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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1043 followers
Created: 2025-07-26 08:54:04 UTC

$eose My best guess
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Q2 was the inflection point per my calculations:

First, $eose embeds line commissioning and ramp costs in COGS.  I don't know what normal is, but it drastically distorts the P&L.

The below isn't a P&L discussion.  It uses COGS as described in the below slide:

Q1 COGS: ~$270/KWh - 45X
~$225/KWh

Avg selling price $200/KWh

Q2 COGS at exit: ~$50 lower due to 3x volume increase alone spreading out manufacturing overhead.  Reduced labor costs not hitting until Q3.

~$175/KWh

Average selling price close to $250/KWh -  ~$75/KWh gross profit (again, not reflected on P&L)

Q3 COGS at exit: volume double Q3, sub-assembly automation fully in place

~$122.50/KWh

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City Utilities had a sales price of $338/KWh. (216 MWh for $73mm)

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Joe/Nathan are going to rock our world Thursday!

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**Related Topics**
[$200kwh](/topic/$200kwh)
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[$270kwh](/topic/$270kwh)
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[greg](/topic/greg)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

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