Marty Malloy's questions to Eos Energy Enterprises Inc (EOSE) leadership • Q2 2025
Question
Marty Malloy of Johnson Rice & Company L.L.C. asked if the recent improvements in round-trip efficiency and installation costs could be quantified in terms of LCOE or IRR for customers, and inquired about the ramp-up time for the second production line.
Answer
CCO & Interim CFO Nathan Kreger indicated the improvements could translate to a couple of percentage points on IRR for a typical project. CEO Joe Mastrangelo elaborated that while LCOS definitely improves, there is no single headline number as each project's economics are unique. Regarding Line 2, Mastrangelo confirmed it will ramp in the first half of next year, but the specific timeline is flexible and dependent on customer demand and capital allocation.