@GraphCall Fouvry GraphFinancials
Fouvry GraphFinancials posts on X about gas, in the, solar, china the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] -87%
- [--] Month [---------] +685%
- [--] Months [---------] +90%
- [--] Year [---------] +219%
Mentions: [--] #
- [--] Month [---] +3%
- [--] Months [-----] +57%
- [--] Year [-----] +56%
Followers: [------] #
- [--] Week [------] +0.16%
- [--] Month [------] +0.72%
- [--] Months [------] +30%
- [--] Year [------] +155%
CreatorRank: [-------] #
Social Influence
Social category influence finance 34.75% countries 19.49% cryptocurrencies 5.08% stocks 4.24% currencies 3.39% technology brands 1.69% travel destinations 1.69% automotive brands 1.69% celebrities 0.85%
Social topic influence gas #1166, in the 11.02%, solar #1812, china 5.93%, if you 4.24%, spain #1107, mexico 4.24%, money 4.24%, grid #318, $oil #16
Top accounts mentioned or mentioned by @7kiwi @imdavidbryan @ekwufinance @michaelaarouet @mhehedzherting @gfhbjjhhn @kent39760063 @chrisstlmo @grok @henrilindroos @ronnie2204 @heslep @fergustp @hiddemulder2 @oaedoel @tboon007 @clairecoutinho @question_mark_b @kathleentyson @acctno994
Top assets mentioned Alibaba Group (BABA) Palantir Technologies Inc. (PLTR) Lazard Ltd. Class A (LAZ) Carvana Co. (CVNA)
Top Social Posts
Top posts by engagements in the last [--] hours
"@MhehedZherting @7Kiwi Here. Cost of dispatchable WITH battery costs. It's over petro-heads. You DEAD. Deal with it and find a new job"
X Link 2026-02-14T20:06Z 10.6K followers, [----] engagements
"@Kathleen_Tyson_ Relax $Oil is useless for ground transporatation (50% of world demand) since EVs are at least 5X cheaper and nat gas is getting killed by grid battery cost plunging by 60% in just [--] yrs before even Sodium batteries coming to market why Solar cost curve will plunge on perovskite"
X Link 2026-02-15T11:10Z 10.6K followers, [---] engagements
"So where are ICE cars dying in the world In which countries are they going into exctinction first. Here"
X Link 2026-02-15T12:07Z 10.6K followers, [---] engagements
"Meanwhile some dudes are shorting the best performing etailer and quick commerce operator at 1.25X tangible books ridiculous discount to SOTP cash flow positive and with a large net cash position. This is an extremely important part of Xi Jinping's mid-range economic ambitions. Beijing's policymakers generally believe insufficient domestic demand to be the biggest challenge that China's economy currently confronts. One of the key goals of large-scale improvements to This is an extremely important part of Xi Jinping's mid-range economic ambitions. Beijing's policymakers generally believe"
X Link 2026-02-13T12:39Z 10.6K followers, [----] engagements
"And on top of being more expensive today EVEN before the carbon tax AND digging a hole in the trade balance how do you lock the cost for [--] years YOU CAN'T. Where is your predictability on power costs on Nat Gas NOWHERE. You are completely at the mercy of another embargo and just the cost of hedging for the next few years in contract rollover of nat gas. Are you aware of those cost of rollover on contract on nat gas Want to fatten some cats in the commodities exchanges. No. Nat gas is a COMPLETELY RIDICULOUS source of energy in the UK. https://twitter.com/i/web/status/2022758077045395757"
X Link 2026-02-14T19:41Z 10.6K followers, [---] engagements
"3/4 Once you saturate the capacity as shown below nat gas is pushed out on the right side and more and more often the price clears not at the nat gas marginal costs (very high) but at the renewable marginal costs (very low). It impacts the wholesale average a lot"
X Link 2026-02-15T11:41Z 10.6K followers, [---] engagements
"CONNECTING THE DOTS: NIIC position US reliance on external capital Renewable energy hostility from Mr. Trump And the bond market. https://www.graphfinancials.com/p/niic-and-renewables https://www.graphfinancials.com/p/niic-and-renewables"
X Link 2026-02-15T18:49Z 10.6K followers, [---] engagements
"In CR6 we had that. These were [--] onshore wind projects that won contracts under Pot [--] of the allocation. The clearing (strike) price for these onshore wind projects in AR6 was [-----] per MWh (in [----] prices). In CR7 were are [--] Pounds but new nat gas plants are completely out of competition today even before the carbon tax. A new combined-cycle gas turbine (CCGT) without carbon capture that enters service [--------] is estimated to have an LCOE of roughly 124/MWh including existing carbon pricing. This figure incorporates fuel + operating + capital costs and a typical carbon price but does not"
X Link 2026-02-14T19:35Z 10.6K followers, [--] engagements
"@fergustp @HiddeMulder2 @7Kiwi If you want to compare sunk cost (existing nuke plant) with a sunk cost Solar Good luck because the variable cost is ZERO in solar"
X Link 2026-02-15T15:42Z 10.6K followers, [--] engagements
"@fergustp @HiddeMulder2 @7Kiwi @Grok stop the bullshit and check the data from the FT instead of publishing gibberish. https://www.ft.com/content/930ec54a-aaf9-4d2a-8cab-9af7dbc24632 https://www.ft.com/content/930ec54a-aaf9-4d2a-8cab-9af7dbc24632"
X Link 2026-02-15T15:49Z 10.6K followers, [--] engagements
"@grok @fergustp @HiddeMulder2 @7Kiwi Always make sure to debunk the bs data that might have been fed by mistake into @grok â @fergustp"
