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Francisco Beirão

@fbeirao.bsky.social
286 followers 29 following 345 posts

Energy Policy & Renewables | Government Affairs & Investor Relations | Advocacy & Strategic Communications | Politics & Investments

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Francisco Beirão @fbeirao.bsky.social · 24/09/2026
The UK must “electrify now” while taking a “pragmatic” approach to oil and gas licences, the UK energy secretary has said, arguing that the world was on course to miss its key climate targets.
ft.com
UK must ‘electrify now’, says energy secretary
Miatta Fahnbulleh promises ‘pragmatic’ approach on North Sea oil and gas, as decisions on Rosebank and Jackdaw fields loom
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Francisco Beirão @fbeirao.bsky.social · 24/09/2026
European Union governments are pushing back against a Brussels drive to reshape electricity network costs, watering down plans for coordinated tariffs as the fight over the bloc’s expensive and congested power grids becomes increasingly political.
euronews.com
EU countries push back against Brussels power tariff rules
European Union governments are pushing back against a Brussels drive to reshape electricity network costs, watering down plans for coordinated tariffs as the fight over the bloc’s expensive and conges...
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Francisco Beirão @fbeirao.bsky.social · 24/09/2026
Berlin seeks to loosen EU ‘made in Europe’ rules 'Germany rejects protectionism and discrimination,' according to a leaked paper
euractiv.com
Berlin seeks to loosen EU ‘made in Europe’ rules | Euractiv
'Germany rejects protectionism and discrimination,' according to a leaked paper
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Francisco Beirão @fbeirao.bsky.social · 23/09/2026
Diesel surge costs European drivers €203mn per day Motorists are spending 40% more each time they refill their tank, compared with the start of the year
ft.com
Diesel surge costs European drivers €203mn per day
Motorists are spending 40% more each time they refill their tank, compared with the start of the year
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Francisco Beirão @fbeirao.bsky.social · 23/09/2026
New polling shows overwhelming global business support for clean electrification amid fossil fuel volatility www.e3g.org/news/new-bus...
e3g.org
New polling shows overwhelming global business support for clean electrification amid fossil fuel volatility
A landmark global survey of business executives across 18 countries shows overwhelming support for a rapid transition to electrified economies run predominantly on renewables-based electricity.
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Francisco Beirão @fbeirao.bsky.social · 22/09/2026
The European Union’s automotive sector needs a plan, not undue protection European automotive policy should prioritise affordable competitiveness over protectionism, using resilience criteria and temporary safeguards
bruegel.org
The European Union’s automotive sector needs a plan, not undue protection
European automotive policy should prioritise affordable competitiveness over protectionism, using resilience criteria and temporary safeguards
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Francisco Beirão @fbeirao.bsky.social · 16/09/2026
Europe’s future is electric, says VDL. How? Unclear. Von der Leyen went big on electrification earlier in her speech, calling on policymakers to “make Europe’s future electric.”
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Francisco Beirão @fbeirao.bsky.social · 15/09/2026
EU country gas demand versus domestic production (2026)
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Francisco Beirão @fbeirao.bsky.social · 15/09/2026
EU Gas Imports Could Reach 98% by 2050 Without New Field Investment
woodmac.com
EU Gas Imports Could Reach 98% by 2050 Without New Field Investment
The global leader in commercial intelligence for the energy, metals and mining industries, providing objective analysis and advice on assets, companies and markets.
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Francisco Beirão @fbeirao.bsky.social · 15/09/2026
European Gas at Highest Since Dec. 2022
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Francisco Beirão @fbeirao.bsky.social · 09/09/2026
"REPowerEU, the EU’s plan for energy independence from Russia, is faltering just as Europe’s energy security is facing renewed threats from the turmoil in the Middle East." #REPowerEU #RIPowerEU www.eca.europa.eu/en/news/NEWS...
eca.europa.eu
NEWS-SR-2026-21
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Francisco Beirão @fbeirao.bsky.social · 09/09/2026
EU Warned Failure to End Russian Energy Ties Risks Fresh Crisis #REPowerEU #RIPowerEU
bloomberg.com
EU Warned Failure to End Russian Energy Ties Risks Fresh Crisis
The European Union is failing to make the investment needed to end its historic dependence on Russian fossil fuels, leaving it vulnerable to future shocks, the bloc’s spending watchdog said.
