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Ignacio Cantos, director de inversiones de atlCapital, echa un vistazo a los escenarios de compañías como IAG, Iberdrola, Telefónica, Repsol y Audax.
Paco Pérez, analista independiente, analiza los principales movimientos de las Bolsas y los mercados. Además, atiende las consultas de los oyentes. Comenta las inversiones, el petróleo a la alza, la inflación y el Ibex, a la alta. El analista afirma que "el Nasdaq y el SP500 van a seguir en sus máximos históricos". “El petróleo sigo viendo que nos va a dar problemas a la economía mundial”, nos comenta el analista. Por otro lado, ha analizado Valeo, estará a la alta en 16-17€ la acción, también afirmó que, “el viento suena a favor, está a la alta”. En cuanto a MeeA, el experto afirma que “se encontrará en una recogida de beneficios clara, pero para mí sería una oportunidad para buscar”. Por otro lado analiza OMAB, donde nos cuentaque “es una oportunidad clara porque se encuentra en el suelo del mercado”. También se ha analizado Take Two, de la cual nos afirma que “no está en una buena situación” y que “ yo estaría fuera de comprar”. Sobre Inditex, dice que “tiene claramente una situación a la alta” y asegura que “no hay que quitársela de la cartera”. Deckers,se afirma que “la silueta del gráfico no es especialmente favorable para compras”. A medio y largo plazo mantiene una tendencia bajista. En cuanto a Microsoft, nos cuenta que “vuelve a acercarse a máximos y continúa marcando máximos crecientes antes de una nueva caída”. El experto afirma que “después de una primera mitad de año muy positiva, Intel se encuentra en una zona en la que podría producirse una recogida de beneficios”. En cuanto a Iberdrola, explica que “mantiene una estructura alcista tanto a medio como a largo plazo” y sobre TSMC, que “pertenece a un sector considerado muy bueno y, técnicamente, presenta una oportunidad de compra”. Sobre MP Materials, destaca que “la corrección todavía no habría terminado, por lo que se mantiene la espera antes de un nuevo movimiento” y sobre Ouster, que “presenta una estructura que resulta más atractiva que MP Materials”.
Sergio Klatumm, economista y profesor de la URJC, pone el foco en los escenarios de Santander, Telefónica, Iberdrola y Solaria.
Episodio 129 de En Ocasiones Veo Fraudes, el pódcast de FACUA. En el editorial, Rubén Sánchez te cuenta que las multas impuestas hasta la fecha por el Ministerio de Consumo como consecuencia de denuncias de FACUA multiplican por 24 el importe total que los distintos ministerios con competencias en protección de los consumidores han destinado a la asociación en toda su historia. Los tres temas de actualidad: hemos conseguido que diferentes restaurantes devuelvan a socios de FACUA el dinero que les cobraron por el servicio de pan al no tenerlo incluido en sus cartas; denunciamos a cines Yelmo por no haber proyectado los doce minutos adicionales de contenido que anunciaron con el restreno del 25º aniversario de Harry Potter y la piedra filosofal; y damos a conocer los resultados del estudio sobre las tarifas de la ITV en 2026 que hemos realizado. En Terror en el supermercado, David Ávila te cuenta la iniciativa de crear supermercados públicos puesta en marcha por el alcalde de Nueva York, Zohran Mandani, y anunciada también por el alcalde Barcelona Jaume Collboni. En Te Ayudamos, Keka Sánchez te informa sobre qué debes hacer y tener en cuenta si necesitas contactar con un cerrajero de urgencia. En Te puede pasar a ti te contamos el caso de Pedro, a quien un punto de carga defectuoso de Iberdrola le averió los dos coches eléctricos que posee al ir a cargarlos.
En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa. El Nasdaq 100 alcanza nuevos máximos mientras el petróleo y la rentabilidad de los bonos vuelven a retroceder. En el primer análisis de la mañana conversamos con Javier Santacruz, economista, para analizar el fuerte cambio de sentimiento que ha experimentado el mercado tecnológico en apenas unos días. De los temores sobre los riesgos de la inteligencia artificial, los inversores han pasado a impulsar al Nasdaq hacia nuevos récords. Ponemos también el foco en el petróleo tras las previsiones de Donald Trump sobre una fuerte caída de los precios y analizamos las perspectivas para el oro, después de que Pictet Wealth Management haya situado los 5.000 dólares como posible referencia para el metal precioso. Miramos además a la bolsa española ante el aumento de la inversión de grandes gestoras internacionales como BlackRock, Vanguard y Capital Group en compañías del Ibex 35. La actualidad empresarial pasa también por Iberdrola y la búsqueda de un nuevo socio para su negocio eólico en Reino Unido, así como por Santander, Blackstone y Pollen y el mercado de compraventa de créditos morosos a particulares. En el análisis internacional conversamos con José María Viñals, director del Máster en Relaciones Internacionales del IEB. Analizamos el discurso de Donald Trump ante Naciones Unidas y su visión de la paz y del nuevo escenario internacional, además de los planes de Estados Unidos para reforzar su presencia militar en Groenlandia. Por último, miramos a Marruecos y a unas elecciones marcadas por la desafección política y un contexto regional condicionado también por la crisis de Ceuta.
