David Palumbo

Impact investor. Not the soft kind. Sovereign-aligned capital across frontier infrastructure, clean tech & DeFi. Chairman-a-a-S. Opinions are deployed capital.

[David Palumbo @DavidPalumbo]

The bottleneck in defence tech is no longer invention.

It's production.

The companies that will capture disproportionate value over the next five years aren't the ones with the most interesting technology. They're the ones that can turn a prototype into a production line. On time. On budget. With supply chains that don't snap under pressure.

China builds a destroyer in three years. The US takes seven.

That's not just a manufacturing gap. It's a strategic one. And the country that figures out mass production first — again — will determine the next fifty years of global security architecture.

The real question is who owns the factory.

The Gulf has the capital. The mandate. The geographic logic. And right now, a window that won't stay open.

I wrote a deep analysis of the $49.1 billion defence tech wave, why Fast Company's innovation list misses the most important story, and the four specific moves sovereign capital should be making right now.

Including the one nobody says in polite investment circles.

Full article in my newsletter below.

#SovereignWealth #EmergingMarkets #MENA

https://t.co/XXa29oNW52 via @LinkedIn

[David Palumbo @DavidPalumbo]

Everyone is watching the bombs.

Almost nobody is watching the corridors.

While headlines track military escalation, a quieter and far more consequential game is playing out underneath:

A new class of states is weaponizing geographic positioning to become structurally indispensable.

Azerbaijan turned being squeezed between Russia and Iran into leverage over both. Now that operating system is replicating — fast:

→ The UAE isn't financing the architecture. It IS the architecture
→ Kazakhstan is becoming the Trans-Caspian corridor
→ Georgia controls the gateway to European markets
→ Armenia is converting military defeat into a corridor pivot
→ Oman sits at the Strait of Hormuz, indispensable to everyone, owned by no one
→ Morocco is the hinge between Europe and Africa
→ Panama just demonstrated calibrated bridge management under great power squeeze

The geopolitical map is being redrawn by logistics, not missiles.

I wrote a full breakdown — including the failure modes nobody wants to name.

#EmergingMarkets #SovereignWealth #MENA

https://t.co/donMiIkj5y via @LinkedIn

[David Palumbo @DavidPalumbo]

Oman's Foreign Minister just told the world that American protection has become American exposure.

That single line, buried in an Economist op-ed this week, should be required reading for anyone deploying capital into the Gulf.

What Albusaidi is signalling isn't just diplomatic frustration — it's the first sketch of a post-American Gulf security order.

And that changes the investment calculus entirely.

Not in the way you might expect.

I broke down what he actually said, what he deliberately left unsaid, and what it means for sovereign capital, infrastructure plays, and anyone betting on the region's next decade.

Read the full analysis in my latest newsletter below.
#EmergingMarkets #SovereignWealth #MENA

https://t.co/G98t47W9MU via @LinkedIn

[David Palumbo @DavidPalumbo]

@RayDalio, your Big Cycle logic implies dollar weakness regardless of the military outcome.

The pathway may run through Abu Dhabi.

You probably already know this for a while. You opened an office there.

I speculated on what your piece didn't say:
https://t.co/H9YzTZj57F

(the guy on the Banana generated image looks like you by pure chance...)

[David Palumbo @DavidPalumbo]

The Hormuz crisis will do more damage to the energy transition than to oil markets.

No sulfur = no sulfuric acid = no copper extraction = no batteries.

We mapped the full cascade. And the structural shifts that follow.
Read it here 👇
https://t.co/jxnCXjOAeK

[David Palumbo @DavidPalumbo]

@NoLimitGains @grok is this true

[Proactive @proactive_x]

$EQT EQTEC management express optimism on longer-term future of share price https://t.co/AYrHOOliOa @eqtec #EQT

[David Palumbo @DavidPalumbo]

https://t.co/fCq5PYwyFn

[EQTEC plc (LSE:EQT) @eqtec]

Our interim results today indicate strategic progress even in turbulent markets. Steadier revenue performance & reduction of EBITDA losses, reduced development liabilities & stronger project execution with top-tier partners on high-priority projects.

https://t.co/htQXBSt6iJ

[EQTEC plc (LSE:EQT) @eqtec]

CEO @DavidPalumbo reports from his recent visit to Italia MDC.

