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@cate_long "@legsluquis @FOMBPR By my reading of Promesa the OBoard has no authority over the govt cancelling a contract. They do have authority to approve a new operator coming in. Hopefully its the Tennesse Valley Authority or someone else President Trump brings in"
@cate_long on X 2025-07-22 22:06:15 UTC 26.1K followers, XX engagements

"Prepa #muniland The important thing is for Puerto Rico to understand the deceptions we've suffered. PR was told 'we must privatize the energy system & it will be better' but it wasn't true. We were told it would be less expensive it wasn't true & they were told it would prevent a monopoly but we have is a monopoly of private companies.""
@cate_long on X 2025-07-18 18:01:52 UTC 26.1K followers, 2429 engagements

"@EliStokols @iriesentner That WSJ story was embarassing"
@cate_long on X 2025-07-21 19:08:13 UTC 26.1K followers, 1247 engagements

"Interesting names (AES Dominion Brookfield Renewable) to possibly replace New Fortress Energy in Puerto Rico note this comes from a short thesis on the stock $NFE but I think the idea is reasonable #muniland"
@cate_long on X 2025-07-15 14:13:59 UTC 26.1K followers, 2858 engagements

"The confrontation between New Fortress Energy the Puerto Rico Energy Bureau & Prepa is escalating (@Jenniffer appears to be aligning with $NFE for some reason). It's about time for the White House & @SecretaryWright to get involved. A++ report by @OscarJSerrano2 #muniland"
@cate_long on X 2025-07-17 11:11:23 UTC 26.1K followers, 3838 engagements

""AstraZeneca is a British-Swedish multinational pharmaceutical and biotechnology company with its headquarters in Cambridge UK." I guess they heard about President Trump imposing tariffs on pharmaceuticals & decided to move production to America"
@cate_long on X 2025-07-21 21:34:26 UTC 26.1K followers, 1149 engagements

"In a July XX filing on MSRB's public document repository the Puerto Rico govt disclosed they have breached reporting agreements they made w/ bondholders when they restructured their central govt debt. This is because Prepa's last filed financials are from FY2022 #muniland As far as I can determine there are zero public disclosures of audited or unaudited Prepa financials past FY22. The objecting Prepa bondholder administrative expense motion filed April X 2025 (right below) incorporates monthly trustee reports including FY23. Delaying and hiding financials is the same playbook as the OBoard"
@cate_long on X 2025-07-21 19:55:37 UTC 26.1K followers, 1539 engagements

"The Puerto Rico OBoard should definitely cancel the no bid contract that was given to New Fortress Energy for the San Juan dock. Congress was clear that contracts could not be executed in sweet heart deals without transparency and market competition #muniland $NFE"
@cate_long on X 2025-07-23 16:27:32 UTC 26.1K followers, 3913 engagements

"Puerto Rico govt announces first formal step toward canceling LUMA Energy $PWR contract. They denounce the energy consortium's failure to secure reimbursement of federal funds available for the reconstruction of the electrical system. #muniland"
@cate_long on X 2025-07-22 16:11:08 UTC 26.1K followers, 2615 engagements

"US-Japan trade deal averts worst for global economy ++ Stocks rally driven by auto makers ++ China EU face looming deadlines ++ Trade deal not seen adding to inflation"
@cate_long on X 2025-07-23 12:34:18 UTC 26.1K followers, XXX engagements

""The letter also challenges LUMA's request to the Puerto Rico Energy Bureau to impose a provisional XXXXX% monthly rate increase alleging that the company is seeking to have consumers prepay for capital improvements already covered by federal funds." #muniland Prepa will likely become the greatest privatization debacle in US history"
@cate_long on X 2025-07-22 19:46:29 UTC 26.1K followers, 3167 engagements

"Thanks to the antics of New Fortress Energy who is responsible for generating electricity for the Puerto Rico electric utility some customers are starting to endure blackouts for another night due to insufficient generation #muniland $NFE"
@cate_long on X 2025-07-16 00:17:24 UTC 26.1K followers, 4045 engagements

"Puerto Rico OBoard approves contract for New Fortress Energy $NFE to provide $9792800 worth of LNG to Palo Seco and San Juan Temporary Generation Facilities. #muniland"
@cate_long on X 2025-07-17 19:38:27 UTC 26.1K followers, 2811 engagements

"@OilHeadlineNews Do they have a gambling license"
@cate_long on X 2025-07-21 19:26:29 UTC 26.1K followers, XX engagements

"A++ reporting: Puerto Rico govt has the means to confront New Fortress Energy if they want. In 2021 Prepa obtained a court order preventing a private company from seizing fuel supplies under identical circumstances to those surrounding $NFE #muniland The question remains why @Jenniffer asserts she can do nothing about the monopoly NFE has on the island when there are clear legal alternatives. The point of the 2021 injunction against a diesel supplier was that the docks/land remain public property and the needs of the electrical system trump a private company which holds a lease on public"
@cate_long on X 2025-07-21 14:52:51 UTC 26.1K followers, 7377 engagements

"@CypherdC Since you have direct knowledge of the management of those companies that is interesting color. It's always helpful to have someone who has a direct line to market players"
@cate_long on X 2025-07-15 14:18:43 UTC 26.1K followers, XXX engagements

"@GarciaManny4 @Terpin8or Yikes. I've been looking at some of Tugwell's books to borrow via inter-library loan. He was an FDR protege which says it all"
@cate_long on X 2025-07-23 12:22:07 UTC 26.1K followers, XX engagements

