🔋Greg🔋💎🤲

$EOSE 🚨Racking system from Sweden 🇸🇪?🚨 Delivered on 6/19/2026 @bert_gilfoyle @philroberts @thejefflutz empacksthlm.se/en/products/r…

Yes, port gate timestamps proved the cargo was stripped locally in 78min into JH Logistics’ Custom Bonded Warehouse in CA. No, inventory sits on the supplier’s balance sheet until Eos calls off truckloads for PA, and duty deferral preserves cash. You make too many assumptions.

$EOSE 🚨 FELT DELIVERED 🚨 33,378 KG of felt delivered to EOS on 10/29/2026. (Dancer logistics / Hi-Power) @philroberts @FreemyerGreg

$EOSE felt I have become convinced the non-Dancer delivered felt was delivered to Eos, but that it is a special project and at least for now that felt should not be lumped in with the above. I have shown that "special project" felt on my quarterly felt deliveries chart below. Other than that, these charts only show the Dancer shipments. I will reply to this post with a table that lists all October shipments.

$EOSE 🚨 Felt delivered 🚨 51,567 KG of felt was delivered to EOS on 10/26/26. (A larger volume of graphite felt was shipped by JNTG on this vessel than what’s shown in the screenshots. While the material specs (including the 750 mm width) match what EOS has historically imported, the consignees listed are logistics intermediaries, so the ultimate end recipient isn’t confirmed. I don’t want to post it in a way that could mislead people into assuming it’s all destined for EOS when that hasn’t been verified.)

I get to do this. Me every day covering everything that's happening in this country.

Are you not following the news? 2 major US Govt Battery projects announced today. Last week it was a $5B loan to flyover country to upgrade their grid and add batteries. Then there is the 90 days of off grid capacity for every US military installation that was just announced. Then there is Fortress America And Golden Dome The US government is going onto war mobilization footing and batteries are in the middle of it all!

The U.S. Economy Is BOOMING and SLOWING At The Same Time Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, Craig Fuller @FreightAlley and @AdamTagart discuss a growing divergence in the U.S. economy that traditional economic indicators may be failing to capture. While consumer demand for physical goods is weakening, manufacturing and industrial activity are experiencing what could be their strongest expansion in at least a decade. Freight transportation data reveals a tale of two economies, with consumer-related shipments slowing even as industrial freight volumes continue to expand. * For years, the American consumer was the primary engine of economic growth. During COVID and the subsequent recovery, households purchased enormous quantities of goods, fueling demand across retail, logistics, and transportation. But that dynamic is changing. Freight data now suggests consumers are buying fewer physical products, raising concerns that the long-awaited consumer slowdown may finally be materializing. * Why does freight data matter? Because it measures the actual movement of goods rather than the dollars consumers spend. Traditional retail sales figures can appear resilient even when underlying consumption is deteriorating. Inflation can push spending higher despite consumers purchasing fewer products, while continued spending by wealthier households can mask financial stress across much of the population. * This helps explain why headline retail sales have remained surprisingly strong even as many Americans struggle financially. Higher-income consumers have continued spending, supporting aggregate figures, but that doesn't necessarily translate into growing physical goods volumes. * Meanwhile, the industrial side of the economy tells a dramatically different story. Manufacturing activity is expanding at a pace Craig describes as potentially the strongest in a decade. Massive capital expenditures, government stimulus, energy investment, and infrastructure development are driving demand for industrial materials, equipment, and transportation services. The manufacturing renaissance that began emerging earlier in 2026 is not fading. In several areas, it is actually broadening. * This creates an unusual economic environment: consumer-related freight is weakening while industrial freight is strengthening. The two sectors are moving in opposite directions, making it increasingly difficult to assess the economy through headline statistics alone. * Importantly, weaker goods consumption does not necessarily mean consumers are cutting back on travel, hotels, restaurants, or other services. Freight data primarily captures physical merchandise, not the entire consumer economy. The bigger question is whether this industrial boom can continue supporting economic growth if household demand for goods deteriorates further. * So, the U.S. economy isn't simply booming or slowing. It's doing both simultaneously. Consumer spending figures may be concealing weakness in physical goods demand, while an extraordinary wave of industrial investment is powering a manufacturing renaissance. Understanding this divergence could be critical to identifying where the economy and financial markets are headed next. * 💡 Get access to notes with the key takeaways from this interview by visiting Thoughtful Money Substack (link in the @AdamTaggart 's bio)

Houston, we have liftoff Bigger service area now live

This project was formally detailed by the U.S. Army on October 22, 2026. usar.army.mil/News/News-Disp… $EOSE 🇺🇸🔋🇺🇸