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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1034 followers
Created: 2025-07-24 16:24:01 UTC

Also note, that slide isn't talking about marginal COGS.  It is talking about all in COGS!

If $eose is down to $230/KWh COGS without the 45X credit, we have ourselves a huge winner.

Hopefully, that isn't news to anyone!


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948418903798874258/c:line.svg)

**Related Topics**
[$230kwh](/topic/$230kwh)
[greg](/topic/greg)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/FreemyerGreg/status/1948418903798874258)