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Francisco Beirão @fbeirao.bsky.social · 09/09/2026
Google deepens its commitment to Finland with a €13 billion investment in AI infrastructure
blog.google
Google deepens its commitment to Finland with a €13 billion investment in AI infrastructure
Google invests €13B in Finland to boost digital infrastructure, clean energy, create jobs, and support local environmental initiatives.
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Francisco Beirão @fbeirao.bsky.social · 09/09/2026
Italy could avoid imports by unblocking green projects – minister 🇮🇹🔆💨🔋
montelnews.com
Italy could avoid imports by unblocking green projects – minister
Italy could cut imports by unlocking 30 GW of delayed renewables, energy minister says, urging reforms to speed permitting and project activation.
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Francisco Beirão @fbeirao.bsky.social · 08/09/2026
ACER calls for better market modelling as data centre demand outpaces electricity supply in Portugal
acer.europa.eu
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Francisco Beirão @fbeirao.bsky.social · 03/09/2026
Europe’s Gas Gamble Risks Higher Prices in Global Supply Fight www.bloomberg.com/news/article...
bloomberg.com
Europe’s Gas Gamble Risks Higher Prices in Global Supply Fight
Europe is nearing the end of summer with a low natural gas buffer, threatening to intensify a global fight for supply.
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Francisco Beirão @fbeirao.bsky.social · 02/09/2026
EU firms using green PPAs to shield from price spikes – think tank
montelnews.com
EU firms using green PPAs to shield from price spikes – think tank
IEEFA: European firms increasingly use green PPAs to hedge against price spikes and secure supply, shifting contracts toward shorter terms and price floors/ceilings.
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Francisco Beirão @fbeirao.bsky.social · 02/09/2026
US executive order banning Chinese bulk-power equipment set to worsen critical transformer shortage Power transformers and substations are already in an estimated market shortage of 15% and 8%, respectively
woodmac.com
US executive order banning Chinese bulk-power equipment set to worsen critical transformer shortage
US Executive Order 14420, banning imported bulk-power equipment from certain nations, in particular China, could impact a market of more than $22 billion in imports since 2025 and test an already stre...
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Francisco Beirão @fbeirao.bsky.social · 28/08/2026
Europe’s new renewable-energy champion is a surprise Romania is leading the EU in combining solar power and batteries 🇷🇴🔆🔋 www.economist.com/europe/2026/...
economist.com
Europe’s new renewable-energy champion is a surprise
Romania is leading the EU in combining solar power and batteries
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Francisco Beirão @fbeirao.bsky.social · 17/08/2026
Where does the world’s electricity come from?
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Francisco Beirão @fbeirao.bsky.social · 14/08/2026
“The heat-related outages combined with the regular maintenance schedule, technical issues ⁠and fuel saving are expected to put some 27.7 GW of nuclear power offline on Friday, the lowest level ​of nuclear availability since August 2023, data from LSEG Power Research showed”
reuters.com
Heatwave expected to remove 15% of France's nuclear capacity on Friday
Europe's fifth heatwave this summer ‌is expected to trim French nuclear power production by about 15% of the nuclear fleet's total capacity on Friday, with six reactors expected to be fully offline, d...
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Francisco Beirão @fbeirao.bsky.social · 18/07/2026
Welcome to electrotech. Sunlight travels 93 million miles to reach the Earth, none of them through the Strait of Hormuz.
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Francisco Beirão @fbeirao.bsky.social · 16/07/2026
It's too darn hot
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Francisco Beirão @fbeirao.bsky.social · 15/07/2026
Warming Europe complicates France's bet on nuclear power
politico.eu
Warming Europe complicates France’s bet on nuclear power
Extreme heat is forcing the country to shut down nuclear reactors, just as the appetite for cheap, carbon-free electricity is set to explode.
