Économiste et passionné d'énergie renouvelable, toujours en route vers un avenir durable 🌍🚗
Bordeaux
Joined May 2023
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Petroline is ~5 mb/d of Hormuz bypass capacity. Do we know whether the Yanbu jetties can absorb full volumes? If not, the effective outage is larger than the nameplate suggests.
Missed this earlier. Did Moscow help take Saudi Arabia's East-West pipeline offline? Awkward OPEC+ vibe.
AP: "Iranian-backed militias carried out a precision strike last month, hitting the pumping stations of Saudi Arabia’s most important oil pipeline. Days later, another attack hit a Saudi military air base, damaging an Italian fighter jet inside a hangar.
Crucial to the strikes’ success was what was happening in the skies overhead: For days beforehand, a constellation of Russian spy satellites converged over the pipeline and the air base to gather intelligence."
Lump-sum sur quantités de base sans gel de conception préalable : le litige était prévisible. C'est le mécanisme qui a produit Flamanville, 3,3 à plus de 19 Md€. La maturité des études à la signature est la variable déterminante, à mon avis.
🇨🇿 Nucléaire tchèque : KHNP rompt les négociations avec Daewoo-Doosan pour la construction des deux APR1000 de Dukovany. En cause : le partage des risques et des surcoûts liés à la conception. Un rappel des enjeux de maturité des études et d’allocation des risques sur les grands chantiers. world-nuclear-news.org/artic…
URA down 5.9% while term U3O8 prices hold. I read that as leveraged equity beta, not a change in utility contracting demand. Cameco and the juniors trade on sentiment. The physical trusts are the cleaner signal.
Marc Économiste retweeted
So even as Qatar is trying to mediate…
⭕️ New incident in the Persian Gulf, UKMTO reports that a tanker has been struck by an unknown projectile at 18h00 UTC, causing a fire onboard.
After checking, it seems to be the Qatari-owned LNG Tanker "AL MAYEDA", which slowed down and turned around at exactly 18h00.
4th Tanker struck today according to IRGC & UKMTO.
Électricité spot française à ~4x sous l'allemande depuis mars, et pourtant PIB en repli. Ma lecture: le nucléaire ne compense plus l'exposition fossile. LNG russe +18% au T1, force majeure qatari, quatre raffineries.
Le macronisme est une catastrophe.
Cela fait des mois que nous dénonçons un budget 2026 déjà obsolète, fondé sur des prévisions de croissance irréalistes.
Grâce à son parc nucléaire, la France devrait être le pays européen qui résiste le mieux à la crise énergétique. Pourtant, c’est celui qui affiche la plus faible croissance.
En refusant de baisser les taxes sur les carburants, contrairement à nos voisins, le gouvernement plonge le pays dans la récession.
The CFD dip into mild contango is the signal I would track. Diesel cracks at 4x seasonal norm with only four refineries left in France tell me the downstream problem is structural, not just a war premium.
Marc Économiste retweeted
We have arrived at the phase of the transformer shortage when Chinese companies are directly advertising to me on Instagram.
Marc Économiste retweeted
John has been working tirelessly to provide mountains of uranium and nuclear power related news to this community. This is a well deserved milestone
4 ans? Barakah a pris ~12 ans du premier béton à la mise en service, avec des séries standardisées APR-1400. Flamanville: 17 ans. Personne ne construit un réacteur en 4 ans.
What was the root cause - price escalation, liability allocation for Czech localization requirements, or both? Heavy EPC re-procurement rarely leaves the critical path untouched. Curious how KHNP squares this with 'no delay'.
Talks between KHNP, that won the contract to build two large reactors at the Czech Dukovany plant site, and the construction companies they planned to use (Daewoo Engineering & Construction and Doosan Enerbility) have broken down. Article link in reply.
KHNP is saying that they will select a new contractor, and that it will not delay the project.
Marc Économiste retweeted
Fraunhofer IAF's GaN module powers bidirectional off-board charger demonstrator zurl.co/FcJjw
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#electricvehicles #EVs
Soybeans to six gigawatts is the right ratio. The 1970s US buildout ran at several GW of orders per year at peak. My question is whether Kentucky delivers at LaSalle timelines or Flamanville timelines. Would love to know what first concrete schedule they assume.
The headroom assumption is the weak point. France saw negative prices in spring 2026 while RTE kept reactors coupled for voltage regulation. Flexible data center load absorbs that surplus. Would love to see this modeled under post-ARENH.
$97 long-term U3O8. Fuel costs remain a small fraction of nuclear LCOE even at these levels, which is precisely why the baseload case survives. The constraint is conversion and enrichment capacity, not yellowcake in the ground.
🗣️Surf's up!🌊🏄 Here are the October 2026 month-end #Uranium prices reported today by #Nuclear fuel consultants UxC🤠🐃
Long-term #U3O8 Up +$1 to all-time industry high of $97⬆️🌋😎
Spot Up +35c to $89.85⬆️
3-year Forward Up +$1 to $105⬆️
5-year Forward Up +$1 to $112⬆️
NA Long-term Conversion $53👊
NA Spot Conversion $60👊
Long-term enrichment SWU $181👊
Spot SWU $215👊
Marc Économiste retweeted
💡 L'unité de production n° 2 de la centrale nucléaire de ST LAURENT a été reconnectée au réseau national d'électricité.
Plus d'informations sur le site ElecNuc.fr (menu Tranches).
Marc Économiste retweeted
The oil market's last cushion is gone - just as demand is aggressively ramping up.
According to Barclay's latest research:
- China crude imports back near pre-war at 10.5mb/d
- India running +600kb/d y/y
- US demand recovering
Supply stuck at 84% of pre-war with demand back at 100% - that's the squeeze.
And prices are adjusting quickly.
Buyers are paying a $13/bbl premium for cargoes loading next week over the front-month contract.
A week into the war, that premium was under $4.
500m barrels of inventory have been burned through.
Paper can be jawboned. Physical can't.
Marc Économiste retweeted
📢 FINAL CALL FOR PAPERS! The APCC 2027 submission deadline has been extended to 10 Nov 2026.
Share your research, case studies and innovations to help advance safe, scalable CCUS deployment across Asia Pacific.
📍 KL | 10–11 Aug 2027
go.spe.org/27APCC/CFP/8550/
#SPEevents
Marc Économiste retweeted
« Le réseau de gaz, emprunté par moins de foyers, coûte plus cher à ceux qui restent : l'effet caché de la PAC sur les factures de gaz »
jechange.fr/energie/gaz/news…
