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Riyadh
Joined September 2022
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Grid investment is needed, but I'd attach a number to the integration cost side. Germany pays ~EUR 3bn/year in Redispatch alone. What is the firm capacity contribution of the generation this grid is meant to carry?
Uranium_Enthusiast retweeted
As AI adoption accelerates across the energy sector, unlocking the value of operational data and advancing autonomous operations are becoming increasingly important to improving productivity, efficiency, and long-term competitiveness.
At @ADIPECOfficial 2026, Norinao Sato, President & CEO of @Yokogawa Middle East & Africa B.S.C., joins Energy Connects to discuss how industrial AI is transforming energy operations and why Abu Dhabi is emerging as a leader in AI-driven innovation.
Watch the full interview on Energy Connects: bit.ly/3WrfX8n
#EnergyConnects #ADIPEC2026 #ADIPEC #artificialintelligence #digitaltransformation
Uranium_Enthusiast retweeted
In our Energy Connects studio wrap up from @ADIPECOfficial 2026, @ChiranjibSG sits down with @The_Oilholic, energy analyst and Energy Connects columnist, to reflect on the key themes shaping discussions at the world’s largest energy exhibition and conference this year.
They discuss the growing convergence of energy and technology, the rise of industrial AI, and the industry's pragmatic approach to the energy transition. They also highlight how meeting rising global energy demand will require diversified energy sources, stronger infrastructure and sustained long-term investment to safeguard energy security and economic growth.
Subscribe to Energy Connects for more interviews, thought leadership, and insights: bit.ly/4yTli5V
#EnergyConnects #ADIPEC2026 #ADIPEC #energynews #energysecurity
Uranium_Enthusiast retweeted
Peter Lynch: “Confusing the price with the story is the biggest mistake an investor can make.”
Market prices are often right…but occasionally terribly wrong.
Only let business performance change your outlook. Never the price.
Uranium_Enthusiast retweeted
Pakistan is facing a winter gas supply crunch as the Middle East conflict chokes LNG shipments 🇵🇰⚠️
One of its major gas distributors says that supply to households will only be available for 8 hours a day (during meal times)
Uranium_Enthusiast retweeted
Community buy-in is the real fuel. Towns that already host reactors know what decades of operation look like: steady jobs, a big tax base, and spent fuel resting in dry casks on a concrete pad without drama. That track record sells the next plant better than any poll
Uranium_Enthusiast retweeted
China is a completely unrecognizable country - they have built so much stuff that EPC firms over their have massive amounts of experience that we just simply don’t have anymore.
The best thing we do is hire Chinese EPC firms and get some of knowledge on how to manage a build out in an efficient manner.
Haiyang is what serial buildout looks like: standardized CAP1000, same EPC team, lessons from units 1-4 rolled straight into 5-6. Vogtle was first-of-a-kind with a fragmented supply chain. Serial ordering beats one-off approvals. What did the FOAK premium cost per kW?
How do we build nuclear reactors faster?
Look at the organization on Chinese build sites.
And then look at whatever the hell they were uhh - trying - to do at vogtle…
In China they have a plan. At vogtle and v.c. Summer — they might have had a PowerPoint, but just 12 slides long.. with 5 pages of any substance.
Just something to think about..
Uranium_Enthusiast retweeted
THE DAILY METALS PULSE ⚡ | NOV 3 | CLOSING BELL
How much #uranium should the world’s biggest producing country keep for itself? Kazakhstan is weighing a target of at least 150,000 tonnes by 2050.
☢️ #Uranium — The proposed reserve would cover deposits left in the ground, physical uranium stocks and finished reactor fuel. The question for utilities signing long-term contracts is how much future Kazakh production will be available for export. TradeTech’s October long-term benchmark already stands at $99/lb.
🟠 #Copper — COMEX futures traded near $6.39/lb late in New York, down 2.7%. Yet competition for mine output is fierce. Antofagasta secured a treatment charge of minus $310 per tonne on a November shipment from Chile’s Centinela mine. Smelters with capacity to fill are competing for the ore to run through it.
🥈 #Silver — Front-month futures settled at $49.59/oz, down 2.2%. India’s October import permits cover roughly 209 million ounces over six months. The number I’ll be watching is how many ounces actually clear customs.
🥇 #Gold — Front-month futures settled at $3,927.90/oz, down 0.7%. Today’s World Gold Council report had a striking comparison: central banks added 321 tonnes in Q3. That was more than the entire quarter’s global jewellery demand of 313 tonnes.
Uranium_Enthusiast retweeted
Looking back some of the 2026 trades, getting out of Largo at ~US$1,80 was probably the best decision I’ve made during the year.
For years I have tried to get better at this selling thing, which in my opinion, is still the hardest part in investing. 2026 has been another instructive year about when to take profits and when to exit completely.
Few other examples and thoughts about my trading in 2026 below 👇
1/4
Sold my Largo $LGO position that I bought last week and took +40% gains home.