X Link 2026-02-15T15:52Z 10.6K followers, [--] engagements
"Well as long you have a low fixed cost and you whack the expensive nat gas high variable cost with potentially catastrophically high cost in a repeat of war in [----]. Wack it All good. As per Nuke it's fine for base load. But it's not fine for none base load. get that in your system. Once and for all. DATA https://x.com/grok/status/2023064072015474938 https://x.com/grok/status/2023063146886304094 https://x.com/grok/status/2023064072015474938 https://x.com/grok/status/2023063146886304094"
X Link 2026-02-15T16:06Z 10.6K followers, [--] engagements
"@GfhbJjhhn @oaedoel @MhehedZherting @7Kiwi You need to learn about a cost curve and that not every source of energy in a merit order should be base load"
X Link 2026-02-15T16:07Z 10.6K followers, [--] engagements
"@GfhbJjhhn @oaedoel @MhehedZherting @7Kiwi There is MOAR energy from wind in winter not LESS in the North Sea North Atlantic. Get that in your system too"
X Link 2026-02-15T16:23Z 10.6K followers, [--] engagements
"1/4 Renewables capacity saturation is starting to have the same effect in the UK (rich in wind resources) as it has in Spain (rich in sun resources). Negative prices days pushing down average wholesale energy prices. https://www.bloomberg.com/news/articles/2026-01-29/uk-s-surge-in-negative-power-prices-opens-door-to-battery-boom https://www.bloomberg.com/news/articles/2026-01-29/uk-s-surge-in-negative-power-prices-opens-door-to-battery-boom"
X Link 2026-02-15T11:41Z 10.6K followers, [---] engagements
"4/4 Then you have a boom in batteries people charge their EVs for nothing at night fill whatever "tank" of this energy fallen from the sky. This phenomenon of saturation leading to suppression of nat gas demand and suppression of clearing price from nat gas happened in Spain"
X Link 2026-02-15T11:41Z 10.6K followers, [---] engagements
"@MichaelAArouet Nobody in Europe gives a shit about Rubio's speech dude. But far more important is Carnival of "FAT Tuesday" coming up next week"
X Link 2026-02-15T19:24Z 10.6K followers, [---] engagements
"One the largest position recommendation. Logic should always come first. There is no "politically correct" in investing with GraphFinancials. (except weapon manufacturers not touching it.) It's an ill wind that blows nobody good: China's biggest chip foundry SMIC saw its stock price double this year after Biden's latest round of tech controls. Evidently investors think SMIC's near-monopoly on the enormous domestic market won't be impeded by lack of access to US https://t.co/lAOn4ZQ4fZ It's an ill wind that blows nobody good: China's biggest chip foundry SMIC saw its stock price double this"
X Link 2025-01-16T22:45Z 10.6K followers, [---] engagements
"@You_Suck_at_btc @gregzaj1 @OtherBarryBTC @AnthonyDessauer @TheSecondKoodge @GraphFinancials @Lightningmaxi @HFSP_bot @hodlerHiQ @mtcbtc @hodlxhold @MakeItAQuote @RD_btc @YellOffender @LazerBobs @_Base_Money @GhostOfPashka @MDoolsky @mchodlface @jamesmadiba2 @re_tweet @PeterSchiff @saylor @LynAldenContact @dylanleclair @ErikVoorhees @rogerkver @laurashin I don't know my Company got a US patent approved for a new form of media algorithm what were you trying to say about reading code Patent US [--------] B2"
X Link 2025-07-11T19:03Z 10.6K followers, [--] engagements
"1/6 $BABA Meituan $JD $JD leading the robots driven involution Recent plan announced by JD in October. JD Logistics: Plans to purchase [--] million robots [--] million unmanned vehicles and [------] drones over the next [--] years. "Robots in China allows warehouses to process up to three times more orders than manual operations." https://www.cls.cn/detail/2180237 $BABA $JD Meituan The antitrust regulator is launching a probe for excessive competition in fast retail. The Whole sector is jumping on the news BABA and Meituan the most. JD is jumping the least on the news because JD launched the involution"
X Link 2026-01-14T12:25Z 10.6K followers, [----] engagements
"24/25And those interest rate spikes created failures. Hello consumer lending securitization bizz. $CVNA anyone (largest short here)"
X Link 2026-01-29T13:15Z 10.6K followers, [---] engagements
"Lol. it's cheaper for them. Knocks the door of China No Thanks we have something cheaper that does not hurt our trade balance go somewhere else to try to sell your stuff. Knock the door of Europe. No thanks we have lots of wind in the North Sea it's cheaper and that does not hurt our trade balance. Knocks the door of Mexico (1st client of nat gas) No thanks we have a lot sun and solar and storage is half price without subsidies and it does not hurt our trade balance. https://twitter.com/i/web/status/2017333905976676717 https://twitter.com/i/web/status/2017333905976676717"
X Link 2026-01-30T20:27Z 10.6K followers, [---] engagements
"NO BALANCE SHEET contraction has ever happened in the US since McCulloch post civil war in [----]. Or Talking "nice" (but it's bullshit) why doing the exact opposite. a) The Fed is not even idle it's monetizing the deficit (expanding) b) The military spending is inconsistent with shrinking the balance sheet c) The big beautiful is ANYTHING but fiscal responsibility and regressive in taxation (the wrong path) A real contraction of the currency would plunge the capital markets and friends and family in LBOs. ZERO. CREDIBILITY. Fed balance sheet reduction [---] under the Warsh Miran Bessent Trump"
