# ![@philroberts Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14678164.png) @philroberts Phil Roberts 🔋☀️🔌 🅰️

Phil Roberts 🔋☀️🔌 🅰️ posts on X about $eose, ai, eos, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::14678164/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14678164/c:line/m:interactions.svg)

- [--] Week [---------] -43%
- [--] Month [---------] +3,455%
- [--] Months [---------] +2,233%
- [--] Year [---------] +587%

### Mentions: [--] [#](/creator/twitter::14678164/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14678164/c:line/m:posts_active.svg)

- [--] Week [--] +63%
- [--] Month [---] +66%
- [--] Months [---] +24%
- [--] Year [---] -0.12%

### Followers: [-----] [#](/creator/twitter::14678164/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14678164/c:line/m:followers.svg)

- [--] Week [-----] +0.66%
- [--] Month [-----] +1.30%
- [--] Months [-----] +21%
- [--] Year [-----] +36%

### CreatorRank: [-------] [#](/creator/twitter::14678164/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14678164/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.83% [finance](/list/finance)  16.5% [countries](/list/countries)  6.8% [automotive brands](/list/automotive-brands)  6.8% [technology brands](/list/technology-brands)  6.8% [luxury brands](/list/luxury-brands)  3.88% [currencies](/list/currencies)  1.94% [products](/list/products)  0.97% [exchanges](/list/exchanges)  0.97% [celebrities](/list/celebrities)  0.97%

**Social topic influence**
[$eose](/topic/$eose) #29, [ai](/topic/ai) 10.68%, [eos](/topic/eos) 8.74%, [market](/topic/market) 5.83%, [bit](/topic/bit) 5.83%, [solar](/topic/solar) 4.85%, [in the](/topic/in-the) 3.88%, [list](/topic/list) 3.88%, [gas](/topic/gas) 3.88%, [if you](/topic/if-you) 3.88%

**Top accounts mentioned or mentioned by**
[@freemyergreg](/creator/undefined) [@grok](/creator/undefined) [@zexpe](/creator/undefined) [@grassmanwilliam](/creator/undefined) [@browpeak](/creator/undefined) [@telsatimallin](/creator/undefined) [@telsatim_all_in](/creator/undefined) [@limitingthe](/creator/undefined) [@evnewt](/creator/undefined) [@spearfishingcap](/creator/undefined) [@shoogahsnaps](/creator/undefined) [@obginvestments](/creator/undefined) [@jenny1884](/creator/undefined) [@bullstkpicks](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@desijesus93](/creator/undefined) [@autocar](/creator/undefined) [@mamabrisago](/creator/undefined) [@lucassacerdote](/creator/undefined) [@srvc76](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/tesla) [Bloom Energy Corporation (BE)](/topic/$be) [Morgan Stanley (MS)](/topic/morgan-stanley) [ASP Isotopes Inc. (ASPI)](/topic/$aspi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Isnt Salt River where $eose were pitching @bert_gilfoyle Enlight advances US$3 billion 1.2GW solar 4GWh BESS Complex in Arizona https://t.co/vwqQEIK7Gm #energystorage Enlight advances US$3 billion 1.2GW solar 4GWh BESS Complex in Arizona https://t.co/vwqQEIK7Gm #energystorage"  
[X Link](https://x.com/philroberts/status/2019047581566038469)  2026-02-04T13:57Z [----] followers, [----] engagements


"The takes on $eose today are comical Yesterday we were fine Today were all going to die were not getting any orders AI isnt going to work Yesterday AI was going to consume jobs and power Today its still going to consume jobs and power almost everything is going to convert to electric power AI EVs EV trucks heating cooling maybe even planes for short and medium haul We dont have enough power there are no easy routes to more power Were going to need a lot more power and that means a lot of battery Dont over think it 😂 https://twitter.com/i/web/status/2019109421872198105"  
[X Link](https://x.com/philroberts/status/2019109421872198105)  2026-02-04T18:02Z [----] followers, [----] engagements


"Felt deliveries starting to look like a nice straight line consistent output or the warehouse must be filling up nicely. $eose iykyk $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg"  
[X Link](https://x.com/philroberts/status/2019401349285441726)  2026-02-05T13:22Z [----] followers, [----] engagements


"$be solid beat because in an AI gold rush sell picks and shovels +10-15% post But look at the figures that looks a lot where $eose could be in 27/28"  
[X Link](https://x.com/philroberts/status/2019526082165403674)  2026-02-05T21:38Z [----] followers, [----] engagements


"So apparently Trump is trying to strong arm countries into nominating him to win the Nobel peace prize Straight after threatening to invade Greenland The irony is obviously lost on him Poland won't applaud Trumps vanity project the Nobel Peace Prize. Today a major diplomatic row broke out between the U.S. and Poland because Wodzimierz Czarzasty (the Speaker of the Sejm) took a very public stand against Donald Trump. The catalyst was a formal request from https://t.co/hQplgmiYw4 Poland won't applaud Trumps vanity project the Nobel Peace Prize. Today a major diplomatic row broke out between the"  
[X Link](https://x.com/philroberts/status/2019569926345003123)  2026-02-06T00:32Z [----] followers, [---] engagements


"I really like that 🤩 Minor issue of a specd one probably being 0.5m but you can always dream Ferrari has revealed the interior of its first EV And it's been designed by the man who created the iPhone 👀 https://t.co/a8xN3M0Aw6 https://t.co/rJz1WWuDhG Ferrari has revealed the interior of its first EV And it's been designed by the man who created the iPhone 👀 https://t.co/a8xN3M0Aw6 https://t.co/rJz1WWuDhG"  
[X Link](https://x.com/philroberts/status/2020915170248118593)  2026-02-09T17:38Z [----] followers, [---] engagements