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Francisco Beirão @fbeirao.bsky.social · 15/07/2026
60 mil milhões de euros de investimento em energias renováveis estão bloqueados em Portugal
jornaleconomico.sapo.pt
60 mil milhões de euros de investimento em energias renováveis estão bloqueados em Portugal
Estudo feito para a APREN – Associação Portuguesa de Energias Renováveis defende licenciamentos mais rápidos, relançamento de leilões ou o reforço do investimento na rede de eletricidade.
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Francisco Beirão @fbeirao.bsky.social · 15/07/2026
Brussels announces broad hydrogen policy overhaul Massively ambitious EU targets slammed as 'total failure' in parliamentary debate
euractiv.com
Brussels announces broad hydrogen policy overhaul | Euractiv
Massively ambitious EU targets slammed as 'total failure' in parliamentary debate
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Francisco Beirão @fbeirao.bsky.social · 15/07/2026
Portugal seeks high-value data centres, not to become Europe's dumping ground
reuters.com
Portugal seeks high-value data centres, not to become Europe's dumping ground
Portugal is keen to attract data centres that generate economic benefits and boost productivity and not become a ​dumping ground for power-hungry projects with limited returns for ‌the country, Infras...
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Francisco Beirão @fbeirao.bsky.social · 14/07/2026
Solar generated record 25% of EU power in June with Germany, Spain and Poland leading the race
euronews.com
Solar met 25% of EU power needs in June thanks to quick installations
Solar was ahead of coal, gas, nuclear, wind and hydropower.
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Francisco Beirão @fbeirao.bsky.social · 14/07/2026
Bruselas endurece las exigencias al autoconsumo tras el apagón ibérico y obliga a las pequeñas plantas a estabilizar la red www.eleconomista.es/energia/noti...
eleconomista.es
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Francisco Beirão @fbeirao.bsky.social · 13/07/2026
Solar costs jump 18% "higher capital ‌costs, ⁠elevated interest rates and inflationary pressures, such as tariff pass-through and the repricing of supply chains as they diversify away from China toward other parts of the world, including Southeast Asia"
reuters.com
Solar costs jump 18%, but remain the cheapest generation to build, Lazard says
The cost of building solar power projects in the United States has jumped 18% from a year earlier as tariffs, elevated interest ​rates and other cost pressures take hold, but the renewable energy sour...
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Francisco Beirão @fbeirao.bsky.social · 13/07/2026
It's gettin' hot in here
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Francisco Beirão @fbeirao.bsky.social · 12/07/2026
Optimizing capital efficiency in solar PV: Next-generation solutions www.mckinsey.com/capabilities...
mckinsey.com
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Francisco Beirão @fbeirao.bsky.social · 12/07/2026
Britain’s biggest community solar farm forced to shut over grid overload fears The shutdown is expected to cost the cooperative scheme’s nearly 10,000 members about £2m in lost revenue before it is allowed to restart again in September.
theguardian.com
Britain’s biggest community solar farm forced to shut over grid overload fears
Timing of Devon switchoff ‘could not be worse’, says board, as members face an estimated £2m in lost revenue
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Francisco Beirão @fbeirao.bsky.social · 12/07/2026
France's main energy provider on Sunday said three nuclear reactors had been temporarily shut down and eight others were operating at reduced power due to the heatwave sweeping France.
france24.com
France temporarily shuts down three nuclear reactors over heatwave
France's main energy provider on Sunday said that three nuclear reactors have been temporarily shut down, while eight others are operating at reduced power. The measure is an environmental protection…
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
The great electrification: The power of the sun in the EU 🔆⚡️🇪🇺 www.rabobank.com/knowledge/d0...
rabobank.com
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
Solar PV technical potential by degree of urbanisation
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
O superior interesse público das energias renováveis, baterias e linhas elétricas entra em vigor em Portugal a 28 de Agosto de 2026 ⏳
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
Ban on inverters to affect 14% of EU solar demand through 2030 and 12% of energy storage deployments for 2026–2030 affected Central and Eastern European countries to bear the brunt
woodmac.com
Ban on inverters from high-risk countries, led by China, to affect 14% of EU solar demand through 2030
The recent European Commission decision to ban PV inverters and power-conversion systems (PCS) from China and other countries the Commission considers high risk, from all European Union (EU)-funded cl...
