The Renewables Guy 🔋⚡️

Level-headed insights on investing in the $35T energy transition. NFA.

[The Renewables Guy 🔋⚡️ @renewablesguyy]

Relentlessly researching and analyzing the >$35T energy transition.

[Hudson Labs @HudsonLabs]

Comment with a ticker — we’ll DM you a Co-Analyst sample project — see how others are using AI to speed up research:

🗂 Quick initiation → key debates, metrics, competitive trends

⚡ Earnings prep → guidance tracking, verbatim call summaries

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From 2 weeks → 2 hours on new names.

[Bullpen Finance @BullpenCanada]

$INE.TO has entered into a definitive agreement to be acquired by CDPQ for $13.75 per share in cash (58% premium).

We talked about our expectations for renewable M&A a few weeks ago (there could be more to come!), you can read the whole piece here: https://t.co/9eYlShwkkc

[Bullpen Finance @BullpenCanada]

With INE taken out, where will green capital go next?

$INE.TO $BLX.TO $BEP $NPI.TP $PIF.TO $ZUT.TO

https://t.co/yDvukM9JV2

[Bullpen Finance @BullpenCanada]

$AQN has burnt many investors over the last few years, down >60%

With the steps taken to become a pure play regulated utility and new management, is it time to start looking at it as a value play?

We think it could be a compelling play if new management can execute, we dove into it here: https://t.co/JMTFVF2YlN

[Bullpen Finance @BullpenCanada]

Looking for positive/negative impacts of tariffs to Canadian businesses/markets.

One thing seems to stand out as a high probability: Higher Canadian Defense spending is coming.

-Defense spending is an item the US has talked about in regards to the tariffs
-Damaged Canadian/US relations warrant significantly higher Canadian defense spending

#cdnecon #cdnpoli

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@dorfman_p Geothermal baseload?

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@johnrhanger Great news! Let’s keep the momentum.

[The Renewables Guy 🔋⚡️ @renewablesguyy]

The problems (not crisis) are driven by developer fear of delayed delivery and defects.

They aren’t asking for money, they asking for the government to guarantee contracts, the same way developers are now forcing them to.

On their balance sheet, you notice $15b in contract liability, the same amount they’re asking the government to back.

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@SawyerMerritt Love it or hate it, $TSLA is going to crush $GM & $F

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@ElectrekCo @ttayehh24 @EVPeteJohnson Ofc it makes sense lol

[The Renewables Guy 🔋⚡️ @renewablesguyy]

Weak demand from Europe tanks solar stocks.

Europe's economy is on fire, not sure why this is a surprise.

Minor speed bump, greedy when others are...

$TAN $SEDG $ENPH $EOSE $FSLR $ARRY $RUN $CSIQ

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@wealthconcepts2 @BillAckman Bearish for broad market, yes

Bullish for utilities

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@businessbarista @beehiiv @denk_tweets Is X a threat to beehiiv? I.e, if they re-introduce an emailing service.

Could beehiiv partner with X to do the above?

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@ChrisPavese Clean energy and ESG are different things.

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@zenpulsar Plenty of opportunity to play the long term shift towards clean energy!

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@AquaSwitchUK @BrianGitt Exactly

[The Renewables Guy 🔋⚡️ @renewablesguyy]

Crazy how emotional people get when the $SPY is below its 200 day MA

[The Renewables Guy 🔋⚡️ @renewablesguyy]

Weak demand from Europe tanks solar stocks.

Europe's economy is on fire, not sure why this is a surprise.

Minor speed bump, greedy when others are...

$TAN $SEDG $ENPH $EOSE $FSLR $ARRY $RUN $CSIQ

[The Renewables Guy 🔋⚡️ @renewablesguyy]

McKinsey & Company's breakdown of the estimated $400b value chain

$TAN $EOSE $ENPH $TSLA $ENR $JCI $NEP $NEE $AES

[The Renewables Guy 🔋⚡️ @renewablesguyy]

@BrianGitt @Climato111 Great way to play long-duration, when the time is right.