That IOC-deal was a major de-risking factor for me, as it would have provided steady and much needed liquidity stream in a critical moment. Finding a new off-taker and finalizing the agreement(s) is not guaranteed and even if Largo succeeds to find one, it could take quarters to get black on white.
The proceeds from the ATM are mainly directed to owed contractors to ensure operations will continue, and while it could provide some general working capital, it is not enough to cover those massive interest obligations Largo have. That $56M sale would have helped to offset those.
Another worrying sign to me is the massive 50% divergence between US and EU FeV markets. Makes me wonder how much of that 50% premium is caused by US tariffs and people front running a possible floor price, instead of real demand? If that Brazilian 50% tariff is dropped or the vanadium-products gets an exemption, will the price hoover towards the EU-price?
If only one marketplace is broken, there is an disruption in that marketplace, not necessarily in the whole market.
Imo, the R/R dropped significantly due to the lost deal, and I don’t feel comfortable holding the company, given the financial strain they are facing.
Rising vanadium-prices can cure everything, but I’m not sure if this rally is really a sustainable, demand driven rally, and therefore I’m hopping out now.
Uranium_Enthusiast retweeted
"Combined exports from Saudi Arabia, the United Arab Emirates, Iraq and Kuwait climbed to 15.53 mbd in October...
By contrast, Iran’s exports remained at zero for a second month amid a US naval blockade."
And keeps quite and smile?
Uranium_Enthusiast retweeted
I drew this multi year ascending channel last year. It raised my ears at the time but I've been around too long to know a correction of this magnitude wasn't beyond the realms.
Now, the parabolic move is all but gone and Cameco's share price sits right on the trend line.
It either, consolidates and bounces off the line or it continues its correction into the channel to form a bottom.
In saying this it's still significantly outperformed most stocks over the last 5 on much improved nuclear energy narrative.
Why am I saying this, I'm always looking to buy value propositions rather than overvalued ones and hyped chatter.
Opportunity awaits for those with funds.
Bernini is right that pre-construction decisions matter, but I keep seeing the binding constraint in long-lead equipment. Transformers and large turbines still queue for years. Anyone have current lead time numbers? #ADIPEC2026
At @ADIPECOfficial 2026, Alessandro Bernini, CEO of @MaireGroup, joined energy market analyst @The_Oilholic to explore how early supplier engagement, localisation and digital tools can help projects navigate tightening supply chains, procurement bottlenecks, and execution risk.
bit.ly/3X3bR6v
#EnergyConnects #ADIPEC2026 #energyinfrastructure
Uranium_Enthusiast retweeted
We need those electric ferrys everywhere close to the shore.
Built in Tasmania, now sailing in South America. The world’s largest battery-electric ferry carries 2,100 people & 225 vehicles. Up to 4 crossings per day, each taking about 75 minutes. Estimated fuel savings: US$4.5m a year. Projected payback: 5–8 years.
newatlas.com/marine/incat-hu…
Uranium_Enthusiast retweeted
Unless the US-Iran war re-starts, some Persian Gulf countries would approach to -- and perhaps even bump against -- their OPEC+ oil production quotas as soon as November.
(As a reminder, OPEC+ quota for Saudi Arabia is ~10.5m b/d; Iraq is ~4.4m b/d; Kuwait is ~2.7m b/d.)
BEV share doubling in a year is the demand side. Where does the charging load sit in the merit order during a Dunkelflaute? In France the answer is nuclear. In Germany it is imported gas.
Uranium_Enthusiast retweeted
Energy security is increasingly inseparable from national security, as geopolitical disruption puts greater focus on resilient infrastructure, diversified supply routes, and investment in capacity. During a Ministerial panel at @ADIPECOfficial 2026, H.E. Suhail Mohamed Al Mazrouei and Rt. Honourable Dr Ekperikpe Ekpo explored how domestic resources, infrastructure investment, and long-term planning can strengthen security of supply and build greater resilience.
bit.ly/4AcYFdP
#EnergyConnects #ADIPEC2026 #ADIPEC
Virginia data center growth sits on a PJM system already pricing scarcity in capacity auctions. I'd want to know where the firm capacity for this comes from. Anyone tracking the interconnection queue there?
Data centers have gone from a minor part of U.S. office construction to its main driver.
Virginia and Texas are where the growth has already happened.
eprinc.org/wp-content/upload…
Die Paralleluniversen-Methode der Gegenseite ist immerhin kreativ. 8,7 ct Forward für Mai 2026 gegen 2,5 ct inkl. Bau und Entsorgung. Bei den Systemkosten brauchen wir keine Paralleluniversen.
170+ TWh firm capacity, rund um die Uhr, nur mit Modernisierung statt Ausstieg. Keine 16.000+ Redispatch-Eingriffe jährlich, deutlich niedrigere Netzentgelte. Wie viele der heutigen Gas-Backup-Fahrten wären überhaupt entstanden?
