Mustafa MBA

تحريك مناقشات الطاقة ببعض الفكاهة! 😜⚡ #SafeEnergy

[Fuel Cells Works @fuelcellsworks]

Here is our TOP #FuelCell & #hydrogen Story of the day.
Read here--https://t.co/t66SM0kyFB
And follow us for more #HydrogenNews

[Travis Kavulla @TKavulla]

Was a delight to join @joshdr83 on the pod, giving thoughts on data centers & a reprise of my recent @AmericanAffrs essay -->

[Mustafa MBA @EnergyWithM]

@pequityresearch Next they'll ask if uranium counts as a material. Copper and concrete are just the shell. The actual growth story is baseload power. That's where I'm watching.

[Jigar Shah @JigarShahDC]

Why own solar manufacturer stocks when you can own the actual solar systems?⁣
⁣
That's always been my view. The real value is in the project, not the equipment maker.⁣
⁣
In the latest episode of Energy Empire, we talk to Mike Silvestrini about how he's making it possible for regular people to invest directly into solar projects across the world.

[P Equity Research 📰 @pequityresearch]

Since my writeup on $FPS, it is up 51%.

I believe this is one of the cleanest companies to invest in for power grid construction.

All of their products, except substation transformers, are compatible with high power distributions for data centers, unlike some component manufacturers that may produce products that aren’t compatible because of high voltage.

I believe it's multiple has become stretched but if revenue continues to grow at the pace it has, and the backlog keeps increasing - this will be a solid investment over the long run.

From Q1'26: "Following completion of the capacity expansion plan, the Company believes it will have the footprint to support up to $5 billion of annual revenues and expects capital expenditures to fall significantly to maintenance levels."

https://t.co/V4CZ6V6cwe

[Mysteel New Energy @MGNewEnergy]

Mysteel daily reporting on China #lithium market 20260604👇

Please click the link below if you wish to know more information about China's lithium-ion #battery industry
https://t.co/NpxUNR8VZI

[IRENA @IRENA]

#AI & digital innovation are becoming essential to modern power systems, improving forecasting, integrating more #renewableenergy & strengthening resilience.

See how digital energy solutions become the gamechanger for the #energytransition: https://t.co/d4DRQTQR8b

#3xRenewables

[Uranium Intern @uraniumintern]

@duediligenceguy There are real people who believe wind is the answer

[Mark Z. Jacobson @mzjacobson]

Despite ~400,000 new EVs and ~200,000 new heat pumps in California during the past year and the 3rd-most data centers in the U.S., demand has hardly changed since 2025 and decreased 1.3% versus 2023, largely due to the growth in roof PV.

Roof PV reduces grid demand for electricity.

At the same time WindWaterSolar has supplied 56.4% of demand this year and >100% of demand for parts of 129 of 153 days, including 63 straight.

Gas is down 61% vs 2023, yet California's main grid is the most reliable in the US based on the lowest wholesale electricity prices in the past year.

[Eloro Resources Ltd. @EloroResources]

Silver Demand From New Cutting-Edge Technology

🔋 #Samsung’s new solid-state EV battery, currently under development, is reported to:
• Deliver 800 km range
• Recharge in 9 minutes
• Use significant amounts of silver for each vehicle, based on estimates circulated in market analyses.

If eventually commercialized at scale, it could substantially boost future demand.

Click to learn more from this Peter Krauth interview:
👉 https://t.co/eEIaNuWvJo

@peter_krauth #Silver

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

NUCLEAR 101: Heat pipe reactors rely on long, thin tubes to transfer heat away from the reactor core without any pumps or moving parts.

The heat from the core evaporates a working fluid (typically liquid sodium) inside the pipes.

Learn more: https://t.co/kgSRjtudP5

[Chris Meder @EVCurveFuturist]

Gas spent 20 years owning the evening peak. Batteries took a year to crash the party.

That's disruption. Not gradual, but a rapid shift in who supplies grid's most valuable hours.

The battle was never about total generation. It was about the peak & batteries are winning it.

[Hydrocarbon Engineering @HydrocarbonEng]

The June issue of Hydrocarbon Engineering is out now! 📚

This issue's front cover is brought to you by Wonder Engineering Technologies Pte Ltd 📸

Thank you to all of our contributing authors: Wonder Engineering Technologies Pte Ltd, KBR, Inc., Topsoe, Chemical Engineering Partners, Ketjen Corporation, SK Energy, Clariant, Shin Chuang Technology, UNICAT Catalyst Technologies, LLC, Amazon Filters Ltd, General Atomics, Sulzer

Chemtech, IGS | Integrated Global Services, Watlow, KBC A Yokogawa Company, and POWERHOUSE ENERGY GROUP PLC 👏
This issue covers a range of topics including catalysts, alternative fuels and SAF, separation technology, filtration, heat technology, AI, digital solutions, and much more! 🎆

Subscribe for free here and get access to exclusive technical articles and case studies from the downstream sector ➡️ https://t.co/UxX1ovzJzp

[Foro Nuclear @ForoNuclear]

💬 As highlighted by #ForoNuclear’s President, Marta Ugalde, in the introductory letter, “the Spanish nuclear sector is strategic and globally recognized for its industrial capacity and technical excellence.”

[Experience Abu Dhabi @VisitAbuDhabi]

Chris Hemsworth and Elsa Pataky explore Natural History Museum in Abu Dhabi, where dinosaurs still steal the spotlight 🦖

@nhm_abudhabi | @ElsaPataky_

[Foro Nuclear @ForoNuclear]

🆕 📖 We are pleased to share the updated Catalogue of the Spanish Nuclear Industry, a publication with the support of @ICEX_ , showcasing the capabilities, cutting-edge technology, and international reach of Spanish #nuclear companies.

[Center on Global Energy Policy @ColumbiaUEnergy]

What reforms are key to supporting the US nuclear energy sector?

🎧 On this week's episode of #ColumbiaEnergyExchange, host @JasonBordoff speaks with @AshleyFinan1 and Amy Roma about the growing nuclear industry.

Listen now: https://t.co/FXapWOrOF3

[OPEC @OPECSecretariat]

The OPEC’s Economic Commission Board (ECB) successfully concluded their 145th Meeting today, under the chairmanship of #OPEC Secretary General HE #HaithamAlGhais, with the participation of the National Representatives of OPEC Member Countries.

In his concluding remarks, HE Al Ghais extended his sincere appreciation to each of the esteemed members of the ECB for their insightful contributions in advancing the common goal of enhancing oil market stability.

The outcome of the meeting will provide essential technical inputs for the 193rd Meeting of the OPEC Conference and the 41st OPEC and Non-OPEC Ministerial Meeting to be held on Sunday, 7 June 2026.

[Harris Rubinroit @hcrubin2009]

#Nuclear #Energy #Uranium $DUK

[Solar and Storage Industry @SEIA]

"When you purchase a domestically manufactured solar panel...you are investing in the onshoring of defense-critical industries."—Danielle Russo, @Securing_Energy 🔥