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# ![@usuallyYJLee Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1248149314351718409.png) @usuallyYJLee Energy Transition Investor

Energy Transition Investor posts on X about $slis, $145bn, $127bn, australia the most. They currently have XXXXX followers and X posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1248149314351718409/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248149314351718409/c:line/m:interactions.svg)

- X Week XXXXX +67%
- X Month XXXXXX +186%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +141%

### Mentions: X [#](/creator/twitter::1248149314351718409/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248149314351718409/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month X -XX%
- X Months XX -XX%
- X Year XXX +30%

### Followers: XXXXX [#](/creator/twitter::1248149314351718409/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248149314351718409/c:line/m:followers.svg)

- X Week XXXXX +0.39%
- X Month XXXXX +4.90%
- X Months XXXXX +32%
- X Year XXXXX +105%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1248149314351718409/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248149314351718409/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1248149314351718409/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXXX% [automotive brands](/list/automotive-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX%

**Social topic influence**
[$slis](/topic/$slis) 11.11%, [$145bn](/topic/$145bn) 11.11%, [$127bn](/topic/$127bn) 11.11%, [australia](/topic/australia) 11.11%, [$tsla](/topic/$tsla) 11.11%, [see the](/topic/see-the) 11.11%, [positions](/topic/positions) 11.11%, [$pls](/topic/$pls) XXXXX%

**Top accounts mentioned or mentioned by**
[@yarra44](/creator/undefined) [@lithiumionbull](/creator/undefined) [@multiversehld](/creator/undefined) [@globallithium](/creator/undefined) [@theeconomist](/creator/undefined) [@bainandcompany](/creator/undefined) [@evcurvefuturist](/creator/undefined) [@sqeinvest](/creator/undefined) [@fdsphilippe](/creator/undefined) [@aukehoekstra](/creator/undefined) [@heydanitsme](/creator/undefined) [@mondyinvest](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Pulsechain (PLS)](/topic/$pls)
### Top Social Posts [#](/creator/twitter::1248149314351718409/posts)
---
Top posts by engagements in the last XX hours

"$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 3604 followers, 4698 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 3603 followers, 47K 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 3598 followers, 6642 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 3604 followers, 11.8K engagements