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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/victor_privin) on x XXX followers
Created: 2025-07-17 18:52:03 UTC

You’re assuming Fluence builds its own chemistries — it doesn’t. Cell supply is handled by AESC (Envision), which already operates a major Li-ion gigafactory in Kentucky, with plans to expand.

Unlike $EOSE, which is betting the house on zinc hybrid cathode tech, Fluence is chemistry-agnostic and scales with proven tech — primarily LFP (LiFePO4) today with 20+ GWh deployed globally.

Now let’s talk about $EOSE:

🧪 Zinc is:
🧨 Unproven at scale
🔋 Low energy density
🏭 Manufacturing-intensive (stacking, sealing, thick electrodes)
🚫 Not cost-effective without massive subsidies

💸 $EOSE has burned through hundreds of millions in CapEx & still lacks commercial traction.

📉 Even their “Gen 3” Znyth battery is years away from showing durability in field deployments.


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**Related Topics**
[hybrid](/topic/hybrid)
[zinc](/topic/zinc)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/victor_privin/status/1945919442954989615)