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Surly #Stonks


Wally Fairway

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17 minutes ago, Blotto said:

The batteries are lithium ion ( I think LG is the supplier) and they just have to let it burn itself out. Could be a boost to EOSE when chasing RFQ's in the future

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

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5 minutes ago, TonyTexas said:

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

Renewables are going to play an ever increasing role in the utility mix moving forward. And batteries will be key to that evolution. I'm sure EOSE will gladly welcome the increased scrutiny as the zinc phosphate approach they take greatly mitigates the risk of these types of events. 

I don't personally own EOSE because I think their management is garbage, but a huge outcry against Li-Ion chemistry for utility scale projects would be a tremendous boost to their sales  prospects.. They claim they are ready to roll with their new manufacturing process and tout their gigantic pipeline. It's up to them to turn the scrutiny of why these fires are happening into revenue.

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I live down the road from moss landing.  Vistra is a well known bunch of chuckle heads and this was always going to happen.  PG&E and Tesla have a facility that doesn’t have any of the safety issues Vistra did.  This is their third or fourth major incident there.

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