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@WinderKit
"@rethink_x have been writing about precision fermentation for a long time. From Kombucha to Kimchi the benefits of tending to our microbiomes have put fermentation back into the mainstream consciousness. Its a huge part of $BN Danones success and future strategy. But this takes it to the next level using fermentation to grow specific proteins without the time space and feed inputs of traditional agriculture - all of which have huge climate impacts. Powering all this using #renewables is a postcard from the future. Take note. #CleanTech #Investing"
@WinderKit on X 2025-07-17 20:35:22 UTC XXX followers, XX engagements
"National Grid $NG with customers in New York and Massachusetts received approval in April to raise rates by $708mn or up to $XX a month for each customer. Theres a large debate around who should pay for the new power demand create by data centre growth from the likes of $AAPL $AMZN $META and $MSFT. Free AI has externalities which they dont intend to pay for themselves. Is this right America has enjoyed cheap natural gas fuelled power for some time. Is #AI about the change that US utilities plot big rise in electricity rates as data centre demand booms" @WinderKit on X 2025-07-20 21:19:11 UTC XXX followers, XX engagements
"Another good day for clean energy stocks. $STEM +17% $RUN +17% $SMTGY +14% $SEDG +10% $ARRY +9% After a weekend marred by huge fighting over US energy policy #CleanTech is showing resilience and outperformance. Clean Energy ETF $PBW now up XX% in the last month. (vs X% for $SPX). #investing" @WinderKit on X 2025-07-03 15:10:46 UTC XXX followers, XXX engagements
"Amazing stats. The Rest of the World (ex China/EU) just sold more EVs than America for the first time ever in H1 2025. Is the home of $TSLA is getting left behind Look at the yellow bars and it already has been. China and Europe are well ahead thanks to the likes of $BYD and $NIO $RNO $BMW and $VOW. Competition is heating up. #ElectricVehicles #Investing" @WinderKit on X 2025-07-16 13:46:07 UTC XXX followers, XX engagements
"$VWS up XXXX% today after signing a major (527MW) deal for a wind farm in. The USA Industry not dead yet. Delivery in Q2 next year and commissioning in Q4. The offshore farm will be served by a $CADLR vessel in a 210m contract for its new vessel Wind Keeper. Cadeler +1.7% today. #CleanTech #Investing" @WinderKit on X 2025-07-18 12:30:17 UTC XXX followers, XXX engagements
"It feels like autonomous vehicles were years away for a long time and then suddenly everyone is scrambling to commercialise robotaxi services yesterday. The publicity $TSLA has put the world on notice. Autonomy is happening now - keep up or give up. $LCID $UBER $BYD $GOOG" @WinderKit on X 2025-07-18 20:49:46 UTC XXX followers, XXX engagements
"Mixed views on $TSLA atm. For clarity not a stock I look at closely but indirectly. Obviously not the best results announcement today especially in the context of such strength from the Chinese EV makers like $BYD and $NIO. However I am curious on the autonomy front which seems to have arrived (later than promised but earlier than anyone else). The $UBER - $LCID tie up is a sign of fear they can no longer afford to let Tesla run away with this market. So just as a new market finally arrives the core one has a wobble. As always with Tesla vibe trumps valuation but this time the narrative is" @WinderKit on X 2025-07-23 21:07:05 UTC XXX followers, XXX engagements
"$ENPH CEO on the earnings call: Third the industry must drive down customer acquisition and selling costs to remain competitive in a maturing market. We believe these structural shifts coupled with the escalating utility rates and increasing grid instability create a tailwind for sustained demand in the residential solar plus storage. When OPEC tried to break the US shale industry in 2014 it didnt work it made it stronger. Could we see the same with solar wind and batteries in the US #CleanTech #Investing" @WinderKit on X 2025-07-23 17:08:37 UTC XXX followers, XX engagements
"Great article on how $BYD caught up with $TSLA. It's one of the remarkable stories of our age an emerging duopoly in a critical global industry. He had seen the BYD factories the cost and their tech says one former Tesla executive adding that Musk believed China was winning the electric vehicle race. Now the industrys shift towards autonomous vehicles and artificial intelligence is writing a new chapter." #ElectricVehicles #AutonomousVehicles #Investing" @WinderKit on X 2025-07-17 06:59:10 UTC XXX followers, XX engagements
