Jeff Lutz 🔋
38.1K posts

Jeff Lutz 🔋
@thejefflutz
CEO high tech manufacturing consulting on supply chain design, scale, cost, DFX. Ex Corp VP Supply Chain & CQO at Motorola, Google, Lenovo

BREAKING: UAE discloses it’s building an additional second pipeline bypassing the Strait of Hormuz. The new pipeline will be finished in 2027 and will double the country’s export capacity in Fujairah (the current pipeline has a capacity of 1.5-1.8m b/d)



Panasonic has raised its EV battery outlook due to an increase in Tesla sales. "Demand is expected to exceed full-year 2026 levels, supported by strategic customer's recent recovery in market share, despite significant revisions to their model lineups," the company said. investors.com/news/tesla-sal…






@xEBITDA Well written. People should study Brookfield / Bloom Energy deal. Brookfield is the Cerebus in their relationship w/Bloom. $5B deal announced 10/13/25. Stock closed at $87 the day prior. Bloom had $574M cash… 6mo later, 3.5x growth in market cap. $290 stock










