Francisco Beirão
@fbeirao.bsky.social
Energy Policy & Renewables | Government Affairs & Investor Relations | Advocacy & Strategic Communications | Politics & Investments
O degrowth quer menos consumo. Se tudo correr bem, 2025 será o ano com menor consumo de eletricidade de hoje em diante
Consumo de energia elétrica atinge máximo histórico em 2025 - REN
Consumo de energia elétrica atinge máximo histórico em 2025 - REN
O consumo de energia elétrica abastecido a partir da rede pública atingiu em 2025 o valor mais elevado de sempre no Sistema Elétrico Nacional (SEN), de acordo com dados divulgados hoje pela Redes Energéticas Nacionais (REN).
www.lusa.pt
January 1, 2026 at 11:50 AM
O degrowth quer menos consumo. Se tudo correr bem, 2025 será o ano com menor consumo de eletricidade de hoje em diante
~$450bn of US energy imports over 7 years
$750bn announced for the next 3
$750bn announced for the next 3
December 27, 2025 at 5:17 PM
~$450bn of US energy imports over 7 years
$750bn announced for the next 3
$750bn announced for the next 3
EDF Raises Budget for New French Nuclear Plants to €73 Billion
🇫🇷⚛️
The new forecast (which excludes funding costs and uses 2020 terms) compares with a 2020 estimate of €51.7 billion that was revised up €67.4 billion two years ago
🇫🇷⚛️
The new forecast (which excludes funding costs and uses 2020 terms) compares with a 2020 estimate of €51.7 billion that was revised up €67.4 billion two years ago
EDF Raises Budget for New French Nuclear Plants to €73 Billion
Electricite de France SA raised its cost estimates for the six nuclear reactors it plans to build in its home country by 8% to €72.8 billion ($85 billion), highlighting the funding challenge faced by ...
www.bloomberg.com
December 24, 2025 at 10:53 AM
EDF Raises Budget for New French Nuclear Plants to €73 Billion
🇫🇷⚛️
The new forecast (which excludes funding costs and uses 2020 terms) compares with a 2020 estimate of €51.7 billion that was revised up €67.4 billion two years ago
🇫🇷⚛️
The new forecast (which excludes funding costs and uses 2020 terms) compares with a 2020 estimate of €51.7 billion that was revised up €67.4 billion two years ago
Co-Located Solar and Storage Grows 70% a Year Since 2020
🔆🔋
China and the US have hosted 95% of commissioned co-located capacity to-date
🇨🇳🇺🇸
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China and the US have hosted 95% of commissioned co-located capacity to-date
🇨🇳🇺🇸
December 24, 2025 at 8:19 AM
Co-Located Solar and Storage Grows 70% a Year Since 2020
🔆🔋
China and the US have hosted 95% of commissioned co-located capacity to-date
🇨🇳🇺🇸
🔆🔋
China and the US have hosted 95% of commissioned co-located capacity to-date
🇨🇳🇺🇸
La energía solar: la oportunidad de triunfo de la revolución industrial en España
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La energía solar: la oportunidad de triunfo de la revolución industrial en España
Al cierre de 2025, España se consolida como potencia europea en energía fotovoltaica, pero sobre todo como un país que ha sabido identificar y tiene potencial de aprovechar una...
www.expansion.com
December 24, 2025 at 8:05 AM
La energía solar: la oportunidad de triunfo de la revolución industrial en España
🇪🇸 🔆
🇪🇸 🔆
Reposted by Francisco Beirão
Science has named the seemingly unstoppable growth of renewable energy worldwide as the 2025 Breakthrough of the Year.
Learn more about this year's #BOTY and other big advances in science: https://scim.ag/493Tpgx
Learn more about this year's #BOTY and other big advances in science: https://scim.ag/493Tpgx
December 18, 2025 at 7:05 PM
Science has named the seemingly unstoppable growth of renewable energy worldwide as the 2025 Breakthrough of the Year.