"Climate change has real impacts just look at $GRG. Meanwhile in America Chubb $CB lost $1.6bn in a single quarter to the California wildfires And the catastrophe bond market is growing every year. The head of Lloyds says you wont find an insurance CEO who doesnt believe in climate change #ESG was a good idea done badly - but global warming isnt going away and the physical risks of climate change still need integrating into equity analysts models and risk assessments acronym or no acronym. #ClimateChange #Investing" @WinderKit on X 2025-07-21 20:07:48 UTC XXX followers, XX engagements
"Nice read on VWs electric camper van. Reinventing the classics is hard. $VOW #ElectricVehicles #Investing" @WinderKit on X 2025-07-15 18:40:12 UTC XXX followers, XX engagements
"The story of US electricity bills rising as data centres burden grids is gathering momentum. Price hikes of 25-30% being discussed. Would take a bursting of the AI/data centre bubble and/or a mild recession to rein demand in. As a UK resident I can confirm that letting power prices get away from you is not where you want to be politically Also creates a material disadvantage for businesses competing internationally something which has worked in Americas favour previously. #EnergyPolitics #Investing" @WinderKit on X 2025-07-24 20:25:34 UTC XXX followers, XX engagements
"No wonder battery stocks like $STEM $NANO $AMPX $ENVX $GWH and $QS are having a strong summer. Battery installations rose XX% in the first half of 2025" @WinderKit on X 2025-07-16 15:31:34 UTC XXX followers, XXX engagements
"Didnt have me retweeting GB News on my 2025 goals but here we are. #EV $BYD" @WinderKit on X 2025-07-24 17:34:42 UTC XXX followers, XX engagements
"For anyone wondering whether climate change risk is material yet $CB reported a $1.6bn hit in a single quarter from a single natural disaster. #ClimateFinance #Investing" @WinderKit on X 2025-07-24 16:18:52 UTC XXX followers, XX engagements
"Vertical integration is a key part of it. $BYD has got vehicles it built itself driving autonomously around mines it owns using chips it developed to mine for the raw materials it needs for the batteries it puts in its cars. Extraordinary" @WinderKit on X 2025-07-17 07:04:43 UTC XXX followers, XX engagements
"Major risers in #CleanTech today $QS again +17.0% and now up XXX% in the last month $ENVX +16.0% up XX% in the last month. $OPTT +15.6% $CBLU +13.3% $ATLX +11.5% Also Johnson Electric HK 0179 up XXXX% overnight. Index $PBW is up XXX% a very strong day and is up XX% in the last month. Despite US politics this sector is seeing renewed investor interest. #Investing" @WinderKit on X 2025-07-17 16:05:42 UTC XXX followers, XXX engagements
"This is a great chart. We talk a lot about how dominant China is in #EV sales but thats all about new supply from the likes of $BYD $LCID and $NIO. However cars live 15-20 years these days and turning over the existing fleet is a slower process. Its the same with something like coal power which has declined hugely as a share of the global total and where renewables meet XX% of demand growth And yet coal still grows in absolute terms and could linger in the system for decades as existing assets are only retired at end of life. Looking back to steam engines powering factories in the 19th" @WinderKit on X 2025-07-20 06:14:00 UTC XXX followers, XXX engagements
"$BYD and $TSLA are battling it out. In so many areas weve seen competition push both sides to greater heights. Messi and Ronaldo Alacaraz and Sinner $V and $MA But in China theres only one winner for now. #CleanTech #ElectricVehicles #Investing" @WinderKit on X 2025-07-21 13:01:00 UTC XXX followers, XXX engagements
"Following $SCE this morning a few other big moves in Energy Transition Equities today. $GWH +23.7% $DQ +14.5% $PCELL +12.5% $ATLX +11.5% $LTR +11.3% $NIO +10.3% As for the losers its $BMI -XXXX% Index $PBW is up XXX% today to $XXXX as the good run continues. #CleanTech #Investing" @WinderKit on X 2025-07-22 15:02:35 UTC XXX followers, XXX engagements
"" $BYD has criticised the UKs new electric car subsidy scheme designed to keep out Chinese brands as stupid warning that the discounts would work like a drug that will hurt the countrys market over the longer term." If a country is having to raise tariff barriers to keep out the competition buy the competition. Wolf Sheep. #CleanTech #ElectricVehicles #Investing" @WinderKit on X 2025-07-22 13:01:30 UTC XXX followers, XX engagements
"Some more big moves in Energy Transition today. $GWH +17.8% $VICR +17.8% $ELVA +16.4% $GEV +13.6% $NRGV +11.3% $STLA +10.4% While $ENPH is down XXXX% after lowering guidance in its Q2 report. $PBW -XXXX% today. Batteries a clear theme in recent weeks. #CleanTech #Investing" @WinderKit on X 2025-07-23 16:44:57 UTC XXX followers, XXX engagements
"Todays winners in the Energy Transition: $STEM +27.8% following a XX% day last Friday. $ABAT +18.75% $MVIS +11.1% $BLNK +10.9% $NRGV +10.8% $PSIX XXXX% $LTR +10.1% $SEDG +9.8% $NOU +9.5% And the losers: $QS -XXXX% Index $PBW is up XXX% now up over XX% from its lows. #CleanTech #Investing" @WinderKit on X 2025-07-21 14:10:21 UTC XXX followers, XXX engagements