FAN

$FAN chatter on StockTwits

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  Ro Patel@Ro_PatelJun 9

  The entire annual global LNG market equals to about 7 weeks of coal demand in China & India Back of napkin: - LNG contains roughly 52 GJ of energy - Coal contains roughly 25 GJ/t of energy Global LNG: ~405 Mt × ~52 GJ/t ≈ 21BGJ China + India coal: ~6.2 Bt × ~25 GJ/t ≈ 155B GJ Global LNG energy is about 13–14% of the China+India coal total. Over 52 weeks, that equates to roughly 7 weeks of their combined coal demand Coal (especially in Asia) remains the dominant workhorse for baseload power and industry in those countries, dwarfing the global LNG trade in raw energy terms—even though LNG is cleaner-burning & more flexible China: Coal accts for ~55-60% of electricity generation India: Coal accts for ~60%+ of electricity generation Coal-to-nat gas switching in Asia remains limited overall b/c high LNG costs make nat gas uncompetitive vs coal or renewables $XLE $TAN $FAN $KOL $XLU

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  PickAlpha@PickAlphaMay 4

  Morning Report | Hormuz escort risk lifts crude; EU auto tariffs resurface $BNO crude bid, volatility elevated · $USO Hormuz blockade pushes oil higher · $GM Trump floats 25% EU auto tariffs · $FAN Pentagon review stalls wind permits · $USO escort operations raise naval-contact risk https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-escort-risk?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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  The Strat@stratslabsBullishMay 1

  $TAN The Iran war just handed clean energy a tailwind most traders are missing. Disrupted oil flows are pushing fuel prices higher, reigniting interest in clean energy and EVs. As gas gets more expensive, electric alternatives get more compelling. In Q1, $TAN gained about 8% and $FAN jumped roughly 15.5%. Fundamentals are solid for the clean energy sector as a whole for the foreseeable future. On the chart, momentum looks constructive: a clean bullish divergence between price and MACD, with price riding the MA cloud. An ascending triangle may also be taking shape, setting up a potential long entry. This presents a solid opportunity for both the short and long term. To exploit this, we'll add long exposure shortly. Position updates:➡️stratslabs.com not financial advice

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  Ro Patel@Ro_PatelMar 31

  Shell: Asian LNG prices need to be less than $10/MMBTU to spark demand in India but....prices are currently twice this level. Spot prices in Europe & Asia have gained +67% & +84%, respectively, since the first US strikes on Iran If these countries can no longer afford LNG, the risk is that they stick w/ coal or turn to renewable power. Prices may need to fall even further, perhaps below $5/MMBTU, to have a shot at replacing coal in power generation in China, Cambodia & the Philippines Countries may invest in local production if they have oil, gas or coal resources, or "leapfrog" gas entirely & double down on renewable energy or nuclear power $FAN $TAN $URA $KOL $UNG

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  Ro Patel@Ro_PatelMar 20

  Over the past 20 years, electricity from wind power & utility-scale solar power has increased to 17% of generation in the US compared to less than 1% in 2005. In 2025, net generation of wind & solar together accted for 760,000 GWh of electricity (+88,000 GWh more than in 2024) The US needs more...restricting these sources would be counterproductive from an energy security, economic, & environmental standpoint & makes no sense outside of ideology. Wind & solar are now often the cheapest new-build options in most regions, deploy quickly, & have helped meet surging demand without proportional emissions increases $TAN $FAN $FSLR $TSLA $CSIQ

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  Ro Patel@Ro_PatelBullishMar 19

