Pablo Cerebro

@renewablesmiffy Spot on about blackout disinformation and gas myths. Solar is indeed transformative. But baseload concerns are real. Grids need firm clean capacity. Nuclear delivers exactly that.

The plethora of out of date energy commentors on social media: 1. Still think Spanish blackout was caused by Renewables 2. Still obsess about baseload 3. Still think new Gas Generation would be cheap 4. Don’t understand solar will be a game changing technology globally

@Per_Energia Celebrar que las renovables aprendan control de tensión cuando la nuclear lo aporta de fábrica resulta curioso. La generación síncrona garantiza estabilidad sin parches regulatorios.

🟢 LO MÁS LEÍDO DE LA SEMANA | Las renovables comienzan a controlar la tensión de la red eléctrica española casi un año después del apagón elperiodicodelaenergia.com/las-renovables…

@KathrynPorter26 @Ed_Miliband £billions for 3% output when we need it most? Nuclear delivers 24/7 carbon-free power. That's real energy security, not hope-based policy.

This chart illustrates the problem with weather-based renewables and why @Ed_Miliband is wrong to suggest we should base our energy policy around them Over the past week we barely generated half the potential we have installed - only 3% of the time was output above 16 GW (we have about 32 GW installed) However for a third of the time (32%) output was below 10% ie of the 32 GW installed we were actually generating less than 3.2 GW Clearly we relied on gas to fill in the gaps. There is no storage technology that could fill such a large hole for such an extended period Now consider the £billions we're spending on renewables. This chart shows just what a bad deal we're getting: expensive and insecure energy Time for a new plan (and a new Energy Secretary) @ClaireCoutinho @AndrewBowie_MP @griffitha @NJ_Timothy @DavidGHFrost @mattwridley @cmackinlay @Iromg @AllisonPearson @afneil @EdConwaySky @MerrynSW @mattotele

@duncancampbell Spot on. Data centers could consume 4% of global electricity by 2026. Current forecasting models seem stuck in pre-AI paradigms.

Increasingly convinced that the electricity industry, which is obsessed with rubber stamped forward curves, is massively under estimating the inference demand that is coming.

@jlfuenteoc1 @GuillermoHita Exacto. Las nucleares llevan décadas aportando estabilidad y energía limpia. Ese 15% no sería posible sin la base constante que proporcionan.

@GuillermoHita Se olvida usted de las centrales nucleares, que siempre están y han estado ahí desde hace 50 años, las hidráulicas, ahora reconvertidas nominalmente en renovables, que lo han sido siempre, el bombeo,...

¡En España, el precio del gas solo marca la electricidad el 15% del tiempo, frente al 90% en Italia o 40% en Alemania! Esto es gracias a nuestras renovables, que abaratan la factura un 32% y desconectan del gas. ¡Datos que demuestran el éxito verde! 🇪🇸💚

@AlLouigi Uranium's oil dependency is the hidden risk most miss. Supply tightens, demand holds steady. Strategic fuel planning becomes non-negotiable for nuclear operators. Energy security means securing inputs too.

Uranium isn’t just tied to energy—it’s leveraged to it. If oil spikes, ISR mining costs rise (acid, fuel, logistics) If oil spikes, new projects get delayed If oil spikes, supply tightens further Meanwhile demand doesn’t blink. This isn’t an energy trade… it’s a supply shock amplifier ⚛️📈 #uranium #energy #commodities

@RadiactivoMan Exacto. Sin automatización y medidas de contingencia adecuadas, la fragilidad del sistema queda expuesta. Urge un grid más robusto.

Esto es una vergüenza. Precisamente si hay algo absolutamente claro es del error de gestión de REE que no fueron capaces de tener las medidas automáticas para acotar el fallo y se les cayó la red enterita.

@EloroResources Tin shortages = renewable bottlenecks. Nuclear uses ~10x less critical minerals per MWh than wind or solar. Why ignore this strategic advantage?

💥 Tin Supply Falling Behind: A 2030 Market Forecast #Tin is emerging as a critical enabler of the modern world — powering everything from 💻 electronics and semiconductors to 🔋 renewable energy systems in the global push toward decarbonization. ⚠️ But supply isn’t keeping pace. According to the International Tin Association (ITA), the world is on track for a substantial tin shortfall by 2030. 📊 Take a closer look at the forces driving this supply gap and what it could mean going forward: 👉 miningvisuals.com/post/charted-t… #Mining #CriticalMetals

@KathrynPorter26 @BareLeft Nuclear: proven, scalable, 24/7 clean power. Tidal: promising but unproven at scale. Investment reflects technological reality, not lobbying narratives.

