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[@usuallyYJLee](/creator/twitter/usuallyYJLee)
"@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 3614 followers, XXX 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 3614 followers, 47.2K engagements