Eos Energy surges on deal with Talen Energy to power Pennsylvania data centers
Oct. 21, 2025 9:05 AM ET
By: Carl Surran, SA News Editor
Eos Energy Enterprises (NASDAQ: EOSE) +20.6% pre-market Tuesday after announcing plans to develop a $75 million factory that it expects will help Talen Energy ( TLN) supply Pennsylvania's growing data centers.
Under the collaboration agreement, Eos (NASDAQ: EOSE) and Talen ( TLN) said they aim to jointly identify and develop multiple storage projects across Talen’s existing assets, including potential sites in Pennsylvania at or near operating Talen plants and retired fossil fuel plants, to help meet the state's increasing electricity demand and support artificial intelligence infrastructure.
Eos (NASDAQ: EOSE) said the initial 432,000 sq ft facility in Marshall Township, Pennsylvania, will contain additional production lines that complement its existing Turtle Creek manufacturing facility, with plans to eventually reach 8 GWh of annualized energy storage capacity, and will enable the company to transition from single piece flow operations to high-efficiency, large-scale production.
The factory is expected to help Talen ( TLN) better use its generating resources, including its Susquehanna nuclear plant and fossil fuel generation, in part to serve the Amazon data center there, Eos ( EOSE) CEO Joe Mastrangelo told Bloomberg.
Eos ( EOSE) also said it was awarded a $24 million economic development package from the state of Pennsylvania to help its expansion.
Finally, Eos ( EOSE) announced a supply agreement for as much as 750 MWh with MN8 Energy, one of the largest U.S. independent renewable companies, to deploy Eos next-generation Z3 energy storage systems in support of a portfolio of projects. |