X Link 2026-02-02T17:43Z 10.7K followers, 10.2K engagements
"Looks like this bubble has popped ðĪ"
X Link 2026-02-05T12:51Z 10.6K followers, [----] engagements
"It starts typically in the a) consumer lending securitization. The Space is in a bear market b) then it goes into contagion of "crazy stupid high valuation w/ "rocket" or "AI" or "quantum computer" "nuclear" in it. c) As I showed the consumers are levered the magic bean #BTC d) neg wealth effects = cons. delinquencies. https://twitter.com/i/web/status/2019406614541832245 https://twitter.com/i/web/status/2019406614541832245"
X Link 2026-02-05T13:43Z 10.7K followers, [----] engagements
"MORNING THOUGHT: Most people between a) changing their mind (changing their mental model AND b) losing money. WILL GO b) That's called being married to a position. Very bad idea"
X Link 2026-02-06T07:13Z 10.6K followers, [----] engagements
"The Reason $ORSTED.CO went down was in large part due to uncertainty now introduced in all contracts by the TRUMP administration. TRUMP has significantly increased uncertainties risk of delays and costs when foreign companies. He made the environment unpredictable for foreign investments in the US. https://twitter.com/i/web/status/2019791542861369796 https://twitter.com/i/web/status/2019791542861369796"
X Link 2026-02-06T15:13Z 10.6K followers, [---] engagements
"BUT YOU CAN HAVE VIRTUAL INERTIA with curved graphene supercapacitors -- which have both high power density and relative high energy density -- from Skeleton Technologies that you put in front of you batteries. - provides virtual inertia - stabilizes the grid - avoids micro-cycles on batteries and as a result can extend the life of batteries. - and you get a grid forming system instead of grid following system (with batteries without supercapacitors) https://twitter.com/i/web/status/2019914560635883542 https://twitter.com/i/web/status/2019914560635883542"
X Link 2026-02-06T23:22Z 10.7K followers, [--] engagements
"@MichaelAArouet @Kristof_Poland NEWS: China is reducing coal-fired not increasing DECREASING and decarbonizing. Also produced the first 100% hydrogen turbine to generate electricity. You guys are stuck in the 20th century. Wake-up before it's too late. https://www.bloomberg.com/news/articles/2026-01-30/uk-wind-power-output-at-four-year-high-in-january-curbs-prices https://www.bloomberg.com/news/articles/2026-01-30/uk-wind-power-output-at-four-year-high-in-january-curbs-prices"
X Link 2026-02-07T11:43Z 10.6K followers, [--] engagements
"@AcctNo994 @MichaelAArouet Unless you demonstrate that the marginal cost of windmill has a cost anywhere close to nat gas in a merit order Well Wind mills will continue to suppress/ kill nat gas demand. Deal with it"
X Link 2026-02-07T21:08Z 10.7K followers, [--] engagements
"@aeberman12 The demand for gasoline in the largest importer (China) is down and total $Oil demand is expected to fall there within [--] months"
X Link 2026-02-09T12:44Z 10.6K followers, [---] engagements
"ICE have a fundamental thermodynamics flaw. They convert only 25% of the fuel into motion the rest is heat loss in transmission ect. Electric engines convert 90% of the electricity into motion. This was known [---] years ago but there was no way to store electricity efficiently in the vehicle itself. The only reason there were ICEs for transportation was due to energy density in gasoline vs no practical energy density in batteries. But that was before. Electrochemistry and materials science are ending this gigantic and very long workaround. Yes ICE were just a very long workaround until battery"
X Link 2026-02-09T20:14Z 10.6K followers, [----] engagements
"In other words the moment you have batteries with high density the debate becomes: "Why are we even bothering with this incredibly convoluted workaround or creating explosion of fuel in cylinders with this explosion engine that has so many parts and is so inefficient to create rotations and motion" It's completely inane and ridiculous way to move vehicles for ground transportation compared to using batteries and electric engines. (but you need high energy density batteries to come to that point) https://twitter.com/i/web/status/2020957992762605957"
X Link 2026-02-09T20:28Z 10.6K followers, [--] engagements
"@ekwufinance Unlike $Oil which is burnt and needs to be constantly extracted metals are recycled at a very high rate trade accordingly"
X Link 2026-02-09T21:42Z 10.6K followers, [---] engagements
"@imdavidbryan @ekwufinance 100% FALSE Read the annual report from Umicore then we can talk"
X Link 2026-02-10T01:42Z 10.6K followers, [---] engagements
"@CarloFerlauto @ekwufinance Read the annual report of Umicore and stop the theorical bullshit. Umicore is in the practical business of recycling metals including Lanthanides"
X Link 2026-02-10T08:05Z 10.6K followers, [--] engagements
"@imdavidbryan @kent39760063 @ekwufinance Lol. wait for Perovskite at 34.85% efficiency plus more plunging cost of batteries and graphene supercapacitor. Don't get stuck in the XXth move on before you're left behind"
X Link 2026-02-11T00:10Z 10.6K followers, [--] engagements
"@imdavidbryan @kent39760063 @ekwufinance Yeah like you are living in a desert 1% of Mexico's deserts can power 1.5X the demand of that country. get your head out of the sand. I suggest now"
