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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬

🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬

@EU_Debt_Clock

Financial systems are failing. Free money creates zombie economies and a lack of moral hazard. Debt is growth. Unsustainable debt undermines trust. Build trust!

Europe Katılım Eylül 2012
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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬@EU_Debt_Clock·
$EOSE The "Nigro Playbook": (there's hope) Can the Man Who Split Exelon ($EXC) save Eos Energy? ( Exelon $EXC became the "pure-play" that he promised it would need to be, while Constellation Energy $CEG went +700%, since ) 🧵1/ In the world of energy, few C-suite moves are as calculated as Joe Nigro’s. As of Jan 1, 2026, he is the Chair of Eos Energy ($EOSE) - Finally?! Necessarily so! Since JN held the CFO position at $EXC - and EOS not having a CFO, we can say with certainty that Joe M. is no longer doing much of the planning any long, and that Joe N. has taken the helm! 🤞 The Q4 2026 profitability target isn’t just a "nice to have" goal — it is a mechanical necessity because of the March 31, 2027, deferred DOE covenants. To understand where Eos is going, we have to look at the masterstroke Joe Nigro pulled at Exelon. 🏛️ #EOSE #EnergyStorage #Investing
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Nick Sortor
Nick Sortor@nicksortor·
🚨 NOW: President Trump and Secretary Rubio have boarded Air Force One en route to MAR-A-LAGO Don't forget what happened last time 47 and Rubio were at Mar-a-Lago together on a Friday night 👀 🇺🇸💥
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Jack Prandelli
Jack Prandelli@jackprandelli·
🚨BREAKING: Qatar just declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China. For up to 5 years. Here's what the CEO just told In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan. It's worse than anyone thought. → 2 out of 14 LNG trains damaged → 1 of 2 gas-to-liquids (GTL) facilities damaged → 12.8 million tonnes per year of LNG offline for 3-5 years → 17% of Qatar's total LNG export capacity gone → $20 billion annual revenue loss → $26 billion in damaged facilities (the CEO said they "should not be attacked") QatarEnergy may declare force majeure on long term LNG supply contracts to: → Italy → Belgium → South Korea → China For up to 5 years. Additional exports declining: → Condensates: Down 24% → LPG: Down 13% → Naphtha: Down 6% → Sulphur: Down 6% → Helium: Down 14% The damaged trains: → Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy Production cannot restart until hostilities cease. What this means? 12.8 million tonnes per year = 17% of Qatar's LNG capacity. 17% of its capacity just disappeared for 3-5 years. Italy, Belgium, South Korea, China: These countries had long-term contracts with Qatar. Force majeure means those contracts are suspended. They now have to compete in spot markets for replacement cargoes. Against each other. And against every other buyer scrambling for LNG. $20 billion per year in lost revenue for Qatar. $26 billion in facilities damaged. The only country with capacity to absorb Qatari volumes at scale is the United States. I wrote a full breakdown on how this shift benefits US LNG producers and which stocks are positioned to win from Qatar's structural supply loss👇 open.substack.com/pub/themerchan… #Iran #Qatar #LNG
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇶🇦🇮🇷 Qatar expels Iranian military and security diplomats, orders them to leave the country within 24 hours.
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David Vance
David Vance@DVATW·
This video neatly explains why Germany is doomed. Watch.
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SungHoon Lee, IQ 276
SungHoon Lee, IQ 276@sungleeiq·
🚨🚨🚨 THE U.S IS NOT JUST BOMBING IRAN, THEY'RE TAKING ITS OIL. 🚨🚨🚨 Let that sink in. Treasury Secretary Bessent was just asked about Kharg Island — Iran's most critical piece of infrastructure. His answer? "We'll see if it eventually becomes a U.S. asset." Do you understand what he just said? 💀 Kharg Island handles 90% of Iran's ENTIRE oil exports 💀 That's 1.5 million barrels PER DAY 💀 It's the financial lifeline of the Iranian state 💀 And the U.S. Treasury Secretary just called it a future AMERICAN ASSET ⚠️ This is not liberation. This is ACQUISITION. ⚠️ This is not defense. This is COLONIZATION of energy infrastructure. ⚠️ The last time the U.S. talked like this — Iraq lost control of its oil fields for 20 YEARS. They're showing you "freedom operations" and "defensive strikes." They're NOT showing you the real playbook — seize the oil, control the region, OWN the energy. Here's what's coming STEP BY STEP: Step 1 — DESTROY Iran's air defenses and military capacity ✅ (happening NOW — "largest strike package yet") Step 2 — CRIPPLE Iran's energy infrastructure — South Pars already hit, refineries burning Step 3 — BLOCKADE Kharg Island — cut off 90% of Iran's oil revenue, starve the regime Step 4 — SEIZE strategic assets — Bessent just told you this is the plan Step 5 — INSTALL a "management framework" over Iran's oil — the Iraq playbook, perfected Step 6 — CONTROL the Strait of Hormuz permanently — 20% of the world's oil now flows through American hands If Iran retaliated over Qatar's LNG facility being hit... what happens when they realize the U.S. isn't trying to WIN a war — it's trying to OWN their country? Iran won't surrender its oil. Saudi Arabia is watching. China — Iran's biggest oil customer — is watching. Russia is watching. This is not a war. This is the biggest ENERGY LAND GRAB since Iraq 2003. And it's happening in real time. Prepare accordingly. 🚨🚨🚨 They don't want you seeing this. Follow + RT to beat the algorithm. 🚨
SungHoon Lee, IQ 276 tweet mediaSungHoon Lee, IQ 276 tweet media
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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬@EU_Debt_Clock·
Oil prices aren't ~100$ per barrel (on paper, yes) - they're actually closer to 140-180$ per barrel as soon as global reserves and stashes run out (quickly). LNG prices will also rapidly rise. The global energy playing field will very rapid level out.. when you start destroying and impeding infrastructure. .. it's true that the USA is creating more of an economy for themselves, as a result of this. More LNG exports, more oils exports. But the world will suffer, under rising energy prices in the short term immensely. It will also accelerate anything alternative-energy.
🇨🇳 陈杰森 Jason Chen@CNBlockIntel