Learn more about this year's #BOTY and other big advances in science: https://scim.ag/493Tpgx
Learn more about this year's #BOTY and other big advances in science: https://scim.ag/493Tpgx
Science’s 2025 Breakthrough of the Year: The unstoppable rise of renewable energy www.science.org/content/arti...
December 20, 2025 at 10:34 PM
Science’s 2025 Breakthrough of the Year: The unstoppable rise of renewable energy www.science.org/content/arti...
Expensive infrastructure, long timelines, leveraged balance sheets. Sounds like a great business model
December 20, 2025 at 7:26 AM
Expensive infrastructure, long timelines, leveraged balance sheets. Sounds like a great business model
“Lack of economic viability” bursts EU green hydrogen bubble
“Lack of economic viability” bursts EU green hydrogen bubble
For example, in Germany, Europe’s largest energy market, the ramp-up was stalling because hydrogen was not yet commercially viable in key applications under existing regulatory and economic conditions...
montelnews.com
December 19, 2025 at 9:47 AM
“Lack of economic viability” bursts EU green hydrogen bubble
Governo apresenta programa de 30 milhões para reduzir incêndios com pastoreio
Governo apresenta programa de 30 milhões para reduzir incêndios com pastoreio
O programa contempla apoio às áreas de baldio e ao investimento na instação de novas pastagens e produtores. O objectivo é reduzir a susceptibilidade aos incêndios nas zonas de maior risco.
www.publico.pt
December 18, 2025 at 10:00 PM
Governo apresenta programa de 30 milhões para reduzir incêndios com pastoreio
Megabattery instead of nuclear: One of the largest battery storage systems is being built at the former Philippsburg nuclear power plant
Megabatterie statt Atom: Am Ex-AKW Philippsburg entsteht einer der größten Batteriespeicher
Der frühere Atomstandort wird zur Energiezentrale der Zukunft. Auch andere AKW-Standorte in Deutschland werden ähnlich umgebaut.
www.fr.de
December 18, 2025 at 9:29 PM
Megabattery instead of nuclear: One of the largest battery storage systems is being built at the former Philippsburg nuclear power plant
Italy’s Ban on China Solar Kit Lifts Auction Prices by 17%: BNEF
🇮🇹🔆
Projects turn to India & South Korea as cheapest compliant suppliers (+15 c€/W). EU components remain uncompetitive at +20–40 c€/W
Policy choices have real cost impacts
🇮🇹🔆
Projects turn to India & South Korea as cheapest compliant suppliers (+15 c€/W). EU components remain uncompetitive at +20–40 c€/W
Policy choices have real cost impacts
Italy’s Ban on China Solar Kit Lifts Auction Prices by 17%: BNEF
Additional $15ct/W cost to comply with ban on Chinese solar
Average price rose nearly a fifth from unrestricted auction
www.bnef.com
December 16, 2025 at 7:01 AM
Italy’s Ban on China Solar Kit Lifts Auction Prices by 17%: BNEF
🇮🇹🔆
Projects turn to India & South Korea as cheapest compliant suppliers (+15 c€/W). EU components remain uncompetitive at +20–40 c€/W
Policy choices have real cost impacts
🇮🇹🔆
Projects turn to India & South Korea as cheapest compliant suppliers (+15 c€/W). EU components remain uncompetitive at +20–40 c€/W
Policy choices have real cost impacts
Para ilustrar um artigo sobre rede Natura, o Publico escolhe uma imagem de uma central a carvão
December 14, 2025 at 11:11 AM
Para ilustrar um artigo sobre rede Natura, o Publico escolhe uma imagem de uma central a carvão
France updates net-zero plan, with fossil fuel phaseout
It also aims to boost electricity's share of energy consumption to 55 percent by 2050, up from 37 percent in 2023, largely through renewables.
www.france24.com/en/live-news...
It also aims to boost electricity's share of energy consumption to 55 percent by 2050, up from 37 percent in 2023, largely through renewables.
www.france24.com/en/live-news...