Josep Prats, gestor de Abante, analiza el contexto de mercado, los títulos de Repsol y los de Iberdrola. Reconoce que la crisis del petróleo impulsa al alza, sobre todo, los precios del refino.
El analista independiente selecciona los títulos de Iberdrola para ahorradores tranquilos.
El analista revisa los títulos de SpaceX, General Motors, Intel, TSMC, Enagás, Prosegur e Iberdrola, entre otros. Considera que se puede estar comprado ya en Bolsa con cierta tranquilidad.
Con Jorge del Canto y Roberto Moro
Juan Ignacio Marrón, analista independiente y fundador de Inversores institucionales cree que el mercado se encuentra en un "proceso correctivo normal (...) y que no se ha roto nada". En la foto de largo, dice que la situación del IBEX o el DAX es muy buena y mucho mejor que la del S&P 500 y el Nasdaq. Advierte eso sí que las tensiones geopolíticas son complicadas, el petróleo está disparado y asistimos a las subidas de tipos de interés del BCE, y a la espera de la Fed y el Banco de Japón. Un "cocktail un tanto negativo", dice, que puede impactar en el sentimiento de los inversores. Europa vs Wall Street En cuanto a la situación de los índices, Marrón subraya cómo “el S&P 500 está ya desde hace tiempo, desde la segunda semana de agosto, en un lateral que se ha convertido en tendencia bajista”. Es por eso por lo que dice que hay que tener “paciencia”. Al hablar del ibex, sin embargo, apunta que “los índices europeos van todos de la mano”. Subraya cómo llevaba tiempo advirtiendo que se estaban rompiendo algunas directrices importantes y “se ha confirmado ruptura y pérdidas de tendencias alcistas como la alcista de Ibex y Dax. Valores: Iberdrola, Autozone.. En el consultorio de Bolsa de Capital Intereconomía, Juan Ignacio Marrón, ha señalado que es un momento más delicado del mercado, al analizar los gráficos de los valores que los inversores han puesto sobre la mesa. Entre los valores que ha comentado estaban Iberdrola, Mapfre o Autozone. Sobre la de Ignacio Sánchez Galán decía es “alcista de largo plazo” y si el inversor tiene intención de mantener a largo, yo lo haría.
Con David Galán, analista de RV de Bolsa General.
La victoria de la AfD en Sajonia-Anhalt añade una nueva incertidumbre a una economía alemana que ya arrastra problemas industriales, energéticos y de crecimiento. Sin embargo, ¿es motivo suficiente para reducir la exposición a la bolsa alemana? Josep Codina, director de análisis de la revista Inversión, explica por qué una reacción drástica sería exagerada y señala los riesgos que considera más importantes para los mercados: el petróleo, el coste de la energía, la elevada rentabilidad de los bonos y las próximas decisiones de los bancos centrales. El episodio aborda también la mala reputación bursátil de septiembre. Codina recuerda que la estacionalidad es una advertencia estadística, no una orden de venta, y propone rebalancear las posiciones más revalorizadas, mantener entre un 10 % y un 20 % en liquidez remunerada y prepararse para aprovechar una posible corrección. Para quienes tienen dinero pendiente de invertir, plantea una entrada progresiva en cuatro tramos del 25 %, adelantando alguna compra si el mercado cae alrededor de un 5 %. Entre las oportunidades que vigilaría aparecen la electrificación, las redes, las infraestructuras, la tecnología rentable, los semiconductores, la salud y los seguros. Iberdrola, Siemens, Schneider Electric, SAP, ASML, Allianz, Munich Re, Inditex y Amadeus figuran entre las compañías mencionadas. Además, analizamos qué papel pueden desempeñar los fondos monetarios, la renta fija a corto plazo, el oro y el bitcoin dentro de una cartera. Y respondemos a una pregunta concreta: cómo invertir ahora 10.000 euros y cuál sería el principal error que debería evitarse. Pautas, el espacio de la revista Inversión para interpretar los mercados y tomar decisiones con criterio.
Das BX Musterportfolio wird neu aufgestellt. Euronext und SEI Investments rücken mit attraktiver Bewertung, steigenden Margen und langfristigem Wachstumspotenzial in den Fokus. Ameriprise ergänzt das Portfolio mit einem starken Modell in der unabhängigen Vermögensberatung. Gleichzeitig verlassen BNP Paribas, Iberdrola und Swiss Life aufgrund ihrer relativen Schwäche gegenüber den jeweiligen Vergleichsindizes das Portfolio.
El analista de Apta Negocios recomienda vigilar los índices estadounidenses y analiza Cirsa, Santander e Iberdrola, entre otros
El director de inversiones de Assured Mind Investment analiza los títulos de Ferrovial, Nvidia, Apple y Amazon, Técnicas Reunidos, Ferrari e Iberdrola, entre otros
Con Eduardo Bolinches, analista técnico de Invertia/ El Español.