🚨🚨🚨THIS IS A MAJOR WORLD CRISIS. 🚨🚨🚨 The South Pars gas field → the single largest natural gas reserve on the planet → was struck by Israeli airstrikes. Let that sink in. The fire has now spread to Qatar's largest LNG plant. The same Qatar that just gave Trump a $400 million Boeing jet. 💀 South Pars — BOMBED. The world's largest gas field. 💀 Qatar LNG plant — ON FIRE. Largest in the world. 💀 Iran has taken several phases of South Pars OFFLINE 💀 Iran says it will take "DECISIVE ACTION" 💀 Iran hit 9 COUNTRIES in a single night — including 7 of the wealthiest nations on earth ⚠️ The U.S. spent 20 years in Afghanistan and never once hit a country's energy grid. Israel did it in ONE NIGHT. ⚠️ Europe gets 20% of its LNG from Qatar. That supply is now at RISK. ⚠️ Global gas prices are about to EXPLODE. The media is showing you Iron Dome interceptions and victory speeches. They're NOT showing you the largest gas field on earth ON FIRE. If this was "under control," why is Iran mobilizing across 9 countries? If the damage was "minimal," why are multiple phases of South Pars completely OFFLINE? You don't bomb the world's largest energy reserve and expect peace. You don't set fire to a nation's lifeline and call it "precision strikes." Iran's response won't be a press conference. It'll be the BIGGEST energy retaliation the world has ever seen. 50% of the world is about to go DARK. Prepare accordingly. 🚨🚨🚨 This post is being throttled. Like + RT to keep it alive. ⚠️

