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[@EnergyCredit1](/creator/twitter/EnergyCredit1)
"Respect Jim but the interconnection queue in the US is a X +/- year process. If you have connected power it has immense value for that reason alone"  
[X Link](https://x.com/EnergyCredit1/status/1980410892476174826) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-10-20T23:08Z 38.1K followers, 7751 engagements


"Been interviewed twice for SEC investigations. Brought over wall both times. No charges ever brought. So the story a week or so ago from Bloomberg was sourced from a short seller involved in one of those discussion. Doesnt mean any charges will ever be brought. Based on my experience more likely none brought"  
[X Link](https://x.com/EnergyCredit1/status/1980320918837805352) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-10-20T17:11Z 38.1K followers, XXX engagements


"Heck of a view"  
[X Link](https://x.com/EnergyCredit1/status/1969000914062082518) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-09-19T11:29Z 38.1K followers, 3628 engagements


"$NBIS has two subsidiaries they dont have control over accounted for with equity method. No revenue will ever be reported but the subsidiaries are worth billions and growing fast (400% at clickhouse). Valuation always worthy of discussion but if someone doesnt understand basic accounting they can be ignored"  
[X Link](https://x.com/EnergyCredit1/status/1980297573501211045) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-10-20T15:38Z 38.1K followers, 7350 engagements


"Cool. I can assure you US oil production is peaking out Texas is biggest state in US for gas production mostly associated gas tied to oil production Higher prices will drive more gas drilling ofc but at much of the gas focused e&p's went belly up the last decade because of the low prices being touted as a win we need XX bcf/d growth next X yrs to match LNG capacity. chart shows about X bcf/d growth since 2022"  
[X Link](https://x.com/EnergyCredit1/status/1980329402081923122) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-10-20T17:44Z 38.1K followers, 10.6K engagements


"Why have the hyperscalers done so many deals with the miners the last year if they have their own power Obviously the miners got lucky securing power for bitcoin years ago. But even the stuff secured years ago isnt largely on line. Because it takes a long time. Not to mention long lead times for transformers etc. There is push for more btm generation that reduces need for interconnection but given gas turbine lead times are years thats a ways off. If you want to connect to grid in US starting today its 5-7 year process typically"  
[X Link](https://x.com/EnergyCredit1/status/1980417074926350725) [@EnergyCredit1](/creator/x/EnergyCredit1) 2025-10-20T23:33Z 38.1K followers, XXX engagements