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[@thejefflutz](/creator/twitter/thejefflutz)
"Meanwhile the US tariffed solar 250-3500% and removed any incentives to purchase it in the US in the BBB 🙄 unbelievable 🤦🏻♂"  
[X Link](https://x.com/thejefflutz/status/1943244082786021792) [@thejefflutz](/creator/x/thejefflutz) 2025-07-10T09:41Z 52.3K followers, 105.6K engagements


"Yes all the buyers are now gone. Tesla will sell zero. I WANTED CYBERCAB PRICING 6MO IN ADVANCE WITHOUT ANY OF THE DESIGN SOLUTIONS REQUIRED JUST STICK A STEERING WHEEL AND PEDALS ON IT"  
[X Link](https://x.com/thejefflutz/status/1975802801751269588) [@thejefflutz](/creator/x/thejefflutz) 2025-10-08T05:57Z 52.3K followers, 22.1K engagements


"China added export controls on lithium and graphite. If POTUS wishes to raise China tariffs $EOSE is fine and actually advantaged in this case w/greater than XX% US sourcing and XXX% assembly no lithium"  
[X Link](https://x.com/thejefflutz/status/1976682578800164945) [@thejefflutz](/creator/x/thejefflutz) 2025-10-10T16:13Z 52.3K followers, 62.6K engagements


"Good reminder So important in these times $TSLA"  
[X Link](https://x.com/thejefflutz/status/1976847976644669677) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T03:11Z 52.3K followers, 77.5K engagements


"EOS zinc-bromide batteries appear to be completely insulated from these restrictions. Announced by Chinas Ministry of Commerce on October X 2025 the controlseffective November X 2025target exports of high-end lithium-ion batteries lithium cathode materials (e.g. those using nickel cobalt or manganese) artificial graphite anode materials and related processing technologies. These measures require export licenses and aim to protect Chinas dominance in EV and grid-storage supply chains amid escalating U.S.-China trade tensions. Key reasons for insulation: Non-Lithium Chemistry: Zinc-bromide"  
[X Link](https://x.com/thejefflutz/status/1977079813748761000) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.3K followers, 2497 engagements


"NO RARE EARTHS JUST REGULAR WIDELY SUPPLIED EARTHS EOS Energys zinc-bromide flow batteries (Eos Z3) do not rely on critical rare earth elements (REEs) that are subject to Chinas export restrictions. The batteries primarily use five low-cost abundant materials: zinc bromine titanium oxide carbon plastic and water-based electrolytes. Heres a breakdown: No Rare Earths in Core Chemistry: Zinc and bromine the primary active materials are not classified as rare earths. Zinc is widely mined in the U.S. (e.g. Alaska Missouri) and globally with no significant dependence on China. Bromine is extracted"  
[X Link](https://x.com/thejefflutz/status/1977079817095774609) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.3K followers, 6514 engagements


"Verified Truth Social post from the @POTUS"  
[X Link](https://x.com/thejefflutz/status/1977417376456122810) [@thejefflutz](/creator/x/thejefflutz) 2025-10-12T16:53Z 52.3K followers, 67.8K engagements


"$EOSE exhausted at $14"  
[X Link](https://x.com/thejefflutz/status/1977747648577761453) [@thejefflutz](/creator/x/thejefflutz) 2025-10-13T14:45Z 52.3K followers, 15.4K engagements


"No red CNBC BREAKING NEWS CHYRONS. top X global automaker. $STLA"  
[X Link](https://x.com/thejefflutz/status/1977969291749105683) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T05:26Z 52.3K followers, 6938 engagements


"The great Cooking Oil 18min bear market of 2025 Jawboning from both sides leading up to the EOM F2F meeting. Carry on"  
[X Link](https://x.com/thejefflutz/status/1978190538772754921) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T20:05Z 52.3K followers, 19.9K engagements


"Whats nice about this AI ramp up and all of the publicity around it is it gives smaller companies like $EOSE the ability to level up in contractual negotiations with suppliers and local governments. The headlines are gold and Im sure @JoeMastrangelo8 and team will leverage"  
[X Link](https://x.com/thejefflutz/status/1978430835725406392) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T12:00Z 52.3K followers, 11.7K engagements


