Homer City Energy Campus (PA former coal plant site) announced up to 4.5 GW natural gas generation + data center campus. Construction advancing with ~2,000 trades workers on site. $EOSE listed among partners/suppliers in recent updates. No specific EOSE MW deal publicly detailed.
🚨 $GOOGL is already backing a project deploying $EOSE zinc batteries.
Now $AMZN’s Sunstone project has permits for up to 7.2 GWh of storage—and zinc was contemplated in its original plans.
Could non-lithium batteries be the next big AI infrastructure trade? 👀
The next frontier of the AI trade may not be chips. It may be batteries.
$AMZN’s massive Sunstone project in Oregon is permitted for 1.2 GW of solar and up to 7.2 GWh of storage.
Construction must begin by November 18, 2027.
Here’s where $EOSE gets interesting:
Sunstone’s original permitting documentsWe ca contemplated zinc-based, non-lithium storage.
Eos Energy manufactures American-made zinc batteries designed for long-duration applications.
No $EOSE contract with Amazon has been announced.
But the potential exposure is enormous.
AI’s next frontier isn’t just computing power. It’s securing the energy infrastructure to run it.
Is non-lithium storage the overlooked AI infrastructure trade?
My guess is Duke Energy
serving Raleigh Research Triangle, and North Carolina.
• Operates battery storage projects:
100 MW Knightdale Battery BESS and multi-GW scale planned.
• Controls interconnection, grid access, offtake opportunities, and many regulatory pathways.
$EOSE
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DOE (Department of Energy) and DOW (Department of War) have both provided tangible support to $EOSE
JUST NOW: The Pentagon's spokesman just said American homeland defense was built on the assumption that "two oceans would protect us."
He said that is no longer true…
So they are preparing every major US base to run for 90 days with no outside power, water, fuel or supplies.
It's called FORTRESS. What it actually involves:
Portable nuclear reactors on bases. Large scale battery storage. Microgrids built so an installation can physically disconnect from the civilian grid.
Strategic reserves of munitions, fuel, critical minerals, electronics, spare parts and medical supplies.
Two separate qualified supply routes for anything they can't operate without.
And a pre-mapped list of commercial factories that can be switched to defense production in a crisis. They were talking to GM and Ford about this in April.
Sean Parnell, who ran it: "Power is combat now."
Nobody has disclosed the cost, the base count, or the deadline.
Now remember who the government took equity stakes in this year. MP Materials. Lithium Americas. Trilogy Metals. USA Rare Earth.
That wasn't industrial policy. It was procurement.
I've been an investor for more than 10 years, and I share all my moves inside The Assembly for our 3,700+ members to see.
If you're serious about investing, join today before I close access again.
A lot of people will regret not joining…
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$EOSE battery/storage projects at U.S. military installations:
• Pennsylvania – Tobyhanna Army Depot
• Hawaii – Kaoru Moto Wailuku Army Reserve Center (Maui)
• California – Marine Corps Base Camp Pendleton
• California – Naval Base San Diego
• Golden Dome for America
🤖 Made with AI
foxnews.com/politics/inside-…
$EOSE FPUSA DOW
$EOSE
“This is not a wait-and-see kind of a thing. We want to move out pretty quickly to get to that energy [resilience]. Those solutions can include investments in microgrids, battery backup storage.” U.S. defense official noted Oct. 20
@GregHadley9 in @ASForcesMag takes a deep dive into what the @usairforce is doing to try to secure US military bases against a preemptive cyberattack aimed at civilian infrastructure. @SecWar's #FORTRESS initiative is a bit of a wish list, it seems...
airandspaceforces.com/pentag…
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FORTRESS America. Connect the dots. 🇺🇸
The Pentagon just made energy independence at U.S. military installations a national defense priority.
Now look at $EOSE
→ American-made zinc LDES
→ ~91% domestic content
→ Non-flammable aqueous chemistry
→ Golden Dome contract already awarded
→ Frontier Power USA built to finance + deploy LDES at scale
→ 2 GWh capacity reserved for FPUSA
→ $1B+ in potential deployable FPUSA project capital
FORTRESS America is only days old. There is no announced $EOSE award tied to the program and no giant FORTRESS storage budget yet.
But the direction matters.
Resilient bases.
Independent power.
Domestic supply chains.
American manufacturing.
Long-duration storage.
Eos and Frontier Power USA were positioning for this market before FORTRESS America had a name.
The question now isn’t whether military installations need resilient power.
It’s how much storage will they need — and who will supply it?
$EOSE | Eos Energy | Frontier Power USA | Cerberus | LDES | BESS | FORTRESS America | Golden Dome
The underlying Eos numbers here are supported by company disclosures: the Golden Dome contract was announced July 15; Eos describes Z3 as approximately 91% domestic content; FPUSA has a 2 GWh capacity reservation; and Eos subsequently said FPUSA had secured $263M in gross proceeds expected to support more than $1B of deployable project capital.
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DoD inventories list around 750 sites or installations in the continental U.S., Alaska, Hawaii, and territories.
$EOSE
.@SECWAR “Today—at my direction—we are launching FORTRESS America—a national insurance policy for the American homeland.
FORTRESS stands for: Federal Operations for Resilience, Troop Resources, Energy, Supply, and Survivability.
And here is what FORTRESS calls for:
Every major military installation in America is going to generate its own power. Independent of the civilian grid. If an adversary takes down the grid—by cyberattack, by sabotage, by any means—our bases stay lit. Our aircraft keep flying. Our command centers never go dark.
We are bringing our critical supply chains home. The rare earths, the specialty metals, the semiconductors, the propellants—mined in America, refined in America, built in America, by American workers.”
$EOSE
The next expected steps after the Program Office stands up by ~October 30 are for it to define and publish scope, funding, and material priorities — at which point industry engagement tools like RFIs should appear. In short, the aggressive 30-day clock is ticking.
A scaled FORTRESS America contract for $EOSE would very likely trigger (or strongly accelerate) Lines 3 and 4 at Thorn Hill as part of Project AMAZE. pxsresearch.com
A scaled FORTRESS America contract for $EOSE would very likely trigger (or strongly accelerate) Lines 3 and 4 at Thorn Hill as part of Project AMAZE. pxsresearch.com
FORTRESS America. Connect the dots. 🇺🇸
The Pentagon just made energy independence at U.S. military installations a national defense priority.
Now look at $EOSE
→ American-made zinc LDES
→ ~91% domestic content
→ Non-flammable aqueous chemistry
→ Golden Dome contract already awarded
→ Frontier Power USA built to finance + deploy LDES at scale
→ 2 GWh capacity reserved for FPUSA
→ $1B+ in potential deployable FPUSA project capital
FORTRESS America is only days old. There is no announced $EOSE award tied to the program and no giant FORTRESS storage budget yet.
But the direction matters.
Resilient bases.
Independent power.
Domestic supply chains.
American manufacturing.
Long-duration storage.
Eos and Frontier Power USA were positioning for this market before FORTRESS America had a name.
The question now isn’t whether military installations need resilient power.
It’s how much storage will they need — and who will supply it?
$EOSE | Eos Energy | Frontier Power USA | Cerberus | LDES | BESS | FORTRESS America | Golden Dome
The underlying Eos numbers here are supported by company disclosures: the Golden Dome contract was announced July 15; Eos describes Z3 as approximately 91% domestic content; FPUSA has a 2 GWh capacity reservation; and Eos subsequently said FPUSA had secured $263M in gross proceeds expected to support more than $1B of deployable project capital.
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