Know What's Happening in Energy
Know What's Happening in Energy
Flex to acquire Electrical Power Products for $1.1B
Flex Ltd. agreed to buy Electrical Power Products for about $1.1 billion in cash. The target adds roughly $323 million of annual revenue and a mid‑to‑high‑teens EBITDA margin. Flex expects the acquisition to be accretive to adjusted earnings per share in the first full fiscal year.
Also developing:
By the numbers: Oil majors snap up $164M Alaska oil leases
The Israel‑U.S. attacks on Iran have turned the Strait of Hormuz into a virtual no‑go zone, halting shipments of crude, natural gas and key fertilizers. Blocked exports of nitrogen, ammonia and phosphates pushed urea prices 71% to $600 a ton, while Brent crude surged above $81 per barrel. Higher fuel and fertilizer costs arrive just before the U.S. spring seeding window, tightening margins for corn growers. Analysts now expect a cut in U.S. corn acreage and a modest shift toward soybeans.
Absolutely insane. “Clean coal” is like saying there’s such a thing as beneficial malignant stage 4 cancer.
US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
An analyst cited by the Wall Street Journal estimates that if the U.S.-Israeli conflict with Iran ended today, shipping traffic in the Persian Gulf would normalize in about two weeks and oil production would return to pre‑war levels within two...
Electra, a Colorado clean‑iron startup, secured a $30 million venture‑debt facility from J.P. Morgan to move toward its first commercial plant. The company’s low‑temperature electro‑refining process converts iron ore into 99% pure iron using renewable electricity, eliminating coal and high‑grade ore...
Brent becomes extremely volatile amid confusion about war’s duration Brent futures traded in a record daily range of more than $35 per barrel on March 9, as traders reacted to conflicting signals about the closure of the Strait of Hormuz...
what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...
The U.S. Energy Information Administration cut its Henry Hub natural‑gas price forecast to about $3.80 per MMBtu, a 13 % reduction from the previous month’s outlook. The agency also projects the 2027 average price near $3.90 per MMBtu, despite recent price...
In 2023, there was not a single day until spring where WindWaterSolar met >100% of demand for part of the day on the California ISO grid. During winter 2026, so far there are already 45 of 68 such days (66%), and...
Seven leading tech firms—including Amazon, Google and OpenAI—have signed the White House‑backed “ratepayer protection pledge,” committing to secure the electricity needed for their expanding data centres. The pledge, announced by President Trump, obliges signatories to build, acquire or purchase power...
Activ8 Solar Energies has commissioned a €1.17 million rooftop solar array at Tayto Snacks' Ashbourne plant, marking the snack maker's largest renewable investment. The 1,734‑panel system supplies roughly 10% of Tayto’s annual electricity needs, generating about 667 MWh each year. It is...
The op‑ed argues that waiving the Jones Act would not reduce U.S. gasoline prices because foreign‑flagged tankers are more expensive to charter than domestic Jones Act vessels. Using Worldscale data, the author shows a Houston‑to‑New York freight rate of WS410 equals...
The newly announced India‑US trade deal places clean energy at its core, promising substantial American investment and technology transfer to accelerate India’s renewable rollout. The agreement aligns with New Delhi’s target of 450 GW of renewable capacity by 2035 and aims...
Europe continues to dominate U.S. liquefied natural gas (LNG) shipments, absorbing the majority of cargoes despite a tightening Asian market. The recent Middle East conflict has slashed regional energy exports, reducing the incentive for U.S. producers to divert LNG to...
Wales will become the first UK region to require solar panels on new domestic and commercial buildings, with the rule taking effect on 4 March 2027. The updated building regulations mandate a "system for renewable electricity generation," which industry analysts say will...
It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
trump may want to end the iran war quickly. but closing the strait of hormuz or even threatening it keeps oil high and the conflict alive. @gzeromedia
Gasoline prices jumped 25% since the January low, reaching $3.63 per gallon—the highest level since June 2024, while diesel surged 40% to $4.86, its highest since October 2022. The spike is driven largely by station profit‑margin adjustments rather than a supply crunch,...
Position Green, a sustainability software and advisory firm, unveiled an ROI Calculator that translates decarbonization projects into quantifiable financial metrics. Developed using a model from Stockholm School of Economics professor Rickard Sandberg, the tool provides ROI, NPV, payback period, emissions...
Saudi Aramco CEO Amin Nasser warned that the Iran‑Israel‑U.S. war could trigger a catastrophic shock to global oil markets if the Strait of Hormuz remains closed. The conflict has already halted up to 20% of world petroleum trade, pushed Brent...
Gasoline and diesel prices across ASEAN vary widely, with Singapore topping the list at roughly $2.84 per litre and Indonesia and Malaysia offering sub‑$0.60 rates thanks to subsidies. Market‑driven economies such as the Philippines, Vietnam and Thailand see prices track...
Google announced a $4.75 billion cash acquisition of renewable‑energy developer Intersect, aiming to accelerate electricity generation for its expanding data‑center portfolio. Existing investors, led by TPG Rise Climate, have spun off Intersect’s grid‑tied power assets into a new independent power producer...