X Link 2026-02-11T00:12Z 10.6K followers, [--] engagements
"@kent39760063 @imdavidbryan @ekwufinance The point is to gut nat gas. The main issue with nat gas You have to pay for it. Otherwise if the US wants to sell for free it's the best energy hands down"
X Link 2026-02-11T00:13Z 10.6K followers, [--] engagements
"@imdavidbryan @kent39760063 @ekwufinance Tell that to the people doubling the existing HVDC undersea cable between Morocco and Spain and to Siemens Energy present in country on most renewable projects"
X Link 2026-02-11T11:18Z 10.6K followers, [--] engagements
"@imdavidbryan @kent39760063 @ekwufinance Nobody cares in Morocco about the land used to send electricity to Europe via the HVDC. That being said if nat gas goes down in price by 80% in foreign markets it's the best energy source no doubt"
X Link 2026-02-11T11:22Z 10.6K followers, [--] engagements
"TRANSLATION: Some ppl are (desperately) trying to create a retail FOMO support while they continue to dump the liquidity decoy (#BTC) that has NO COMMODITY UTILITY PUT VALUE"
X Link 2026-02-11T11:41Z 10.6K followers, [---] engagements
"MORNING THOUGHT: ðĪ If you buy some overvalued Scheie because everyone else is doing it IT DOES NOT MAKE IT RIGHT"
X Link 2026-02-11T15:10Z 10.6K followers, [---] engagements
"Good news on $PLTR Another 50% down on the price and the P/E ratio will only be [---] ð"
X Link 2026-02-11T18:53Z 10.6K followers, [----] engagements
"I don't care about the timing I care about the price. If it goes down 70% tomorrow I'll cover probably. Someone needs to lean against stupidity. At 20-30 PE I'd probably go long. Never invest like you go to church never get married to a position. It's not a religion. Bite hard where it bleeds. ðĶ https://twitter.com/i/web/status/2021660346445181242 https://twitter.com/i/web/status/2021660346445181242"
X Link 2026-02-11T18:59Z 10.7K followers, [--] engagements
"@chrisstlmo Naah. I did not forecast a bubble on that one only took the short side as credit absorption is going in the funk. Credit absorption = Private Equity index"
X Link 2026-02-11T19:03Z 10.6K followers, [--] engagements
"@chrisstlmo NEVER shorts are the most difficult type of trades and very volatile"
X Link 2026-02-11T19:38Z 10.6K followers, [--] engagements
"@7Kiwi Nope By supressing nat gas demand (very expensive marginal cost) Spain supressed the high price of electricity. #killnatgas"
X Link 2026-02-11T20:20Z 10.6K followers, [--] engagements
"@HenriLindroos @clashreport Nope Solar killed nat gas demand in the last 3-4 years and electricity prices in Spain"
X Link 2026-02-11T21:18Z 10.6K followers, [---] engagements
"@HenriLindroos @clashreport Interdit / Forbidden / Verbotten"
X Link 2026-02-11T21:36Z 10.6K followers, [--] engagements
"@MichaelAArouet You have the figure for the primary deficit in the US as % of GDP compared to GDP growth lol"
X Link 2026-02-12T13:09Z 10.6K followers, [---] engagements
"@ronnie2204 @MichaelAArouet Yup do the difference between the GDP growth percentage and the primary deficit of the US as percentage of GDP (basically uber-socialist Keynesianism ) and you might find negative numbers"
X Link 2026-02-12T18:14Z 10.6K followers, [--] engagements
"@ronnie2204 @MichaelAArouet I know but it should add the data from the US on primary deficit (socialist gov pump of the economy) versus GDP growth total. It'd be real fun"
X Link 2026-02-12T18:16Z 10.6K followers, [--] engagements
"I think you don't a stand the slightest chance in understand how capital formation works and how a merit order auction works. I can flip you on those topics like a pancake any day. Don't dabble where you don't know at the minimum you'll lose money at worst you'll get an humiliation on top of that. https://twitter.com/i/web/status/2022032321856053748 https://twitter.com/i/web/status/2022032321856053748"
X Link 2026-02-12T19:37Z 10.6K followers, [--] engagements
"@tboon007 @wideawake_media move over amateur"
X Link 2026-02-12T20:02Z 10.6K followers, [--] engagements
"@tboon007 @wideawake_media That's what I thought you are an amateur A merit order is irrelevant in a day ahead auction price for power How the marginal cost of renewables in that auction of power stacks against nuclear hydro CCGT and peakers it irrelevant . move over amateur"
X Link 2026-02-12T20:35Z 10.6K followers, [--] engagements
"@ClaireCoutinho FALSIFICATION DATA: ð he is just whacking LNG companies like Fortress LNG into bankruptcy mercilessly. ð https://www.bloomberg.com/news/articles/2026-01-30/uk-wind-power-output-at-four-year-high-in-january-curbs-prices https://www.bloomberg.com/news/articles/2026-01-30/uk-wind-power-output-at-four-year-high-in-january-curbs-prices"
X Link 2026-02-13T12:55Z 10.6K followers, [---] engagements
"Well if the country is exporting commodities to China while importing solar panels or machinery or EVs. Why use the USD at all For China it's a way to get rid of its USD. China gets USD from trade then lends those USD to those countries then the debt is redenominated in RMB by a stroke of a pen. When China lends those USD the country gets USD spends those but then the loan is redenominated into RMB meaning that there is no dollar squeeze. It's anti dollar squeeze mechanism the EM country that receives those USD does not need to procure USD to repay the debt since it was redenominated in RMB."
