Patrick Ouellette's questions to Eos Energy Enterprises Inc (EOSE) leadership • Q1 2025
Question
Patrick Ouellette asked about pricing variability in the backlog, the fulfillment priority of older orders, and the demand level required to trigger localized manufacturing abroad. He also questioned if international expansion could precede the completion of the U.S. capacity build-out.
Answer
CEO Joseph Mastrangelo stated that order fulfillment is based on customer demand, not price, though some lower-priced legacy orders are shipping in Q2. CCO Nathan Kroeker noted market tailwinds support current pricing. On international expansion, Mastrangelo explained it requires a sustained, long-term demand signal to avoid creating stranded assets, and would not be pursued for a single project.