Sam

@EVCurveFuturist Congratulations.

🚨 The largest clean energy project in the US just dropped. SunZia isn’t just a wind farm. It’s a system. 242 giant turbines are already installed, ~916 total coming, delivering 3.5 GW of power, connected by a 550-mile HVDC line that moves energy from New Mexico into California exactly when it’s needed. Solar dominates midday, demand spikes in the evening, and wind fills the gap. That’s not coincidence, that’s design. At full capacity, it can power ~3 million people. With a capacity factor around 35–45%, that’s roughly 11–14 TWh per year, all for about $11B including transmission. Now compare that to Hinkley Point C: ~3.2 GW, ~25–26 TWh per year thanks to ~90% capacity factor, but at a cost of $60B+) and still not online. Yes, nuclear produces about 2x the annual energy, but that’s the wrong frame. The old system was built around fuel logistics: mine it, ship it, burn it, repeat. Constant inputs, constant exposure, constant volatility. SunZia flips that completely. Build it once, move electrons, optimise forever. No fuel supply chain, no chokepoints, no price shocks tied to oil or gas. This isn’t about renewables replacing fossil, it’s about a new grid architecture emerging where remote generation, long-distance transmission, and demand matching work together as a coordinated system. Lower capacity factor, lower total output, but 5–6x cheaper, faster to build, includes transmission, and scales modularly. While people argue about intermittency, projects like this are already solving it at scale, not in theory but in steel, concrete, and transmission lines. This is what the transition actually looks like. Not one-for-one replacement, not wind versus coal, but a full rewrite of how energy flows. From fuel logistics to electron logistics, from extraction to optimisation, from fragile to resilient. This isn’t incremental. It’s infrastructure for a post-fossil grid, and it’s already being built. ⚡ electrek.co/2026/04/17/the…

@maria_drutska It’s not just the Iran war that’s causing his popularity to crash. He’s an utterly incompetent malignant racist rapist. (That’s quite unappealing independently of the Iran war)

Strait flush: Trump is again considering just declaring "Mission Accomplished" in Iran and leaving. Trump's popularity is crashing ahead of US midterm elections due to the Iran war and the rise in oil prices, and he's looking for an easy way out. The art of the (Hormuz) deal.

@EVCurveFuturist Brilliant news. Congratulations China.

China is building the largest energy transition in history. At 25-year timeline, the trend is unmistakable. This isn’t a transition at the margins, it’s a system being rewritten at scale. This is actual generation, not capacity. Fossil fell from ~78% in 2000 to 59% today. And that drop happened while total electricity demand surged several-fold over the same period. This isn’t a shrinking system cleaning itself up. It’s a rapidly growing system where new capacity is overwhelming the old. Most people look at China and see coal. Or they point to it as proof nuclear is making a comeback. Both miss what’s actually happening. Hydro was the early backbone, holding ~20%+ and providing stability. But it doesn’t scale fast enough to carry growth on its own. That’s where the shift begins. Wind and solar. From effectively zero to 11% each. Together now 22% of total generation. That’s not just growth. That’s convergence. Two different technologies, now at the same scale, becoming interchangeable building blocks of the system. That’s what a maturing energy mix looks like. Total renewables moved from ~22% to 37%. And here’s the key point: in 2025, clean generation covered all demand growth and more. Fossil didn’t just slow. It declined. A quick note on nuclear. It’s not shown here by design. China’s nuclear share is relatively small, around 4–5%, and has been broadly steady compared to the rapid scaling of wind and solar. This chart focuses on the technologies actually driving the shift. And now the next phase is kicking in. Batteries. Storage is the layer that turns variable generation into a controllable system. It absorbs excess solar, smooths wind variability, and shifts energy into peak demand. China is central here too. They dominate battery manufacturing, are deploying grid-scale storage at speed, and pairing solar, wind, and batteries into integrated systems. Hydro stabilised the system. Wind scaled into it. Solar accelerated it. Batteries will optimise it. Now they’re compounding. This isn’t a slow transition. It’s a parallel buildout that eventually overwhelms the old system. Generation shows where China is. Growth (capacity) shows where it’s going. Scale drives the system shift.

@KyivIndependent Good on him.

King Charles III tells a joint session of the U.S. Congress on April 28 that the same "unyielding resolve" seen after the 9/11 attacks is now required for the defense of Ukraine. Video: AP / POOL.

@TeamTalaricoHQ @jamestalarico Brilliant news. Congratulations. One day the economy might deliver for the people. (As was originally intended)

New poll shows @jamestalarico beating both Cornyn and Paxton

@lmower3 @mehdirhasan @romyellenbogen Who the hell votes for these people. How impaired do you have to be to endorse these people?

NEW: DeSantis' staffer said he used party affiliation data when drawing up a map that would give Republicans four more seats in Congress. By @romyellenbogen: tampabay.com/news/florida-p…

@kaitlancollins Surely he should be compensated for this nonsense.

Comey indicted again after the last case was dismissed by a federal judge who found that the interim US Attorney was improperly appointed. cnn.com/2026/04/28/pol…

@Element25Ltd Any update on the High Purity Manganese Sulphate Monohydrate refinery in Louisiana?

Our Quarterly Activities Report for the period ending 31 March 2026 has been released. View the full report: element25.com.au/announcements/… #E25 #Managanese #ASXnews

@marketplunger1 Sigma, Galan, Atlas & Lithium Argentina.

Yeah I've seen enough. Lithium looks like a good buy here. Started nibbling on some lithium companies today. What's your favorite lithium play, MinTwit?

