[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.]

![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1047 followers
Created: 2025-07-25 21:09:03 UTC

I'm reviewing this XX month old post from @x_times_1 

It was discussing in some detail the Q4 2024 exit COGS.

His analysis seems to stand up to the test of time.

He had Q4 2024 exiting with a COGS (including the 45X credit) of $134.61/KWh.

$eose was delayed X months, so his calculation should match Q2 2025 exit COGS.

That is very compatible with my recent calculation:

Q1 COGS: [$270-$45]/ KWh   [My calculation]
Exit Q2 COGS: $134.61/KWh    [@x_times_1 calc]
Exit Q3 COGS: $122.50/KWh   [My calc]

I always like it when my calculation fits in with other peoples!

![](https://pbs.twimg.com/media/GwuyoScWcAACskB.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948853024207896990/c:line.svg)

**Related Topics**
[q2](/topic/q2)
[$13461kwh](/topic/$13461kwh)
[greg](/topic/greg)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/FreemyerGreg/status/1948853024207896990)