The PAC Group’s Post

Weak electrical grids mean strong opportunities for power-management giant Eaton Corp. Although its automotive components side of the business arguably gets more buzz, Eaton’s biggest growth area is in industrial electrification. Industrial electrification - https://lnkd.in/ga7J22Uy 1) Advancements in Electrification Technologies 2) Policy and Regulatory Shifts 3) Enhanced Energy Efficiency Solutions 4) Integration of Renewable Energy 5) Strategic Investment in Electrification Infrastructure: Paul Young CPA CGA is a former Senior IBM Customer Success Manager that has deployed over 300 data and AI solutions across industries. Paul is also focusing on driving better business decisions through the modernization of the data architecture.     Blog – Stock Market – Australia – February 16 2024 - https://lnkd.in/ggirAvEH   Blog – EV – OEM and IONNA https://lnkd.in/g3F9xy-D   Blog – EV – Trade Barriers – Competition – Electrical Vehicles – BYD vs Tesla - https://lnkd.in/g6JX3dGE   Blog – EV and Electrical Grid Challengers - https://lnkd.in/gkvE4_XY     Blog – Electricity and Power Grid – November 2023 - https://lnkd.in/ge-vJGxy   Courses - https://lnkd.in/ga_S5dMR

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Yesterday we published our Q2 2024 business results (https://lnkd.in/gaMRHQ6D). The highlights include: - Our landmark agreement with PowerCo is an opportunity to quickly and efficiently get our battery technology into series production EVs. We now forecast this capital-light licensing arrangement extends our cash runway into 2028, an 18 month extension from previous guidance.  - Production: We’re on track to complete the ramp up of Raptor separator production, one of our key goals for the year. Raptor continues to show encouraging benefits for separator quality and has demonstrated the capability to produce the best-performing separators we’ve ever made. - Safety: Our prototype ~5 amp-hour cells based on our Alpha-2 design have demonstrated a promising safety profile; including thermal stability >300°C vs conventional li-ion cells we tested at ~185°C https://lnkd.in/gcuFmjdY

An American manufacturing renaissance! The recent China tariff announcement by The White House, with bipartisan support in Congress, is a critical pillar to building American manufacturing capabilities. This allows American manufacturing to continue supporting the safe and secure transition to clean energy.    We’re proud that our BESS systems are produced right here in the U.S. Because of the work we've done to grow a U.S.-based supply chain and skilled workforce in Pennsylvania, we're on track to commission our first state-of-the-art manufacturing line by the end of Q2 that will allow Eos Z3™ Cubes to be produced at scale. This first line paves the way for us to produce 1.25 GWh of annual manufacturing capacity that could be expanded to more than 2 GWh per year in Turtle Creek.   https://lnkd.in/d8PStS6c

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.

Global demand for battery components is expected to increase 19% per year until 2040. The window of opportunity is now for those that can meet the need in Europe and North America. McKinsey’s Battery Accelerator Team note the moves needed to win: - Disciplined bets on R&D, capital allocation, and regional markets - Partnerships, talent strategy, and competitive moats to build a backbone of success - Doubling down on capital project delivery and ramp-up Read the full article below.