ScalpingX

Brazil advances its green data center ambition as TikTok’s $2 billion energy deal moves forward in Pecém

📌 Brazil has marked a notable step in the global digital infrastructure race as Omnia, the data center platform backed by Patria Investments, signed a 20-year, $2 billion energy contract with Casa dos Ventos to supply ByteDance’s data center in Pecém, Ceará.

💡 The key point is the self-production model, under which Omnia will receive a stake in Casa dos Ventos’ assets. This is also the largest contract the renewable energy producer has ever signed with a single customer, highlighting the rapid growth of long-term power demand from AI data centers.

🔎 Power for the project will come from the 630 MW Ibiapaba wind farm and the Dom Inocencio wind farm, supporting ByteDance’s plan to operate a renewable-powered data center in Latin America. With total project investment estimated at around 200 billion reais, or nearly $40 billion, it is considered the largest data center currently under construction in Brazil.

⚡ Construction began in January 2026, with the first phase expected to start operations in Q3 2027 before expanding through 2029. If the timeline remains on track, Pecém could become an important destination for data center capital, supported by wind power, port access, and international infrastructure links.

⚠️ Despite the positive outlook, key issues still need to be watched, including environmental impact, water usage, local community responses, and geopolitical scrutiny linked to ByteDance. Even so, the deal is a clear signal of the growing connection between AI, data centers, and renewable energy in Latin America.

#GreenEnergy $DOGS $IO $COS

📊 $SUI – Liquidation Map (7 days) – Index ~1.061

🔎 Quick read
• The nearest long-liq cluster below sits at 1.061–1.031, gets clearly denser at 1.021–0.989, and deepens further at 0.965–0.917.
• Short-liq above starts forming from 1.073–1.097, then thickens at 1.105–1.129, with farther clusters at 1.145–1.176.
• The thin zone near price is around 1.061–1.073, which suggests price is sitting right at the edge of a relatively light-liquidity pocket; once it leaves this base, the move could accelerate more quickly.

🧭 Higher-probability path
• The upper short-liq cluster currently looks broader and heavier overall, especially from 1.073 upward, so if $SUI holds 1.031–1.061 and gradually reclaims 1.073–1.097, the higher-probability path is a sweep toward 1.105–1.129 first.
• If short pressure continues to unwind, the move could extend into 1.145–1.176.

🔁 Alternate path
• If $SUI loses 1.031–1.061, price could slide into 1.021–0.989 first.
• If that zone fails to hold, the pull could continue deeper toward 0.965–0.917, where long-liq below becomes much heavier.

📌 Navigation levels
• Pivot: 1.031–1.061
• Bullish confirmation: 1.073–1.097
• Reaction support: 1.021–0.989
• Near resistance: 1.105–1.129, farther up at 1.145–1.176

⚠️ Risk notes
• Favor break or pullback setups around 1.031–1.061 with tight invalidation, since the liquidity layer near price is still relatively thin.
• Because this is a 7-day map, if price clears 1.129 decisively, trailing may make more sense; on the other hand, losing 0.989 would materially increase the risk of a deeper downside sweep.

$PHA - Mcap 27.65M$ - 89%/ 61.5K votes Bullish

SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is around 1.98% wide. The uptrend has lasted 13 hours 20 minutes, with the largest price increase recorded at 12.07%. If price loses this support zone, the trend will likely reverse downward.

$ATA - Mcap 4.61M$ - 87%/ 10.7K votes Bullish

SC02 M15 - pending Short order. Entry lies within HVN + not affected by any weak zone, the current resistance zone is around 3.86% wide. The downtrend has lasted 2 days 4 hours, with the largest price decrease recorded at 27.10%. If price breaks this resistance zone, the trend will likely reverse upward.

AI opens new room for the US battery storage sector, but grid and supply chain bottlenecks remain major constraints

📌 Rising electricity demand from AI data centers is pushing the US battery storage sector into a new growth cycle, as batteries can help stabilize loads, reduce consumption spikes and support backup power for systems that need continuous operation.

💡 According to data cited by Reuters, electricity use from data centers could rise from around 4% of total US power demand today to 9-17% by 2030. This creates significant pressure on an aging grid, while also opening opportunities for energy storage companies.