France updates net-zero plan, with fossil fuel phaseout
France released on Friday a revamped roadmap to become carbon neutral by 2050, with an ambitious plan to phase out oil and gas.
www.france24.com
December 14, 2025 at 11:10 AM
France updates net-zero plan, with fossil fuel phaseout
It also aims to boost electricity's share of energy consumption to 55 percent by 2050, up from 37 percent in 2023, largely through renewables.
www.france24.com/en/live-news...
It also aims to boost electricity's share of energy consumption to 55 percent by 2050, up from 37 percent in 2023, largely through renewables.
www.france24.com/en/live-news...
Italy awards solar capacity in first 'Not made in China' auction
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The tariff is 17% higher than the average price for a renewable auction earlier this year that had no restrictions on equipment origin
www.reuters.com/sustainabili...
🇮🇹🔆
The tariff is 17% higher than the average price for a renewable auction earlier this year that had no restrictions on equipment origin
www.reuters.com/sustainabili...
Italy awards solar capacity in first 'Not made in China' auction
Italy awarded more than 1.1 gigawatts of capacity to 88 projects in its first auction exclusively for solar projects built without equipment manufactured in China, setting an average price of 66.38 eu...
www.reuters.com
December 13, 2025 at 1:11 PM
Italy awards solar capacity in first 'Not made in China' auction
🇮🇹🔆
The tariff is 17% higher than the average price for a renewable auction earlier this year that had no restrictions on equipment origin
www.reuters.com/sustainabili...
🇮🇹🔆
The tariff is 17% higher than the average price for a renewable auction earlier this year that had no restrictions on equipment origin
www.reuters.com/sustainabili...
O novo @solarpowereu.bsky.social Solar Market Outlook 2025-2030 confirma: Portugal não está no rumo certo para cumprir a meta solar de 2030.
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www.linkedin.com/posts/fbeira...
🇵🇹🔆
www.linkedin.com/posts/fbeira...
#solarpower | Francisco Beirão
O novo EU Solar Market Outlook 2025-2030 da SolarPower Europe confirma aquilo que muitos no setor já antecipavam: Portugal não está no rumo certo para cumprir a meta de energia solar para 2030. Em 202...
www.linkedin.com
December 12, 2025 at 9:19 PM
O novo @solarpowereu.bsky.social Solar Market Outlook 2025-2030 confirma: Portugal não está no rumo certo para cumprir a meta solar de 2030.
🇵🇹🔆
www.linkedin.com/posts/fbeira...
🇵🇹🔆
www.linkedin.com/posts/fbeira...
Current electricity market prices a problem for France's EDF, Fitch says
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Current electricity market prices a problem for France's EDF, Fitch says
Current low electricity market prices are a problem for French utility EDF's earnings and the company's ability to leverage debt if they persist at a time when EDF is gearing up to build six nuclear r...
www.reuters.com
December 11, 2025 at 8:29 PM
Current electricity market prices a problem for France's EDF, Fitch says
www.reuters.com/business/ene...
www.reuters.com/business/ene...
If Europe wants to stay on track for 2030, the unglamorous work of implementing the RED becomes decisive. In 12 months, 100 GW of solar projects disappeared from the outlook! In the best case, they are just delayed. In the worst, they are cancelled!
www.linkedin.com/posts/fbeira...
www.linkedin.com/posts/fbeira...
The European Commission’s December infringements package shows the EU stepping up action: Greece, France, Italy, Cyprus, Hungary, Malta, Poland, and Portugal received reasoned opinions for failing to…...
The European Commission’s December infringements package shows the EU stepping up action: Greece, France, Italy, Cyprus, Hungary, Malta, Poland, and Portugal received reasoned opinions for failing to ...
www.linkedin.com
December 11, 2025 at 7:01 PM
If Europe wants to stay on track for 2030, the unglamorous work of implementing the RED becomes decisive. In 12 months, 100 GW of solar projects disappeared from the outlook! In the best case, they are just delayed. In the worst, they are cancelled!
www.linkedin.com/posts/fbeira...
www.linkedin.com/posts/fbeira...
