ESS Tech, Inc. (GWH) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.074 Good afternoon and welcome to the ESS Tech Second Quarter 2026 00:00:05.074 -- 00:00:10.558 Financial Results Conference Call. All lines have been placed on a listen-only mode, 00:00:10.558 -- 00:00:14.904 and the floor will be open for your questions following the presentation. 00:00:14.904 -- 00:00:20.250 During today's call, ESS may make statements relating to its future financial 00:00:20.250 -- 00:00:25.736 performance, anticipated growth strategies, and trends in its business. 00:00:25.736 -- 00:00:30.942 These may include statements regarding the company's sodium ion strategy and the early 00:00:30.942 -- 00:00:35.987 stage opportunities approaching $1 billion identified for its sodium ion 00:00:35.987 -- 00:00:37.952 solutions. 00:00:37.952 -- 00:00:43.256 The Timeline for Development and Market Rollout of the Bridge System The Letter of Intent 00:00:43.256 -- 00:00:48.441 with Juniper Energy and the Potential Deployment of 500 MWh 00:00:48.441 -- 00:00:52.564 or More of Energy Storage Systems 00:00:52.564 -- 00:00:58.549 The Letter of Intent with Alsem Energy The Timing of the Company's Projects 00:00:58.549 -- 00:01:03.894 The Company's Plan to Streamline its Wilsonville Operations and Reduce Expenses 00:01:03.894 -- 00:01:09.100 and Cash Burn Statements regarding the proposed business combination, 00:01:09.100 -- 00:01:15.064 including the timing, terms and potential benefits, the company's 2026 00:01:15.064 -- 00:01:20.487 outlook and beyond, its cash position, the market opportunity, 00:01:20.487 -- 00:01:25.530 the potential and capabilities of the company's technology and platform, and 00:01:25.530 -- 00:01:30.753 its ability to execute on project new horizon, including the timing 00:01:30.753 -- 00:01:34.146 of manu...