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🔋Greg🔋💎🤲 @FreemyerGreg on x 1035 followers
Created: 2025-07-06 21:23:30 UTC
If I was NextEra and considering funding entire factories (not unusual in the energy space), I would strongly attempt to negotiate to get the 45X credits just transferred directly to NextEra for all production from those X or more factories.
In $eose shoes, I would certainly think hard before I walked away from a customer funded factory or two, even if they were demanding the 45X credits earned by the factory.
FYI: $LNG (Cheniere) built multiple $4-$5 billion CapEx manufacturing lines with X line per customer.
I suspect many of the commenters here haven't ever even observed the energy industry at the large scale. $eose building X $150mm factories dedicated to NextEra would not be abnormal for the energy industry at all.
How does $eose keep NextEra from being XX% of their customer base?
Build a factory for Pine Gate. Another for IEP. Then use AMAZE for the smaller buyers that won't commit to a factories worth of product!
=== Just brainstorming, but remember Tesla is producing XX GWh / yr now. The XXXX GWh/yr lines $eose has designed are fantastic, but I for one think of them as small. We will need almost XX lines just to match Lathop.
XXXXX engagements
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