HELLENiQ ENERGY has begun commercial operations at two photovoltaic parks in southern Romania, delivering 58 MW of capacity. The projects are part of a 2023 agreement with METLEN to develop four solar sites totaling 211 MW, with the remaining 153 MW expected online...
At the Nuclear Energy Summit in Paris, Belgium, Brazil, China and Italy joined 34 other nations in a declaration to triple global nuclear capacity by 2050. The pledge raises the coalition to 38 countries and targets 1,200 GW of nuclear generation,...
US solar installations fell to 43.2 GW in 2025, a 14% decline from 2024. Utility‑scale capacity led the drop, shrinking 16% to 34.7 GW, with a 40% Q4 contraction linked to safe‑harbour tax‑credit timing. Residential installs were flat, while commercial‑industrial grew 6%,...
Oil prices are soaring toward $150 per barrel after Iran closed the Strait of Hormuz, prompting analysts to warn of a potential disaster. Economic historian Carlota Perez argues that such high energy costs could instead serve as a catalyst, pushing...
The 1998 Downstream Oil Industry Deregulation Act removed direct government price controls, fostering competition but leaving the market exposed to global shocks. A recent oil price surge linked to Middle East tensions caused a sharp stock market plunge and is...
On March 10, 2026, the European Commission unveiled a Clean Energy Investment Strategy aimed at accelerating financing for Europe’s energy transition. The plan estimates a need for €660 billion of annual investment through 2030, rising to €695 billion in the following decade....
The Indian government is preparing to launch PM KUSUM 2.0, a revamped version of the 2019 renewable‑energy scheme that will add a dedicated 10 GW agri‑PV component. The original PM KUSUM aimed for 34,800 MW of solar capacity and has already installed over 10 lakh standalone...
Québec Innovative Materials Corp. completed discovery borehole DDH-26-01 at its West‑Advocate project in Nova Scotia, reaching 711 m depth. Visible gas bubbles and instrument exceedances confirmed a persistent, pressurised hydrogen‑bearing system from roughly 505 m to the bottom of the hole. Diluted...
Pacific Gas and Electric (PG&E), California’s largest utility, announced a plan to electrify 3,800 of its roughly 9,700 on‑road vehicles by 2030, covering 100% of light‑duty, 50% of medium‑duty, and 20% of heavy‑duty fleets. The utility currently operates 821 EV...
What a chart. Gas prices are now $3.54, up more than 55 cents since before the war in Iran began. This is the highest gas price ever under President Trump (including his first term). This is effectively a $25/mo. tax on most households....
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
Bank of America’s technical strategist Paul Ciana labeled Monday’s $120‑per‑barrel Brent surge as a "peak panic" episode that likely marks a short‑term price ceiling. He projects Brent to consolidate between $90 and $110 in the medium term, while acknowledging that...
I guess it's good Europeans are embracing nuclear power again but if SMRs are what they're hanging their hat on, they're going to continue to lag behind. They'd be better off paying attention to what's going on in Japan right...
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
Big IF True... "a large oil tanker went through 36 hours ago" but doesn't specify the tanker then says "Navy successfully escorted" but doesn't provide proof. #Hormuz #Iran https://t.co/WKay8jJ3hD
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
*US OIL PRICES EXTEND DECLINE, FALL 15% TO TRADE NEAR $80/BBL April 2026 WTI futures are now down ~32% since Sunday night's peak https://t.co/9QugACQ3Q0
Think of this graph of real U.S. price and electricity production data, straight from the Department of @Energy, next time you hear the false claim that renewables increase electricity prices and that coal, gas, or nuclear is needed to keep...
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
What impact will closing the Strait of Hormuz have? ING takes a guess featured in the Chartbook Top Links of today. https://t.co/aiQTNxvQMb
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed...
You didn't have to be a genius to look at the extreme backwardation in the Futures curve for crude oil to call the current price spike temporary, and overdone. #CrudeOil
If you are bullish crude on reescalation, this is the buy zone .. Equilibrium in CL1 should be 83/92 .. Single prints yesterday on trump comments in the 91/92 area. Below $75 (the first Sunday gap when the war started)...
The hard thing for markets is reading this while oil prices are falling — I think the question is whether markets correctly anticipate a reopening before it happens or whether it needs a big headline.
Re-reading the excellent Energy A Human History by Richard Rhodes and I'm struck by how much has changed re: EVs since it was published in 2018. BYD just announced a 777km range battery that charges in 12 minutes. Car's fast...
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf
China Has Spent Years Preparing for the Iran Oil Crisis—Massive oil stockpiles and a shift to electric vehicles help insulate the economy from supply disruptions in the Mideast @BrianSpegele https://t.co/xq1mMRdTGu https://t.co/xq1mMRdTGu
🎙️ I was thrilled to rejoin @TheStalwart and @tracyalloway on the Odd Lots podcast to discuss the historic and ongoing disruption of traffic through the Strait of Hormuz, through which ~20% of the world's oil flows. This is it. This is...