🔎 The US added a record 57.6 GWh of battery storage in 2025, bringing total capacity to 166.1 GWh. By 2030, annual additions could reach around 110 GWh, with data centers becoming one of the key sources of demand.

⚡ Fluence currently has more than 30 GWh of data center-related projects globally, mostly in the US, while Tesla has also recorded meaningful revenue from energy storage systems supplied to xAI. This shows that AI demand is not only a computing story, but is also spreading into energy infrastructure.

⚠️ However, the biggest bottlenecks remain grid interconnection queues that can last 3-7 years and an LFP battery supply chain still heavily dependent on China. US tax credit rules requiring non-China sourcing make the localization process even harder to accelerate in the short term.

✅ Overall, this is a positive signal for the battery storage sector and companies with US-based manufacturing capacity, but it is not yet an immediate breakout story. The upside will depend heavily on grid connection reform, non-China material supply and the real deployment pace of AI-related projects.

#EnergyStorage $UP $TRIA $IRYS

📊 $ZEC – Liquidation Map (7 days) – Index ~558.3

🔎 Quick read
• The nearest long-liq cluster below sits at 554.5–545.5, gets clearly denser at 545.5–523.9, and deepens further at 518.5–491.5 → 491.5–464.5.
• Short-liq above starts forming from 564.4–569.8, then thickens sharply at 569.8–580.6, with farther clusters at 586.0–596.8, and a thinner outer layer at 602.2–607.6 → 618.4–630.1.
• The thin zone near price is around 554.5–564.4, which suggests price is sitting inside a relatively light-liquidity pocket; once it leaves this base, the move could accelerate more quickly.

🧭 Higher-probability path
• The overhead short-liq cluster is currently closer and more prominent around the active price zone, especially from 569.8 upward, so if $ZEC holds 554.5–558.3 and gradually reclaims 564.4–569.8, the higher-probability path is a sweep toward 569.8–580.6 first.
• If short pressure continues to unwind, the move could extend into 586.0–596.8. Beyond that, liquidity still exists higher up at 602.2–607.6 → 618.4–630.1, but the structure becomes thinner, so continuation could turn faster and less stable.

🔁 Alternate path
• If $ZEC loses 554.5–558.3, price could slide into 554.5–545.5 first.
• If that zone fails to hold, the pull could continue into 545.5–523.9 and deeper toward 518.5–491.5 → 491.5–464.5, where long-liq below becomes much heavier.

📌 Navigation levels
• Pivot: 554.5–558.3
• Bullish confirmation: 564.4–569.8
• Reaction support: 554.5–545.5
• Near resistance: 569.8–580.6, farther up at 586.0–596.8 → 602.2–607.6

⚠️ Risk notes
• Favor break or pullback setups around 554.5–558.3 with tight invalidation, since the liquidity layer near price is still relatively thin.
• Because this is a 7-day map, if price clears 580.6 decisively, trailing may make more sense; on the other hand, losing 545.5 would materially increase the risk of a deeper downside sweep.

$SYS - Mcap 4.36M$ - 89%/ 14.5K votes Bullish

SC02 M15 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is around 4.20% wide. The downtrend has lasted 1 day 5 hours, with the largest price decrease recorded at 20.48%. If price breaks this resistance zone, the trend will likely reverse upward.

$BOB - Mcap 15.56M$ - 85%/ 3.1K votes Bullish

SC02 M5 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is around 2.15% wide. The downtrend has lasted 6 hours 55 minutes, with the largest price decrease recorded at 10.98%. If price breaks this resistance zone, the trend will likely reverse upward.

G7 nosūta steidzamu signālu par retajām zemēm, jo atkarības riski no Ķīnas atkal nonāk politikas diskusiju centrā.

📌 Reuters ziņoja, ka Vācijas finanšu ministrs Larsa Klingbeila brīdināja, ka G7 valstīm "nav laika, ko zaudēt" savas atkarības samazināšanā no retajām zemēm un stratēģiskajiem minerāliem. Šis paziņojums tika izteikts G7 finanšu ministru sanāksmē Parīzē, parādot, ka piegādes ķēdes riski ir pārgājuši no ilgtermiņa bažām uz steidzamu politikas prioritāti.

