[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @usuallyYJLee Energy Transition Investor Energy Transition Investor posts on X about $rio, $626m, $900m, $350m the most. They currently have XXXXX followers and X posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1248149314351718409/interactions)  - X Week XXXXX +316% - X Month XXXXXX +350% - X Months XXXXXXX -XX% - X Year XXXXXXX +138% ### Mentions: X [#](/creator/twitter::1248149314351718409/posts_active)  - X Week X +100% - X Month XX -XX% - X Months XX -XX% - X Year XXX +28% ### Followers: XXXXX [#](/creator/twitter::1248149314351718409/followers)  - X Week XXXXX +0.70% - X Month XXXXX +4.60% - X Months XXXXX +33% - X Year XXXXX +105% ### CreatorRank: undefined [#](/creator/twitter::1248149314351718409/influencer_rank)  ### Social Influence [#](/creator/twitter::1248149314351718409/influence) --- **Social category influence** [finance](/list/finance) XX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$rio](/topic/$rio) 12.5%, [$626m](/topic/$626m) 12.5%, [$900m](/topic/$900m) 12.5%, [$350m](/topic/$350m) 12.5%, [$pls](/topic/$pls) 12.5%, [positions](/topic/positions) 12.5%, [$slis](/topic/$slis) 12.5%, [the project](/topic/the-project) 12.5%, [$145bn](/topic/$145bn) 12.5%, [$127bn](/topic/$127bn) XXXX% **Top accounts mentioned or mentioned by** [@yarra44](/creator/undefined) [@theeconomist](/creator/undefined) [@bainandcompany](/creator/undefined) [@evcurvefuturist](/creator/undefined) [@lithiumionbull](/creator/undefined) [@sqeinvest](/creator/undefined) [@fdsphilippe](/creator/undefined) [@aukehoekstra](/creator/undefined) [@heydanitsme](/creator/undefined) **Top assets mentioned** [Realio Network (RIO)](/topic/$rio) [Pulsechain (PLS)](/topic/$pls) [Tesla, Inc. (TSLA)](/topic/$tsla) ### Top Social Posts [#](/creator/twitter::1248149314351718409/posts) --- Top posts by engagements in the last XX hours "Went to dig into my old files for the Maricunga salar that $RIO just bought into. Phase X DFS was 15ktpa (88% batt-grade) at a capex of $626m back in 2022. Now RIO has committed to $900m capex + $350m for XXXXX% stake. Someone tell me why Rio did this please. #lithium" [X Link](https://x.com/usuallyYJLee/status/1925377842906583521) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-05-22T02:27Z 3608 followers, 11.3K engagements "Tianqi #Lithium now above even the pre-GFEX scare peak last week. This is one of the largest positions in our Green Metal Fund and we're up XX% on this. Also $PLS Pilbara up X% today. The shorters are VERY quiet" [X Link](https://x.com/usuallyYJLee/status/1953724907466170627) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-08-08T07:48Z 3608 followers, 6645 engagements "$SLI's SWA project looks expensive. Latest DFS has a capex of $1.45bn for a 22.5ktpa LC capacity. The 2023 PFS had a capex of $1.27bn for 30ktpa LiOH. Also interesting they've switched the target product to LC from LiOH. The timeline of 2028 production looks optimistic. "The development schedule for the Project is estimated at XX months from start of construction to the commercial operation date (COD) and remains subject to multiple factors." I estimate the company needs to raise $600m (net of DOE and Equinor financing) to build this project. Based on SLI's own sensitivity analysis XX% off" [X Link](https://x.com/usuallyYJLee/status/1963792759795654809) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-09-05T02:34Z 3608 followers, 4719 engagements "Watch out #lithium world - #BESS is now gunning for 8-hour systems Last month we saw the 50MW/400MWh Limondale project in NSW Australia commissioned built with XXX $TSLA Megapacks. It was installed next to an existing 249MW #solar farm (see first pic). In 2026 we will see the Tumbleweed project in Kern County California with 69MW/552MWh come online. And a new monster project again in California is now being processed - Capstone Infrastructure and Eurowind Energy have applied to build a 400MW / 3.2GWh BESS in Alameda County (see second pic). So it's clear. Long-duration energy storage demand" [X Link](https://x.com/usuallyYJLee/status/1975883196177981602) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-10-08T11:17Z 3608 followers, 47.1K engagements "@yarra44 Yes silver has a larger allocation in the portfolio. But its a very concentrated portfolio so lithium is also a very sizeable proportion. Over a third" [X Link](https://x.com/usuallyYJLee/status/1955084478650650969) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-08-12T01:50Z 3605 followers, XXX engagements "This is mind-boggling. How does 45kWh of #lithium batteries enable XXX nautical miles with