X Link 2026-02-13T15:19Z 10.6K followers, [--] engagements
"@upNURbniss @JunkScience @grok Here now the absolute number of coal electricity if FALLING not only in percentage but in absolute. Good read https://www.reuters.com/sustainability/climate-energy/renewables-push-chinas-fossilfuelled-power-into-first-annual-drop-10-years-2026-01-19/ https://www.reuters.com/sustainability/climate-energy/renewables-push-chinas-fossilfuelled-power-into-first-annual-drop-10-years-2026-01-19/"
X Link 2026-02-13T18:10Z 10.6K followers, [--] engagements
"@upNURbniss @JunkScience @grok @grok take note above"
X Link 2026-02-13T18:11Z 10.6K followers, [--] engagements
"Here. Mexico's private sector (industrial parks and mining) is ditching nat gas electricity for Solar and storage - no subsidies with the [--] MW self-use exemption-- 96% of private sector investment in energy goes to renewables in Mexico. WHY Half price. It's over boyos. The XXth century is gone guys deal with it. Bye https://x.com/GraphCall/status/2003874852810240099 https://x.com/GraphCall/status/2003874852810240099"
X Link 2026-02-13T18:40Z 10.6K followers, [--] engagements
"@Question_Mark_B @writethewrongs2 @ClaireCoutinho Economically speaking they are. It's simple they can cut their energy bills massively by avoiding electricity from the grid powered with nat gas"
X Link 2026-02-13T20:24Z 10.6K followers, [--] engagements
"@Question_Mark_B @writethewrongs2 @ClaireCoutinho Today in Mexico [--] MW self-use solar and storage is enough for many companies and mines. It makes no economic sense to pull energy from the grid for normal operations"
X Link 2026-02-13T20:25Z 10.6K followers, [--] engagements
"Never argue with what managerial accountants in mining and industrial parks with their feet on the ground are doing. You can talk all bs you want they count the pesos and centavos (cents and dollars - a lot of industrial parks are US companies) and they don't care about what you think. https://twitter.com/i/web/status/2022415914746958080 https://twitter.com/i/web/status/2022415914746958080"
X Link 2026-02-13T21:01Z 10.6K followers, [--] engagements
"@7Kiwi @MhehedZherting No it's not the UK has a bit of inflation but in countries like Norway Wind vs nat gas Sell the nat gas get 100% of new cars on EVs powered by cheaper Hydro and cheap wind and sell Oil and gas to idiots"
X Link 2026-02-14T20:45Z 10.6K followers, [--] engagements
"@heslep @MhehedZherting @7Kiwi BoFA is shit. Use Lazard. They are the specialist"
X Link 2026-02-15T10:50Z 10.6K followers, [--] engagements
"@heslep @MhehedZherting @7Kiwi Investment bankers have industry specialization typically"
X Link 2026-02-15T18:43Z 10.6K followers, [--] engagements
"1/2 ABSURDISTAN CONTINUES IN [----] ðĪŠ What is curious is while everyone is hyping the growth of AI at 34% in $BABA the growth in food delivery/ quick commerce at the double the rate in Alibaba and triple the rate in $JD is considered a drag by the same market "patients""
X Link 2026-01-05T19:32Z 10.6K followers, [----] engagements
"@KevinLH811 @ekwufinance ð Umicore in Europe recycles [--] metals i think including Lanthanides precious metals Germanium"
X Link 2026-02-10T11:25Z 10.6K followers, [--] engagements
"They are doing the opposite of peak-shaving. Solar and storage are the workhorses of the system for industrial parks while the grid is used only sporadically. You have it backwards. It's just cents and dollars calculation for them. Not "green" or "antigreen" not "petrohead" they could not care less. JUST. MONEY. https://twitter.com/i/web/status/2022422155942637976 https://twitter.com/i/web/status/2022422155942637976"
X Link 2026-02-13T21:26Z 10.6K followers, [--] engagements
"@7Kiwi The cost of installation IS NOT spent in Qatar or Moscow. It's spent in the UK. Duh"
X Link 2026-02-14T19:54Z 10.6K followers, [--] engagements
"FALSE FALSIFICATION DATA. Here is what's going in Australia. Nat Gas and Oil getting slaughered. WHy Too expensive. Besides you send income abroad everytime you import the Oil and gas. When you do installation costs It's in local currency spent in the local economy. It has MASSIVE implication for trade balance. SAME IN MEXICO: Solar and storage offgrid is about half price compared to grid electricity powered from nat gas. There is massive shift from industrial parks and mines in Mexico to solar and storage under the self-produce new regulation with a limit of [--] MW capacity. But even without"