"@in_retrotech"  
[X Link](https://x.com/thejefflutz/status/1978564480838623743) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T20:51Z 52.3K followers, XXX engagements


"President Trump is good cop w/China now. RIP 🐻s"  
[X Link](https://x.com/thejefflutz/status/1979156819709776253) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T12:05Z 52.3K followers, 23.6K engagements


"$TSLA Earnings Preview: HUGE Surprises Ahead"  
[X Link](https://x.com/thejefflutz/status/1979214364810055713) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T15:54Z 52.3K followers, 5055 engagements


"@teslaflexx Agreed and no where near $35"  
[X Link](https://x.com/thejefflutz/status/1979421145917997507) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T05:35Z 52.3K followers, 1114 engagements


"$TSLA could be up XXX% on the day and CNBC will parade Mark Fields out to tell you everything thats wrong with Tesla and everything thats right with legacy auto (and Rivian)"  
[X Link](https://x.com/thejefflutz/status/1973756797447233789) [@thejefflutz](/creator/x/thejefflutz) 2025-10-02T14:27Z 52.3K followers, 29.3K engagements


"These platformed low IQ takes are getting old. China is and will crush us on power which means theyll crush us on AI if we dont ramp gridscale batteries to store and peak shave multiple forms of energy generation"  
[X Link](https://x.com/thejefflutz/status/1977106074814890175) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T20:16Z 52.3K followers, 35.4K engagements


"Leaving this right here"  
[X Link](https://x.com/thejefflutz/status/1978088194806534339) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T13:19Z 52.3K followers, 124.8K engagements


"The more sightings the closer to start of production"  
[X Link](https://x.com/thejefflutz/status/1978983532845281322) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T00:36Z 52.3K followers, 31.6K engagements


"MUST watch for $EOSE investors or those interested. Nice job @LucasSacerdote_ "  
[X Link](https://x.com/thejefflutz/status/1979016150148173930) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T02:46Z 52.3K followers, 26.9K engagements


"The largest AI datacenter xAIs Colossus in Tennessee uses BESS (Tesla) its not a nice to have its critical. As great as Tesla megapacks are I dont see OpenAI Sam Altman and Meta Zuck sourcing from Tesla. And in general the entire AI data center OEMs will want multiple sources. Can see Tesla & $EOSE leading along w/FLNC w/a massive TAM to chop up For the time being I can see the US gov / military going almost strictly EOS to eliminate the China supply chain of custody risk"  
[X Link](https://x.com/thejefflutz/status/1979537619068322000) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T13:18Z 52.3K followers, 2906 engagements


"Great sign. Set up for the principles (Trump/Xi) the following week"  
[X Link](https://x.com/thejefflutz/status/1979559256950219223) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T14:44Z 52.3K followers, 25.3K engagements


"The world leader in AI data center hardware Nvidia highlighting the need for long duration battery storage for the AI data center $EOSE"  
[X Link](https://x.com/thejefflutz/status/1978979682297991389) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T00:21Z 52.3K followers, 40.5K engagements


"The enormity of this is beginning to become known slowly then all at once $EOSE 👀"  
[X Link](https://x.com/thejefflutz/status/1979605832091238907) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T17:49Z 52.3K followers, 28.6K engagements


"This Presidential admin is squarely focused on maintaining & growing the US's lead in AI & is keenly aware of China advancing. Power is in the critical path & BESS storage is clearly a huge part of that solution. More favorable policy/investment coming imo. $EOSE"  
[X Link](https://x.com/thejefflutz/status/1980306397054321036) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T16:13Z 52.3K followers, 12.1K engagements


"Ok this is the GROK release and its exceptional Low latency immersive audio useful & I signed into Grok in my other car and was already signed in here. Seamless high quality experience. You can tell this was built by one team essentially and it will only improve . $tsla"  
[X Link](https://x.com/thejefflutz/status/1947795200149229958) [@thejefflutz](/creator/x/thejefflutz) 2025-07-22T23:05Z 52.3K followers, 2.5M engagements


"OKLO valuation can stay wherever the hell it wants for all I care $EOSE room to run is the point 🚀"  
[X Link](https://x.com/thejefflutz/status/1979659510525710769) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T21:23Z 52.3K followers, 21.9K engagements