Roberto Moro, analista de Apta Negocios, examina los valores de Solaria, Iberdrola, Plug Power, Siemens Energy y Banco Santander, entre otros.
Marc Ribes, cofundador y CEO de Black Bank, analiza los valores de Deutsche Börse, Applied Optoelectronics, Alcoa, Iren o Iberdrola, entre otros
El gestor de fondos del Grupo Link analiza los títulos de Repsol, Cap Gemini, Telefónica, Deutsche Telekom, Iberdrola y BBVA, entre otros
El analista independiente y responsable de Operativa DAX selecciona Iberdrola como valor destacado
El analista independiente y responsable de Operativa DAX examina los títulos de Iberdrola, Alphabet, IAG y Acerinox, entre otros
En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una jornada marcada por la temporada de resultados empresariales, las tensiones geopolíticas y las expectativas de los inversores ante las grandes compañías tecnológicas estadounidenses. Abrimos la sesión con una entrevista a Lucía Gutiérrez-Mellado, directora de Estrategia para España y Portugal de JP Morgan Asset Management, para analizar las perspectivas trimestrales de los mercados. Durante la conversación repasamos las principales previsiones para la economía global, la evolución de la renta variable y la renta fija, el impacto de la política monetaria y las oportunidades de inversión en un contexto de elevada incertidumbre. El análisis de mercados corre a cargo de Rafael Ojeda, agente y miembro del comité de inversiones de Ursus-3 Capital AV, con quien abordamos el repunte del precio del gas, que alcanza máximos de los últimos cuatro meses, y sus implicaciones para los mercados europeos. También analizamos la recompra de acciones anunciada por Airbus, por valor de 5.000 millones de euros hasta 2029, la expectación ante los resultados de Alphabet y Tesla, la reacción bursátil tras las cuentas presentadas por Iberdrola y Santander y el posible impacto de los nuevos aranceles impulsados por Donald Trump sobre el sector farmacéutico. La programación se completa con el Consultorio de Bolsa junto a José María Lerma, analista independiente, que responde a las consultas de los oyentes y analiza desde el punto de vista técnico los principales valores nacionales e internacionales, identificando tendencias, niveles clave y oportunidades de inversión.
Con Gerardo Ortega, responsable de gerardoortega.es.
Avalancha de resultados tanto en el principal mercado del mundo como en España con vistazo a Santander, Naturgy, Enagás, Iberdrola, Alphabet y Tesla. Con Antonio Castelo, analista de iBroker.
Natalia Aguirre, directora de análisis y estrategia de Renta 4 Banco, comenta los resultados de esas dos compañías y la compra de Iberdrola.
La situación de los mercados y las empresas protagonistas como Santander o Iberdrola con Josep Prats, gestor de Abante; y Julián Coca, asesor senior de inversiones en Alterarea EAF.
Miramos con especial atención a la banca española, con vistazo además a Mapfre, Iberdrola, Naturgy e Indra. Con Ignacio Cantos, director de inversiones de atlCapital.
En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por la temporada de resultados empresariales, la evolución del precio del petróleo y las expectativas sobre los próximos movimientos de los bancos centrales. Las bolsas europeas afrontan la sesión sin una tendencia clara, mientras Ryanair presenta unos beneficios inferiores a lo esperado. Los inversores mantienen el foco en el comportamiento del crudo, que vuelve a situarse en el centro de atención, y en una intensa semana de presentación de resultados, con especial protagonismo para Tesla y Alphabet en Estados Unidos y para compañías como Santander, Bankinter e Iberdrola en España. En el primer análisis de la mañana hablamos con Eduardo Bolinches, analista de Invertia, para valorar el impacto de los resultados empresariales sobre los mercados, las perspectivas para el Ibex 35 y la influencia de la evolución del petróleo y del sector tecnológico. También analizamos las expectativas ante la próxima reunión del Banco Central Europeo, donde el mercado no prevé una subida de tipos en julio, así como el comportamiento de la deuda soberana, con tensión en los bonos europeos mientras la rentabilidad del bono estadounidense a diez años se relaja tras alcanzar el 4,63 %. La jornada se completa con el análisis internacional de Miguel Ángel Melián, analista internacional y consultor de asuntos públicos, con quien repasamos el contexto geopolítico y económico que condiciona el comportamiento de los mercados, en una sesión en la que las bolsas europeas apuntan a una apertura en negativo con el petróleo por encima de los 90 dólares.
Miramos cómo está el selectivo español con especial hincapié a Telefónica, ACS, Iberdrola y DIgi, entre otros. Con Rafael Ojeda, de Ursus 3 Capital Agencia de Valores.
