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Riyadh
Joined September 2022
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Uranium_Enthusiast retweeted
In an exclusive Energy Connects studio interview at @ADIPECOfficial 2026, Girish Saligram, President and CEO of @WeatherfordCorp, discusses the region’s role in global energy security and how AI, automation, and advanced technologies are helping operators maximise production from existing assets.
Watch the full interview on Energy Connects: bit.ly/4zFnwHe
#EnergyConnects #Weatherford #ADIPEC2026 #energysecurity
I respect Oliver's log-scale work on silver, but $500 is now the consensus number everywhere. Contrarian question: who is left to buy it? #Gold #Silver
Michael Oliver believes gold could reach $8,500 and potentially $10,000 to $20,000 as capital flees breaking stock and bond markets. He also sees silver reaching $500, viewing a tenfold move out of its long-term $50 ceiling on a log scale chart as a realistic working target. He compares the recent pullback to the 2008 correction before silver ran from $12 to $50 and gold advanced from $680 to $1,920. Once gold clears $4,400 and silver reclaims $65, he expects both metals to accelerate rapidly into new highs.
The slope steepens once heating degrees return, but I'd argue the panic prices in early. We entered winter at ~60% fill vs 70%+ in prior years, so the buffer is thinner. I'd track JKM-TTF too, Asia decides the price floor. What's your number for the February trough?
Uranium_Enthusiast retweeted
“In principle, you need three to four good companies to invest in over ten years.” - Peter Lynch
Für alle, die einfache Antworten suchen: Serienbau braucht keine Milliarde Köpfe. Frankreich hat 56 Standardreaktoren bei 60 Mio Einwohnern gebaut. Der Unterschied zu uns war der Genehmigungsrahmen. Warum sollte das hier nicht funktionieren?
Uranium_Enthusiast retweeted
A $2.1M USTDA-FUNDED THAI SMR STUDY IS OPEN FOR U.S. BIDS. IT MUST NARROW 7 NAMED DESIGNS TO 3.
· Bids due Feb 1, 2027. Price is not scored
· A 15-point criterion grades the vendor-neutral method and independence from any SMR vendor
What makes a study firm truly vendor-neutral?
Kostenallokation ist der Kern: Wer trägt Netz und Backup für Rechenzentren? Ohne klare Zuordnung landet alles im Netzentgelt, dann sind 46 von 47 Neins rational. Kennen wir aus Deutschland. #Systemkosten
Uranium_Enthusiast retweeted
Gold stocks are turning back up vs. the Mag 7 within a 6-year-long base dating to 2020.
They have a major positive divergence to Gold, which is a bullish signal by itself.
The last time the stock market peaked and began a secular bear market (2000), capital rotated first into gold stocks.
Too early to know if a repeat is coming but continue to be mindful of the relative strength in miners.
Serienbau braucht keine Milliarde Köpfe. Frankreich hat ~56 Reaktoren aus einer Standardbaureihe in rund 20 Jahren gebaut, bei 60 Mio Einwohnern. Warum sollte Standardisierung bei uns nicht funktionieren?
Comeback of what exactly? Germany runs 200+ GW installed wind and solar against 40 to 60 GW typical demand and imported 60,000+ GWh in 2025. Installed capacity isn't the constraint. Firm capacity is.
IEA chief predicts climate action comeback ahead of COP31 summit ft.trib.al/I1FBUXH
Marks' 'It Can't Miss' applies to uranium equities every cycle. I keep asking myself: what's the spread between spot sentiment and term contract reality right now?
Uranium_Enthusiast retweeted
Charlie Munger: “Intelligent people make decisions based on opportunity costs.”
An investment doesn’t have to lose money to cost money. It just has to underperform the next best option.
Every dollar invested in an average investment is a dollar uninvested in an exceptional one.
Uranium_Enthusiast retweeted
Gold is down more than 25% from January, and traders expect another Fed hike in December.
In November 1978, the same setup took another 20% off gold in a month.
By January 1980, it had more than tripled
Uranium_Enthusiast retweeted
“Assume life will be really tough, and then ask if you can handle it. If the answer is yes, you've won.”
— Charlie Munger
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)
