[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.]  🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1026 followers Created: 2025-07-23 13:11:55 UTC If $eose has customers for the cubes, I think they will be at the top end of guidance. The ramp is real. Cubes are leaving Turtle Creek like never before. The line will be fully implemented in another few weeks and sub-assembly manufacturing is already at least XX% in place. The only reasons $190mm can't be achieved: - no customers to ship the cubes to - no raw materials from suppliers ++++ I think raw materials are good to go. Enclosures seem to finally be in good supply. Tetra has the electrolyte covered for in excess of just Line X fully ramped. A new US felt supplier seems to be in place and South Korea can supplement as needed if they can't keep up. Conductive plastic doesn't feel like a supply concern. Same for the rest of the raw materials. +++ My concern is who is getting all the H2 production. Are there customers willing to take delivery? XXX engagements  **Related Topics** [$190mm](/topic/$190mm) [greg](/topic/greg) [$eose](/topic/$eose) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/FreemyerGreg/status/1948008175602487336)
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🔋Greg🔋💎🤲 @FreemyerGreg on x 1026 followers
Created: 2025-07-23 13:11:55 UTC
If $eose has customers for the cubes, I think they will be at the top end of guidance.
The ramp is real.
Cubes are leaving Turtle Creek like never before.
The line will be fully implemented in another few weeks and sub-assembly manufacturing is already at least XX% in place.
The only reasons $190mm can't be achieved:
no customers to ship the cubes to
no raw materials from suppliers
++++ I think raw materials are good to go. Enclosures seem to finally be in good supply. Tetra has the electrolyte covered for in excess of just Line X fully ramped. A new US felt supplier seems to be in place and South Korea can supplement as needed if they can't keep up. Conductive plastic doesn't feel like a supply concern. Same for the rest of the raw materials. +++ My concern is who is getting all the H2 production. Are there customers willing to take delivery?
XXX engagements
Related Topics $190mm greg $eose stocks energy