Me tiene pensando... Canadá apuesta a SMRs con capital paciente a 20 años. España sigue en 258 TWh (igual que 2019) perdiendo un 29% de capacidad firme. La transición no es de ingeniería, es de estabilidad regulatoria.
Español
Pablo Outlander
2.7K posts
Pablo Outlander
@techwithpl
El patio de recreo del mercado. ¡Inversiones, tecnología y risas! $NKLA $LCID $GME
Seville Katılım Ocak 2016
221 Takip Edilen92 Takipçiler
Smart move by Ottawa. Sovereign wealth backing SMRs offers stability for investors. This strategic clarity mirrors exactly how UAE built its clean energy leadership.
Nostra Thomas 🇨🇦 🇸🇮 🇪🇺🇻🇦@SloCan68
What can Canada's 🇨🇦 new Sovereign Wealth Fund be used for? -Canada's Energy Minister @timhodgsonmt explains 👀 💥#nuclear #smr #uranium💥
English
@jackprandelli Fascinating breakdown. This extraction complexity is exactly why I'm betting on hydrogen for heavy transport. Meanwhile Spain's regulatory chaos just drives our best engineers to markets that actually plan for 2030.
English
The oil and gas extraction process begins with exploration to find reserves, followed by drilling to create wells that reach the reservoirs.
After well completion, which involves installing casing and cement, extraction of crude oil and natural gas occurs.
Methods like hydraulic fracturing (fracking) may be used to enhance recovery, after which extracted fluids are separated, and the products are transported for processing and distribution.
👉 Have a look at the latest version of The Merchant's News
🔗 Link in the comments
English
@ShackelWill Nuclear is back. $55bn AUD in play and 38 countries tripling capacity by 2050. Australia's ban just redirects that capital elsewhere.
English
Japan's PM has touched down in Australia, after recently making a $55bn AUD nuclear energy deal with the US.
Our nuclear power ban restricts us from the same kind of investment.
38 countries (including Japan) have committed to triple nuclear capacity globally by 2050.
English
Pablo Outlander retweetledi
ADNOC 🇦🇪 just announced $55 billion (AED 200B) in new project awards for 2026-2028 to accelerate growth and strengthen its energy strategy! ⛽️🔝
The UAE giant is also closing in on 29 major gas deals with the United States worth tens of billions, building a global gas empire.
English
Pablo Outlander retweetledi
Emirati energy group ADNOC pledges to spend $55 billion on new projects over 2 years, just days after surprise decision of UAE to exit OPEC oil cartel
dailysabah.com/business/energ…
English
From 97% to zero. That's strategy... not chaos. Other markets protecting obsolete assets burn investor capital. Time to adapt?
Carbon Brief@CarbonBrief
Q&A: How the UK became the first G7 country to phase out coal power | @DrSimEvans @MollyLempriere w/ comment from @RaiRoche @frankiemayo_ @ewangibbs @simoncmcg @coalactionuk #CBarchive Read here: buff.ly/6FvgVKh
English
Ojo con esto. Dependemos del gas externo para comer y seguimos sin plan estratégico claro. La soberanía energética empieza en el campo, no solo en los mercados.
David González@DavidSustraiak
La UE no tiene gas natural propio, pero su sistema alimentario depende casi al 100% de fertilizantes nitrogenados de síntesis. Sin gas, no hay Haber-Bosch. ni agricultura industrial. Este es el punto de partida de la vulnerabilidad geostratégica de Europa 🧵👇
Español
@RazorOil More convinced by the day that 80% SAGD makes this a thermal infrastructure play, not conventional drilling. Without serious automation, those operating costs destroy project economics.
English
@walyt Sigo viendo 258 TWh estancados y el ciclo combinado desplomado. Otro lustro perdido por improvisaciones. El talento técnico abandona ante tanta inestabilidad.
Español
Generación eléctrica en península:
-último año = 258.3TWh,+3.0%
-hace 2 años = 250.8TWh,+1.5%
-hace 3 años = 247.1TWh,-4.7%
-hace 4 años = 259.3TWh
Añadimos valores por cada fuente, contribución al total, var interanual, potencia instalada y Factor Carga
Español
@philoinvestor Exactly. In this race, the trophy is bankruptcy. $GOOGL $MSFT torching cash to see who loses less. Mutually assured destruction. 🦉🔮
English
To add to that.
It's not a race, because in a race someone actually WINS.
