After the past two months, I’m tired of waking up to learn we just started a new war.

TGIF www.youtube.com/watch?v=kCpj...

Post old memes to confuse young people

Oh man, it’s about to be more over than we could have possibly imagined.

Seeing as I change the radio station or hit skip on Spotify the moment I hear the song’s opening chords, this comparison feels apt

Straight into my veins. www.semafor.com/article/02/2...

One thing DOGE could have focused on before, I dunno, cutting hundreds of thousands of people from the federal workforce…sure would have been nice to have all the post-employment functions managed via online forms vs. printing OPM forms and mailing them in.

Such a great get for the WSJ.

And guess what's going to happen this year?

Folks, you can just boycott an increasingly irrelevant CNN. Let these guys be the dumbest bagholders in history.

We have spent a decade funding rare-earth magnet projects across the value chain, and everything from seed-round startups to mature manufacturers looking to onshore US production capacity. Those investments are bearing fruit, and laid the foundations for this administration’s financing actions.

Most of you probably don’t pay close attention to the sector and certainly don’t see the drivel consistently pushed via LinkedIn (where all the consultants live). But I’m going to lose my s*** if I see one more person open a post with “[Trump action] shows we’re finally taking the issue seriously."

My latest Tailings post is out, and it’s the first of three consecutive entries that will cover federal policy tools and minerals financing. It also features some of my spiciest takes yet. 🌶️🌶️🌶️ Next week I’ll be diving into Biden’s approach (and results). 🔌💡 tailings.substack.com/p/how-to-thi...

Read this from @horadam.bsky.social tailings.substack.com/p/how-to-thi...

My latest Tailings post is out, and it’s the first of three consecutive entries that will cover federal policy tools and minerals financing. It also features some of my spiciest takes yet. 🌶️🌶️🌶️ Next week I’ll be diving into Biden’s approach (and results). 🔌💡 tailings.substack.com/p/how-to-thi...

Another legacy of the Inflation Reduction Act cemented, as two deals that have been in the works since 2023 finally get across the finish line. Huge congratulations to the many LPO/EDF staff who carried this one through so much agency turmoil last year. 🔌💡 finance.yahoo.com/news/souther...

This is never getting built. 🔌💡 www.bloomberg.com/opinion/arti...

Seems notable newspapers keep having to turn to lawyers (and law students) to write anti-fare op-eds, instead of, you know, transit experts. dailyfreepress.com/02/24/20/218...

Me working on my next Tailings poast while you’re all subjecting yourselves to lost brain cells

Anti-social generation.

This is such a staggeringly stupid idea I can hardly begin to explain it. Putting private equity guys in charge of our minerals security strategy - after they’ve been the primary culprit behind eroding our industrial capacity - is a terrible idea. www.bloomberg.com/news/article...

If you ever wanted to see commentary from @uticaeric.bsky.social and me in the same critical minerals story, boy is today your lucky day. 🔌💡 www.reuters.com/world/us/tru...

I remember Biden spent 4 years kayfabe-ing student loan forgiveness, kept getting it stopped by the courts, and never permanent enacted anything he legally couldn’t do. Meanwhile we get a new “Trump does something blatantly outside his constitutional authorities” daily

honestly yeah

Legally there was $2.5B in this program that can *only* be used for electric school buses. By IIJA statute. Any attempts to reprogram the balance of funds for CNG/propane use (H2 and LNG school buses don’t exist) would be blatantly illegal.. www.sustainable-bus.com/news/epa-cle...

Would like to see the next Georgia governor tap into our state’s warchest for a $50M/year program to support school bus electrification. Use it to support $150,000/bus vouchers (also covering infrastructure) and administrative/technical assistance costs. 🔌💡🔌🚗

I don’t think I shall be going outside today.

Build (luxury), baby, build. www.theatlantic.com/ideas/2026/0...

ICYMI… An underexplored challenge in critical minerals and mining tech financing is the US orientation toward venture fundraising for early stage companies…where most of the promising innovations really belong in the realm of corporate R&D. 🔌💡

Wake up babe, BTC is puking again.

“We want them to understand these deals are going to be good deals,” Greer said. “We’re going to stand by them. We expect our partners to stand by them.” Uh…right. They're only "good deals” insofar they deter further attempts at extortion. They’re still extortive. www.bloomberg.com/news/article...

It's gotten so bad so quickly I can't tell if some of her fans are actually idiots or if there's an active effort to sink her by making her fans look like idiots.

Glad that after today we can all turn our attention to an actually relevant international sporting competition, the World Baseball Classic.

This is the Pod Save guys fault until the end. We will have an actual Nazi sympathizer in the fulcrum Senate race in November and it will be the fault of the Pod Save America guys.

As with the $80B nuclear “deal" involving Japan, this project looks to be completely hypothetical, conjured by [redacted] at Commerce and USTR, and highly unlikely to materialize. 🔌💡 finance.yahoo.com/news/trump-3...

ICYMI… An underexplored challenge in critical minerals and mining tech financing is the US orientation toward venture fundraising for early stage companies…where most of the promising innovations really belong in the realm of corporate R&D. 🔌💡

“.. Even if tariff refunds eventually make their way onto corporate balance sheets, .. the operational costs tied to tariff uncertainty have already been paid. .. we don’t expect pricing pressure on the average American households to go away anytime soon.” @joebrusuelas.bsky.social

Had enough tariff talk? And now for something entirely different... In this week's edition Tailings, I turn to technology in mining and critical minerals processing—its potential, its limitations, and where federal innovation policy currently falls short. 🔌💡 tailings.substack.com/p/technology...

Also worth noting that none of these bilateral investment deals, whereby other countries “agree” to invest in American projects, have any enforcement mechanism other than the threat of tariffs if they don’t follow through quickly enough. It’s naked extortion, and SCOTUS just took our gun away.

Spare a prayer for all the critical mineral experts out there as Trump turns to Section 232 powers on critical minerals and all “derivative end uses."

As with Greenland, Dems should come out and say criminal charges for any businessman involved in these schemes. Refer them to Interpol and have them extradited to one of our European friends, if pardons are too great an obstacle for domestic charges.

The R2 might be 2026’s most important new model to debut, but for the US auto market...Toyota’s new RAV4 might be the year’s most important model for electrification. Period. Will move the needle massively on HEVs, and with specs like this, potentially PHEVs too. 🔌💡🔌🚗 electrek.co/2026/02/19/n...

One reason Ford failed with the F-150 Lightning, and could succeed here with a mid-sized BEV pickup, is the underdiscussed switch from targeting towers to haulers. 🔌💡🔌🚗 www.theinformation.com/articles/ele...

“.. About 1 in 5 new auto loans have monthly payments of at least $1,000, S&P Global said, projecting that share could double by year’s end.” @washingtonpost.com www.washingtonpost.com/business/202...

I spoke with Nikkei about some of the challenges the Trump Administration is likely to face as it aggressively grows its portfolio of critical minerals deals. Most of these won’t pan out. The ones that do may not bear results for years. 🔌💡 asia.nikkei.com/business/tec...

As expected, Japan’s “contribution” is all investment-grade deals that any other financier would have gladly underwritten. “...signaling the Japanese are seeking initiatives with safe returns, rather than less-certain investments." Kayfabe. www.bloomberg.com/news/article...