X Link 2026-02-14T20:43Z 10.6K followers, [--] engagements
"ANd that's why I mentioned that even if you stripped out carbon Nat gas is a HORRIBLY costly not reliable (war) not hedgeable over more than a few years let alone [--] years. Horrible for PPA agreements which require stability of input cost for indus and commercial user of power. AND you have the massively overlooked aspect that an installation cost is NOT income sent abroad it's spent locally so it's the income of other Brits unlike nat gas and Oil which is income sent abroad and create bad results on trade imbalance. https://twitter.com/i/web/status/2022821474889802195"
X Link 2026-02-14T23:53Z 10.6K followers, [--] engagements
"The other guys have plunging cost curves (renewables). It's a tough market out there. Nat gas is suffering a lot because of those renewables cost curves plunging and grid battery cost down 60% in [--] years. Schumpeter destruction. ðĪ·â So EDF is asking nanny state protection because their nuke plants suffer from competition. The state should not shield the nukes from competition. DEAL WITH IT"
X Link 2026-02-15T19:47Z 10.6K followers, [--] engagements
"Absolutely not you are the newbie in renewables. Totally. You should learn to think. If your benchmark of CCGT marginal cost or peaker is MUCH MUCH higher in the UK than in the US in a day-ahead merit order wholesale auction yet renewables can in many cases manage to be competitive without subsidies despite this advantage of nat gas in the US. If you can't connect the dots it's because you are not easy with mental comparison / inequation either intuitively or by calculus. Intuitively it is EXTREMELY improbably that CCGT is at an advantage over wind power in the UK with a) Much higher cost of"
X Link 2026-02-14T20:24Z 10.6K followers, [--] engagements
"NO UK wholesale electricity works on a merit order system: - Wind & solar bid near [--] marginal cost - Nuclear low marginal cost - Gas plants (CCGT) have high marginal cost - The last unit needed sets the clearing price Most of the time that marginal unit is gas. But when you saturate with renewables you can get prices to plunge to zero or even negative on some days. Retail electricity price is: Retail = Wholesale + Network + Policy + Supplier Margin + VAT If wholesale is high because gas is high retail will also be high. Retail cannot be miraculously cheap if the underlying wholesale price is"
X Link 2026-02-14T23:26Z 10.6K followers, [---] engagements
"FALSE The entire North Sea has high to very high load factor and high average Wind speed from the Netherlands to Norway to Danemark Germany Belgium. Scotland has also fantastic wind resources. Ireland is not bad either at all. In the plan of the Hamburg declaration is to power [---] million household from the North Sea. Situation of Nat Gas is only going to get uglier. BRace. https://twitter.com/i/web/status/2023045023118324110 https://twitter.com/i/web/status/2023045023118324110"
X Link 2026-02-15T14:41Z 10.6K followers, [--] engagements
"@Max_Sarcasium1 @MichaelAArouet It's a function of Price new car - cost per mile in fuel - cost of maintenance As per long way ICE cars are already dead in Nordic countries in Europe. DEAD. KAPUT It spreading to Netherlands / Belgium and the UK. It won't take long"
X Link 2026-02-15T22:03Z 10.6K followers, [--] engagements
"1/2 I TOLD YOU SO #BTC Is a pro-fiat pro-USD device from gov agencies. Now we have proof. (if you can think properly and are reasonably good with numbers you could reasonably show it. Epstein Farage Bannon Crypto I was browsing the files and spotted this little conversation between Steve Bannon and Epstein. Bannon seemingly bragging that he has control of the far-right across Europe including Farage and the AfD. Last year Nigel Farage lobbied the https://t.co/RWiO7XPqlc Epstein Farage Bannon Crypto I was browsing the files and spotted this little conversation between Steve Bannon and Epstein."
