 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1018 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 1 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 1 line per customer. I suspect many of the commenters here haven't ever even observed the energy industry at the large scale. $eose building 2 $150mm factories dedicated to NextEra would not be abnormal for the energy industry at all. How does $eose keep NextEra from being 80% 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 40 GWh / yr now. The 2.25 GWh/yr lines $eose has designed are fantastic, but I for one think of them as small. We will need almost 20 lines just to match Lathop. 1,715 engagements  **Related Topics** [shoes](/topic/shoes) [coins energy](/topic/coins-energy) [$nee](/topic/$nee) [stocks utilities](/topic/stocks-utilities) [$eose](/topic/$eose) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/FreemyerGreg/status/1941971291537354813)
🔋Greg🔋💎🤲 @FreemyerGreg on x 1018 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 1 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 1 line per customer.
I suspect many of the commenters here haven't ever even observed the energy industry at the large scale. $eose building 2 $150mm factories dedicated to NextEra would not be abnormal for the energy industry at all.
How does $eose keep NextEra from being 80% 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 40 GWh / yr now. The 2.25 GWh/yr lines $eose has designed are fantastic, but I for one think of them as small. We will need almost 20 lines just to match Lathop.
1,715 engagements
Related Topics shoes coins energy $nee stocks utilities $eose stocks energy