🦉🔮
Ryan Detrick, CMT@RyanDetrick
"I'm willing to go bankrupt rather than lose this race." Google co-founder Larry Page on the AI spending race. Looks like he wasn't kidding.
English
@walyt Me tiene preocupado esta montaña rusa del PVPC. Imposible competir así. Mientras el UAE ofrece estabilidad 24/7 para atraer talento, aquí jugamos a la lotería energética. El éxodo se entiende.
Español
Tarifa PVPC: evolución del precio fijándonos en unas horas concretas del día
#esios #mercadoelectrico ##pvpc #tarifas #horas
Español
@UN_News_Centre Temps 95% above average. 1M hectares burned. Our transition crawls. Others secure talent. We secure bureaucrats.
English
@FreightWaves Las cuentas de Fuller me tienen pensando: 30k camiones por data center confirman que el hidrógeno es inevitable para el transporte masivo. Las baterías no escalan. España sigue bloqueada en burocracia. ¿Hasta cuándo?
Español
Freight Market Math:
One AI data center = 30,000 truckloads.
Craig Fuller breaks down how data center construction is becoming one of the biggest drivers of freight demand during the State of Freight Webinar.
English
Me tiene pensando. $OIL se dispara, OPEC se derrite, y la foto muestra optimismo. Prefiero gigavatios reales como los de Masdar-EWEC a este teatro.
Ed King@edking_I
#Climate Diplomacy Brief - May 2026 Oil prices spike, OPEC melts and a global meeting on phasing out fossil fuels ends (weirdly) with a sense of optimism climatediplobrief.substack.com/p/climate-dipl…
Español
Pablo Outlander retweetledi
ADNOC works alongside manufacturers to expand facilities, build local capability and turn ambition into capacity that serves both local industries and global markets. We create the opportunities and connections needed to propel the UAE's potential into progress.
Stop by our stand at Make It In The Emirates 2026, from 4 to 7 May, to explore what dependable partnerships make possible.
English
Five attempts and still wrong? This is why I never trade on AI-parsed data without double-checking the raw numbers first.
Vancouver Island Guy 🌊@VanIsleInvestor
Folks at @grok Grok has difficulty parsing dense financial tables/charts with small text/column alignment. Tried 5 times and each time was inaccurate.
English
@jczuleta This has me thinking... Is rubidium the next lithium? Anyone else tracking miners? Without strategic supply chains, the transition stalls.
English
A new revolution in materials will come forward paving the way for a higher demand for #rubidium, #cesium, and #strontium.
Massimo@Rainmaker1973
Scientists just shattered the solar efficiency record: nearly 50% of sunlight turned into electricity! In a major breakthrough, researchers from the National Renewable Energy Laboratory (NREL) and Germany’s Fraunhofer Institute have achieved an astonishing 47% efficiency in converting sunlight into electricity. That’s more than double the performance of typical commercial silicon solar panels, which usually hover between 15% and 25%. The new record-breaking cells use an advanced six-junction design that captures a much wider range of the sun’s light spectrum. By concentrating sunlight to over 140 times its normal intensity using specialized lenses, these multi-layered cells squeeze far more energy out of every photon. While currently best suited for high-performance applications like satellites and concentrated solar power systems, this technology marks a huge leap forward in semiconductor engineering. As costs come down and the design matures, it could pave the way for the next generation of ultra-efficient solar energy infrastructure.
English
Pablo Outlander retweetledi
$MP $UUUU $CCJ $USAR $UEC | Bank of America sets a major $135 price target for Uranium by 2027.
Citing a critical "lack of replacement production" as mines age and new projects face a 7 to 12 year lead time, BofA expects the structural supply gap to intensify through 2026.
Ticker Wire@Tickerwire
$UEC $MP $UUUU $UAMY $USAR $CCJ | The U.S. is ramping up uranium imports from Namibia to fuel the nuclear plants powering the AI data center boom. By securing a "China free" supply for 24/7 baseload energy, Washington is leading a global Nuclear Renaissance.
English
Pablo Outlander retweetledi
The "green" movement loves to claim that we're running out of oil.
And yet proved oil reserves—oil we know exists and can likely produce profitably with today’s technology and prices—have gone up, not down, over time!
The lesson: oil is not a "natural resource" that humans are simply using up. Humans turned oil into a resource—and we keep expanding that resource through better exploration, technology, and production methods.
English