El analista de operativa DAX selecciona Iberdrola como valor destacado
Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos la situación estratégica de Volkswagen frente a sus marcas Lamborghini y Ducati, el nuevo MG07 con 840 km de autonomía y el inicio de la producción de baterías LFP de Ford en Estados Unidos con tecnología china. También repasamos el proyecto de almacenamiento de Iberdrola en Oregón, la durabilidad real de un BYD Dolphin tras 200.000 kilómetros, los nuevos accesorios de verano de Tesla y la llegada del Leapmotor B03X a España por 17.500 euros. Cerramos con la inversión de 105 millones de euros para la red de carga rápida en España. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?
Indra, Inditex, Iberdrola, Repsol y Cellnex, bajo la lupa de Jaime Espejo, Asesor Senior en Acifiel Partners EAF.
El analista independiente y responsable de operativa DAX selecciona Iberdrola como valor destacado
El director de ATL Capital, Álvaro Blasco, analiza los títulos de Indra, Rheimetall, IAG, Santander, Bayer, Palantir e Iberdrola, entre otros
Iberdrola se trae a huelva su proyecto de una planta de metanol verde que iba a a construir en galicia. Según ha explicado la compañía eléctrica, se espera que se ponga en marcha en 2029, y generará 6000 puestos de trabajo, 426 ya en la fase de explotación.Y en este informativo también les vamos a contar que los autobuses urbanos de Huelva estrenan nueva aplicación, que permitirá prescindir de la tarjeta física para viajar en este medio de transporte. También nos hacemos eco de los cortes de tráfico en el entorno del mercado del carmen, y de las fechas para el próximo curso escolar en Huelva capital. Y, por su parte, en nuestro espacio de entrevistas, analizamos el panorama demográfico en Huelva, gracias a los testimonios que ha reunido nuestro compañero Eduardo del Campo en distintas localidades de la provincia. Escuchar audio
Con Roberto Moro y Jorge del Canto.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Angst der Börsenbosse, Snaps möglichen 2200-Dollar-Brillenflop und die Eskalation der Übernahmeschlacht um Deutschlands zweitgrößte Bank. Außerdem geht es um SpaceX, Amazon, Microsoft, Mercedes-Benz Group, Porsche AG, Volkswagen, GEA Group, Deutsche Bank, SFC Energy, Moderna, Yum Brands, Cboe Global Markets, Miami International Holdings, CME Group, Nasdaq, Hyperliquid Strategies, Meta Platforms, Alphabet, Warby Parker, Apple, UniCredit, Goldman Sachs, Infineon, ASML, Siemens, Rolls-Royce, Enel, Schneider Electric, ABB, Iberdrola, Siemens Energy, ASM International, Prysmian, BE Semiconductor Industries, VAT Group, Aixtron, Soitec, SÜSS MicroTec, Siltronic, Legrand, Nexans, NKT, Engie, National Grid, RWE, E.on, SSE, Terna, Elia. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
El gestor de fondos Javier Alfayate analiza la actualidad de los mercados. En un contexto en el que recobra protagonismo el conflicto que transcurre en Oriente Próximo, con el foco en el estrecho de Ormuz y las constantes tensiones entre Irán, Israel y Estados Unidos presenciamos un acuerdo para reabrir el estrecho, finalmente. Lo que se refleja en los mercados mundiales. “La tendencia vuelve a ser la que había antes, pero no al ritmo con el que lo hacía antes” señala Alfayate. También vemos que la salida a bolsa histórica de SpaceX sigue dando de qué hablar con una valoración que ya alcanza los 2,5 billones de dólares.“Es una valoración muy alta, no tenemos gráficos y no podemos interpretar, vamos a ciegas y hay mucha especulación, iría con cuidado” puntualiza el analista en referencia al nuevo proyecto de Elon Musk. Así mismo, si miramos a los mercados europeos vemos que hay una confianza renovada en los gráficos “en general vemos como las subidas se retoman, parece que en europa lo hacen mejor que los americanos, aunque Dow Jones ha cogido ritmo". Durante la jornada se han comentado varios valores por los que el público de este medio consultaban, algunos de ellos pertenecen al sector del motor, los comentados han sido Aston Martin, que según Alfayate “tiene una tendencia bajista, lo que quiere decir que el camino será probablemente hacia abajo” comenta también que dentro del sector hay comparables en mejor situación como Porsche o General motor que es la favorita del momento. En la misma línea también fue objeto de análisis Ferrari que “está intentando hacer ese suelo en la zona de los 300, justamente hace dos semanas esa media la giro al alza, aunque todavía es pronto, la confirmación está por encima de los 330. No me parece mal entrar ”. asegurá el invitado. El foco también ha atravesado el sector de seguridad con el estudio en profundidad de Prosegur, la multinacional española líder, con presencia en más de 30 países, opera a nivel global para proteger empresas, hogares e instituciones. Javier Alfayate asevera que “es uno de los valores que aburren un poco, desde agosto del año pasado mantiene un rango lateral, de 2.50 a 3.06 estamos encasillados, puede seguir así mucho tiempo, yo lo cambiaría por clásicos alcistas, a lo mejor por Iberdrola o Caixabank”.