"Bloomberg reports that the Puerto Rico govt ended negotiations with New Fortress Energy over a proposed XX year LNG contract #muniland $NFE"
@cate_long on X 2025-07-23 20:25:25 UTC 26.1K followers, 4268 engagements

"Matt McGill of Gibson Dunn begins for Assured in the Prepa admin expense claim arguments. Debtor has to pay for the use of collateral during the pendency of a bk case. Prepa consumed the collateral. Case law says that leads to a creditors admin expense #muniland"
@cate_long on X 2025-07-23 13:42:01 UTC 26.1K followers, XXX engagements

"Former federal prosecutor who oversaw the New Fortress Energy fuel contract says the 2018 contract giving $NFE exclusive access to the San Juan fuel dock should be cancelled. PR OBoard demands that $NFE give them a plan for diesel fuel purchase by tomorrow #muniland"
@cate_long on X 2025-07-21 16:45:16 UTC 26.1K followers, 4645 engagements

""As a result of the impasse the Puerto Rico govt is in talks with four other companies to provide LNG under 30-day emergency contracts Linares said. Those deals would likely require paying a fee to use New Fortress LNG-receiving infrastructure in San Juan." #muniland"
@cate_long on X 2025-07-23 20:36:25 UTC 26.1K followers, 2367 engagements

"MSRB sheds light on extraordinary #muniland market activity during the 2nd quarter. Key developments:"
@cate_long on X 2025-07-08 23:11:13 UTC 26.1K followers, XXX engagements

"Despins for the Unsecured Creditors Committee #muniland. Statutory framework - 363e doesn't exist in Promesa so debtor is free to use all the money OBoard is free to fritter away secured lien collateral - BS because Promesa requires the fiscal plan to respect liens - that is the statutory framework"
@cate_long on X 2025-07-23 15:01:59 UTC 26.1K followers, XXX engagements

"Congratulations to @DavidSacks for spearheading the efforts at the White House to create a broad runway for America to dominate in AI. President Trump signs executive orders and hands the pen to Sacks"
@cate_long on X 2025-07-23 22:20:55 UTC 26.1K followers, XXX engagements

"Puerto Rico's electric utility has paid New Fortress Energy over $XXX billion over the last few years but $NFE cut off supplying LNG to Prepa over an alleged $X million invoice from 2020. Prepa cannot find a record of this invoice #muniland. The PR energy czar is pushing to move generators to burn diesel since New Fortress cut off LNG supplies. This will add some additional cost & could cause some load shifting (selective blackouts) but at least it will keep the system up cc @USAO_PR"
@cate_long on X 2025-07-13 23:53:48 UTC 26.1K followers, 3526 engagements

"Puerto Rico Public Private Partnerships Authority sends XX page letter to Prepa operator Luma detailing their failures to meet contractual requirements & notices $PWR they are entering the dispute resolution process (required before ending contract) #muniland ($NFE next)"
@cate_long on X 2025-07-22 15:56:49 UTC 26.1K followers, XXX engagements

"@PiQSuite Thanks. Boeing up in pre-market"
@cate_long on X 2025-07-23 12:38:09 UTC 26.1K followers, XXX engagements

"Is this why Chairman Powell won't cut rates"
@cate_long on X 2025-07-21 10:27:21 UTC 26.1K followers, 1522 engagements

"Laura Loomer has a direct line to President Trump and she hit the nail on the head about the Puerto Rico OBoard. They have vastly overspent what Congress projected they would cost (5x the amount) & rationalize that by trumpeting how hard they whacked bondholders #muniland. Meanwhile PR has piled up $XX billion in cash (much of that is money that should have been paid as debt service) the OBoard projects PR's economy will collapse over the next XX years pension liabilities have drastically increased & GAO says they pose a risk to fiscal stability the island remains years behind on audited"
@cate_long on X 2025-07-18 15:40:13 UTC 26.1K followers, 9204 engagements

".@SPGlobal joins Moodys & Fitch in downgrading New Fortress Energy to CCC (lowest rating) & projects recovery levels for the debt stack post default #muniland. $NFE's most secure debt is projected to recover XX% of its value & subordinated levels of debt recover 25%"
@cate_long on X 2025-07-15 11:06:01 UTC 26.1K followers, 2711 engagements

"I've long believed that Marty Bienenstock and Arthur Gonzalez hope to destroy the underlying principles of the municipal market as they did in corporate bankruptcy when they elevated unsecured creditors over secured creditors in Chrysler. Exact same playbook #muniland"
@cate_long on X 2025-07-23 15:29:57 UTC 26.1K followers, 8490 engagements

"The little penny stock I bought because it is in the Oklahoma town my parents grew up in. $SDST popped after they praised a deal between the Department of Defense and MP Materials. Is the market really rational"
@cate_long on X 2025-07-14 15:39:42 UTC 26.1K followers, 1613 engagements

"@barricada_azul1 Actually that is false. Here is S&P RAtings showing strongest to weakest North American utilities (requires free registration). Less than XX% are rated below investment grade"
@cate_long on X 2025-07-22 11:53:44 UTC 26.1K followers, XX engagements

"@ChadPergram Contrarian take: PresTrump etal are intentionally creating chaos around the release of the Epstein files to ensure maximum attention. If the records showed any wrongdoing by Trump the Biden admin would have released them already. Trump is gunning to take down Gates Clinton etal"
@cate_long on X 2025-07-23 20:47:41 UTC 26.1K followers, XXX engagements