Ingénieur Lefebvre

The only ones not asleep at the wheel in the uranium sector is China.

India has banned exports of lithium-ion battery black mass, effective immediately. The shredded-battery powder holds lithium, cobalt, nickel and manganese. New Delhi wants it recycled at home, alongside a 15 billion rupee incentive scheme for critical mineral recycling. India exported none of it in the last fiscal year, according to trade think tank GTRI. Source: India’s Ministry of Commerce and Industry

Yes look at China Worlds largest investors in Renewables and Grid (built more than the rest of the world combined). Renewables now provide 40% of their electricity (more than GB). They run the same ‘two systems’ they say punishes us. Coal now their most expensive generation

I conducted a quick survey among a few folks in Gulf NOCs and the average number of Iranian attacks on tankers entering and exiting Hormuz is somewhere near 1 in 15, so around 7%. This is not scientific by any means, but gives a sense of the magnitude - we know not every attack is reported, and every attack doesn’t fully disables the tanker. But at this rate there is significant attrition to the fleet of tankers over time. Tanker watchers - Don’t bite my head off please. 😜

Construction started today on @CGN_Group's San'ao #NPP unit 4. The unit will be equipped with a #CGN #Hualong One 1.0 R2.0 reactor.

The BAAJA manager's amendment includes 5 nuclear bills recently passed out of committee unanimously. Several are common-sense steps to remove barriers that have no safety or economic benefit. These bills are not afterthoughts; they have been discussed and improved over years.

Not many people seem to want to listen but nevertheless: We should simply build AP1000s, APR1400s and other proven large scale PWRs and fund them via cheap state-backed loans to save on interest expense. Do this first and you get much more air cover for FOAK SMRs and microreactors. Skip the large scale PWR step and you risk poisoning the sentiment and losing trust of the market and the society due to predictably tough FOAK experimental builds of unproven SMRs and microreactors. WHY IS IT SO HARD TO ACCEPT FOR SO MANY PEOPLE?

Pas de centrale nucléaire de plus de 60 ans ! Pas d'EPR2 !

On his first earnings call as CEO, Andy O’Brien pointed to the Lower 48 as #ConocoPhillips’ growth engine. Total #production was 2.302 MMboe/d in Q3, with guidance of 2.32-2.36 MMboe/d for Q4 and low-single-digit growth expected in 2027 on lower capital. Read the full story here: rbnenergy.com/daily-posts/an… $COP

The US took in 5,021 transformers above 10,000 kVA in 2025, up from 1,206 in 2019. That is one every 105 minutes, and each one travels from the port to the substation as a single sealed tank. Mexico sent 1,539, South Korea 879, Brazil 467.

Google published a paper that might end the PhD. It’s called “ScientistTwo” For centuries, the bottleneck to human knowledge has been the human brain. It takes five years of grueling labor to read the literature, find a gap, formulate a hypothesis, run the experiments, and write the paper. But, Google automated the entire pipeline. They built an AI that reads a problem, forms hypotheses, runs experiments, writes the paper, AND simulates its own peer review. no human touches it. It reads millions of papers to find blind spots in the current science. It generates novel hypotheses. It designs the experiments. It writes the code to test them. When the code fails, it debugs itself. When the results come in, it analyzes the data, generates the charts, and writes the final academic paper. It even simulates a brutal peer-review process to critique and improve its own work before it considers the project finished. This isn't an LLM summarizing a PDF. This is a fully autonomous digital scientist. What takes a human candidate half a decade of massive intellectual effort... the AI accomplishes in a fraction of the time, at a fraction of the cost. The implications are staggering. If you can spin up 10,000 autonomous researchers overnight, the rate of scientific discovery is about to go vertical. We are moving from artisanal, human-speed research to industrialized knowledge creation. But it raises an uncomfortable reality for academia. When an AI can read the literature, design the experiment, execute the code, and write the paper... What exactly is the human supposed to do?

🔍 LES PAYS DU GOLFE RÉINVENTENT LEUR STRATÉGIE Après huit mois de guerre au Moyen-Orient, le Qatar, l’Arabie saoudite et les Émirats arabes unis se retrouvent contraints de revoir leurs stratégies pour maintenir leur rôle central sur les marchés de l'énergie. Les défis se multiplient : une concurrence internationale féroce, des exigences environnementales plus strictes, et la pression pour diversifier leurs économies. Avec la part croissante des énergies renouvelables et la fluctuation des prix du pétrole, ces pays doivent investir dans de nouvelles technologies et repenser leurs réseaux logistiques pour rester compétitifs. Les décisions prises aujourd'hui auront des répercussions majeures sur leur équilibre économique et politique à long terme. Ce changement de cap marque une transition essentielle pour ces économies historiquement dépendantes des énergies fossiles. 💬 Ton analyse ? Source : LeMonde #MediaLix #Économie

The Copper Battle is On In this note, we cover two possible candidates for new copper supply plus related equity ideas. I’ll continue this thread in future instalments of this series. wp.me/p73Bim-67g

Débit de la Garonne au plus bas pour un mois de novembre. Vivement la pluie ! Via Arkus sur forums @infoclimat