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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬@EU_Debt_Clock·
$eose $te $flnc Well, if this Iran war continues (and it will) — or at least the random destruction of infrastructure — and more oil and energy infrastructure in the region is obliterated (whether by the US, Israel, or Iranian retaliation against neighboring countries), the acceleration toward alternative energy infrastructure (renewables for energy production, nuclear, solar, alternatives to liquid fuels, grid-storage, etc.) will only speed up. Demand for alternative fuels $clmt $prop $dar $ff will therefore skyrocket as a cost-offset response to prolonged elevated prices for liquefied fossil fuel base products. Since globalization was already reversing, this shift can and will accelerate at national levels anywhere. Unfortunately, prices of derivative products like fertilizers and plastics will permanently rise as well. The EU will again pick up on their original lead in green'ification and continue its 2030 and 2050 green-goals and quests. China will double down on their rapid electrification on a massive scale. The Americas will follow through incentivized regional efforts and governmental programs. Laws of economics.
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Gavin
Gavin@GavMcCracken·
Like 2million barrels of refining capacity has gone offline in the last 48 hours and it's not even the weekend yet. I'm starting to think I need to buy $CLMT to back up my $SU $SU.TO...
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Energy Blogger
Energy Blogger@energy_blogger·
BAM BAM BAM Molecular Contagion - This thing going intercontinental, - This is just Physics - This is physical supply chain - You can’t print molecules - Paper market disconnected from Physical
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Champagne Joshi
Champagne Joshi@JoshWalkos·
This is incredibly well done.
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DM
DM@dmottco·
$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property
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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬@EU_Debt_Clock·
No need to not be trusting Joe. Luckily Eos is bigger than just Joe. Trust Nigro and the board and Cerberus to reshape the future. They will. It will be immensely dumb to let this Zinc story go to waste over a jolly ex-GE chief, who has limits to what he can become. If Eos has a future it requires another level CEO. It’s in the making - quite sure of it. Let it play out into Q4 2026, and we’ll see.
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🔋¥€$ and T🅰️xes 💰🌳⚡️🚛🤖♻️🦾🥽🧬@EU_Debt_Clock·
Sandbagging indeed.. cause they’re hurting in more ways that they shared. And some practical uncertainties over what can actually come out of the backlog immediately, or not. Dear Bert. Would you be so kind to dust off you very nice overview of all the projects they had in the pipeline? Which ones where how large and which timing (funnel Excel overview). The one you created a year ago was amazing! It was when Pendleton got propagated and Texas was going to be delivered on. Think you had it pinned for a long time on your profile, until it no longer was. Thanks!
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Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️@bert_gilfoyle·
$EOSE So if Eos solved the quality problem by last call, and with 2 weeks left for the quarter they are still producing 24x7, how does that square with the estimate that Q1 revenue might be similar to Q4? Sandbagging? Creating inventory of goods to be recognized later? They are just moving slow and steady? Another explanation?
DM@dmottco

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

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0SG
0SG@Zerosumgame33·
$CLMT Renewable Diesel Index Margin (the industry's crack spread; similar concept to a refiners crack) closed today @ $2.25/gal, vs. $0.62/gal average in 2025, and $1.12/gal in 2024. Furthermore, Gulf coast 2-1-1 fuel cracks closed ~$26/bbl vs. ~$15/bbl average in 2025, and ~$13/bbl in 2024 @ these levels, $CLMT does $500 million of after-tax, after-interest, after-capex FREE CASH FLOW on today's $2.4 billion fully diluted market cap... before the 2nd reactor.
GIF
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Tracy Shuchart (𝒞𝒽𝒾 )
Tracy Shuchart (𝒞𝒽𝒾 )@chigrl·
If you missed the AMAZING @GasBuddyGuy on NinjaTrader Live with @AnthonyCrudele and me, here is what he had to say about when product disruption from the Strait of Hormuz closure, could hit CPI and what this means
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OBG Investments
OBG Investments@OBGInvestments·
We need a red-to-green day to attempt to put in a bottom. $EOSE WEN? IMO, the story is still intact, relatively speaking. The market just punished the company's inability to make revenue projections. Just like every major drawdown or rally in this equity, it will overshoot in both directions.
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Jeff Lutz 🔋
Jeff Lutz 🔋@thejefflutz·
Posted today. Probably a good role to have if you’re preparing for NYSERDA (multiple battery systems >2GWh being bid on for NY metro) ✊🏻 $EOSE
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Keşfet

@freebirdsteven @PoweredByEos @DVATW @GavMcCracken @dmottco @elonmusk @BarackObama @taylorswift13