T

[BigGib @BigGibUK]

#UPL WYOMING UPDATE

Production = 💰

🛠️ 8-inch gas sales pipeline construction is now UNDERWAY
⛏️ Phase 2 drilling underway in parallel
🔥 First gas sales targeted for Q4 2026
💰 Infrastructure now being built to get the gas to market

With LSOG previously indicating potential resources of up to 5-6 Tcf across multiple stacked formations, the next few months could be transformational.

[Upland Resources @Uplandtweets]

Construction is underway on @LostSoldierOilG 8-inch Gas Pipeline in Wyoming. 🇺🇸

Field crews have commenced construction and welding, with the pipeline progressing alongside Phase Two drilling operations.

First gas sales are expected in Q4 2026.

#UPL $UPLLF

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

£1 will look cheep soon

#EPP is a national treasure

[T @AWBA]

@Belcourtoi £1 will look very cheap sooner than people think!

Many will miss this opportunity even though it's been signposted daily

by

Tier 1's, Govt, Energy crisis, world affairs and every medium of sharing info

Going to be hard to explain why you did not buy

Any day now #EPP 🔥

[Jam4U @Jam4u_75]

#EPP More evidence that the juggernaught that is #EPP is deepely emdbedded on a path to success. Engagements like this will only serve to gain understanding, support and buy-in from across the whole of Govt thus helping secure #EPP's success. Lovely.

[Jam4U @Jam4u_75]

#EPP Hydrogen & Graphite production plant on the agenda targeting annuals revs of £90m to £120m, at 30 to 40% EBITDA margins!

Add on energy storage and other rev streams, and you can see how near £1Bn a year revs can be built up!

https://t.co/hy0kJAqsy9

[BigGib @BigGibUK]

🚨 #EPP 🚨 RNS 🚨 MESH JUST GOT A WHOLE LOT BIGGER

EnergyPathways has signed a collaboration agreement with Hycamite to evaluate methane-splitting technology for its planned Barrow hydrogen & graphite plant.

The potential numbers are 🔥

🟢 20,000tpa hydrogen
⚫ 60,000tpa graphite capacity
💷 £90m-£120m potential annual revenue
📈 30%-40% potential EBITDA margin
➕ £20m-£30m potential revenue from graphite fines
🇬🇧 UK critical-minerals funding application planned

And EPP is evaluating Hycamite alongside Hazer/KBR, giving it multiple technology routes.

Add this to:

⚡ 300MW / 55GWh MESH LDES
🔥 Gas storage
💨 CAES
🧠 Proprietary CAES IP
🧪 Potential ammonia production
🌍 Potential replication/licensing

MESH is increasingly looking like an integrated energy & industrial platform, not simply a storage project.

The potential scale here is getting seriously exciting.

#EPP #MESH #Hydrogen #Graphite #LDES #EnergyStorage #CriticalMinerals

https://t.co/bnrmNNx2eD

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

🚨 #EPP MESH is getting MUCH bigger than simply an energy-storage project.

EnergyPathways has signed a collaboration agreement with 🇫🇮 Hycamite to evaluate methane-splitting technology for its planned Barrow hydrogen + graphite plant.

The ambition:

🟢 ~20,000 tpa hydrogen
⚫ ~60,000 tpa graphite plant
💷 £90–120m potential annual revenue from 20kt H₂ + 20kt high-grade graphite
📈 30–40% indicative EBITDA margin
💰 PLUS potential £20–30m revenue from lower-grade/residual graphite fines

And that’s alongside the core MESH proposition:

⚡ 300MW
🔋 55GWh
⏱️ 100+ hours storage
💨 Capturing surplus UK wind
🟢 Hydrogen production/storage
⚫ Critical-mineral graphite production

Hycamite now joins KBR + Hazer in the technology evaluation.

MESH is starting to look like an integrated ENERGY + STORAGE + HYDROGEN + CRITICAL MINERALS infrastructure platform 💥

And there could be another layer…

🌾 EPP is evaluating hydrogen + nitrogen → AMMONIA for the global fertiliser market. This is HUGE

One project. Multiple potential revenue streams.

20p will look cheep in few weeks let alone 8p

Big big re-rate will take place here

[Reddit Investor @RedditDeluxe]

#EPP Great news

Collaboration agreement with Hycamite for advancement of Hydrogen/Ammonia/Graphite Plant

Projected revenues from Graphite £110m to £150m… more with the KBR venture too… Not to mention the hydrogen and ammonia

https://t.co/8DtuTBH4UJ

[Jam4U @Jam4u_75]

Everything #EPP is working on is literally critical to National Interests. The Govt has even designated MESH as ‘a project of national significance’.

ITM Power, ALK and others have received significant grant/funding - with EPP’s profile what do you think will happen here? 💷💷💷

[David N @DavidNStocks1]

#EPP Energypathways - Gaining Momentum with Built in Roll Out Potential
MESH system - Copy & Paste
Cavern Scalability
Technology Licensing & Recurring Revenue
Global Royalties
Hydrogen Network Integration
Industrial By-Products
#GasStorage #Electricity #Hydrogen #Graphite

[Reddit Investor @RedditDeluxe]

Interesting change in the #EPP RNS for those that read to the bottom

Hydrogen\Graphite production brought forward by two years to 2029-30

I wonder if other aspects of the project will also be brought forward?

Also with government grants being applied for and near-term IP licensing and royalties revenue due as per yesterday’s patent announcement, the wait for revenue generation is no longer a concern.

Things are gathering pace!