"Looks like NY could be a very big market for $eose Would be nice to have this announced on Q4 call 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su"  
[X Link](https://x.com/philroberts/status/2021397180591055354)  2026-02-11T01:33Z [----] followers, [----] engagements


"@grok @IB_Lond @RobertBoswall @Tw_timerAlder @grok whats the [--] year trend"  
[X Link](https://x.com/philroberts/status/2021566459139539381)  2026-02-11T12:46Z [----] followers, [--] engagements


"Spent last night on a bit of a deep dive into Eos Energy Z3 Electrolyte Analysis: Chemistry + Cost per MWh TLDR: best thought $30-35kWh Deep dive with @AnthropicAI Claude and @grok on $EOSE Z3 electrolyte quantity & cost validated from first principles chemistry physical constraints $eose patents spec sheets $TTI filings and field data. Module Specs: Z3: [----] kW / [---] kWh rated (0.872 kWh electrochemical - inc a first-cycle buffer) Weight: [----] kg Volume: [----] L 85-92% RTE (field trials) 92% retention @ [--] years Electrochemistry (Faraday's Law): Theoretical: [-----] kWh 1.67V = [---] Ah ZnBr"  
[X Link](https://x.com/philroberts/status/2022287509699379686)  2026-02-13T12:31Z [----] followers, [----] engagements


"Company rankings by National Security risk and right at the top of the list next to rare earths $eose 😎 Morgan Stanley has just launched its National Security (MSXXNSEC) index. ASP Isotopes holds a 1.6% weighting as does Lightbridge. Both positioned it as mid tier components among the nuclear and #uranium group. This inclusion signals recognition of both companys role in the https://t.co/KeaxuchHif Morgan Stanley has just launched its National Security (MSXXNSEC) index. ASP Isotopes holds a 1.6% weighting as does Lightbridge. Both positioned it as mid tier components among the nuclear and"  
[X Link](https://x.com/philroberts/status/1976720176528691659)  2025-10-10T18:43Z [----] followers, 166.8K engagements


"$flsr are interesting but very US centric they were always a bit of a black box They used to do a lot of their own project origination and didnt really sell much outside the US they had a brief incursion to UK in Feed in tariff era but think they then pulled out never really come across them anymore The panels they make are Cadmium Telluride CdTe and perform better in hot climates so for desert arrays they give better output per kW of panels as the coefficient of performance (the amount of performance lost in higher temperatures) is better than silicon Given the markets moving towards utility"  
[X Link](https://x.com/philroberts/status/2014448918483107919)  2026-01-22T21:23Z [----] followers, [--] engagements


"Essentially yes metallurgical silicon but its quite a process to melt it and grow the silicon crystal the silicon has to be refined to 99.9999% pure which is a task in itself Chip wafers are 99.999999999% 😳 You either use Siemens process or Fluidised Bed Reactor - FBR (Moses Lake - which is shut but can be recommissioned ) Once had Siemens described as an oven inside a fridge you can imagine the power use the rods are heated to 1100C and sit inside a fridge cowl so the gas only plates onto hot objects trichlorosilane gas + hydrogen is injected in and plates to the rods atom by atom to form a"  
[X Link](https://x.com/philroberts/status/2019580762027143299)  2026-02-06T01:15Z [----] followers, [--] engagements


"@LimitingThe Not sure Im following what they are trying to say here thats only part of the waste its certainly not all of it theres usually liquid wastes from reprocessing and intermediate wastes from cooling ponds and sludges from cooling loops etc"  
[X Link](https://x.com/philroberts/status/2019876735978991746)  2026-02-06T20:51Z [----] followers, [---] engagements


"@grok @LimitingThe Thats in a perfect world the real world is far from that perfection Spent a bit of time at THORP and worked on it in my early career"  
[X Link](https://x.com/philroberts/status/2019901452240797753)  2026-02-06T22:30Z [----] followers, [--] engagements


"@eV_Newt Why whats not ticking the box I quite like it very Purosangue Ill probably get the budget knock off YU7 instead though"  
[X Link](https://x.com/philroberts/status/2020919790139801650)  2026-02-09T17:56Z [----] followers, [--] engagements


"@desijesus93 @friedberg I can see some people arent going to make it out of their house a whole other layer of addiction coming with this"  
[X Link](https://x.com/philroberts/status/2020928216064794762)  2026-02-09T18:30Z [----] followers, [--] engagements


"@SpearfishingCap Yes pls I need that Ferrari money now theyre building an EV 😅"  
[X Link](https://x.com/philroberts/status/2020932143015403663)  2026-02-09T18:45Z [----] followers, [---] engagements


"@SpearfishingCap @SullyCNBC Maybe theyre moving the surfing division to Hawaii 😏"  
[X Link](https://x.com/philroberts/status/2021131233942454389)  2026-02-10T07:56Z [----] followers, [--] engagements


"@zexpe @eV_Newt Ive seen that theres been a community note added to the post from Autocar stating that its an early render of a Purosangue Dont they have any renders or leaks for the EV"  
[X Link](https://x.com/philroberts/status/2021215418694652148)  2026-02-10T13:31Z [----] followers, [--] engagements


"@zexpe @eV_Newt More than a passing look of Impreza Hatchback or Seat Leon seems a weird segment for Ferrari maybe a cheaper volume model to lower average emissions across portfolio 🤷🏼♂"  
[X Link](https://x.com/philroberts/status/2021222684974002478)  2026-02-10T14:00Z [----] followers, [--] engagements


"Gas is more expensive new build gas is 100-120/MWh thats a simple fact Nukes will be even more expensive than that We are trying to build systems that address peak demand by over building an entire system build systems that address peaks add battery its by far the cheapest way Batteries are not a net zero solution they are a flexibility solutions thats cheaper than current solutions"  
[X Link](https://x.com/philroberts/status/2021247414242254922)  2026-02-10T15:38Z [----] followers, [---] engagements


