[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.]  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 💸 $EOSE has burned through hundreds of millions in CapEx & still lacks commercial traction. 📉 Even their “Gen 3” Znyth battery is years away from showing durability in field deployments. XXX engagements  **Related Topics** [hybrid](/topic/hybrid) [zinc](/topic/zinc) [$eose](/topic/$eose) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/victor_privin/status/1945919442954989615)
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Fermion @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.
XXX engagements
Related Topics hybrid zinc $eose stocks energy
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