Eos Energy Enterprises Inc EOSE
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Research activity
EOSE 105 trade records · 55 option records · 2025-05-14 → 2026-07-02Moat
EmergingEos manufactures zinc-bromine (Znyth) batteries for grid-scale energy storage — a non-lithium, non-flammable alternative. The moat is built on: (1) proprietary zinc chemistry (80% U.S.-sourced materials), (2) a DOE loan guarantee of up to $305.3M, a…
Physical assets
GrowingTurtle Creek, PA facility is operational with Line 1. Line 2 at the new 432,000 sq ft Marshall Township facility expected by mid-2026. Four production lines targeted for 8+ GWh annually. $353M in expansion investment.
Software / hardware
Growth. DOE-backed zinc battery manufacturing scales to 8+ GWh/year as IRA credits and China tariffs make domestic non-lithium storage the default for U.S. utility procurement. Primary assets. Turtle Creek PA manufacturing plant (Line 1), Marshall T…
- manual · sw-hw
Growth. DOE-backed zinc battery manufacturing scales to 8+ GWh/year as IRA credits and China tariffs make domestic non-lithium storage the default for U.S. utility procurement. Primary assets. Turtle Creek PA manufacturing plant…
- manual · physical-assets
Turtle Creek, PA facility is operational with Line 1. Line 2 at the new 432,000 sq ft Marshall Township facility expected by mid-2026. Four production lines targeted for 8+ GWh annually. $353M in expansion investment.
- manual · moat
Eos manufactures zinc-bromine (Znyth) batteries for grid-scale energy storage — a non-lithium, non-flammable alternative. The moat is built on: (1) proprietary zinc chemistry (80% U.S.-sourced materials), (2) a DOE loan guarantee…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-02 | SELL | Equity | +22% |
| 2026-07-02 | SELL | Equity | +0% |
| 2026-06-08 | EXPIRED | CALL option | 0% |
| 2026-06-08 | EXPIRED | CALL option | 0% |
| 2026-05-28 | BUY | CALL option | +1% |
| 2026-05-28 | SELL | CALL option | +3% |
| 2026-05-26 | SELL | Equity | +33% |
| 2026-05-15 | BUY | CALL option | +8% |
| 2026-05-15 | SELL | CALL option | +2% |
| 2026-05-14 | BUY | CALL option | +0% |
| 2026-05-14 | SELL | CALL option | +1% |
| 2026-05-11 | SELL | CALL option | +2% |
| 2026-05-11 | BUY | CALL option | +9% |
| 2026-05-07 | SELL | Equity | +4% |
| 2026-05-06 | SELL | Equity | +100% |
| 2026-05-05 | SELL | Equity | +3% |
| 2026-05-05 | SELL | Equity | +1% |
| 2026-05-05 | SELL | Equity | +16% |
| 2026-05-04 | SELL | CALL option | +2% |
| 2026-05-04 | SELL | CALL option | +3% |
| 2026-05-04 | EXPIRED | CALL option | 0% |
| 2026-04-14 | SELL | Equity | +3% |
| 2026-04-14 | SELL | CALL option | +2% |
| 2026-04-14 | BUY | CALL option | +3% |
Notes
Full portfolio moat / asset analysis
Eos manufactures zinc-bromine (Znyth) batteries for grid-scale energy storage — a non-lithium, non-flammable alternative. The moat is built on: (1) proprietary zinc chemistry (80% U.S.-sourced materials), (2) a DOE loan guarantee of up to $305.3M, and (3) IRA production tax credits worth $90M+ annually per line. With U.S. tariffs on Chinese lithium-ion batt…
Full portfolio moat / asset analysis
Turtle Creek, PA facility is operational with Line 1. Line 2 at the new 432,000 sq ft Marshall Township facility expected by mid-2026. Four production lines targeted for 8+ GWh annually. $353M in expansion investment.