"Absolutely Full on panic gas as a business model could well be dead from an investment perspective inside the next 18-24 months Most non engineering types just dont know whats coming all the chatter around net zero makes not one bit of difference the scene is already set and its too late for them this is just a matter of time now theyve lost already"  
[X Link](https://x.com/philroberts/status/2021250257498128765)  2026-02-10T15:49Z [----] followers, [--] engagements


"@Browpeak [--] lines up in [--] Robena 1.8GWh BNY 2.4GWh UK 5GWh Alone gives 9.2GWh for 27/28 delivery"  
[X Link](https://x.com/philroberts/status/2021398704562094454)  2026-02-11T01:39Z [----] followers, [----] engagements


"@shoogahsnaps Maybe thats what weve been waiting for with the Q4 call"  
[X Link](https://x.com/philroberts/status/2021400080755065152)  2026-02-11T01:45Z [----] followers, [----] engagements


"@SpearfishingCap 4.5GW of 8hr (36GWh) would be a bit mind blowing Presume they are probably aiming for 4hr average but still 🤯"  
[X Link](https://x.com/philroberts/status/2021638693229088866)  2026-02-11T17:33Z [----] followers, [---] engagements


"@OBGInvestments I personally think they will struggle on cost this quarter highly suspect with Mahaz in place he will have had changes and some cost that would be spent in quarter but that will result in lower cost on future quarters"  
[X Link](https://x.com/philroberts/status/2021956226456723938)  2026-02-12T14:35Z [----] followers, [---] engagements


"@propst_austin Cant zoom in enough to read the serials"  
[X Link](https://x.com/philroberts/status/2022096732130341304)  2026-02-12T23:53Z [----] followers, [---] engagements


"@grok thats a poorly researched list [--]. GMC Hummer EV (Edition 1) [----] kg [--]. Mercedes-Benz G [---] (with EQ Technology) [----] kg [--]. Rolls-Royce Spectre [----] kg [--]. Mercedes-Maybach EQS [---] SUV [----] kg [--]. Mercedes-Benz EQS SUV (580 4MATIC) [----] kg [--]. Mercedes-Maybach GLS [---] [----] kg [--]. Range Rover P550e LWB (PHEV) [----] kg [--]. BMW i7 M70 xDrive [----] kg [--]. Rolls-Royce Phantom (Extended Wheelbase) [----] kg [--]. Volvo EX90 (Performance Ultra) [----] kg https://twitter.com/i/web/status/2022107208146694605 https://twitter.com/i/web/status/2022107208146694605"  
[X Link](https://x.com/philroberts/status/2022107208146694605)  2026-02-13T00:35Z [----] followers, [--] engagements


"@FreemyerGreg Itll be concrete floor racked isles likely very narrow to max the density (minimise waster isle space) so would use a side lift narrow isle fork truck as itll be multiple levels"  
[X Link](https://x.com/philroberts/status/2022257226811887623)  2026-02-13T10:31Z [----] followers, [--] engagements


"@shoogahsnaps @Manuel_E_Aldana Thoughts on ZnBr based on chemistry and a long chat with Grok / Claude $15-30/kWh"  
[X Link](https://x.com/philroberts/status/2022284844177199569)  2026-02-13T12:20Z [----] followers, [--] engagements


"@thejefflutz Would only be better if it was a cat https://grok.com/imagine/post/7533f96d-20bf-486f-8a6f-ab3e4bd82e8dsource=copy_link&platform=ios&t=f135d02b3582 https://grok.com/imagine/post/7533f96d-20bf-486f-8a6f-ab3e4bd82e8dsource=copy_link&platform=ios&t=f135d02b3582"  
[X Link](https://x.com/philroberts/status/2022370344409907376)  2026-02-13T18:00Z [----] followers, [---] engagements


"That was my assumption but Claude seems to think not not sure why yet I think the thing Ive found most interesting is there should be a reasonable route to increasing kWh per module just by component optimisation to increase volumetric space but there again there must also be a max volume per active component that can still be used https://twitter.com/i/web/status/2022602486767288726 https://twitter.com/i/web/status/2022602486767288726"  
[X Link](https://x.com/philroberts/status/2022602486767288726)  2026-02-14T09:23Z [----] followers, [--] engagements


"@TelsaTim_All_In Think they are delivery centre fit items"  
[X Link](https://x.com/philroberts/status/2022835262099697764)  2026-02-15T00:48Z [----] followers, [--] engagements


"@TelsaTim_All_In Think those go onto the nearly new immediate delivery in stock list rather than being matched"  
[X Link](https://x.com/philroberts/status/2022836504268083693)  2026-02-15T00:52Z [----] followers, [--] engagements


"@TelsaTim_All_In lol autocorrect did me there Tesla only carry and they only produce"  
[X Link](https://x.com/philroberts/status/2022835115575955533)  2026-02-15T00:47Z [----] followers, [--] engagements


"I do hope this starts a revolution in supermarket production and we move back to just simple foods OK M&S just dropped something actually genius: their new 'Only Ingredients' range 😍 Everyday staples like baked beans sausages burgers ketchup yoghurts cereals. made with [--] recognisable ingredients MAX. No weird additives no artificial colours no preservatives https://t.co/LJVCIYT3rc OK M&S just dropped something actually genius: their new 'Only Ingredients' range 😍 Everyday staples like baked beans sausages burgers ketchup yoghurts cereals. made with [--] recognisable ingredients MAX. No weird"  
[X Link](https://x.com/philroberts/status/2020621327531692081)  2026-02-08T22:10Z [----] followers, [---] engagements