“The MESH Long Duration Energy Storage project, designated as a project of national significance by the UK Government, combines compressed air energy storage with gas-to-hydrogen storage. It is set to become the UK's largest LDES project at 300MW / 55 GWh / 100+ hours and aims to enter operation from hydrogen production perspective in 2029-2030, subject to government policy development, approvals and financing.”

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

#EPP going places

Share price will catch up sooner or later

[Reddit Investor @RedditDeluxe]

#EPP EnergyPathways & @Siemens_Energy Present MESH at Parliamentary Dinner hosted by @MScroghamMP for Barrow-In-Furness

High level engagement with Lords, senior politicians, heads of industry and key local stakeholders.

https://t.co/uTvfb39om0

[JimmyB @onlyonebman]

This is going to explode any day now, can’t get any clearer where this going. #EPP

[T @AWBA]

@Belcourtoi @conradcarter66 One day soon it’s going to pop and never come back and everyone will know why.

You’ve had plenty of time to load up so no excuses #EPP

[T @AWBA]

You've been told! #EPP

[Michael Demetriou @Michael33941280]

#Epp can double the UKs gas storage and is somehow still only valued at 17million + everything else they have going - the biggest sleeping giant

[BigGib @BigGibUK]

🚨 #EPP THIS IS BIG!!!

EnergyPathways has brought in Jacobs, a global Tier-1 engineering heavyweight, to help take MESH through planning, regulatory approvals, grid connection and the Ofgem Cap & Floor process.

300MW / 55GWh / 100+ hours of storage.

The next HUGE catalyst?

👉 MESH eligibility for the Cap & Floor scheme.

Once that lands, the risk profile changes dramatically ⬆️

#EPP #EnergyPathways #EnergyStorage #UKEnergy

https://t.co/OpUes4alO0

[T @AWBA]

What an absolute legend and example of what class is and looks like. 83 yrs young! May there be many many more 🥂

[afcstuff @afcstuff]

Happy Birthday to former Arsenal vice-chairman David Dein, who turns 83 today! ❤️

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

🇬🇧⚡ ENERGYPATHWAYS #EPP, THE BIGGER PICTURE IS LDES

The UK is undergoing one of the biggest transformations of its electricity system in generations.

But there is a fundamental problem that needs solving:

Britain doesn’t just need more renewable electricit, it needs somewhere to STORE it. 🔋

And that is where Long Duration Electricity Storage (LDES) becomes critical.

🇬🇧 The UK Government’s Clean Power 2030 strategy calls for:

🔋 4–6GW of LDES by 2030

Yet Britain currently has only around:

⚡ 2.8GW / 23.9GWh of operational LDES

And looking further ahead, NESO’s pathway points towards approximately:

🚀 16.5GW of LDES by 2050

This isn’t a niche requirement.

LDES is becoming critical national energy infrastructure.

🌬️ WHY DOES BRITAIN NEED IT?

The UK is building enormous amounts of offshore wind and other renewable generation.

But renewable electricity production doesn’t always coincide with demand.

When wind generation is exceptionally strong, Britain can produce more electricity than the system can efficiently absorb.

That can mean:

❌ Grid constraints
❌ Wind curtailment
❌ Generators being paid to reduce output
❌ Valuable clean energy effectively being wasted

Then, at other times, Britain experiences the opposite problem:

🌬️ Low wind
📈 High demand
⚡ Insufficient renewable generation

LDES helps bridge that gap.

GENERATE → STORE → DISPATCH

🌬️➡️⚡➡️🔋➡️⚡➡️🏠

Instead of wasting surplus renewable electricity, store it when it is abundant and release it when Britain actually needs it.

🔋 THIS IS WHERE MESH GETS VERY INTERESTING

EnergyPathways isn’t proposing another conventional short-duration battery.

MESH is designed around large-scale underground energy storage, including compressed-air energy storage using salt caverns beneath the East Irish Sea.

The ambition is multi-day storage.

That distinction matters enormously.

A future electricity system dominated by renewables doesn’t only need storage capable of shifting electricity by a few hours.

Britain increasingly needs infrastructure capable of dealing with:

🌬️ Multi-day fluctuations in wind generation
⚡ Extended periods of high electricity demand
🔋 Huge volumes of surplus renewable electricity
📉 Grid constraints and curtailment
🛡️ Security of supply

That is the territory MESH is targeting.

🇪🇺 AND LOOK AT THE POTENTIAL SCALE

At its proposed scale, MESH has the potential to become one of the largest LDES developments in the UK and Europe.

This isn’t simply about building a storage facility.

It is potentially about creating a strategic energy storage hub capable of storing enormous quantities of energy beneath the Irish Sea.

Think about the scale of the opportunity.

Britain currently has just 23.9GWh of operational LDES.

MESH’s proposed multi-day CAES development alone demonstrates why geological storage could operate in an entirely different league from conventional battery storage.

🏛️ THE GOVERNMENT NOW RECOGNISES THE NEED

This is perhaps the most important part of the #EPP story.

The Government’s July 2026 Clean Flexibility Roadmap says grid-scale storage and LDES play a:

“critical role in balancing the power system”

as electricity demand rises and supply becomes increasingly intermittent.

And in June 2026 Ofgem announced its minded-to position supporting:

⚡ 7.6GW
🔋 137GWh
🏗️ 16 LDES projects

through the first Cap & Floor window.

And importantly…

Compressed Air Energy Storage is included. 💥

CAES therefore isn’t simply a theoretical technology sitting outside UK energy policy.

It is represented within Britain’s emerging LDES infrastructure programme.