$EOSE part 3 higher quality

$EOSE part 4

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"A wind farm where we're matching solar with wind" Strategic implications for NextEra testing it for this use case. I don't think a battery has ever been used like that before.

$EOSE saving part 1 also jic

$EOSE part 2

$EOSE Part 5

Let's throw in some good hashtags! So these get spread around well! # # # # # #TrumpTariffs #Economy #MarketVolatility #Markets #investing #Investments #EnergyCrisis #energysecurity - and more?!

The PR timing was exquisite, only down 2%

I can't read any of the enclosure serial numbers 😞

That’s a LOT of cubes!

Of the dozen or so enclosures easily visible in that video, only 1 is from supplier #2. I'm guessing NextEra wanted all their cubes to come from supplier #1. Might explain why they got that first set of cubes in Dec, and then seemingly nothing since then?

Bert, can you explain how much money a cube is worth in terms of revenue and potential profit? I saw data on how many batteries go into a cube, how much energy storage per battery, and numbers like $250/KWhr for sales prices. Thanks for any thoughts here!

800 kWh per cube. $250/kWh ASP + ~$50/kWh in 45X credits. Profitability without the credits still means 17% margin. Assume as much profits from cost reductions as the credits itself, that's 33% margin.

Let’s gooo

@grok buat kesimpulan dari video ini

Excellent