"If you want to understand where AI demand is going in the next two years cant recommended watching the first 5-10min of this enough its mind blowing and the best description of whats coming Ive seen I can see this happening on the ground as I just map my own / business use to whats being said here I can see if we dont use AI in the manner described your going to get buried by everyone else Such an enormous opportunity in the supply chain $eose $tsla https://youtu.be/pSgy2P2q790si=Wd3cB4XGzLi2SAn5 https://youtu.be/pSgy2P2q790si=Wd3cB4XGzLi2SAn5"  
[X Link](https://x.com/philroberts/status/2020833737047441826)  2026-02-09T12:14Z [----] followers, [----] engagements


"British weather love it 😑 Thats not a puddle thats a 3ft deep trench filled up with water straight away Glad we werent pulling the cables in on this one theyre a bit chunky"  
[X Link](https://x.com/philroberts/status/2020952323150000318)  2026-02-09T20:05Z [----] followers, [---] engagements


"They were not carry about [--] days of inventory but as they had not produce a few variations by car maker standards they are quite good at predicting order flow against production so they can usually match you against something that just been produced Worst case it might be 6-8wks old which is only a couple weeks longer than most other manufacturers take to get a fresh build delivered to you https://twitter.com/i/web/status/2022826295965442418 https://twitter.com/i/web/status/2022826295965442418"  
[X Link](https://x.com/philroberts/status/2022826295965442418)  2026-02-15T00:12Z [----] followers, [---] engagements


"@bert_gilfoyle But youve also only got 5-10yrs before plumbers will be Bots brought on by a massive acceleration of production in everything due to AI 😬"  
[X Link](https://x.com/philroberts/status/2023100697349087730)  2026-02-15T18:22Z [----] followers, [---] engagements


"Linear production achieved Props to @GrassmanWilliam as usual team felt 😏 $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p"  
[X Link](https://x.com/philroberts/status/2021567878080684483)  2026-02-11T12:51Z [----] followers, 10.8K engagements


"Community help Just looking at some more deep dives does anyone have a pic of the cell dividers from the non felt side All the images I can find are the felt side I think thats for good reason but just wondering if anyone has spotted one anywhere"  
[X Link](https://x.com/philroberts/status/2022430780887318707)  2026-02-13T22:00Z [----] followers, [---] engagements


"@TelsaTim_All_In @grok Probably worth a call to customer services to ask the question sure theyll be helpful"  
[X Link](https://x.com/philroberts/status/2023101640887439672)  2026-02-15T18:26Z [----] followers, [--] engagements


"@Timoldland Perhaps its a bit of a trial to drive"  
[X Link](https://x.com/philroberts/status/2023344719892205668)  2026-02-16T10:32Z [----] followers, [---] engagements


"@autocar Just sayin"  
[X Link](https://x.com/philroberts/status/1962556841990169014)  2025-09-01T16:43Z [----] followers, [----] engagements


"All that solar needs batteries $eose"  
[X Link](https://x.com/anyuser/status/1969858124967477310)  2025-09-21T20:15Z [----] followers, [----] engagements


"Obviously great news Frontier bid represents a large portion of the total passed through stage [--] given that I think its highly likely a portion of this will convert through to an order Dont forget this is only UK Italy has a similar ongoing LDES tender which is due for announcement shortly that specifically has a carve out for non lithium storage of around 7GWh Frontier Power and Eos advance to second round of evaluations in @ofgem Cap & Floor procurement of LDES in the UKTogether with Frontier Power were driving innovation to deliver11 GWh of scalable storage for a more secure energy future."  
[X Link](https://x.com/philroberts/status/1970754713223065739)  2025-09-24T07:38Z [----] followers, 12.7K engagements


"Battery degradation in ERCOT is faster than expected @modoenergy 7% per year = replacement after [--] years As a reminder $eose degrades to 93% at [--] years You could end up replacing your LFP unit [--] times https://youtu.be/nQAnhUSY-9wsi=mLGZR4yjjwEv4sk7 https://youtu.be/nQAnhUSY-9wsi=mLGZR4yjjwEv4sk7"  
[X Link](https://x.com/philroberts/status/1970813478266081672)  2025-09-24T11:32Z [----] followers, 26.5K engagements


"I just look at the buying patterns its clearly someone building a large position its the same pattern as last week everything gets bought until RSi goes off the top its given a couple of hours rest over lunch then repeat. Feels to me like this buying could well go on to $15 if thats the case news of a single big order could surely push to low / mid 20s If we get multiple large orders confirmation of guidance around $500m for next year and with a general overheated market that usually over shoots in this market and I can see $40 coming up soon"  
[X Link](https://x.com/philroberts/status/1972759826389196817)  2025-09-29T20:26Z [----] followers, [----] engagements


"Theres still time $eose $12.85 Spanky Line here we come $eose https://t.co/9QxSI2OxeT $12.85 Spanky Line here we come $eose https://t.co/9QxSI2OxeT"  
[X Link](https://x.com/philroberts/status/1972921384935526631)  2025-09-30T07:08Z [----] followers, [----] 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 [---] GW of power over the next [--] years. Think about it: a ramp from [--] to [---] GW by ONE company. US Power Snapshot (2025) Total U.S. generation capacity: [----] GW Avg. capacity growth over last [--] 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 [--] years = 94"  
[X Link](https://x.com/philroberts/status/1973374509143986537)  2025-10-01T13:08Z [----] followers, 40.4K engagements


"Why Im suddenly very very bullish on $EOSE #2 in a series of posts AI power demand could rise by [---] GW+ - thats 56% of current U.S. generating capacity - in just [--] years. This level of grid demand growth is so massive it will require every available solution to meet it. But not all solutions are created equal: Nuclear is expensive upfront (around $14B per GW) and slow to build (815 years). While its cheap per kWh delivered it simply wont scale fast enough to dominate this wave of demand. Gas turbines while cheaper are now sold out for at least the next [--] years. Pricing shown in table below"  
[X Link](https://x.com/philroberts/status/1973409045152137404)  2025-10-01T15:25Z [----] followers, 11.7K engagements


