Know What's Happening in Energy
Know What's Happening in Energy
Flex to Acquire Electrical Power Products for $1.1B, Boosting Power Infrastructure Portfolio
Flex Ltd. announced a definitive agreement to buy Electrical Power Products for approximately $1.1 billion in cash. The target contributes about $323 million of annual revenue and delivers a mid‑to‑high‑teens EBITDA margin. Flex expects the transaction to be accretive to adjusted earnings per share in the first full fiscal year after closing.
Also developing:
The Australian government announced a 60‑day temporary amendment to fuel quality standards, permitting higher sulfur content to unlock roughly 100 million litres of petrol each month. This measure addresses regional fuel shortages triggered by Middle East supply constraints after the Strait of Hormuz closure. Ampol Australia will redirect the additional volume to regional distributors, farmers and fishers, while the National Coordination Mechanism monitors supply chain bottlenecks. The amendment complements Australia’s participation in an IEA‑led collective action to stabilise global oil markets.
🚨Iran is still pushing oil through the Strait of Hormuz: At least 11.7 million barrels of Iranian crude have passed through the strait since February 28, all headed to China. Many tankers have "gone dark," switching off their GPS tracking systems...👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
The Japanese yen slipped to roughly 159 per dollar on Thursday, its weakest level since mid‑January, as oil prices surged past $100 a barrel. Despite a recent release of foreign‑exchange reserves aimed at supporting the currency, the yen continued to...
A recent analysis identified roughly 60 ESG‑focused funds that continue to hold shares in BP, despite the oil major’s public commitment to a net‑zero emissions pathway. Among the largest custodians are BlackRock, Legal & General and UBS, which together represent...
Oil price back to $100. Even though the EIA said member countries will release 400m barrels of oil. At this rate…this is just the beginning the oil shock will send to the economy, supply chain and consumer price.
China’s economy is largely insulated from the recent global energy price spikes triggered by Middle East tensions. Although oil and gas import bills will rise, long‑term contracts, domestic coal dominance, and sizable strategic reserves limit cost pass‑through. The country’s low...
Trump has a few days to finish the war before oil finishes him, says @JavierBlas That's wrong. This was finished on March 1 when tankers stopped moving through the Hormuz Strait. Trump has a few days to find a way to get...
Oil is the lifeblood of the global economy, and it just had a heart attack. What does the buffoon-in-chief say? "We won. We won. We won the bet in the first hour. It was over. But we won." I agree with him that...
Nigeria is launching Grid Asset Management Company Limited (GAMCO) to revive idle power plants and upgrade transmission, aiming to add up to 1,600 MW of electricity within two years. The pilot focuses on the Benin‑Lagos corridor, targeting three gas‑fired plants with...
Australia’s energy transition appears ready—renewables are mature, capital is flowing, and targets are set—but large‑scale industrial decarbonisation stalls. The core issue is a coordination gap: stakeholders operate in silos, preventing a clear view of how transmission, renewable supply, ports, and...
The H‑POWER waste‑to‑energy plant on Oʻahu generates about 340 GWh annually, roughly 4‑5% of the island’s electricity, but emits ~0.88 tCO₂e per MWh—comparable to coal. Its feedstock is 14% plastic and up to 30% recyclable material, creating significant fossil‑carbon emissions. Solar PV...
The International Energy Agency (IEA) has launched a historic 400 million‑barrel emergency oil release, the largest in its 52‑year history, after the Strait of Hormuz closure removed roughly 20 million barrels per day from global supply. Brent crude rose $6.50 to $98.68,...
Brent crude futures are again nearing the $100 per barrel threshold as market volatility climbs. The United States crude price volatility index has surged alongside spot price gains. Analysts estimate only a 45% chance that Strait of Hormuz traffic will...
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
exploding tankers, the us releasing 40% of its remaining oil reserve, and trump bragging about how well things are going: not indications for low oil prices.
The International Energy Agency announced a coordinated emergency release of up to 400 million barrels of crude oil, the largest ever, yet Brent futures surged to near $100 per barrel. Market analysts attribute the rally to ongoing disruptions in the Persian...
The Morning Brief podcast examines an unprecedented oil shock triggered by the effective closure of the Strait of Hormuz, cutting more than 10 million barrels of crude per day—about twice the 1956 Suez disruption. With virtually no spare production capacity, Brent crude...
JIJ Europe Ltd., together with ORCA Computing, bp and the National Quantum Computing Centre, has launched a SparQ‑funded project to validate a quantum‑classical hybrid workflow for the Unit Commitment problem in power generation scheduling. The approach decomposes large mixed‑integer linear...
Investors are confronting a pivotal question as capital floods the broader energy sector: how much coal exposure is acceptable. While renewable projects dominate headlines, coal still accounts for a sizable share of global power generation and remains embedded in many...
US oil prices extend gains to rise above $94/barrel, now up +70% since December 2025.