Commission urges Greece, France, Italy, Cyprus, Hungary, Malta, Poland and Portugal to transpose the reinforced rules to promote renewable energy
🇬🇷🇫🇷🇮🇹🇨🇾🇭🇺🇲🇹🇵🇹
energy.ec.europa.eu/news/decembe...
🇬🇷🇫🇷🇮🇹🇨🇾🇭🇺🇲🇹🇵🇹
energy.ec.europa.eu/news/decembe...
December 11, 2025 at 2:09 PM
Commission urges Greece, France, Italy, Cyprus, Hungary, Malta, Poland and Portugal to transpose the reinforced rules to promote renewable energy
🇬🇷🇫🇷🇮🇹🇨🇾🇭🇺🇲🇹🇵🇹
energy.ec.europa.eu/news/decembe...
🇬🇷🇫🇷🇮🇹🇨🇾🇭🇺🇲🇹🇵🇹
energy.ec.europa.eu/news/decembe...
Reposted by Francisco Beirão
Poland secured the right to provide state aid to its first nuclear power plant:
- equity injection of 30% of project cost
- 100% state guarantees
- and a guaranteed price of 120€/MWh
ec.europa.eu/commission/p...
- equity injection of 30% of project cost
- 100% state guarantees
- and a guaranteed price of 120€/MWh
ec.europa.eu/commission/p...
Commission approves State aid for the construction and operation of Poland\'s first nuclear power plant
The European Commission has approved, under EU State aid rules, an aid package to support the construction and operation of the first nuclear power plant in Poland. The nuclear plant, with an electric
ec.europa.eu
December 9, 2025 at 8:49 PM
Poland secured the right to provide state aid to its first nuclear power plant:
- equity injection of 30% of project cost
- 100% state guarantees
- and a guaranteed price of 120€/MWh
ec.europa.eu/commission/p...
- equity injection of 30% of project cost
- 100% state guarantees
- and a guaranteed price of 120€/MWh
ec.europa.eu/commission/p...
Watt’s Next: The Electric Pathway to a Competitive, Secure Industry in Europe
#WattsNextEU ⚡️
“Welcome to the Act Two of the energy transition” @adrianhiel.bsky.social
#WattsNextEU ⚡️
“Welcome to the Act Two of the energy transition” @adrianhiel.bsky.social
December 9, 2025 at 8:50 AM
Watt’s Next: The Electric Pathway to a Competitive, Secure Industry in Europe
#WattsNextEU ⚡️
“Welcome to the Act Two of the energy transition” @adrianhiel.bsky.social
#WattsNextEU ⚡️
“Welcome to the Act Two of the energy transition” @adrianhiel.bsky.social
The cost of public support for renewable energy could drop if France developed more large-scale solar or wind installations
montelnews.com/news/fd36273...
montelnews.com/news/fd36273...
Build larger green plants to cut French subsidy costs – Engie
“If you do renewables well, with projects of a good size, with sufficient volume where you can start to lower panel prices because you can buy in bulk, the CFD [contract for difference state subsidy] ...
montelnews.com
December 9, 2025 at 8:29 AM
The cost of public support for renewable energy could drop if France developed more large-scale solar or wind installations
montelnews.com/news/fd36273...
montelnews.com/news/fd36273...
Bruno Lajoie, data engineer at Kpler, agreed that in European countries with a similar share of wind and solar capacity, prices were much less volatile, meaning France’s strong price fluctuations were likely linked to “the bidding behaviour” of nuclear plants.
montelnews.com/news/d593505...
montelnews.com/news/d593505...
Power price swings stronger in France after 15-min switch – Kpler
The difference in French 15-minute prices relative to hourly prices has averaged 34% since the trading switch took place on 1 October – double the average across European countries, according to Kpler...
montelnews.com
December 9, 2025 at 8:04 AM
Bruno Lajoie, data engineer at Kpler, agreed that in European countries with a similar share of wind and solar capacity, prices were much less volatile, meaning France’s strong price fluctuations were likely linked to “the bidding behaviour” of nuclear plants.
montelnews.com/news/d593505...
montelnews.com/news/d593505...