🔎 Retās zemes ir kritiski materiāli elektriskajām automašīnām, atjaunojamai enerģijai, aizsardzībai un daudzām augsto tehnoloģiju nozarēm. Tā kā Ķīna joprojām spēlē galveno lomu ieguves, attīrīšanas un eksporta jomā, G7 ekonomikas ir arvien lielākā spiediena ietekmē veidot alternatīvus piegādes avotus un samazināt ģeopolitisko risku.

⚙️ Izceļas, ka priekšlikumi nav ierobežoti ar vispārīgiem paziņojumiem, bet norāda uz konkrētām darbībām, piemēram, iepirkumu palielināšanu no draudzīgām valstīm, ražošanas paplašināšanu ārpus Ķīnas un pārstrādes kvotu piemērošanu, lai atgūtu kritiskos izejmateriālus. Tas norāda, ka G7 valstis varētu stingrāk virzīt politiku, kas atbalsta ieguvi, apstrādi un pārstrādi tuvākajā nākotnē.

⚠️ Tomēr neatkarīgas retās zemes piegādes ķēdes izveide nevar notikt ātri. Ieguves un attīrīšanas projekti bieži aizņem gadus, prasa lielus ieguldījumus un saskaras ar vides, tehnoloģiskām un atļauju barjerām. Īstermiņā piegādes traucējumu riski varētu joprojām padarīt tirgu jutīgāku pret Ķīnas eksporta kustībām.

📊 Tirgiem retās zemes, stratēģiskie minerāli, pārstrādes tehnoloģijas un ražotāji ārpus Ķīnas varētu turpināt piesaistīt uzmanību. Tomēr, drīzāk nekā redzēt to kā tūlītēju cenu pieauguma stāstu, svarīgākais punkts ir tas, ka kapitāls un politika pakāpeniski pārvietojas uz ilgtermiņa piegādes ķēdes drošību.

#RareEarths $OPG $UB $BILL

$RONIN - Mcap 97.42M$ - 89%/ 17K votes Bullish

SC02 M1 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is around 4.32% wide. The uptrend has lasted 4 hours 45 minutes, with the largest price increase recorded at 47.38%. If price loses this support zone, the trend will likely reverse downward.

$HOOLI - Mcap 1.98M$ - 83%/ 376 votes Bullish

SC02 M5 - pending Short order. Entry lies within HVN + not affected by any weak zone, the current resistance zone is around 3.35% wide. The downtrend has lasted 21 hours 35 minutes, with the largest price decrease recorded at 22.97%. If price breaks this resistance zone, the trend will likely reverse upward.

$BABY - Mcap 43.57M$ - 83%/ 11K votes Bullish

SC02 M5 - pending Short order. Entry lies within HVN + not affected by any weak zone, the current resistance zone is around 1.72% wide. The downtrend has lasted 20 hours 25 minutes, with the largest price decrease recorded at 19.64%. If price breaks this resistance zone, the trend will likely reverse upward.

$TRUTH - Mcap 28.87M$ - 83%/ 1.8K votes Bullish

SC02 M5 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is around 2.22% wide. The downtrend has lasted 17 hours 15 minutes, with the largest price decrease recorded at 23.56%. If price breaks this resistance zone, the trend will likely reverse upward.

Enel expands its U.S. solar portfolio with a $140 million acquisition

📌 Enel has signed an agreement to acquire 7 operating solar plants in the U.S. with a total capacity of around 270 MWdc and an enterprise value of about $140 million. This is a notable deal because Enel is not buying early-stage projects, but assets that are already generating cash flow.

💡 The portfolio is expected to produce around 0.4 TWh of electricity per year and contribute roughly $20 million in annual EBITDA after completion. At around $520/kW, the acquisition looks relatively attractive as demand for renewable energy assets in the U.S. remains strong.

🔎 The more important point is geographic expansion. The deal gives Enel its first presence in Virginia, North Carolina, and South Carolina, adding new clean-energy markets to its U.S. portfolio without having to build from scratch.