  Europe & Asia cannot shield itself from global oil & gas shocks (like Hormuz disruptions) thru more domestic drilling. A blockade sends prices soaring everywhere. Even 100% "energy independence" via drilling fails if your local prices are pegged to a spiked global benchmark The only real solution is structural: accelerate electrification, nuclear, renewables, storage, & grid integration to reduce exposure to volatile global fuel markets Nuclear is a strategic "stock" not a "flow." One uranium pellet equals 3.5 barrels of oil - a typical full-scale reactor (like a 1,000 MWe Pressurized Water Reactor) have 18M fuel pellets - reactors are immune to "just-in-time" shipping disruptions Electrification moves transport from imported liquids to domestic electrons Beyond the energy security "moat," nuclear & renewables provide a massive public health & climate shield $CCJ $LEU $OKLO $TAN $FAN

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  koffeedragon@ElectrifyMEMar 16

  $FAN $TAN $CCJ $LEU $USO Green shoots

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  Ro Patel@Ro_PatelMar 15

  The most dramatic drop in fossil‑fuel intensity didn’t happen after the Paris Agreement — it happened in the decade following the 1973 Arab oil embargo. The shock forced govts to overhaul energy systems, diversify supply, & invest in efficiency, b/c energy security—not climate policy—has historically been the strongest driver of structural change Countries that rely heavily on imported energy inevitably will have to move away from fossil fuels, not b/c of ideology, but b/c dependence is a strategic liability The pattern is consistent: when supply risk spikes, fossil‑fuel demand falls, efficiency rises, & alternatives scale Energy security pressure creates faster, deeper transitions than economic or environmental pressure alone $FAN $TAN $CCJ $LEU $USO

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  Si Se puede@holamasgrandeMar 12

  $FAN $FSLR $SPY $USO 80% of the world’s solar panels are made in China, the petrochemicals used to make them & energy required to make the glass does in fact pivot on energy prices. They’re not a scam but they’re stupid inefficient @ ~23%. Having governments subsidize them is dumb esp when they’re largely an imported product. Sun doesn’t shine all the time and the wind doesn’t blow consistently near many population centers.

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  Makuck@DogFellaMar 12

  $SPY $USO $FSLR $FAN why do Republicans think wind and solar are a scam, because billionaires don't have a monopoly on it?

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  michael walden@michaelangleo7Mar 1

  @Stocktwits $UUUU .. $SIRI $FAN $UEC

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  SuperGreenToday@SuperGreenTodayFeb 20

  $FAN Share Price: $23.51 Contract Selected: Jun 18, 2026 $23.0 Calls Buy Zone: $0.77 – $0.95 Target Zone: $1.29 – $1.58 Potential Upside: 59% ROI Time to Expiration: 117 Days | Updates via https://fxcapta.com/stockinfo/

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  Ro Patel@Ro_PatelNov 9

  Wood Mackenzie: SMR projected US LCOE: $183/MWh vs Nat Gas (combined cycle) at $125/MWh (If nat gas prices stay at current levels then LCOE could drop to $114/MWh - sensitivity: every $1/MMBtu nat gas price swing shifting CCGT LCOE by $6–7/MWh) Currently, Trump Admin against wind energy & dismissive on climate change so renewable options are off the table $URA $NLR $FAN $GEV $LNG

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  Ro Patel@Ro_PatelOct 28

  You moment of zen US Health Sec RFK Jr orders the CDC to study alleged harm of off-shore wind farms Previously, RFK Jr said “We’ve had 109 whale groundings in the last 22 months. And they’re all in the proximity of these new offshore wind farms. In the 20 years before that, the average whale grounding was 2.6 per year" ---- Likely they have been taking Tylenol or getting vaccinated As an environmental lawyer, RFK Jr helped block a proposed offshore wind farm near his family’s compound in Cape Cod. President Trump: “Big, ugly windmills, they ruin your neighborhood." “They destroy everything, they’re horrible, the most expensive energy there is” $FAN $GEV

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  Stocktwits News@StocktwitsNewsAug 29

  Trump’s Transportation Secretary Pulls $679 Million From ‘Doomed’ Offshore Wind Projects $SPY $QQQ $FAN https://stocktwits.com/news/equity/markets/trump-transportation-secretary-pulls-679-million-from-doomed-offshore-wind-projects/chtTkTjRdNl

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