"@adcock_brett This is really encouraging. Curious whats the plan for liquid ingress protection Brett"  
[X Link](https://x.com/thejefflutz/status/1979994964344873231) [@thejefflutz](/creator/x/thejefflutz) 2025-10-19T19:36Z 52.3K followers, 6790 engagements


"Its clear to markets both the US and China top principles want a deal and are clearly working towards one based on the meeting cadence and 180deg on rhetoric"  
[X Link](https://x.com/thejefflutz/status/1980122268278899007) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T04:01Z 52.3K followers, 12.7K engagements


"Signal: No capital raise at these stratospheric $EOSE prices 🤞🏻5 closes $XX but idk tho DYOR"  
[X Link](https://x.com/thejefflutz/status/1980129003777224839) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T04:28Z 52.3K followers, 17.3K engagements


"$EOSE capex: theyre not prepaying for line X imo theyre paying based on ACRO milestones for overall completeness line UPH and yield/quality If Im on the ACRO side and I know the BESS TAM I may take a better deal being paid back per unit for some or all 👀"  
[X Link](https://x.com/thejefflutz/status/1980139032320602432) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T05:08Z 52.3K followers, 16.6K engagements


"🚨 $EOSE MAJOR ECONOMIC DEVELOPMENT ANNOUNCEMENT GOVERNOR JOSH SHAPIRO will visit EOS Energy *TODAY* 10/21 at 1PM ET to make the announcement 📣"  
[X Link](https://x.com/thejefflutz/status/1980534709571735595) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T07:20Z 52.3K followers, 32.4K engagements


"26.3 inbound on the Cybertruck from 20.5"  
[X Link](https://x.com/thejefflutz/status/1947529248006136267) [@thejefflutz](/creator/x/thejefflutz) 2025-07-22T05:28Z 52.3K followers, 2.5M engagements


"Any thoughts on $EOSE and $FLNC price action moving together Feels like someone or some entity woke up and are moving that entire basket of US BESS plays as the next major bottleneck needing capital for AI infra build out Thanks for any feedback"  
[X Link](https://x.com/thejefflutz/status/1974168466631635078) [@thejefflutz](/creator/x/thejefflutz) 2025-10-03T17:43Z 52.3K followers, 10.3K engagements


"$EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive for @PoweredByEos but really needs to be resolved for the US more broadly (cont below) 👇"  
[X Link](https://x.com/thejefflutz/status/1977079806559981979) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.3K followers, 44.7K engagements


"Ford Stellantis and now GM have all adjusted their supplier contracts to make it more difficult for suppliers to adjust pricing higher for tariffs as contractual cycles end/renew basically a squeeze. Now that pre-tariff inventory has mostly flushed (continued below) 👇"  
[X Link](https://x.com/thejefflutz/status/1978425046793134491) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T11:37Z 52.3K followers, 17.3K engagements


"China has 400GWh+ of annualized battery stationary storage capacity and the US has 60GWh Critical for AI datacenters. WTF are we doing Seriously. We need Tesla and $EOSE to ramp localized solutions massively. FLNC too. @SenMcCormickPA @SecretaryWright"  
[X Link](https://x.com/thejefflutz/status/1978606567306957289) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T23:39Z 52.3K followers, 18.4K engagements


"Madmax on FSD V14 is much more than just another driving profile. Tesla is telling us theyve unlocked a new level of system performance and safety 👀 @Tesla_AI"  
[X Link](https://x.com/thejefflutz/status/1979631706362757553) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T19:32Z 52.3K followers, 148.8K engagements


"There's nothing wrong w/dual sourcing for cost schedule performance quality etc. but let's not compare clydesdales with thoroughbreds . There is no way @SpaceX is out-hustled here and there are no examples as such"  
[X Link](https://x.com/thejefflutz/status/1980297855471648989) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T15:39Z 52.3K followers, 12.2K engagements


"Talen signed a nuclear power agreement with Amazon for AI hyperscaler datacenter this summer and $EOSE & Talen have now signed a partnership agreement announced this morning 👀"  
[X Link](https://x.com/thejefflutz/status/1980621795246899617) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T13:06Z 52.3K followers, 13.5K engagements