⚡ El sector energético español cotiza en bolsa con un descuento histórico. Y la mayoría de los inversores españoles no lo tienen en cartera. Paradoja: invertimos en lo que conocemos menos y pasamos por alto lo que tenemos delante. 🧠 📋 Los 5 valores energéticos más interesantes del IBEX y Europa: 🟢 Iberdrola (IBE.MC) → La mayor eléctrica de España y una de las mayores del mundo → 40.000 MW de capacidad renovable · Presencia en 12 países → Dividendo: ~3,8% · Crecimiento previsto beneficio: 12% anual hasta 2026 → Para quién: inversor que quiere dividendo crecimiento estructural 🔵 Acciona Energía (ANE.MC) → 100% renovable. Solo energía limpia. → Cotiza con descuento respecto a peers europeos (oportunidad) → Exposición internacional: Australia, EEUU, Chile, Sudáfrica → Más volátil que Iberdrola pero más potencial de revalorización 🟡 Endesa (ELE.MC) → Alta rentabilidad por dividendo: ~7% 🏆 → Filial de Enel (italiana). Red de distribución dominante en España → Para quien prioriza renta: el dividendo más alto del sector eléctrico español → Menos crecimiento pero más estabilidad 🟠 EDP Renováveis (EDPR.LS) → Cotiza en Lisboa. Filial de EDP portuguesa → Líder en eólica offshore en Europa → Exposición global con base ibérica → Para quien quiere puro juego renovable europeo 🌍 ETF alternativo: iShares Global Clean Energy (IQQH) → Si no quieres elegir empresa individual → TER: 0,65% · 100 empresas limpias globales → Alta concentración en EE.UU. y Europa Norte 📊 Tesis de inversión del sector: El plan REPowerEU exige 45% de renovables en Europa para 2030. En 2026 vamos al 32%. Hay 8 años de inversión obligatoria por ley. Las empresas que la ejecutan están cotizando. El viento regulatorio sopla a favor. 🌬️

Solaria BME: SLR – BUY at ~€22.35? Solaria is a high-conviction growth story in European 🇪🇺 renewables digital infrastructure. The stock has delivered massive returns, but the setup remains attractive for long-term investors given strong execution, derisked pipeline, high margins, and exposure to the AI/data center power boom. Valuation is premium (trailing P/E ~20x, high growth justifies it), but with visible catalysts through 2028–2030, it offers compelling upside for growth-oriented portfolios. Business Model Solaria is a vertically integrated Independent Power Producer (IPP) focused on solar PV, with expanding infrastructure and data center platforms. Core activities: • Development, construction, ownership, and operation of large-scale solar PV plants (in-house EPC and O&M for cost control). • Project Finance structure: Non-recourse debt at the asset level (88% fixed/swapped rates), minimizing parent company risk. • Diversification: Shifting from pure utility/IPP to an integrated infrastructure player, owning land (infrastructure division), adding battery storage (BESS), and powering data centers via long-term PPAs and hybrid contracts. • Revenue from: Energy sales (PPAs merchant), infrastructure services/development fees, and future data center-related contracts. 👉 This model delivers high ROE (~21%) and net margins (~48%) due to low operating costs post-construction and captive demand from data centers. Technology & Operations • Core Tech: Utility-scale solar PV proven, low-LCOE technology. Company has deep expertise from module manufacturing origins (now divested) to full plant development. • Storage: Rapidly scaling BESS (thousands of MWh approved/ in pipeline) for grid stability and data center firming. • Data Centers: Bundling renewable generation evacuation infrastructure storage to offer “plug-and-play” carbon-free power to hyperscalers and REITs (e.g., deals with Merlin Properties). This creates sticky, high-visibility revenue streams. TAM (Total Addressable Market) • European Renewables: Massive tailwinds from EU Green Deal, REPowerEU, and national targets. Southern Europe (Spain, Italy, Portugal) has excellent solar irradiance. • Data Centers & AI: Explosive demand for reliable, green power. Solaria has secured ~3.4 GW for data centers (with more in pipeline), backed by multi-year/ decade PPAs. Europe needs hundreds of GW of new clean capacity for digital infrastructure. Company Targets • Pipeline >14.2 GW (primarily solar); aim for 18 GW by 2030. Intermediate: ~3 GW operating by end-2025, scaling to 9 GW by 2028. Recent Financials • 2025 Full Year: Record EBITDA €266M ( 32%), Net Profit €137M ( 55%). Revenues growing robustly. • Q1 2026: Net Profit €80.4M ( 50% YoY), EBITDA €113.2M ( 53%, 94% margin), Revenue €120.4M ( 49%). Infrastructure segment contributing significantly. • Balance sheet: Prudent management, recent €300M capital raise (oversubscribed) to fund growth. Net debt/EBITDA manageable. High cash generation. 👉 No dividend (growth-focused reinvestment). Future Potential & Catalysts • Capacity Ramp: Accelerated build-out in Spain, Italy, and beyond batteries. • Data Center Platform: High-margin, contracted revenue from AI-driven power demand, potentially €700M over 5 years from existing deals. Bottom line 👉 Solaria is a BUY for investors comfortable with growth equity in the energy transition AI infrastructure theme. Exceptional execution, 100% renewable focus, and strategic pivot to data centers position it as a leader in Southern Europe. At current levels, it offers visible near-term growth and multi-year secular upside. DYOR

