW Avg. capacity growth over last XX years: 1%/yr (13 GW/yr) Now add @OpenAI @xAI @OracleCloud @Microsoft @CoreWeave @awscloud plus dozens of smaller players all competing for power on the same timeline. That could mean 750+ GW of new generation needed. Spread over X years = 94"
X Link @philroberts 2025-10-01T13:08Z 2850 followers, 39.2K engagements
"Thoughts on China battery materials export licensing and possible impacts on LFP in USA Likely 2040% increase in material costs if you switch fully from China to U.S./non-China supply for LFP batteries today. So for a cell that costs $50/kWh with China materials you might see $6070/kWh if fully localized to U.S./allied sources. Tesla said in 2022 that localizing battery materials in the U.S. without Chinese inputs could double cathode/anode costs short term. DOE analysis (2023) estimates U.S.-made LFP cell cost could be $6575/kWh without subsidies. Inflation Reduction Act (IRA) effectively"
X Link @philroberts 2025-10-10T13:11Z 2840 followers, 2503 engagements
"A sea of red but $OKLO is up XXX% Who on earth is buying this at Pets. com levels"
X Link @philroberts 2025-10-10T17:01Z 2843 followers, 1162 engagements
"@PhatChin @srvc76"
X Link @philroberts 2025-10-15T00:59Z 2851 followers, XX engagements