[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ [@bert_gilfoyle](/creator/twitter/bert_gilfoyle) on x 3823 followers Created: 2025-06-29 01:02:46 UTC After reviewing the Senate bill revision today, it is objectively better than the previous from an Eos energy storage perspective. ITCs and PTCs are just as generous yet harder for Eos' competitors to qualify. In particular, demonstrating compliance with FEOC requirements is hard for most vendors, and will require detailed accounting and reporting of supply chains, subcomponents, chain of custody, and filings with regulators. Eos makes it very easy to both comply and demonstrate compliance. Early sunsetting of solar and wind ITCs could indirectly hurt Eos along with everyone else in the solar/wind + storage market in general (past 2027 they replace subsidies with a tax on FEOC components for solar and wind). This will no doubt complicate financing of large projects spanning multiple technologies. But, investments will still be made, because gas turbines are expensive also and not available till 2030, and power is still needed. And even so, there are plenty of opportunities from LDES mandates, stand-alone storage, data centers and other applications Eos is uniquely qualified for involving rapid cycling and flexible duration. I remain bullish until and if the bill evolves further in a negative direction. 👇🧵 XXXXXX engagements  **Related Topics** [accounting](/topic/accounting) [coins storage](/topic/coins-storage) [coins energy](/topic/coins-energy) [eos](/topic/eos) [$eose](/topic/$eose) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/bert_gilfoyle/status/1939127370134471136)
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Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle on x 3823 followers
Created: 2025-06-29 01:02:46 UTC
After reviewing the Senate bill revision today, it is objectively better than the previous from an Eos energy storage perspective. ITCs and PTCs are just as generous yet harder for Eos' competitors to qualify.
In particular, demonstrating compliance with FEOC requirements is hard for most vendors, and will require detailed accounting and reporting of supply chains, subcomponents, chain of custody, and filings with regulators. Eos makes it very easy to both comply and demonstrate compliance.
Early sunsetting of solar and wind ITCs could indirectly hurt Eos along with everyone else in the solar/wind + storage market in general (past 2027 they replace subsidies with a tax on FEOC components for solar and wind). This will no doubt complicate financing of large projects spanning multiple technologies.
But, investments will still be made, because gas turbines are expensive also and not available till 2030, and power is still needed. And even so, there are plenty of opportunities from LDES mandates, stand-alone storage, data centers and other applications Eos is uniquely qualified for involving rapid cycling and flexible duration.
I remain bullish until and if the bill evolves further in a negative direction.
👇🧵
XXXXXX engagements
Related Topics accounting coins storage coins energy eos $eose stocks energy