🔴 Wzrost wolumenu dostaw gazu nierosyjskiego w Europie Środkowo-Wschodniej spotęguje efekt wywołany derusyfikacją importu w Europie zgodnie z pakietem REPowerEU i wesprze budowę polskiego hubu gazowego. wjakobik.com/2026/06/12/pols…

We will see about REPowerEU ban in 2027

11/𝒍’𝒆́𝒏𝒆𝒓𝒈𝒊𝒆, 𝒂𝒓𝒎𝒆 𝒓𝒖𝒔𝒔𝒆 𝒅𝒆𝒗𝒆𝒏𝒖𝒆 𝒂𝒄𝒄𝒆́𝒍𝒆́𝒓𝒂𝒕𝒆𝒖𝒓 𝒅’𝒊𝒏𝒅𝒆́𝒑𝒆𝒏𝒅𝒂𝒏𝒄𝒆 𝒆𝒖𝒓𝒐𝒑𝒆́𝒆𝒏𝒏𝒆 La Russie a longtemps utilisé l’énergie comme instrument de dépendance. ⚠️Le gaz russe n’était pas seulement une marchandise. C’était un levier politique. Moscou savait que de nombreux pays européens dépendaient de ses hydrocarbures. Elle pensait pouvoir transformer cette dépendance en faiblesse stratégique. ⚠️Mais la guerre a provoqué une rupture. L’Union européenne a lancé REPowerEU pour réduire rapidement sa dépendance aux combustibles fossiles russes et accélérer la transition énergétique. ⚠️La Commission européenne affirme que la dépendance de l’UE au gaz russe est passée d’environ 45 % des importations au début de la guerre à 12 % en 2025. ⚠️Les importations de charbon russe ont été interdites, et les importations de pétrole russe ont été fortement réduites. Ce basculement est capital. Poutine croyait tenir l’Europe par le gaz. Il a poussé l’Europe à s’en libérer. ⚠️Cette guerre a accéléré : 🔸la diversification énergétique ; 🔸les achats de gaz naturel liquéfié ; 🔸les interconnexions européennes ; 🔸le retour du débat sur le nucléaire ; 🔸les investissements dans les renouvelables ; 🔸la réflexion sur la sobriété et la sécurité énergétique. La conséquence est claire : l’énergie n’est plus seulement une question économique ou écologique. Elle est devenue une question de souveraineté.

Meanwhile, Ukraine's experience shows why resilient, distributed renewable energy and microgrids are essential for security. Europe must fully implement #REPowerEU and replace fossil fuel imports with homegrown renewable energy that strengthens security instead of funding war.

