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 war with Iran has forced the closure of the Strait of Hormuz, cutting roughly 20% of daily global oil shipments and pushing Brent crude to $105 per barrel, its highest level since July 2022. The supply squeeze lifted gasoline to $3.47 a gallon and diesel to $4.60, while heating oil and jet fuel surged dramatically. Market volatility spiked, with the VIX up 106% YTD and major indices falling, yet the energy sector posted a 27% YTD gain, outpacing the broader market. Analysts argue that the rally creates a short‑term buying window for energy stocks and ETFs such as XLE.
Oil prices surged to nearly $120 a barrel amid the Iran conflict, then fell to about $90 after President Trump suggested the war could end soon. Energy analysts identify $110‑$120 as the threshold where crude demand begins to weaken, indicating...
Crude oil futures hovered just below $119 per barrel, easing fears of a supply shock amid heightened Middle‑East tensions. The broader market rebounded, with the Nasdaq gaining 1.4%, the S&P 500 up 0.8% and the Dow rising 0.5% after a volatile...
Scientists at EPFL have coated silicon‑nitride nanopores with lipid bilayers, creating a hydration‑lubricated channel that dramatically reduces ion friction. The lipid‑coated membrane, arranged in a hexagonal array of 1,000 pores, achieved a power density of about 15 W m⁻²—2 to 3 times...
I am glad that I have remained patient so far. If you had jumped the bandwagon on oil this morning, you would have been 20% down ish by now. I know the below is not a guarantee, but I stick...
FuelCell Energy (FCEL) released its fiscal 2026 first‑quarter results, highlighting stronger revenue and improved margins compared with the prior year. The CFO outlined a solid cash position bolstered by a recent $150 million convertible‑note financing. Management emphasized expanding its modular fuel‑cell...
North American Blue Energy Partners Inc., a firm backed by US energy entrepreneur Harry Sargeant III, announced that its tanker loaded with Venezuelan crude is en route to the Caribbean. The move comes as Venezuela seeks alternative markets amid US...
Oil just did something it hasn’t done in 40 years. It’s now up +35% in a week. Up 90% since December’s low of $55/barrel. Now crossing $105+. This isn’t normal.
Shipping through the Strait of Hormuz has nearly stalled, with crossings dropping 66% and crude‑oil futures briefly spiking above $115 per barrel. The U.S. responded with a $20 billion maritime reinsurance program aimed at protecting vessels and cargo. The slowdown has...
Ice gasoil futures swung wildly on 9 March, peaking at $1,381 /t before closing at $1,116 /t, the highest level since June 2022. The move mirrored a surge in Ice Brent crude, which touched $119.50 /bl and settled above $100 /bl – the first breach since...
Scientists have reinvented Thomas Edison’s 1901 nickel‑iron battery using modern nanotechnology, creating an aerogel electrode composed of protein‑derived nickel‑iron nanoclusters embedded in graphene oxide. The revamped cell can recharge in seconds and endure up to 12,000 charge‑discharge cycles, far surpassing...
Equinix has signed a power purchase agreement with Brazil's Auren Energia to source wind power from two new farms, covering a substantial share of its Brazilian energy demand. The agreement, effective from 2026, underpins the company's expansion of data centers...
Avangrid, part of the Iberdrola Group, has finished the mechanical installation of its 166‑MW DC Tower Solar project on 900 acres in Morrow County, Oregon. The farm, built with SEG Solar panels fabricated in Houston, is on track for commercial...
Greg Abel: “We see a bigger issue in the utility industry: does the regulatory compact continue to exist? We deploy capital into these businesses, and we receive a return that is reflective of us taking a certain amount of risk....
Colombia and the Netherlands will host the First Conference on the Transition Away from Fossil Fuels in Santa Marta this April, aiming to jump‑start a stalled UN process for a global fossil‑fuel roadmap ahead of COP31. The gathering expects 40‑80...
The United States is forming a critical‑minerals trading bloc aimed at breaking China’s dominance in supply chains for digital and defense technologies. The initiative downplays clean‑energy needs, even though analysis shows only a handful of the 33 minerals the UK...
The episode explores how the global refining landscape has shifted, with rapid capacity growth in Asia, the Middle East, and Africa—especially China and India—while Europe and North America face widespread closures due to higher costs, stricter regulations, and declining demand....
At the PDAC conference, Homerun Resources announced it is close to completing a bankable feasibility study for Latin America’s first antimony‑free solar‑glass manufacturing facility in Bahia, Brazil. The project leverages a high‑purity, low‑iron silica deposit that contains under 10 ppm iron,...
How the Iran War Will Kill Oil and Gas O&G now have a competitor: electricity. High prices + volatility encourage consumers to buy check out the competition. Especially in the Global South. Buckle up, Canada. MarkJCarney #cdnpoli #abpoli #bcpoli https://youtu.be/dDbCM-M2UWA
Finally tally for USO was $16b of volume. Here's how that looks vs every other day of trading in its 20yr life. My guess is this is the peak, we cool off from here. But what a comeback in relevancy...
