The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Chip Moore - ROTH MKM - Analyst
: Good morning. Hey everybody. Thanks for taking the question. Congrats on the achievements this quarter. I wanted to ask about Cerberus. You
talked about their network and playing bigger, just maybe talk about what they bring to commercial development, whether that's data center or
other opportunities.
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AUGUST 07, 2024 / 12:30PM, EOSE.OQ - Q2 2024 Eos Energy Enterprises Inc Earnings Call
And then you talked about exploring financing solutions to help drive customer adoption. Maybe just expand a bit upon that.
Question: Chip Moore - ROTH MKM - Analyst
: That's helpful, Joe. And just curious in general, how customer tone has changed since you announced the deal. I guess particularly for those utility
backed projects that take a bit longer and they're a little more cautious, what you're seeing there?
Question: Chip Moore - ROTH MKM - Analyst
: Got a couple. If I could sneak one more in just on the milestones. Yeah. The biggest risks that you see there or how comfortable you are with those
milestones, and then remind us, I think you have sort of two shots on goal, sort of getting to ultimate goals out in. I think it's April next year. Thank
you.
Question: Chip Moore - ROTH MKM - Analyst
: Thank you.
Question: Martin Malloy - Johnson Rice & Company L.L.C. - Analyst
: Good morning. Congratulations on all the progress you're making. I wanted to ask about the ramp in production capacity to the 8 gigawatt hours.
Could you maybe talk about some of the factors that would influence that? And now that you've got more confidence on the financing side, any
update there in terms of the pace of ramping that potentially moving beyond the 8 gigawatt hours?
Question: Martin Malloy - Johnson Rice & Company L.L.C. - Analyst
: Okay. And then as a follow up question, just wanted to try to get your sense as to how important the domestic content is in the customer decision
making process?
Question: Martin Malloy - Johnson Rice & Company L.L.C. - Analyst
: Thank you. I'll turn it back.
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Hey, good morning, guys. Thanks for taking my questions. Can you just talk about potential risks to certain parts of the business or to the DOE loan
if we do get a change in US administration?
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Yeah, makes sense. Thanks for that color. And I guess just one second one. Just curious what the mix looks like today for the current pipeline from
a customer type perspective, between utilities, IPP's and smaller customers?
Question: Ryan Pfingst - B. Riley Securities - Analyst
: Great, thanks for all that and congrats on all the progress here.
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