⚠️ The main risk now lies in the approval process, including antitrust clearance and FERC review, with completion expected by the end of 2026. Still, the market reaction was positive, with Enel shares rising about 1.4% on the day the news was released.

✅ Overall, this is a positive signal for Enel and also shows that renewable-energy M&A in the U.S. remains attractive, especially as clean-power demand from AI, data centers, and electrification continues to raise the strategic value of stable generation assets.

#EnergyTransition $XRP $SOL $DOGE

$HANA - Mcap 16.94M$ - 84%/ 3.1K votes Bullish

SC02 M5 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is around 2.87% wide. The downtrend has lasted 17 hours 5 minutes, with the largest price decrease recorded at 29.03%. If price breaks this resistance zone, the trend will likely reverse upward.

$PROM - Mcap 20.79M$ - 81%/ 8.3K votes Bullish

SC02 M5 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is around 4.30% wide. The downtrend has lasted 14 hours 40 minutes, with the largest price decrease recorded at 35.83%. If price breaks this resistance zone, the trend will likely reverse upward.

ASV nākotnes līgumi samazinās, jo ASV-Irānas risks, paaugstinātas naftas cenas un pieaugošie obligāciju ienesīgumi ietekmē tirgus noskaņojumu.

📌 ASV akciju nākotnes līgumi sāka nedēļu piesardzīgi, ar Dow, S&P 500 un Nasdaq nākotnes līgumiem samazinoties aptuveni par 0.4–0.8%. Šis solis vēl nenorāda uz dziļu pārdošanu, bet tas parāda, ka investori samazina risku pēc iepriekšējās nedēļas pieauguma.

⚠️ Galvenais spiediens nāk no ASV-Irānas spriedzes, jo ģeopolitiskais risks turpina noturēt naftas cenas augstas. Brent tuvu $110 par barelu un WTI ap $107 rada bažas, ka inflācijas spiediens varētu atgriezties, īpaši ņemot vērā, ka enerģijas piegāde joprojām ir jutīga pret notikumiem Tuvajos Austrumos.

📈 ASV valsts obligāciju ienesīgumi arī pieauga, ar 10 gadu ienesīgumu ap 4.6% un 30 gadu ienesīgumu virs 5%. Tas ir pretvējš izaugsmes akcijām, jo augstākas finansēšanas izmaksas parasti rada lielāku novērtējuma spiedienu uz tehnoloģiju un mākslīgā intelekta jomām.

🔎 Tomēr pašreizējā lejupslīde vairāk izskatās pēc īstermiņa korekcijas nekā panikas pārdošanas. Investoriem joprojām ir atbalsts no peļņas sezonas, īpaši Nvidia, kuru rezultāti var pārbaudīt nesenā AI vadītā rallija spēku.

⏱️ Tuvākajā nākotnē galvenie mainīgie, uz kuriem jāpievērš uzmanība, ir nafta, obligāciju ienesīgumi un lielo tehnoloģiju akciju reakcija. Ja nafta paliek augsta un ienesīgumi neatslābst, ASV akcijas var palikt svārstīgas līdz nedēļas beigām.

#MarketInsights $BTC $OPG $BTC

$APR - Mcap 40.2M$ - 78%/ 2.4K votes Bullish

SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is around 3.83% wide. The uptrend has lasted 8 hours 40 minutes, with the largest price increase recorded at 25.47%. If price loses this support zone, the trend will likely reverse downward.

$TRAC - Mcap 257.53M$ - 94%/ 12.7K votes Bullish

SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is around 18.65% wide. The uptrend has lasted 4 hours 30 minutes, with the largest price increase recorded at 101.49%. If price loses this support zone, the trend will likely reverse downward.

$FIDA - Mcap 23.09M$ - 87%/ 35K votes Bullish

SC02 M5 - pending Long order. Entry lies within HVN + not affected by any weak zone, the current support zone is around 5.11% wide. The uptrend has lasted 17 hours 25 minutes, with the largest price increase recorded at 50.07%. If price loses this support zone, the trend will likely reverse downward.