"Apologies it appears I was [--] day late on the $eose $12 prediction $40 by EOY Theres still time $eose https://t.co/lE4bEC7tOo Theres still time $eose https://t.co/lE4bEC7tOo"  
[X Link](https://x.com/philroberts/status/1973511402917863492)  2025-10-01T22:12Z [----] followers, [----] engagements


"What a great interview Shane is a great ambassador for the company and got a lot of technical info across in an easy to digest way great PR for @PoweredByEos $eose So much fantastic info in here a must watch for investors https://youtu.be/xqsy1xIRUVIsi=U97skPC4epVFGbok https://youtu.be/xqsy1xIRUVIsi=U97skPC4epVFGbok"  
[X Link](https://x.com/philroberts/status/1973526931439231249)  2025-10-01T23:14Z [----] followers, [----] engagements


"Ill say it again $40 EOY all aboard $eose $EOSE The most substantial thing here is that Eos would be winning a 2hr duration order. The Short Duration Energy Storage market is 10x LDES. This order would confirm Eos TAM 10xing overnight. That is alpha right there. Size accordingly. Then factor the below: Data centre $EOSE The most substantial thing here is that Eos would be winning a 2hr duration order. The Short Duration Energy Storage market is 10x LDES. This order would confirm Eos TAM 10xing overnight. That is alpha right there. Size accordingly. Then factor the below: Data centre"  
[X Link](https://x.com/philroberts/status/1975019634572333252)  2025-10-06T02:05Z [----] followers, [----] engagements


"@PhatChin Missed it 🤦♂ You still in"  
[X Link](https://x.com/philroberts/status/1975557955685953936)  2025-10-07T13:44Z [----] followers, [--] 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 [-----] kg representing roughly $33 million worth of production while Invinitys delivery was only about [---] kg. $eose"  
[X Link](https://x.com/philroberts/status/1975919885516427711)  2025-10-08T13:43Z [----] followers, 11.2K engagements


"Dont think Ive ever been in a stock thats had so many positives flow its way Massively bullish $eose BREAKING: China imposes export control on graphite and lithium batteries. BREAKING: China imposes export control on graphite and lithium batteries"  
[X Link](https://x.com/philroberts/status/1976273933507887443)  2025-10-09T13:09Z [----] followers, [----] engagements


"The sprinklers over the top of the units 😭 $eose non flammable 30yr+ life fully recyclable no lithium the solution is clear to see California has become ground zero for the battery storage revolution but the example is being followed all over the world. https://t.co/FpmKVBBw9o https://t.co/MCo9ME0fL0 California has become ground zero for the battery storage revolution but the example is being followed all over the world. https://t.co/FpmKVBBw9o https://t.co/MCo9ME0fL0"  
[X Link](https://x.com/anyuser/status/1978026525032116553)  2025-10-14T09:14Z [----] followers, 11.1K engagements


"Hmmmm 🧐 $eose BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $40 billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double https://t.co/AeSbHXLX5w BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $40 billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double https://t.co/AeSbHXLX5w"  
[X Link](https://x.com/philroberts/status/1978452360134381855)  2025-10-15T13:26Z [----] followers, 14.3K 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 [----] GWh of capacity. We are going to need a much bigger boat"  
[X Link](https://x.com/anyuser/status/1978803386427339206)  2025-10-16T12:41Z [----] followers, [----] engagements


"What the whaaaat 🤯 $eose Could be looking at 20+GWh of orders in next [--] months from just a small number of existing clients and known projects Thats $5B of orders from a company that turned over $10m last year $eose IEP refreshed their website. https://t.co/EJ1v8DnyF8 Not sure why Hummingbird doesnt list BESS but we know. Bigger news: Desert Wren holy sh*t [--] GW / [--] GWh 🤯 Notice it doesnt say under development or early stage Also SDG&E 👀🤔 + Texas City = Blackhawk https://t.co/WKiBBuequU $eose IEP refreshed their website. https://t.co/EJ1v8DnyF8 Not sure why Hummingbird doesnt list BESS"  
[X Link](https://x.com/philroberts/status/1979306394349158752)  2025-10-17T21:59Z [----] followers, 24K engagements


"Looking across the image for those that cant be bothered Desert Wren 12GWh Hummingbird (Robena) 1.8GWh SDG&E 1.6GWh Texas City 0.5GWh Pendleton 0.4GWh Mitchell 0.4GWh Chalk Point 0.4GWh One customer potential [----] GWh @ $250kWh = $4.75B Do I think theyll get them all no do I think theyll get a chunk yes But this is one customer"  
[X Link](https://x.com/philroberts/status/1979317305105424719)  2025-10-17T22:43Z [----] followers, [----] engagements


"So what assets do Talen have $eose Eos + Talen Energy are teaming up to power Pennsylvanias AI future🔋 By combining Eos American-made tech with Talens generation portfolio well deliver LDES enhance grid reliability and support the next generation of American digital infrastructure https://t.co/xyGjqqut9c https://t.co/dOjn1m7h7B Eos + Talen Energy are teaming up to power Pennsylvanias AI future🔋 By combining Eos American-made tech with Talens generation portfolio well deliver LDES enhance grid reliability and support the next generation of American digital infrastructure"  
[X Link](https://x.com/philroberts/status/1980615323490345074)  2025-10-21T12:41Z [----] followers, [----] engagements


"Im convinced well land 20GWh+ of orders in the next year Bring it on 🚀"  
[X Link](https://x.com/philroberts/status/1986601362071715844)  2025-11-07T01:07Z [----] followers, [----] engagements