El gestor de fondos Javier Alfayate analiza la actualidad de los mercados. En un contexto en el que recobra protagonismo el conflicto que transcurre en Oriente Próximo, con el foco en el estrecho de Ormuz y las constantes tensiones entre Irán, Israel y Estados Unidos presenciamos un acuerdo para reabrir el estrecho, finalmente. Lo que se refleja en los mercados mundiales. “La tendencia vuelve a ser la que había antes, pero no al ritmo con el que lo hacía antes” señala Alfayate. También vemos que la salida a bolsa histórica de SpaceX sigue dando de qué hablar con una valoración que ya alcanza los 2,5 billones de dólares.“Es una valoración muy alta, no tenemos gráficos y no podemos interpretar, vamos a ciegas y hay mucha especulación, iría con cuidado” puntualiza el analista en referencia al nuevo proyecto de Elon Musk. Así mismo, si miramos a los mercados europeos vemos que hay una confianza renovada en los gráficos “en general vemos como las subidas se retoman, parece que en europa lo hacen mejor que los americanos, aunque Dow Jones ha cogido ritmo". Durante la jornada se han comentado varios valores por los que el público de este medio consultaban, algunos de ellos pertenecen al sector del motor, los comentados han sido Aston Martin, que según Alfayate “tiene una tendencia bajista, lo que quiere decir que el camino será probablemente hacia abajo” comenta también que dentro del sector hay comparables en mejor situación como Porsche o General motor que es la favorita del momento. En la misma línea también fue objeto de análisis Ferrari que “está intentando hacer ese suelo en la zona de los 300, justamente hace dos semanas esa media la giro al alza, aunque todavía es pronto, la confirmación está por encima de los 330. No me parece mal entrar ”. asegurá el invitado. El foco también ha atravesado el sector de seguridad con el estudio en profundidad de Prosegur, la multinacional española líder, con presencia en más de 30 países, opera a nivel global para proteger empresas, hogares e instituciones. Javier Alfayate asevera que “es uno de los valores que aburren un poco, desde agosto del año pasado mantiene un rango lateral, de 2.50 a 3.06 estamos encasillados, puede seguir así mucho tiempo, yo lo cambiaría por clásicos alcistas, a lo mejor por Iberdrola o Caixabank”.
Ignacio Cantos, director de inversiones de atlCapital, repasa lo más destacado en el mercado español, con vistazo a Indra, Acciona Energías Renovables, Deutsche Bank, Iberdrola...
Allen covers GE Vernova ordered to stay on Vineyard Wind, TotalEnergies filing for France’s largest renewable project, Spain’s repowering grants, and Dajin’s Hong Kong stock debut. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday. Wind energy made news this week from Boston courtrooms… to the coast of Normandy … to the stock exchange floors of Hong Kong. Let us start in Massachusetts. A Boston judge has once again told GE VERNOVA it cannot walk away from VINEYARD WIND. To understand why GE VERNOVA wants out… you have to look at the money. VINEYARD WIND owes GE VERNOVA three hundred and sixty million dollars on a one-point-two-billion-dollar turbine supply contract. VINEYARD WIND is withholding that payment. GE VERNOVA says it has the contractual right to walk when it is not paid. In February, they sent VINEYARD WIND a termination notice. VINEYARD WIND sued. In April, Judge PETER KRUPP issued an injunction ordering GE to stay. GE VERNOVA came back and asked the judge to reconsider. Vernova pointed to statements from state officials and VINEYARD WIND’s own parent company describing the eight-hundred-and-six-megawatt project as essentially complete. If the project is done, GE argued, there is no harm in letting us leave. Judge KRUPP did not buy it. Here is why this matters so much to the Commonwealth of Massachusetts. VINEYARD WIND is the largest offshore wind project in New England. It is owned jointly by Spain’s IBERDROLA and Denmark’s COPENHAGEN INFRASTRUCTURE PARTNERS. It began initial operations just this past February… after the developer won a separate court fight to keep federal construction permits intact. Sixty-two turbines. A four-point-five-billion-dollar investment. The anchor project for offshore wind in the entire region. The judge found that GE VERNOVA’s proprietary expertise is still needed to bring those turbines to full operational capacity. Pull GE’s more than two hundred employees and subcontractors off the job… and the project’s financing structure could collapse. Massachusetts Governor MAURA HEALEY has weighed in publicly. The state has too much riding on this project to let it unravel in court. GE VERNOVA still has its appeal of the April injunction pending. But for now… the turbines keep turning. Now let us cross the Atlantic. Off the coast of Normandy, France… TOTALENERGIES has filed for government authorization of a massive offshore wind farm called CENTRE MANCHE ENERGIES. This will be France’s largest renewable energy project… ever. One-point-five gigawatts of offshore wind. Located more than forty kilometers off the Normandy coast. Four-point-five billion euros in investment. Up to twenty-five hundred construction jobs over three years. Once running, the wind farm will generate roughly six terawatt-hours of clean electricity per year… enough to power more than one million French homes. TOTALENERGIES was awarded this project by the French government eight months ago. Filing for authorization is the next milestone on the path to construction. Meanwhile… across the Pyrenees in Spain… The Spanish government has awarded grants for eighty wind repowering projects totaling two-point-four gigawatts of capacity. With Nearly four hundred and sixty million euros in subsidies. The goal: replace older turbines with more efficient technology by twenty-thirty. The names on the award list read like a who’s who of European wind energy. IBERDROLA… STATKRAFT… EDP… ENEL GREEN POWER… NATURGY… RWE … and others. IBERDROLA alone picked up four hundred megawatts of new capacity. And this repowering wave is not just replacing old machines. Some projects are swapping out turbines that were once the industry standard… one-point-five and two-megawatt machines… for the far more powerful equipment available today. The industry is not just building forward. It is rebuilding smarter. And finally… a story from the other side of the world. A Chinese manufacturer of offshore wind foundations and towers called DAJIN HEAVY INDUSTRY made its debut on the Hong Kong Stock Exchange this past Friday. The share sale raised up to eight hundred and forty-seven million dollars. DAJIN claims a notable distinction: it says it ranked as Europe’s largest offshore wind foundation supplier by monopile sales value in the first half of twenty twenty-five. The company plans to use more than half the proceeds to expand its deep-sea wind power services… and one-fifth to build an assembly facility in Europe. As we know wind energy is continues to push forward. On every front. And that is the state of the wind industry for the eighth of June, twenty twenty-six. Join us for the Uptime Wind Energy Podcast.
En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de bolsas europeas en una jornada en la que la tecnología vuelve a liderar las subidas y el mercado mantiene el foco sobre Irán, la deuda y las expectativas de paz. En el análisis de mercados, Juan Enrique Cadiñanos, CEO Global de Bullfy, destaca que los inversores siguen encontrando motivos para mantener posiciones compradoras pese al aumento de la deuda y a unos datos macroeconómicos poco brillantes. A su juicio, las buenas referencias empresariales y las expectativas de estabilización geopolítica continúan sosteniendo a la renta variable. La inteligencia artificial vuelve a ser protagonista, con el impulso de compañías como Salesforce, Marvell Technology y Snowflake, esta última disparándose tras elevar previsiones y firmar un acuerdo multimillonario con Amazon para el uso de servicios cloud y chips. También se analiza el mercado de bonos y las advertencias de Kazuo Ueda y Neel Kashkari sobre el riesgo de que el impacto inflacionario derivado del conflicto en Oriente Próximo se prolongue en el tiempo. En el consultorio de bolsa, José María Lerma, analista independiente, repasa valores destacados del mercado como Banco Sabadell, Siemens Energy, Iberdrola, Grifols, PharmaMar y Nokia, además de analizar la elevada volatilidad de compañías como FuelCell Energy o Intellia Therapeutics.
Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts. Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home. He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew? Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside. Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that. So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid. It’s just Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see. Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see. There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry. Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection. I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs. Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious. Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies. But yeah, definitely the word offshore kept on popping up a lot. Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid? Matthew Stead: Uh, yeah. Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently. So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh. I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year? Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft. Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension. So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel. But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies. There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue. Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment? Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades. Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring. Allen Hall 2025: And on the CMS side, what are operators trying to monitor? ‘Cause usually have something in mind that they’re going after. Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics. Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage. So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed. Allen Hall 2025: Has the digital twin finally died? Anybody talk about that? Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so- Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00] You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement. Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit? So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so. Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site. And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades. You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it. Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help. Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit. But yeah, I agree with you. There’s a lot of challenges there. Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult. And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are. So it just, it adds to the cost. Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so- Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic. And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions. Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back. The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come. And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe? Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them. I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that. It was definitely a, a clear possibility, but not a given. Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees. I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it? It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path. Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either. Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about. Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years? Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe? Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia. And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it? Allen Hall 2025: Well, Matthew Stead: in Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here. So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them. It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone. It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen. So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators. Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet. So the more they can get organized, the better. Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them. It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site. They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan. I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan? ‘Cause, uh, that’s what I see. Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent. So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia. So it, it, it allows these company, allows these companies to keep hold of their good people. Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry. Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind. So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens. The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China. Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them. But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home? Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them. And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time. Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen. But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right? South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.” Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where Matthew Stead: people that Allen Hall 2025: need Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore. And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country. Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember. Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah. Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge. So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now. It’s a smart move. Absolutely. Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks. Allen Hall 2025: You think so? Matthew Stead: I reckon we’ll be talking more and more about electric trucks. Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck? What do they call… I guess they call it a lorry. Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now. Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck? Is that what they call that now? Matthew Stead: Not the Cybertruck, the, the truck truck. Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire. Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies. Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today? Because Tesla is offering a true semi or tractor-trailer Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is. Allen Hall 2025: She drives the big rigs? Is that what she’s doing? Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks. Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now. Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense. Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high? Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company. Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right? I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side. Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear. It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part. Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.” And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up. And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States. Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah. And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them. Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP. Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site. Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.” If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.