The European Union is phasing out Russian Liquefied Natural Gas (LNG) through a legally binding ban enacted under the REPowerEU Roadmap. Spot market and short-term LNG contracts have already ended, while a total ban on all long-term Russian LNG imports will take full effect by January 1, 2027 energy.ec.europa.eu/strategy…

🏭 No se trata solo de planteamientos teóricos: son tecnologías que ya cuentan con desarrollo industrial y proyectos en marcha en Europa. #HidrógenoVerde #CO2Biogénico #InnovaciónEnergética #TransiciónClimática #REDIII #REPowerEU #Magnon

‼️ 🇺🇦 Ukraine can export up to 1B m³ of biomethane per year by 2030 - and potentially ‼️22B m³ by 2050. This green gas, made from agricultural waste, can flow directly through existing pipelines and become a serious alternative to Russian fossil fuel for Europe, per @farmer_pl. The numbers are impressive: new export revenues in the billions of dollars, rural job creation, & real economic diversification for Ukraine. Europe gets a reliable, locally-produced renewable gas that strengthens energy security under #REPowerEU. To unlock this, Ukraine needs to harmonize legislation with #EU standards, attract investment & upgrade infrastructure. Positive step already taken - a 2023 cooperation agreement with 🇵🇱Gaz-System positions Poland as a potential export hub. #UkraineEnergy

But #REPowerEU must be protected. Civil society must act as a watchdog, and the EU must move without delay on banning Russian oil. Let 2027 be the year Europe ends Russian fossil fuel imports.

True security starts with energy security. Europe must end its dependence on fossil fuels that fuel wars and instability. In Ukraine, we see the consequences every day. At #EUSEW2026, we highlighted #REPowerEU and welcomed the EU’s permanent ban on 🇷🇺 gas as a key step forward.

Despite REPowerEU regulations, Russian gas is bypassing EU sanctions via opaque intermediaries. Learn how political shifts and gas laundering threaten Europe. wjakobik.substack.com/p/the-…

Advanced national Atlas and Export outlook of green hydrogen: The Algerian case. The study estimates that the target European demand under the "REPowerEU" program will reach 10 million tons of imported green hydrogen annually by 2030.

Energia sostenibile, al via la EUSEW 2026 eu24news.eu/energia-sostenib… #Bruxelles #commissioneuropea #efficienzaenergetica #EnergiaSostenibile #energierinnovabili #EUSEW2026 #GreenDealeuropeo #REPowerEU #TransizioneEnergetica

Voilà le genre de fadaises auxquelles de dangereux imbéciles à Bruxelles passent leur temps... TOUTES les stratégies de la Commission - Energy Union, Green Deal, REPowerEU 2022, Hydrogen Strategy 2020 - ont coûté des dizaines de milliards et ont fini en déceptions, selon le même schéma : promesses grandioses, sous-estimation des contraintes, ajustements forcés par la réalité... Et ça continue. #GrosseFatique (Franchement, faites-vous plaisir : vous ne lirez aujourd'hui rien de plus con.)

Udział Rosjan w dostawach gazu gazociągami do Europy w 2025 roku sięgał 10,4 procent, a w postaci skroplonej (LNG) – 13,9 procent. Nie oznacza to jednak, że wskutek regulacji REPowerEU z końcem 2027 roku w praktyce spadnie do zera.

Four years ago, Europe made a historic choice with #REPowerEU: never again would our security, economy, or future depend on Russian energy. In just four years, the EU sharply reduced its reliance on Russian fossil fuels — something many thought impossible. 🇪🇺 ↓

Nee joh, het is een shiny beacon of succes. (psssst: De Bankencrisis: Een Eurozone-creatie, De Covidcrisis: EU Faalde Hard en natuurlijk sancties en REPowerEU)

Maybe I’m reading too much into this, but the prioritisation of Hungary as the 1st buyer to be supplied following annual maintenance is telling of Russia’s continued need to influence given #REPowerEU remains on the horizon. #LNG #TTF #natgas #Gazprom