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
EU curbs on Chinese components risk halting renewables rollout in poorer countries, industry warns 🚨🔆
reuters.com
EU curbs on Chinese components risk halting renewables rollout in poorer countries, industry warns
A ban on EU funding for Chinese-made inverters — a critical clean energy ‌component — could slow or even halt the rollout of solar and wind projects in poorer European countries that rely on public mo...
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Francisco Beirão @fbeirao.bsky.social · 11/07/2026
Europe’s slow electrification is a ‘major mistake’, warns IEA chief www.ft.com/content/fbeb...
ft.com
Europe’s slow electrification is a ‘major mistake’, warns IEA chief
Fatih Birol says EU should have moved faster to achieve energy independence after 2022 gas crisis
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Reposted by Francisco Beirão
Francisco Beirão @fbeirao.bsky.social · 08/05/2026
This is what a solar park sounds like (Sound on 🔊)
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Reposted by Francisco Beirão
Felix Hamer • electricfelix @electricfelix.eurosky.social · 12/06/2026
@fbeirao.bsky.social: “One shipment of solar panels generates 10 TWh of electricity over 20 years - natural gas needs an LNG tanker every single year” nitter.net/fbeirao/stat...
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Francisco Beirão @fbeirao.bsky.social · 08/05/2026
This is what a solar park sounds like (Sound on 🔊)
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Reposted by Francisco Beirão
Nikolaus J. Kurmayer @nkurmayer.bsky.social · 06/05/2026
This year's solar industry shindig in Brussels was inadvertently overshadowed by the challenges of the booming industry -- and they are going all in on batteries to keep growing at their hitherto rapid pace My dispatch, no paywall www.euractiv.com/news/solar-l...
euractiv.com
Solar lobby looks to batteries as Europe's grid fails to keep pace | Euractiv
After a decade of explosive growth, the leading renewable power sector is a victim of its own success
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Francisco Beirão @fbeirao.bsky.social · 03/04/2026
€4 billion, and counting
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Francisco Beirão @fbeirao.bsky.social · 02/04/2026
Affordable power changes everything.​ ​ Across Europe, it is now the cheapest source of electricity ever built, helping lower system costs and strengthen energy security.​ ​ Lower bills.​ Stronger communities.​ Pass it on.​ #abrighttoday abright.today
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Reposted by Francisco Beirão
Georg Zachmann @gzachmann.bsky.social · 01/04/2026
2) SMRs do not yet exist "off the shelf" and their cost-prospects depend on unknown learning curves and uncertain market size 3) political uncertainty require nuclear investments to be largely state-backed 4) nuclear hopes for 2035 prevent investments in RES today - locking in more gas consumption
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Francisco Beirão @fbeirao.bsky.social · 01/04/2026
Made-in-Europe Solar Is Far Pricier Than the Competition 🔆
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Francisco Beirão @fbeirao.bsky.social · 01/04/2026
Solar saved Europe €3bn in fossil fuel imports in March: Which country is leading the way? www.euronews.com/2026/04/01/s...
euronews.com
Solar saved Europe €3bn in March. Which country is leading the race?
A new analysis found that Europe’s solar capabilities could save the continent €67.5 billion by the end of the year if gas prices remain high.
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Francisco Beirão @fbeirao.bsky.social · 01/04/2026
The EU’s existing solar fleet is offsetting more than €110 million of gas imports per day from March 1-17 alone. In the same period, solar has reduced the overall gas import bill by 32%. 
  Savings for March 1-31 reached €3.76 billion.   www.solarpowereurope.org/press-releas...
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