A decision is expected later this year by the Spanish government on whether to award a three-year reprieve to Almaraz nuclear power plant's units 1 and 2. They are currently scheduled to be shut down in 2027 as part of the country's 2019 nuclear phase-out policy.In this episode we hear from Marta Ugalde, President of Spanish Nuclear Industry Forum, Foro Nuclear, about the current situation with nuclear energy in Spain, and what the future might hold for an industry which has a rich history stretching back more than 60 years in the country.Ugalde says that the three-year operating extension would allow time for consideration of whether there should be a more fundamental change to the phase-out plan, noting that similar reactors in the US are now licensed to operate for 80 years. She also talks about what impact last year's blackout has had on the case for nuclear energy.Spain's seven operating nuclear power reactors - Almaraz I and II, Ascó I and II, Cofrentes, Trillo and Vandellós II - generate about 20% of its electricity. Under the country's nuclear phase-out plans, agreed in 2019, four reactors are scheduled to close by the end of 2030 - including the two Almaraz ones - while the remaining three reactors will shut by 2035.The Almaraz plant currently supplies more than 7% of the electricity consumed in Spain, equivalent to 4 million homes, and employs about 4,000 people. Almaraz units I and II are pressurised water reactors with a net capacity of 1011 MWe and 1006 MWe, respectively. Unit I entered commercial operation in 1983 with unit II following the next year. The plant is owned by Iberdrola (53%), Endesa (36%), and Naturgy (11%).Key links to find out more:World Nuclear NewsForoNuclearRegulator requested to report on Almaraz licence extensionNuclear Power in SpainForoNuclear highlights role of nuclear in Spanish energy mix Email newsletter:Sign up to the World Nuclear News daily or weekly news round-upsContact info:alex.hunt@world-nuclear.orgEpisode credit: Presenter Alex Hunt. Co-produced and mixed by Pixelkisser Production
We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?. Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges. Quick Hits: ADP's "moat" against AI, Nike's struggle in China, and a look at Swedish giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist. Facebook Community - Dividend Talk Facebook GroupDiscord group - https://discord.gg/nJyt9KWAB5Follow us: Twitter - @DividendTalk_ Twitter - @European_DGIBecome a Premium Member for just 129 Euros a year: https://dividendtalk.euDisclaimer: Educational content only. Not financial advice.
Trump has told officials to prepare for an extended blockade of Iran, WSJ; Trump said they are doing very well in the Middle East.APAC equity performance incrementally improved across the session, with outperformance in the Hang Seng & Shanghai Composite.USD rangebound, lifted briefly on the WSJ report. Peers are broadly contained into the Fed.Fixed income was hit on the WSJ report, but has since retraced the move.Energy benchmarks jumped on the blockade update, but the move was relatively short-lived. Precious metals contained, base peers followed China higher.Looking ahead, highlights include Spanish HICP (Apr), German State/Nationwide HICP (Apr), EZ Economic Sentiment (Apr), US Durable Goods (Mar), US Housing Starts (Feb/Mar), Wholesale Inventories (Mar), Fed/BoC/BCB Policy Announcements (Apr), Speakers include BoC's Macklem & Fed Chair Powell, Supply from Italy & Germany.Earnings from Microsoft, Amazon.com, Meta, Alphabet, Ford, Qualcomm, Carvana, SoFi, Humana, Novartis, TotalEnergies, Iberdrola, GSK, Lloyds, Deutsche Bank, Mercedes-Benz, Adidas & Porsche AG.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Hoy se cumple un año del histórico apagón que dejó a 60 millones de personas en España y Portugal sumidas en la oscuridad durante horas. Lo que sucedió aquel lunes de abril fue el mayor fallo eléctrico registrado en Europa en mucho tiempo. Se produjo en un país miembro fundador de la zona euro y referente autodeclarado de la transición energética. Ese país vio como su sistema eléctrico se caía por completo en cuestión de segundos. Doce meses, varios informes y dos comisiones parlamentarias después, el episodio sigue sin tener un culpable claro. Desde el punto de vista técnico el sistema perdió el equilibrio por una cadena de fallos en cadena. Hubo una serie de episodios de sobretensión, oscilaciones y dificultades para mantener la tensión, que culminaron en el cero eléctrico. La presidenta de Redeia, Beatriz Corredor, situó el origen en una oscilación detectada en una planta fotovoltaica de Badajoz, supuestamente la Núñez de Balboa, propiedad de Iberdrola, extremo que la eléctrica ha negado. Pero había mucho más. Un fallo en una sola central no puede provocar algo así. Ese día la elevada penetración renovable conectada mediante electrónica de potencia redujo la inercia mecánica que aportaban las centrales con turbinas como las nucleares, las hidráulicas y los ciclos combinados. Los informes oficiales del ministerio