Eos Energy Enterprises, Inc. (EOSE) J.P. Morgan Natural Resources Conference 2026 June 23, 2026 9:10 AM EDT
Company Participants
Joseph Mastrangelo – CEO & Director
Conference Call Participants
Mark W. Strouse – JPMorgan Chase & Co, Research Division
Presentation
Mark W. Strouse
JPMorgan Chase & Co, Research Division
Good morning, everybody. Welcome to day 1 of the JPMorgan Natural Resources Conference. My name is Mark Strouse. I cover Clean Energy and Power Infrastructure at JPMorgan. Very happy to have Joe Mastrangelo, CEO of Eos. Joe, welcome.
Joseph Mastrangelo
CEO & Director
Thank you. Good morning.
Mark W. Strouse
JPMorgan Chase & Co, Research Division
So I want to keep this as open as possible. So we will have mics going around. If anybody has a question, feel free to raise your hand. Joe, maybe just kind of assuming there are some people that are less initiated on the stock, just kind of give us an overview of what you’re all about.
Joseph Mastrangelo
CEO & Director
Yes. So Eos is a stationary energy storage company. We’re 15 years old. We have an aqueous zinc bromine battery technology, so water-based battery that we have been developing over the past 10 years. We’re in our third product iteration. We have over 6 gigawatt hours of energy that’s been discharged out in the field. We are 90% U.S.-based supply chain with a factory based in Pittsburgh and a new manufacturing line coming online right now.
Question-and-Answer Session
Mark W. Strouse
JPMorgan Chase & Co, Research Division
Great. Okay. Maybe can we start with manufacturing? Just give us an update on kind of your manufacturing processes, you ran into some issues at the end of last year. I think on the 1Q call, things did improve considerably. Kind of where does that stand today? And then kind of over the near to medium term, talk