a full load That's as much range as a car on that battery size 215nm = 398km ".significant cost savings compared to other aircraft. Average energy costs for the Alia CTOL come in at US$ XX per hour dramatically undercutting the costs of running a Cessna XXX for example which boasts energy costs of US$ XXX per hour. Compared to a Cessna XXX the Alia CTOL also reduces emissions by XX per cent." The next frontier in the #lithium demand model is arriving. And no aircraft (nor ships) are part of my 4.6Mt LCE" [X Link](https://x.com/usuallyYJLee/status/1980603296676212995) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-10-21T11:53Z 3606 followers, 11.8K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@usuallyYJLee Energy Transition Investor
Energy Transition Investor posts on X about $rio, $626m, $900m, $350m the most. They currently have XXXXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +316%
- X Month XXXXXX +350%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +138%
Mentions: X #
- X Week X +100%
- X Month XX -XX%
- X Months XX -XX%
- X Year XXX +28%
Followers: XXXXX #
- X Week XXXXX +0.70%
- X Month XXXXX +4.60%
- X Months XXXXX +33%
- X Year XXXXX +105%
CreatorRank: undefined #
Social Influence #
Social category influence finance XX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% stocks XXXX%
Social topic influence $rio 12.5%, $626m 12.5%, $900m 12.5%, $350m 12.5%, $pls 12.5%, positions 12.5%, $slis 12.5%, the project 12.5%, $145bn 12.5%, $127bn XXXX%
Top accounts mentioned or mentioned by @yarra44 @theeconomist @bainandcompany @evcurvefuturist @lithiumionbull @sqeinvest @fdsphilippe @aukehoekstra @heydanitsme
Top assets mentioned Realio Network (RIO) Pulsechain (PLS) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Went to dig into my old files for the Maricunga salar that $RIO just bought into. Phase X DFS was 15ktpa (88% batt-grade) at a capex of $626m back in 2022. Now RIO has committed to $900m capex + $350m for XXXXX% stake. Someone tell me why Rio did this please. #lithium"
X Link @usuallyYJLee 2025-05-22T02:27Z 3608 followers, 11.3K engagements
"Tianqi #Lithium now above even the pre-GFEX scare peak last week. This is one of the largest positions in our Green Metal Fund and we're up XX% on this. Also $PLS Pilbara up X% today. The shorters are VERY quiet"
X Link @usuallyYJLee 2025-08-08T07:48Z 3608 followers, 6645 engagements
"$SLI's SWA project looks expensive. Latest DFS has a capex of $1.45bn for a 22.5ktpa LC capacity. The 2023 PFS had a capex of $1.27bn for 30ktpa LiOH. Also interesting they've switched the target product to LC from LiOH. The timeline of 2028 production looks optimistic. "The development schedule for the Project is estimated at XX months from start of construction to the commercial operation date (COD) and remains subject to multiple factors." I estimate the company needs to raise $600m (net of DOE and Equinor financing) to build this project. Based on SLI's own sensitivity analysis XX% off"
X Link @usuallyYJLee 2025-09-05T02:34Z 3608 followers, 4719 engagements
"Watch out #lithium world - #BESS is now gunning for 8-hour systems Last month we saw the 50MW/400MWh Limondale project in NSW Australia commissioned built with XXX $TSLA Megapacks. It was installed next to an existing 249MW #solar farm (see first pic). In 2026 we will see the Tumbleweed project in Kern County California with 69MW/552MWh come online. And a new monster project again in California is now being processed - Capstone Infrastructure and Eurowind Energy have applied to build a 400MW / 3.2GWh BESS in Alameda County (see second pic). So it's clear. Long-duration energy storage demand"
X Link @usuallyYJLee 2025-10-08T11:17Z 3608 followers, 47.1K engagements
"@yarra44 Yes silver has a larger allocation in the portfolio. But its a very concentrated portfolio so lithium is also a very sizeable proportion. Over a third"
X Link @usuallyYJLee 2025-08-12T01:50Z 3605 followers, XXX engagements
"This is mind-boggling. How does 45kWh of #lithium batteries enable XXX nautical miles with a full load That's as much range as a car on that battery size 215nm = 398km ".significant cost savings compared to other aircraft. Average energy costs for the Alia CTOL come in at US$ XX per hour dramatically undercutting the costs of running a Cessna XXX for example which boasts energy costs of US$ XXX per hour. Compared to a Cessna XXX the Alia CTOL also reduces emissions by XX per cent." The next frontier in the #lithium demand model is arriving. And no aircraft (nor ships) are part of my 4.6Mt LCE"
X Link @usuallyYJLee 2025-10-21T11:53Z 3606 followers, 11.8K engagements