para la Transición Ecológica, el gestor europeo ENTSO-E y la CNMC han coincidido en calificar el evento como algo «multifactorial», un eufemismo que reparte culpas entre tantos actores que ninguno carga con ellas. Pero la CNMC ha constatado que España disponía de herramientas normativas suficientes para evitar el apagón. Las reglas existían, lo que falló fue su aplicación. El regulador ha incoado unos 55 expedientes sancionadores, el más grave contra la propia Red Eléctrica, y otros contra Iberdrola, Endesa, Naturgy, Repsol y las nucleares de Almaraz y Trillo. La batalla se sigue librando en varios frentes de forma simultánea. La Comisión del Senado señaló al Gobierno, a Red Eléctrica y a la CNMC. La del Congreso acaba de empezar y aún no se conocen sus conclusiones. Entretanto, en un juzgado de Madrid, las eléctricas litigan por acceder a las 8.000 conversaciones aportadas por Red Eléctrica que demostrarían que existían avisos previos. Iberdrola ha demandado al operador por competencia desleal en un juzgado mercantil. Portugal, que sufrió el apagón sin tener responsabilidad alguna, estudia también demandar a España. Las consecuencias económicas las tenemos ahí y las pagamos de forma sileciosa desde hace un año. Red Eléctrica opera con un margen de seguridad mayor, los servicios de ajuste se han encarecido y el precio en el mercado regulado es notablemente más alto que hace un año. La factura la está pagando el consumidor. En el frente político el balance es desolador. Ni una dimisión, ni un cese, ni una asunción explícita de culpa pese a las 8 víctimas mortales que provocó el apagón. Si alguna lección hemos de extraer de este episodio es que en España impera una cultura institucional que confunde la gestión pública con la gestión del relato, exactamente lo mismo que sucedió durante la pandemia o en las inundaciones de Valencia. Las fragilidades estructurales siguen ahí. Si los tribunales no ponen orden, el próximo apagón no será una sorpresa. En La ContraRéplica: 0:00 Introducción 3:37 Un año del gran apagón 30:51 Prioridad nacional 35:02 Nacionalidad 39:50 Regularización · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #apagon Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
El programa conmemora el primer aniversario del gran apagón en España, que causó caos por la falta de electricidad e internet. Un año después, persisten la falta de transparencia y responsabilidades políticas, con expertos alertando sobre un nuevo incidente si no se aplican las recomendaciones europeas, destacando el papel vital de la radio. En economía, el ministro Carlos Cuerpo pospone los presupuestos, manteniendo los de 2023, y confirma el cumplimiento de las reglas fiscales. La deuda pública española, de 1,72 billones de euros (101,2% del PIB), genera un "efecto expulsión" en la inversión privada, abogándose por destinar el endeudamiento a inversión productiva y reducir el gasto político. El Banco de España y Denaria defienden el uso del efectivo, aconsejando llevar entre 70 y 100 euros, como garantía de libertad en emergencias. La CNMC investiga a Iberdrola por posible incumplimiento en la producción nuclear, relacionado con el apagón. Las constructoras proponen un peaje de 3 ...
España registra hoy calor inusual, más de 30 grados en varias ciudades; lluvias en Pirineos. Inmigrantes solicitan hoy regularización presencial (cita previa) hasta el 30 de junio. En Andalucía, a menos de un mes de elecciones, Feijóo y Sánchez apoyan a candidatos. Moreno habla de "penaltis", Montero promete reducir listas de espera sanitarias. Incendio en Montjuïc, Barcelona, obliga a desalojar castillo y suspender teleférico; controlado, sin heridos. En media maratón de Pekín, robot humanoide supera al primer corredor humano. Fernando Martín comparte truco para la paz con sus hijas. Dani Fernández sufre caída en concierto, rompiéndose ligamentos de hombro, pero actúa. Congreso investiga responsabilidad de Iberdrola, Naturgy y Endesa en apagón de hace un año. Bárcenas y su mujer declaran perjudicados en Operación Kitchen. Arranca Feria de Abril en Sevilla con cena del pescaíto y alumbrado. Se aborda filosofía de Byung-Chul Han sobre depresión por excesiva positividad. En cines, ...
España vive un calor inusual con más de 30 grados. Inmigrantes irregulares solicitan regularización presencial hasta el 30 de junio, tras 13.000 peticiones online. En Andalucía, la campaña electoral se intensifica. Un incendio en Montjuic, Barcelona, obliga a desalojar el castillo y suspender el teleférico, ya controlado. Un robot humanoide supera a corredores en la media maratón de Pekín. CADENA 100 presenta su "encuesta absurda" y aborda los ronquidos. Iberdrola y Endesa comparecen en el Congreso por el apagón; Bárcenas y su mujer declaran en Operación Kitchen. Comienza la Feria de Abril en Sevilla. Jimeno y los niños proponen ideas para ahorrar energía. Se comenta la boda de Taylor Swift con cláusulas de confidencialidad. El gobierno establece que números comerciales empiecen por 400.
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