@HoldMyPosition @InvestmentGuru_ Good read. Thanks.

@InvestmentGuru_ I just wrote a Substack on $OUST, please feel free to read and give me a follow! open.substack.com/pub/holdmyposi…

$OUST $OUST is coming off twelve consecutive quarters of product revenue growth, with Q1 2026 guidance raised to $45–$48M — above analyst consensus — powered by contributions from its StereoLabs acquisition and doubled software-attached bookings in 2025.  Q3 2025 revenue hit $39.5M, up 41% year-over-year, with non-GAAP gross margins expanding 300 basis points to 47% and adjusted EBITDA rising $20M year-over-year to $10.6M — real operational progress, not just revenue growth.  The company is expanding into intelligent transportation systems and collaborating with heavy equipment manufacturers, while Simply Wall St estimates the stock is trading at 43.5% below fair value  — with the lidar TAM spanning automotive, robotics, smart cities, and physical AI infrastructure all accelerating simultaneously. Technically, $OUST has surged ~70% off its March 30 pivot bottom and broke out of its rising trend channel to the upside, with both short and long-term moving averages on buy signals heading into the May 5 earnings catalyst.  5 analysts maintain a Strong Buy consensus with an average price target of $38.75, implying ~60% upside from current levels.  Not financial advice.

@LithiumPriceBot @LibraEnergyMats Looking very positive.

Apr 27, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $25,709.95 1 day: $+438.24 (+1.73%) 📈 YTD: +52.08% #Spodumene Concentrate (6%, CIF China) Price: $2,507.00 1 day: $+38.00 (+1.54%) 📈 YTD: +61.95% Sponsored by @LibraEnergyMats

@FareedZakaria The US isn’t like other Western Democracies. They lack a safety net. I’m not sure if they’re compatible anymore.

President Trump’s abuse of America's allies has reached a tipping point. Now countries have started making long-term policy shifts — and those shifts will soon take on a life of their own. My take:

@FareedZakaria This guy is very good. Keeps it simple & direct.

@CaolanReports @Billbrowder Good. Fuck russia.

Russia isn’t a superpower. It’s a weak state with an economy the size of Italy. It has a failing military, and a system built on oil that Ukraine is tearing apart. Everything else is an illusion. @Billbrowder explains how every empire believes it’s eternal until reality sets in

@Gianl1974 It will take generations for the US to rebound from this administration.

Trump just fired all 24 members of the National Science Board. Every single one. By email. No warning. No reason given. The board has existed since 1950. The National Science Board is the independent body that oversees the National Science Foundation, the agency that distributes $9 billion in research grants every year. Its members are scientists and engineers from universities and industry. They serve six-year staggered terms specifically so they cross presidential administrations and stay independent of whoever is in power. On Friday, every single one of them got the same boilerplate email from Mary Sprowls of the Presidential Personnel Office: "On behalf of President Donald J Trump, I am writing to inform you that your position as a member of the National Science Board is terminated, effective immediately. Thank you for your service." That's it. That's the whole letter. For 76 years of institutional independence. The NSF funds the basic science behind MRIs. Cellphones. LASIK eye surgery. GPS. The internet itself. The Antarctic research stations. The deep-space telescopes. The research vessels mapping the ocean floor. Every breakthrough that made America the world's leader in science for the better part of a century traces back through grants this agency made and this board approved. The board chair, Victor McCrary, was actively advising Congress on Trump's proposed 55% cut to NSF's budget. The board was helping fight back. So Trump fired the board. Marvi Matos Rodriguez, one of the fired members, told reporters she had been reviewing an 80-page report as part of her board duties just days before being terminated. Keivan Stassun, a physicist at Vanderbilt, said NSF's leadership had already stopped responding to board oversight requests months ago. "We would ask them, 'Are you following board governance directives?' And their answer would be, in effect, 'We don't listen to you anymore.'" Now there's no board to answer to. Rep. Zoe Lofgren of California, the top Democrat on the House Science Committee, called it "the latest stupid move made by a president who continues to harm science and American innovation. Will the president fill the NSB with MAGA loyalists who won't stand up to him as he hands over our leadership in science to our adversaries?" That's the actual question. Because while Trump is firing American scientists, China is building research universities at a rate we cannot match. The CDC just buried a study showing vaccines work. RFK Jr. runs HHS. The EPA is gutted. The Forest Service is being broken. Half of American children are breathing dangerous air. And now the people who decide what gets researched in the United States have all been fired by email on a Friday afternoon.

@jczuleta Story doesn’t come up?

Extraordinary new stats show how #China is benefiting from the US war on Iran. This is absolutely amazing but completely expected. facebook.com/story.php?stor… #Lithium

@KyivIndependent When you attack other countries there are ramifications.

⚡Nearly 214,000 Russian soldiers killed in Ukraine identified by media investigation. kyivindependent.com/nearly-214-000…

@sanchezcastejon No brainer.

España tiene claro el camino: electrificación, energías renovables y autonomía energética. Desengancharnos de los combustibles fósiles no es solo una apuesta climática: también es una apuesta por nuestra soberanía y nuestra competitividad. Y esa transformación necesita de más inversión en interconexiones y en descarbonización.

@CaolanReports Fuck russia.

Oil is raining down on people who started a war they never through would reach them. Ukraine has intensified attacks on refineries and it’s working. Exports are down and the economy is slowing. Russian Parliament officials are now admitting it’s a crisis.

@kaitlancollins Excellent. Congratulations.

A shout out to CNN's entire team as I accept the WHCA award for excellence in presidential news coverage under deadline pressure tomorrow night.