Fuel has now gone up by $0.77 cents a liter in Australia and keeps climbing by the hour. How much further shall it goooo
Oil prices climbed on Wednesday even as the International Energy Agency and partner nations prepared to release roughly 400 million barrels of strategic reserves, the largest coordinated drawdown ever considered. Traders, however, priced in heightened geopolitical risk from the escalating Iran‑related...
This is just my wild guess: If the IRGC continues to block the Strait of Hormuz and begins targeting China-linked vessels, Beijing may not rule out the possibility of deploying naval forces to escort commercial ships through the strait. That said, naval...
>> Historic oil reserve release is only a band-aid on a gaping supply shock https://t.co/C6DC07LD19 @ronbousso1
Aemetis reported Q2 2025 revenue of $52.2 million, up $9.3 million thanks to resumed biodiesel shipments to India. The company highlighted a 30% boost in dairy RNG output, seven CARB‑approved low‑carbon pathways, and a surge in California LCFS credit prices to about...
Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O
Given the Trump' Administration decision to release 172 mb form the SPR, this is a must watch (from November 2022)
SandRidge Energy reported a strong Q4 2025 and full‑year performance, with average daily production climbing to 19.5 MBOE in the quarter and 18.5 MBOE annually, a 12% increase on a BOE basis and 32% rise in oil output. Revenue grew 25% to...
China has just ordered an immediate ban on refined fuel exports in March to manage any potential domestic fuel shortages. A week ago they asked refiners nicely and just targeted new contracts, so this is a step up
China’s 600 MW/2.4 GWh storage plant becomes world’s largest CAES site #energysky -- via pv magazine global: https://t.co/MnPFRY954k
EU awards record 25.2GW of new solar PV capacity through government auctions in 2025 #energysky -- via pv-tech: https://t.co/yliV4mMqd6
We've already lost roughly a quarter *billion* barrels in cumulative oil supply thus far in the Strait of Hormuz stoppage.
A surging oil price arguably ended the presidencies of all of Nixon, Carter, GHWB, and Biden — it’s maybe the one thing every President should be paranoid about.
The IEA just released 400 million barrels to cover a 20-day shortage. Oil markets are pricing in something longer. Private credit funds are starting to gate withdrawals. 🔒 Members-Only https://t.co/G7C0qy6noj
hardly the "win" to boast of when the Strait of Hormuz remains closed, oil markets and everything downstream plus several other key commodities are buckling under extreme strain, the Mideast is on fire, and there is no end in sight...
Brent crude #oil is flirting dangerously close to the $100/bbl level once again after two tankers were attacked in Iraqi waters, underscoring the broader risks to energy assets across the Middle East and overshadowing a record oil release from the...
Ecoflow debuts 5 kWh residential inverter battery with 100% depth of discharge #energysky -- via pv magazine global: https://t.co/69GUPjmW2C
Crude oil prices rose - feeding inflation fears and punishing the stock market- despite an IEA release of 400 million barrels from emergency stockpiles. Now what? #crudeoil #oilprices #IranWar #stocks #stockmarket #inflation #macro #trading #dollar https://t.co/jccqS0V3d3
About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
European solar module prices tick above €0.1/Wp as buyer optimism remains high #energysky -- via pv-tech: https://t.co/GanafT7ZBD
Brent crude pops back toward $100 because, well, hard to say why it wasn’t there already https://t.co/SGjbVYODt2
A 400M barrel release can cushion the shock, but only briefly. If Hormuz shipping isn’t restored by late March, losses outpace the reserve fast—about 80M barrels per week. The SPR buys time, not supply. #OilMarkets #SPR #EnergySecurity #Hormuz #EnergyCrisis
The oil market isn’t clearing Available barrels are being offered at extreme premiums, but refiners are refusing to buy When prices rise this fast, markets freeze. The problem isn’t cost. It’s physical supply. https://t.co/bjYMZAsRUg #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #EnergySecurity
Does this strike anybody as weird that we are just seizing entire ships of oil?
Google bets big on 30GWh of Form Energy’s iron-air battery storage despite efficiency trade-offs #energysky -- via Energy Storage News: https://t.co/Mt1Yhr3Zzq
Good morning from Hong Kong. Day 13 of the Iran War. Hormuz effectively closed, impacting not just global energy supply chain but also food and metals. https://t.co/yXfDXHwzMN
“Winning like never before”? Iran keeps exporting oil through Hormuz Saudi, Iraqi, and Gulf supplies stall and global shipping freezes. Control of the chokepoint looks very different from the victory narrative. https://t.co/XWciH00m2o #IranWar #OilMarkets #Hormuz #EnergySecurity #Geopolitics
Researchers develop dirt-repelling solar panel coating that doesn’t affect light absorption #energysky -- via Solar Power World: https://t.co/BJgSBTxln9
DAY 13: The physical market appears to have won the battle over the manufactured narrative. The IEA announced 400 mil barrels release but crude went 🆙 instead of down. Brent eyeing $100 again. 🧵