Polysilicon prices in China plunged last week, with the steepest drop of 12.87% for n‑type granular material. High inventory—reaching 480,000 tons—combined with weak demand from downstream solar‑cell and module producers drove the decline. February output fell 17.3% to 84,400 tons,...
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
The oil price isn't one of those things that spirals infinitely up. At current levels near $100, a big risk premium prices the temporary standstill of tankers in the Strait of Hormuz. You can bet Trump is working like crazy...
Esentia Energy Systems and Siemens Energy have signed an agreement to upgrade the Wahalajara pipeline system, which transports natural gas from the West Texas Waha hub to Mexico. The upgrade is designed to lift daily throughput to roughly 2 billion cubic...
Oil turned red, and stock indexes turned green. Looks like an oil blow off top and a stock index washout low in the futures market overnight.
"US oil intensity is twice as high as the European Union and 40% higher than China’s... That makes it harder for American consumers to shield themselves from rising gasoline prices... Americans are already spending $187 million more a day on...
Babcock & Wilcox has secured a $2.4 billion design‑build contract with Base Electron to deliver 1.2 GW of natural‑gas‑fired capacity for Applied Digital’s AI‑focused data‑center campuses. The project will install four 300‑MW gas‑boiler and steam‑turbine generator sets supplied by Siemens Energy, with construction...
Oil closed Friday in a bull market at $91 but will close today in a technical bear market around $95 because it went to $115 over the weekend. https://t.co/kG1QReBbAy
"We survived you guys. Oil is in a bear market, down more than 20% from its highs." - @jschultzf3
Escalating Middle‑East tensions have pushed oil prices higher, reigniting concerns over energy security. The volatility is prompting policymakers and utilities to revisit nuclear power as a reliable baseload source, especially for power‑hungry AI data centers. Uranium, the core fuel for...
Here's the promised historical data perspective on how Gulf War III compares in terms of disruption size and available spare capacity. @RapidanEnergy https://t.co/7BQidJY0Qa https://t.co/cgajo5h4cD
Crude Oil Futures could be unchanged soon $93.66 after the high of $119.48 kinda like that day in Silver Futures
Hospitals are turning to retrofits rather than new construction to meet tighter sustainability rules, budget constraints, and patient demand, according to a Schneider Electric and JLL white paper. The study examined nine energy‑and‑carbon conservation measures (ECCMs) across seven facilities in...
The United States is the world’s #1 producer of oil, contributing 21% of the world’s share in 2024, nearly double that of the #2 producer, Saudi Arabia (11.2%). https://t.co/Vzb3UVlW1D
Had you bought oil this morning, you would have underperformed ETH over the past 5 years
Surging oil prices have sparked fears that a prolonged conflict in the Middle East could inflict steep financial costs on Americans "I am very concerned this could tip us into a recession if it persists," one economist tells @nytimes https://t.co/VkqGBNMgAR @TonyRomm...
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. We also discuss how leadership typically behaves during and after an exogenous shock. https://t.co/bvqWT3unbt
Energy sector up 25% YTD. Everything else red. When the only green on the screen is fear and fossil fuels, that's not a rotation. That's a regime change. https://t.co/NPJEJ5CObV
Very good discussion with Japan's Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa about recent developments in the Middle East and the implications for Japan's energy security We discussed the available options, including a possible @IEA stock release https://t.co/rCnXYDGIHK
Very constructive meeting with India's Minister for Petroleum & Natural Gas Hardeep Singh Puri @HardeepSPuri We discussed the latest developments in energy markets amid the conflict in the Middle East and the options on the table. We agreed to continue to...
$RIG Daily. Nice-looking, orderly pullback for Transocean. Oil services play has ~ 17% of float held short, meaning it's a short squeeze play. Long idea into strength https://t.co/f3SgpDySND
1/ At 3 AM this morning, oil hit $119.48. VIX touched 32. The S&P was in freefall. By noon: oil under $97. VIX back to 27. A complete round-trip. Wall Street learned nothing from it except: price in a long war forever. We...
Putin says Russia should take advantage of the sky-high oil prices after US-Israeli attacks on Iran. Russia should redirect supplies to Europe elsewhere, he adds. “If we shift our focus right now to the markets that need more supplies, we might...
MOSCOW, March 9 (Reuters) - Russian President Vladimir Putin said on Monday that the Iran war had triggered a global energy crisis and cautioned that oil production dependent on transport through the Strait of Hormuz could soon come to a...
And as the forecasted 2026 LNG supply glut disappeared, I couldn’t help but wonder… was I too one supply shock away from flipping into a deficit? https://t.co/gGw2ZO9NRr
There has been a lot of recent interest by companies in mitigating short-lived climate "super-pollutants" like methane and refrigerants. This can have a strong short-term climate impact, but to credibly counterbalance CO2 emissions requires combining them with durable carbon removal.
Oil price futures, 2 years out: White: current blue: a week ago purple: 6 months ago Source: Bloomberg. https://t.co/IjF2clfIGe
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
With RPS already met, Arizona ends customer-funded renewable energy power contracts #energysky -- via Solar Power World: https://t.co/DkEDUcqqob
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/D98YdEyReo