X Link 2026-02-02T17:32Z 10.6K followers, [----] engagements
"Capital Markets Dadaist -- Thriving in the Absurd $JD https://graphfinancials.share-a-link.top/ycnft3ew https://graphfinancials.share-a-link.top/ycnft3ew"
X Link 2026-02-12T12:29Z 10.6K followers, [---] engagements
"1/2 My shorts in Nov-December. a drag on performance"
X Link 2026-02-12T17:40Z 10.6K followers, [---] engagements
"2/2 My shorts now"
X Link 2026-02-12T17:40Z 10.6K followers, [---] engagements
"#BTC: Just another 10K and the move from the German treasury's move to sell #BTC won't look silly at all. But why the rush doesn't have to be skydiving can't we all enjoy a smooth descent"
X Link 2026-02-12T19:32Z 10.6K followers, [----] engagements
"Can't you guys just panic just contemplating the abyss between the price of your Minsky garbage and its value Come on Panic already ðĪĢðð"
X Link 2026-02-12T20:58Z 10.6K followers, [---] engagements
"Its actually a little worse than VAROUFAKIS is painting it. a) EVs are 5X cheaper per mile and DO NOT need $Oil (price in USD ground transportation is 50% of world demand) for EVs b) Onshore wind LCOS (with storage is cheaper in EUrope) than nat gas priced in USD for electricity -- check various sources including Lazard. c) Miners like Fortescue (much better managed than VALE BTW and it shows in their stock return) switch to renewables vertically integrating in smelting with cold green steel process. BECAUSE ITS CHEAPER. d) The entire energy bill of Australia is shifting away from USD"
X Link 2026-02-13T12:31Z 10.6K followers, [----] engagements
"@Kathleen_Tyson_ I would not read too much into that the USSR leaders were getting a lot applause at the Varsaw pack meetings. Background actors applaud too in Hollywood movies too ðĪ·â Now if the guy giving a speech is willing to believe the applause are meaningful that's his problem"
X Link 2026-02-15T12:39Z 10.6K followers, [---] engagements
"@Max_Sarcasium1 @MichaelAArouet Hint: Rice university [---] Whk on batteries. Second hint: Graphene - Aluminium replacing copper. Have a good night"
X Link 2026-02-15T23:02Z 10.6K followers, [--] engagements
"1/17 PLUS A CHANGE ðĪ Back in [----] every analyst his wife and his dog wanted to be long IRON ORE. I was heading a team of risk-arbitrage/special sits at the Lion Fund Ltd .and went short and got trashed for it. Silver RINSE/REPEAT https://x.com/GraphCall/status/2017206265458393292 Professional turncoat here. BUY LOW SELL (or small short) HIGH ðĪ·â Need to be nimble and open minded. PLEASE BE VERY CAREFUL TRYING THAT AT HOME. The USD is not out of the woods vs things but a spike and correct is the normal thing as explained yesterday. https://t.co/foJg4Ew8N1"
X Link 2026-01-31T18:43Z 10.6K followers, [----] engagements
"2/17 The consensus was "Hallelujah" Iron ore forever railways construction infrastructure of the believers. But anyway you were putting it would not make sense. #Silver RINSE/REPEAT"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"3/17 When everyone is on the same consensus while the largest buyer at the margin tells you "no way jos we won't buy above [---] USD" (LONGi) either you along the herd and get slammed or you slam the herd"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"4/17 HOW DO YOU KNOW SILVER IS SAFE (Cheap - yet hated) And WHEN IT IS DANGEROUS (Expensive - yet everyone is happy) John Fullarton PLAY THE RECORDING (open link)ðš (recording [--] yrs ago now margins very high food ratio very ratio) @CyQoTek Here https://www.graphcall.com/executetask=NavigationPage&g=14030890-6b1c-45a7-8707-c7c8312044ac https://www.graphcall.com/executetask=NavigationPage&g=14030890-6b1c-45a7-8707-c7c8312044ac"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"5/17 John Fullarton explained that margins were a utility/ rather stable before the fiat episode of 1797-1821 and after it too. The price was pegged = stable margins. Basically you would see margin expand only during a credit contraction where M0 (monetary base) was in need"
X Link 2026-01-31T18:43Z 10.6K followers, [--] engagements
"6/17 Credit is a promise to repay money and when you can't refinance you have to liquidate or melt jewelry to find M0 (because that's what extinguishes debt) or mine it Metals were pegged to the currency but with a contraction of credit the price of everything else falls"
X Link 2026-01-31T18:43Z 10.6K followers, [--] engagements
"7/17 And if the price of everything including labor and various costs including the costs of mining the margins of miners moon and that stimulates the production of the mines and it is an adjustment mechanism for the lack of money during a credit contraction (albeit way too slow). https://twitter.com/i/web/status/2017670134073024799 https://twitter.com/i/web/status/2017670134073024799"
X Link 2026-01-31T18:43Z 10.6K followers, [--] engagements
"8/17 Conversely with a large discovery of Gold or Silver M0 is expanding and after a while you would end up with inflation in everything including in the costs of mining and that would make the margins fall. It's progressive in that case progressive works"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"9/17 So the mining discoveries of Australia and California in the XIXth century would automatically create a self-correcting break of inflation to some extent"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"10/17 But during the fiat episode of 1797-1821 in the UK John Fullarton noted that the margins of precious metals miners would go all over the place"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"11/17 Basically when the margins are very tight even for the best deposits it means the metal is too low vs the ccy according to Fullarton. And that was the case in 2022"
X Link 2026-01-31T18:43Z 10.6K followers, [--] engagements
