I think the backlog is sarting to take shape as they move towards product cert. and launch.
EATON knows the technology is a winner and have all the incentive to help make the V3 ZESS a huge market success.
What major motor manufacturer does Tier make product for? And Tier's other significant customer is?
I'm seeing synergies on many levels with EATON/ZBB/TEholdings.
The rugged PECC seems to be deployed in the field with the DoD and can be air-dropped in with a micro-grid. separate application than the recent Eaton news.
Target/EATON/DoD Commercial/Industrial/Military/Gov. all adopting this tech. at the same time. can't be a bad thing.
Conf. in NY? China trip on the calender.
EATON can help ZBB buy cheap materials, maximize efficiency in design and production, and leverage their tech. within their own business, the US gov't.s many branches, and globally, in order to meet demand for their differentiated, turn-key, environmentally friendly products, in particular the V3 ZESS and PECC.
ZBB technology, a value proposition, given much credence via EATON....and some others....gl....