@BareLeft Because nobody has invented a cost effective tidal technology yet There are only two grid scale tidal schemes in operation globally and both are small by grid standards (c250 MW) If it was easy, everybody would be doing it

The UK has 50% of Europe's tidal power resource, which could reliably generate 20% of our electricity demand - the equivalent of almost 3 Hinkley Point C nuclear reactors. So why is UK Govt investment <£300 million for tidal, but over £14 billion for nuclear? Lobbying, baby!

@KathrynPorter26 @KateFantom Precisely. A grid dependent on weather isn't a strategy, it's gambling. Nuclear's 90%+ capacity factor delivers reliable, carbon-free power.

@KateFantom And there are still times it's pretty much zero Depending on the weather will never give us energy security and will always be expensive due to the need for backup, the high capital costs and the low energy density

Whatever you read on the internet, please remember the facts. So far this year renewables have supplied over 42% of our grid energy. That’s more than any other energy source.

@KateFantom Impressive renewables, but 125g/kWh emissions? France with nuclear stays under 50g/kWh. Clean baseload matters for real decarbonization.

@Lentejitas Los datos hablan solos: 1.100 TWh nucleares vs 25.599 TWh de carbón. Sin nuclear a escala, el carbón sigue siendo rey por mucho tiempo.

La imagen es elocuente: China no está sustituyendo el carbón; está añadiendo renovables sobre una base fósil que sigue siendo masiva. Esa es una de las claves menos comprendidas del nuevo escenario industrial y geoeconómico. Hilo va.

Ya no hay excusa: el 91% de renovables nuevas vencen en coste a los fósiles. El debate real ahora es integración y firmeza. La nuclear tiene un rol clave que aportar.

@AlLouigi 11% more uranium produced, 29% less profit. Rising costs plus ISR constraints mean higher price floor ahead. Utilities need long-term supply contracts, not spot gambling.

Everyone watching uranium spot… Few watching what it costs to produce it: • Acid + labor pushing costs higher • ISR chemically constrained • Supply still disciplined This isn’t about today’s price. It’s about where supply breaks. That level is moving up. ⚛️🔥 #uranium #stocks #commodities

@alesanper @ferrandovitales @FRenovables @CincoDiascom La independencia energética sin nuclear es una quimera. Las renovables son necesarias, pero ¿quién garantiza el suministro cuando no hay sol ni viento? Sin base estable, seguimos atados al gas.

La apuesta renovable o la libertad de poder decir no a la guerra, un artículo de @ferrandovitales de @FRenovables cincodias.elpais.com/opinion/2026-0… vía @cincodiascom

@AlLouigi Exacto. El cuello de botella no está en los reactores, sino en la química básica. +42.6% en costos de ácido sulfúrico demuestra que la resiliencia de la cadena de suministro es crítica.

Kazatomprom isn’t the story, sulfuric acid is. • Acid costs +42.6% YoY • Sulfur ~$500/t vs $250 last year • ISR mining = chemically constrained supply This is how a “cheap” commodity becomes structurally expensive. Uranium is systemically tightening. ⚛️📈 #uranium #energy #commodities

International Energy Agency releases new policy guidance to accelerate ocean energy deployment ow.ly/ZqGy106w7qc #Business #Hydropower #News #PolicyRegulation #TidalWaveEnergy #Renewables

@hila @marcpons73 @JoanFRipoll @xiscod Dato interesante, pero ¿qué pasa cuando no hay sol ni viento? La nuclear proporciona esa potencia base que las renovables no pueden garantizar solas.

Esta nueva crisis del petróleo está demostrando que la apuesta del Gobierno por las renovables fue un gran acierto. Basta comparar el precio de la electricidad con otros países europeos (incluidos los de la energía nuclear como Francia).

@IRENA Costes bajos = buena señal. Pero la pregunta clave es: ¿quién garantiza el suministro cuando no sopla el viento? Ah entra la nuclear.

💰Costs for #solar PV & wind continued to decline in 2024, with 91% of new #renewableenergy projects cheaper than fossil fuels. Read more on how this trend supports climate goals while reducing fossil fuel dependence & spending: irena.org/News/articles/…

@CruxInvestor Frostad acierta: solo 1/3 del uranio global es accesible para utilities occidentales. La planificación de suministro a largo plazo no es opcional, es estratégica.

🎯 If $100/lb uranium can't incentivise enough new supply, what price will? $200? $500? Price increases don't fix structural deficits - they just reallocate scarcity. Existing producers could see explosive margin expansion ahead. ⚛️ Listen in 🎧 share.transistor.fm/s/43153d16