"Come on Bimergen (Bridgelink) we know you can do the business for us $eose Its been [--] and a bit years weve been through the ups and downs - Iceberg reports and name changes but we still want you EDISON N.J. March [--] [----] (GLOBE NEWSWIRE) -- Eos Energy Enterprises Inc. (NASDAQ: EOSE) (Eos) a leading provider of safe scalable efficient and sustainable zinc-based energy storage systems today announced it entered into a master supply agreement with Bridgelink Commodities LLC (Bridgelink) for proposed storage projects across Texas. Bridgelink has committed to purchase [---] MWh of energy storage"  
[X Link](https://x.com/philroberts/status/1988341631494349003)  2025-11-11T20:22Z [----] followers, [----] engagements


"Dont listen to FUDsters who quote that wind turbines last [--] years never pay themselves back and cant be recycled This site is being repowered after [--] yrs blades recycled new turbines because its a cheaper site to develop now storage added too Will now output 5x the original power https://renews.biz/105163/scottishpower-renewables-repowers-hagshaw-hill/ https://renews.biz/105163/scottishpower-renewables-repowers-hagshaw-hill/"  
[X Link](https://x.com/philroberts/status/1988930606198129006)  2025-11-13T11:23Z [----] followers, [----] engagements


"Some additional figures UK power costs about 22-27p/kWh The [-----] acres they farm would have cost Dyson around $450-500m (now worth around $655m) they turnover $52m/yr and make $6.5m profit Retail price for Strawberries in winter is about 7-15/kg wholesale is about half that https://twitter.com/i/web/status/2001240175377027150 https://twitter.com/i/web/status/2001240175377027150"  
[X Link](https://x.com/philroberts/status/2001240175377027150)  2025-12-17T10:36Z [----] followers, [---] engagements


"Listening to the $TTI webcast They sold $20m to EOS in [--] They expect to sell $50-60m in [--] So $eose forecast for [--] should be $375-450m assuming the same ASP of $250/kWh I would expect that as volume ramps from TTI the sell price for electrolyte will drop and Im hopeful that $eose ASP will rise over year to $275-300/kWh That would raise sales to hopefully $500-600m https://twitter.com/i/web/status/2011192462878941472 https://twitter.com/i/web/status/2011192462878941472"  
[X Link](https://x.com/philroberts/status/2011192462878941472)  2026-01-13T21:43Z [----] followers, [----] engagements


"Most important bits from $tti call for me Visibility cost of electrolyte $20m / EOS production [--] year growth target for BESS materials 25-30% CAGR - seems like a low ball 17.5x They can handle 4GWh max without capacity expansion Growth for EOS will be in Texas 🧐 thats new"  
[X Link](https://x.com/philroberts/status/2011201193255547369)  2026-01-13T22:18Z [----] followers, [----] engagements


"$nxt bit of an usual one for me trackers only really get used in higher yield areas definitely not the UK so whilst im aware of them Im not overly familiar Trackers increase yield by about 15-20% but take more land and cost about 8-12% more so on cheap land with high yields it makes sense But again as with First Solar they are mainly for large desert / utility arrays I think a friend of mine actually works for them but havent seen him for a couple of years so not sure They will be a useful one for ITC / PTC projects as often the steel being sourced in US can be a deciding factor if the"  
[X Link](https://x.com/philroberts/status/2014454917478404392)  2026-01-22T21:47Z [----] followers, [---] engagements


"Ooofff $eose $EOSE - $240K Call buyer https://t.co/79oSCwMk7L $EOSE - $240K Call buyer https://t.co/79oSCwMk7L"  
[X Link](https://x.com/philroberts/status/2014482045389435298)  2026-01-22T23:35Z [----] followers, [----] engagements


"How on earth did the US elect this lying moron US invoked article [--] and NATO showed up [---] Brits died supporting the US in Afghanistan this statement is disgusting and if you support him you should be ashamed I bite my tongue not to upset people on here but no more. The guy literally lies everyday the lies arent even difficult to disprove its just flat out sad that anyone supports this kind of behaviour Hes killing your countries reputation as stand up world citizen Trump on NATO: "I've always said will they be there if we ever needed them That's really the ultimate test. I'm not sure of"  
[X Link](https://x.com/philroberts/status/2014523688079560969)  2026-01-23T02:20Z [----] followers, [----] engagements


"lol ok so batteries are being deployed at large percentages of UK total load in a matter of a couple of years at merchant risk unsupported and they dont have scale or cost Why do you want to pay more to use coal or gas generation Wind (onshore/offshore): 110/MWh Solar PV: 110/MWh Nuclear: 515/MWh Hydro: 120/MWh Biomass / Waste-to-Energy: 2060/MW Coal (unabated): 80150/MWh Coal (with carbon costs / constrained): 120200+/MWh Coal (with CCS): 140220+/MWh CCGT (Combined Cycle Gas): 70120/MWh OCGT (Open Cycle Gas): 120300+/MWh Oil / Distillate: 200400+/MWh"  
[X Link](https://x.com/philroberts/status/2016082746267910145)  2026-01-27T09:35Z [----] followers, [--] engagements


"This was my immediate thought when I saw the Indensity design particularly important when you layer on copper shortages which are coming due to tight copper supply and ever increasing cost of the material NVIDIA's upcoming Kyber rack (for Rubin Ultra GPUs) shifts to 800V DC power starting [--] enabling 1MW+ per rack for massive AI scaling. The key win over today's setups: Up to 5% end-to-end efficiency gain gives more compute per MW from the grid (515% more compute under fixed grid limits connection being the limiting factor by cutting conversion/transformation losses). Up to 45% reduction in"  
[X Link](https://x.com/philroberts/status/2016091501793620022)  2026-01-27T10:10Z [----] followers, [----] engagements