"12/17 WHY SAFE It can't go lower or supply stops and on the other hand the buyers of it at the margins (Solar Cos) are not hurting. So price can't go much lower or supply stops and the buyers at the margin can afford to pay more without problems. Price is SAFE. Hated but SAFE"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"13/17 The second indicator is ratio relative to other commodities. WHY There is a relative utility of commodities that does not change that much Do not forget that currency is only there to facilitate barter. Cross commodities ratio https://www.graphcall.com/executetask=NavigationPage&g=99c4568f-0825-4ebc-a75a-f1477176ac46 https://www.graphcall.com/executetask=NavigationPage&g=99c4568f-0825-4ebc-a75a-f1477176ac46"
X Link 2026-01-31T18:43Z 10.6K followers, [---] engagements
"@Coho29415979 @Electroversenet Those guys believe that by repeating their own bullshit and believing it it will become true. ðĪĄ There are plenty of data to falsify their bs. The increase since the War in UKraine alone is massive"
X Link 2026-01-31T19:49Z 10.6K followers, [--] engagements
"Will #BTC aka "The Imaginary #Gold" meet its imaginary maker Satoshi and vanish in the nihilist networks OR Will the gov agencies try to prop-up that non-inflationary liquidity decoy once more You vote Enter the ethers forever Propped up by Agencies Enter the ethers forever Propped up by Agencies"
X Link 2026-02-02T01:10Z 10.6K followers, [----] engagements
"Nat gas is very unreliable. It creates political risk and you end up with regular "cut of gas" because of "maintenance". it happened in [----] [----] and [----] just before the pipeline was blown up. "maintenance cut in flow" Reliable lol. Then the Mi6 decided. Ok enough. let's cut that pipeline see no more pipeline no more blackmail sell your natgas elsewhere now (2/3rd of Russian can't be diverted though) https://twitter.com/i/web/status/2018303369417289861 https://twitter.com/i/web/status/2018303369417289861"
X Link 2026-02-02T12:39Z 10.6K followers, [---] engagements
"@PeterDClack Nope. Not ideology. Solar and storage without subsidies in Mexico is 50% cheaper than nat gas electricity. Deal with it. https://x.com/GraphCall/status/2003874852810240099 1/25 "Battery Makes it possible for Mexico to ELIMINATE reliance on imported US gas" Mexico indus parks shifting to off grid solar + storage vs Nat gas 50% cheaper or more (law of August [--] [----] in Mexico) Nat Gas power Grid price: $147/MWh Solar+Storage cost: https://t.co/AagQA5KQZ5 https://x.com/GraphCall/status/2003874852810240099 1/25 "Battery Makes it possible for Mexico to ELIMINATE reliance on imported US"
X Link 2026-02-02T12:44Z 10.6K followers, [---] engagements
"2/5 whats happening As you move your mouse the chart slides through time. See a volume spike or breakout Press N. The platform fetches the news tied to that exact candle with an AI summary"
X Link 2026-02-02T14:47Z 10.6K followers, [---] engagements
"3/5 why this matters Most tools separate charts and news. This connects them. Technical signal real-world event instant explanation. The chart doesnt just move. It tells you why"
X Link 2026-02-02T14:47Z 10.6K followers, [---] engagements
"4/5 This lives inside the GraphFinancials China Stock Screener: 4500+ stocks (Shanghai & Shenzhen) MA crossovers (50 / [---] / 200) Volume expansion detection Interactive event-aware charts Global markets coming next"
X Link 2026-02-02T14:47Z 10.6K followers, [---] engagements
"CONTRA-ACCOUNT accounting shenanigans Shrinking the balance sheet cheat. You have do add the contra account of that pushed negative equity (quasi fiscal deficit) The face amount of decrease of assets is not that large AND we are back at expanding nominal even excluding the effect of contra account. Besides the excess of Treasury issuance is responsible for the Repo problems of absorption of US securities by hedge funds itself forcing the fed to do a U-turn and monetize the fiscal deficits of the US since Dec [--] [----]. https://x.com/GraphCall/status/1909991824376181231"
X Link 2026-02-02T18:13Z 10.6K followers, [---] engagements
"@Noirfatalegem @standuquesne Well. This all about bending the rules to do even more bonds stuffing when the problem is Bonds stuffing ðĪĢ How about addressing the root cause seriously the problem of primary deficit for a change Oh no ðą"
X Link 2026-02-02T21:37Z 10.6K followers, [--] engagements
"$PLTR or the story Liquidity instruments disguised as businesses http://link.click-card.top/xa9r8nk http://link.click-card.top/xa9r8nk"
X Link 2026-02-03T14:23Z 10.6K followers, [---] engagements
"@aeberman12 And how is a central banker supposed to solve a fiscal issue"
X Link 2026-02-03T23:30Z 10.6K followers, [---] engagements
"#BTC REMEMBER THAT ð Michael Burry is right ppl have taken a lot of debt to buy the "miracle ticket to get out consumer debt". No Bail-out BLOW-UP "#BTC is powered by energy" Nope It's powered by mortgage and car debts. ðĪĢððŦĢ https://t.co/QhcGDNu445 "#BTC is powered by energy" Nope It's powered by mortgage and car debts. ðĪĢððŦĢ https://t.co/QhcGDNu445"
X Link 2026-02-05T13:40Z 10.6K followers, [----] engagements
"@Noirfatalegem pedo-puke. I like that word"
X Link 2026-02-05T17:23Z 10.6K followers, [---] engagements
"@JohnnyNola18018 @samuel1021 @Sam_Dumitriu We'll talk about after Fortress LNG completes the bankruptcy process and Cheniere folloes.Enjoy"
X Link 2026-02-05T23:04Z 10.6K followers, [--] engagements
"In a merit order you have base load where you should have nuke and hydro then on the right side the renewables displace the nat gas because they have a much much lower merit order. As you have saturation of renewables CCGT and peakers start to get kicked out. That's where the renewables compete"
X Link 2026-02-05T23:25Z 10.6K followers, [--] engagements
"@JohnnyNola18018 @samuel1021 @Sam_Dumitriu Ah sorry here is the graph with renewables saturation (After saturation)"
X Link 2026-02-06T00:00Z 10.6K followers, [--] engagements
"1/10 EVERYTHING DEBT & market support or manipulation So let's make the list"
X Link 2026-01-19T22:14Z 10.6K followers, [----] engagements
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