When it goes live this autumn, the Tuscan site will become the first MDC to be made active by EQTEC.

https://t.co/Pr5Pontcmf

#biochar #forestrywaste #syngas

[EQTEC plc (LSE:EQT) @eqtec]

Watch anytime: Our CEO @DavidPalumbo, COO @VanderGazoo & CFO Nauman Babar recently gave investors a presentation, '2021 annual results and 2022+outlook' and answered questions on the @InvestorMeetCo platform #syngas #investors #news

[EQTEC plc (LSE:EQT) @eqtec]

Our CEO @DavidPalumbo, has commented on our achievements in 2021 following the release of our annual results and report yesterday. Read our newest annual report at https://t.co/hgohT1j2R8 #EQTECnews #2021annualreport #investor #cleanenergy #NetZero

[David Palumbo @DavidPalumbo]

Keep an eye out on our feed later this morning as @VanderGazoo and I speak to @proactive_UK to discuss EQTEC’s progress in 2021, including:

•410% revenue in previous year
•Improved EBITDA
•Net Assets growth

[EQTEC plc (LSE:EQT) @eqtec]

1/3 - We've released our 2021 annual report & results. Highlights:
* Delivery of c. €9.2m revenue, 410% of c. €2.2m revenue in previous year
* Reduction in EBTIDA loss & increase in net assets
* Growth across 7 geographies
Full report on our website: https://t.co/hgohT1j2R8

[David Palumbo @DavidPalumbo]

+ EQTEC’s mission remains focused on its contribution to a Net Zero economy, using locally-sourced feedstock for locally distributed energy and biofuels, creating energy security, independence and transition away from fossil fuels at scale.

[David Palumbo @DavidPalumbo]

I welcome:
+ ⬆️low carbon hydrogen production capacity. Hydrogen from syngas best for industrial decarbonization at circular on-premise facilities
+ hydrogen certification scheme. Measurement & ratings should reward end-to-end carbon efficiency & reduce emissions to meet #NetZero

[Department for Science, Innovation and Technology @SciTechgovuk]

NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5NEW📢Energy Security Strategy to make cleaner, more affordable energy in the UK, for the UK

🌱accelerating wind, nuclear, solar & hydrogen
⚡95% electricity to be low carbon by 2030
👷over 40k more green jobs

Boosting our independence, security & growth

https://t.co/LyJyMQHV5A

[David Palumbo @DavidPalumbo]

I would add:
+ combining strong national public regulation and incentives, and support from local authorities, will enable further investment in cleantech, including in advanced thermal conversion technologies such as gasification for waste-to-energy/fuels

[David Palumbo @DavidPalumbo]

Today is an exciting step on our journey to reduce volumes of contaminated plastic waste, in partnership with SEPS. It is made possible by our successful R&D programme at Université de Lorraine & commitment from our France MD David Le Saint

[EQTEC plc (LSE:EQT) @eqtec]

CEO @DavidPalumbo "France is a major market with a strong history in progressive investment & development of new #energy. The work here will make a contribution to reduction of rising volumes of plastic waste, transforming it to baseload energy & biofuels" https://t.co/wndKaB9cer

[David Palumbo @DavidPalumbo]

Now more than ever, investment in #innovation for new energy infrastructure is critical. Not only to meet our #NetZero targets, but also, in the face of current geopolitical challenges, for #EnergySecurity and #EnergyIndependence

[EQTEC plc (LSE:EQT) @eqtec]

* EQTEC is innovating technology for a #NetZero future, generating #syngas from waste for carbon negative, baseload #energy & #biofuels - replacing fossil fuels. Our NEW video debuts today - discover what we do in 90 seconds * https://t.co/6YEYfHe3q4 #cleantech #energytransition

[David Palumbo @DavidPalumbo]

The foundations set in '20 & '21 support our #growth: JVs, Market Development Centres, strategic & delivery partners to deliver project lifecycle. In '22 we'll commission more plants & demonstrate EQTEC #syngas = future for reliable, #carbonnegative, #baseloadenergy & #biofuels

[EQTEC plc (LSE:EQT) @eqtec]

Our Q4 2021 trading update has been announced:
+2 Market Development Centres progressing to commissioning in year
+3 more plants under construction with a growing number of projects in development
+Review & feasibilities on projects for pursuing syngas to hydrogen/ biofuels
contd

[EQTEC plc (LSE:EQT) @eqtec]

Delighted to show Damien Moore MP our project site in Southport UK recently. We explained how it will reduce waste & generate clean energy locally. Great to see #cleantech innovation raised @ Business Qs in Commons too (watch at 10:56) https://t.co/NFdg2tLJaP #syngas #NetZero 1/3