"The cost for gas plants isnt in having it sat there some is in building it but the vast majority is in running it Batteries are being built and there is not support mechanism for them so no idea what you are on about they are signing contracts with energy traders who underwrite the financing risk with their balance sheet The only thing batteries get is capacity market payment just the same as a gas plant would get"  
[X Link](https://x.com/philroberts/status/2016113582484684953)  2026-01-27T11:38Z [----] followers, [--] engagements


"If you are looking at - power market / battery / integration of renewables space for investing (and arent actually a grid engineer) then this is compulsory viewing Excellent background research some of the explanations in here literally took me years to find out $eose $tsla This should be a compulsory video before starting a debate on energy or grid reliability on X 😁 https://t.co/PJRTRbV3sl This should be a compulsory video before starting a debate on energy or grid reliability on X 😁 https://t.co/PJRTRbV3sl"  
[X Link](https://x.com/philroberts/status/2016192179807396134)  2026-01-27T16:50Z [----] followers, [----] engagements


"Thats already here with Claude Code Sam Altman: By the end of this year for $100$1000 of inference and a good idea youll be able to create software that would have taken teams of people a year to do. That magnitude of economic change is very hard to wrap your head around. https://t.co/j6ER2KVIBq Sam Altman: By the end of this year for $100$1000 of inference and a good idea youll be able to create software that would have taken teams of people a year to do. That magnitude of economic change is very hard to wrap your head around. https://t.co/j6ER2KVIBq"  
[X Link](https://x.com/philroberts/status/2016243899874832435)  2026-01-27T20:16Z [----] followers, [---] engagements


"@MamaBrisago $AWS as a play on Claude being the new leader of pack"  
[X Link](https://x.com/philroberts/status/2016256910828179797)  2026-01-27T21:08Z [----] followers, [--] engagements


"Raw materials then back to copper again 😏 In an environment of dropping cost and automation in an abundant world the limiting factor is raw material supply Those that own the mines control the material flow especially those with tight supply and long horizons on opening new assets https://twitter.com/i/web/status/2016259955804774749 https://twitter.com/i/web/status/2016259955804774749"  
[X Link](https://x.com/philroberts/status/2016259955804774749)  2026-01-27T21:20Z [----] followers, [--] engagements


"Guessing today is going to be a good day on the markets for anyone involved in AI / power stocks Thats what you call a beat $eose *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"  
[X Link](https://x.com/philroberts/status/2016421505572200727)  2026-01-28T08:02Z [----] followers, [----] engagements


"Tesla cant do more than 4hr (yet) They dont have USA based supply (yet) They wont have more than 10GWh of USA supply even when they can produce in USA in [--] and itll take several years to get to that They wont have 40-50% discount through to [----] from ITC except from that 10GWh and even thats not certain this CANNOT be over stated enough a buyer can take 40-50% off their product cost All the precursors for LFP are going up in price Lithium Copper are up nearly double in last [--] months separators and other materials are also going up The market is way bigger than anyone one supplier Important"  
[X Link](https://x.com/philroberts/status/2016426590582734975)  2026-01-28T08:22Z [----] followers, [---] engagements


"@Browpeak AIs a bubble .but a bubble with massive profits for the supply chain 😂"  
[X Link](https://x.com/philroberts/status/2016427252192276714)  2026-01-28T08:24Z [----] followers, [---] engagements


"@michalbrojak True but even a dunce like me will be able to do my own apps at some point this year🤣"  
[X Link](https://x.com/philroberts/status/2016547949640110247)  2026-01-28T16:24Z [----] followers, [--] engagements


"Potential $eose in DC hall design cutting out multiple transformers and feeding racks at 800vDC looking more and more attractive Elon Musk says voltage transformer shortage is the main bottleneck for scaling AI now. Transformer lead times have stretched from [--] weeks pre-pandemic to 2.5-3 years now so grid connection wait times have also jumped to years. For planned data centers on-site generation and https://t.co/L8dgvFYfEJ Elon Musk says voltage transformer shortage is the main bottleneck for scaling AI now. Transformer lead times have stretched from [--] weeks pre-pandemic to 2.5-3 years now"  
[X Link](https://x.com/philroberts/status/2016551678699327634)  2026-01-28T16:39Z [----] followers, [----] engagements


"@Jenny_1884 Who believes fridges are a big scam"  
[X Link](https://x.com/philroberts/status/2016811628105257079)  2026-01-29T09:52Z [----] followers, [----] engagements


"@plumberdavid @Jenny_1884 Wrong https://www.daikin.co.uk/en_gb/residential/inspiration/articles/what-is-a-high-temp-heat-pump.html https://www.daikin.co.uk/en_gb/residential/inspiration/articles/what-is-a-high-temp-heat-pump.html"  
[X Link](https://x.com/philroberts/status/2016812435219390770)  2026-01-29T09:55Z [----] followers, [--] engagements


"@bickley200 @Jenny_1884 A heat pump is a fridge in reverse Exactly same principal the issues around whether they work for any given house are engineering decisions absolutely nothing about it is a scam"  
[X Link](https://x.com/philroberts/status/2016870934431379596)  2026-01-29T13:47Z [----] followers, [--] engagements


"Went to talk to a distributed compute company yesterday thinking of doing some distributed inference DCs they were buying DRAM for Nvidia 4080s gone from [--] per stick in Dec to [---] this week absolutely nuts When you here Micron saying they arent going to supply the domestic PC market any more as they are selling to DCs you know theyve got to be getting premium pricing Starting to feel like the top of the market for all commodities maybe a bit further to go but surely this cant keep running https://twitter.com/i/web/status/2017012502857732125 https://twitter.com/i/web/status/2017012502857732125"  
[X Link](https://x.com/philroberts/status/2017012502857732125)  2026-01-29T23:10Z [----] followers, [--] engagements


