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[@philroberts](/creator/twitter/philroberts)
"Who are Brookfield going to pair with $BE could it be $eose or $flnc"  
[X Link](https://x.com/philroberts/status/1978258363495370948) [@philroberts](/creator/x/philroberts) 2025-10-15T00:35Z 2869 followers, 4523 engagements


"Company rankings by National Security risk and right at the top of the list next to rare earths $eose 😎"  
[X Link](https://x.com/philroberts/status/1976720176528691659) [@philroberts](/creator/x/philroberts) 2025-10-10T18:43Z 2869 followers, 164.6K engagements


"What the whaaaat 🤯 $eose Could be looking at 20+GWh of orders in next XX 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"  
[X Link](https://x.com/philroberts/status/1979306394349158752) [@philroberts](/creator/x/philroberts) 2025-10-17T21:59Z 2869 followers, 23.7K 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](https://x.com/philroberts/status/1975919885516427711) [@philroberts](/creator/x/philroberts) 2025-10-08T13:43Z 2870 followers, 11.2K engagements


"Battery has surpassed the cost point battery added to existing asset is going to be the quickest and most cost effective route for a lot of sites Adding 8hr of storage can add XX% to existing capacity factors utilises mostly existing connections generation assets simplifies the connection process and its just getting started in terms of cost pathway"  
[X Link](https://x.com/philroberts/status/1978445287636021676) [@philroberts](/creator/x/philroberts) 2025-10-15T12:58Z 2869 followers, XX 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](https://x.com/philroberts/status/1978803386427339206) [@philroberts](/creator/x/philroberts) 2025-10-16T12:41Z 2868 followers, 9263 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](https://x.com/philroberts/status/1978806664221298727) [@philroberts](/creator/x/philroberts) 2025-10-16T12:54Z 2866 followers, XXX engagements


"Is lithium about to have a price floor applied to it in the US If so yet another tailwind for non lithium battery how many more tail winds is it possible to get amazing 🤯 Extremely bullish for $eose if import of non US materials for batteries are tariffed and US made lithium has a price floor applied its going to mean low end pricing protection for non lithium limiting the downside to system pricing in a market where batteries are going to be required (AI) and not just a nice to have thats pretty amazing for EOS"  
[X Link](https://x.com/philroberts/status/1979067207821713751) [@philroberts](/creator/x/philroberts) 2025-10-17T06:09Z 2868 followers, 3889 engagements


"A sea of red but $OKLO is up XXX% Who on earth is buying this at Pets. com levels"  
[X Link](https://x.com/philroberts/status/1976694484688667124) [@philroberts](/creator/x/philroberts) 2025-10-10T17:01Z 2869 followers, 1166 engagements


"Critical minerals moves continue $eose for supply chain funding maybe Might as well just say $TMC for sea bed mining"  
[X Link](https://x.com/philroberts/status/1977502901447868439) [@philroberts](/creator/x/philroberts) 2025-10-12T22:33Z 2869 followers, 2991 engagements


"Hmmmm 🧐 $eose"  
[X Link](https://x.com/philroberts/status/1978452360134381855) [@philroberts](/creator/x/philroberts) 2025-10-15T13:26Z 2869 followers, 13.5K engagements


"$LAC and $ALB would in prime positions"  
[X Link](https://x.com/philroberts/status/1979172540078604648) [@philroberts](/creator/x/philroberts) 2025-10-17T13:07Z 2869 followers, XXX engagements


"I think its possible to argue that Blackrock taking a stake in $eose could be part of a sector rotation or broader battery play Blackrock taking a stake in $TTI their main electrolyte supplier would seem far more significant to me chasing back down the supply chain to capture more of the action"  
[X Link](https://x.com/philroberts/status/1979679260404072557) [@philroberts](/creator/x/philroberts) 2025-10-18T22:41Z 2869 followers, 5519 engagements


"@x_times_1 Missing the point though - Sicily was chosen as it was the site of the Z3 test unit not for a tourist trip"  
[X Link](https://x.com/philroberts/status/1979850683521380795) [@philroberts](/creator/x/philroberts) 2025-10-19T10:02Z 2869 followers, XXX engagements