"@LimitingThe Reading all the posts tonight really does feel like somethings turned a corner and we are a big step closer to a very different world"  
[X Link](https://x.com/philroberts/status/2017389257992622205)  2026-01-31T00:07Z [----] followers, [---] engagements


"@Twenty20Percent Wasnt Maui also in the ERCIP project list Looks like next weeks announcement could be Camp Williams battery $eose Part of a wider scheme that has Dept of war budget set for 26/27 for similar schemes to Camp Pendleton FY26 DoD ERCIP microgrid projects add up to around [----] MW of battery power across [--] major sites. https://t.co/8s0dq27l7i Looks like next weeks announcement could be Camp Williams battery $eose Part of a wider scheme that has Dept of war budget set for 26/27 for similar schemes to Camp Pendleton FY26 DoD ERCIP microgrid projects add up to around [----] MW of"  
[X Link](https://x.com/philroberts/status/2018714104752378292)  2026-02-03T15:52Z [----] followers, [----] engagements


"@autocar Screens if you struggle with them its the UI not the screen"  
[X Link](https://x.com/philroberts/status/2018785838763819377)  2026-02-03T20:37Z [----] followers, [----] engagements


"@LucasSacerdote_ @JigarShahDC @AdamLevey7 Happens in every battery market at first all pile in to the big earning streams gets crowded out revs fall and attention shifts Market realises how great battery was at dealing with a problem and looks to it to solve the next issue"  
[X Link](https://x.com/philroberts/status/2018805418857005373)  2026-02-03T21:54Z [----] followers, [---] engagements


"@MamaBrisago @mymorristribe They are the other party placing batteries along side $eose on the UK Frontier projects on the LDES Cap n Floor tender All the Frontier sites are a mix of the two"  
[X Link](https://x.com/philroberts/status/2018867920114450714)  2026-02-04T02:03Z [----] followers, [---] engagements


"@srvc76 @JoeMastrangelo8 Effective cost after ITC would be a great addition too"  
[X Link](https://x.com/philroberts/status/2019185470572490842)  2026-02-04T23:05Z [----] followers, [--] engagements


"Ive said this repeatedly but I still cant believe how many things have gone our way this is just another I think virtually every other US based LFP manufacturer will likely have similar issues to whatever is happening at AESC there just isnt the supply chain / volume required for US based supply"  
[X Link](https://x.com/philroberts/status/2019494519595503937)  2026-02-05T19:33Z [----] followers, [---] engagements


"@LucasSacerdote_ As @srvc76 pointed out they really need a slide in the Q deck that clearly shows the tariff impact for non-FEOC versus FEOC supply. Ideally it would also address expected non-FEOC market capacity relative to demand and explicitly show how the ITC affects developer economics"  
[X Link](https://x.com/philroberts/status/2019499126279622939)  2026-02-05T19:51Z [----] followers, [---] engagements


"@mtrajan @SemiAnalysis_ AWS not my area so maybe way of mark"  
[X Link](https://x.com/philroberts/status/2019718784593092821)  2026-02-06T10:24Z [----] followers, [--] engagements


"The one thing I learned when I was cutting edge of solar market (Im not really there anymore) was just how far behind the narrative for main stream is Government was always reacting to things that happened 12-18 months ago costs were so far in front on the cost decline curve they just couldnt keep up with policy Same here again theres so much cost thats come out of solar / battery that the market is shifting before policy can catch up See this time and time again with all the nuke bros quoting studies from [--] yrs ago Perovskites in solar are going to push the cost per kWh so low nothing will"  
[X Link](https://x.com/philroberts/status/2019724437013082247)  2026-02-06T10:46Z [----] followers, [---] engagements


"@eose Felt update in chart form day job got in way of getting this done this last week Great work from @GrassmanWilliam as usual 🙌 $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt delivered yesterday 01/13/2026. Thats nearly double previous weekly deliveries for those tracking. @FreemyerGreg @philroberts https://t.co/EjF7yjBehh $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt delivered yesterday 01/13/2026. Thats nearly double previous weekly deliveries for those tracking. @FreemyerGreg @philroberts https://t.co/EjF7yjBehh"  
[X Link](https://x.com/anyuser/status/2012142043733336426)  2026-01-16T12:37Z [----] followers, [----] engagements


"If AI is a race for power the US needs to get a move on desperately theyre going to be 8x behind on annual deployments in just a couple of years"  
[X Link](https://x.com/philroberts/status/2019417087018491973)  2026-02-05T14:25Z [----] followers, [---] engagements


"This subsidy policy is likely to underpin the previous government target of installing the current world capacity of battery production by [--] this will inevitably restrict battery / materials supply for global market https://www.energy-storage.news/china-aims-for-energy-storage-installations-equivalent-to-todays-global-capacity-by-2027/ $EOSE $FLNC "China to Boost Batteries Sector with New Grid Backup Policy" This will only suck up more supply https://t.co/rUNdyN5HEs https://www.energy-storage.news/china-aims-for-energy-storage-installations-equivalent-to-todays-global-capacity-by-2027/ $EOSE"  
[X Link](https://x.com/philroberts/status/2019035176429641779)  2026-02-04T13:07Z [----] followers, [---] engagements


"To be fair what he described is the whole of humanity save the last 200-300yrs Much of the time before that for most of the population most things seemed like magic or were not understood David Kipping says something fundamental has shifted in science. At a closed meeting at the Institute for Advanced Study (IAS) top physicists agreed AI can now do up to 90% of their work and may soon push discovery beyond human understanding. I dont know that I want to https://t.co/qMXbdUouNF David Kipping says something fundamental has shifted in science. At a closed meeting at the Institute for Advanced"  
[X Link](https://x.com/philroberts/status/2019060401820905575)  2026-02-04T14:48Z [----] followers, [---] engagements

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