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
On 23 February 2026 Aula Energy announced the purchase of Lightsource BP’s roughly 1 GW solar farm portfolio. The deal includes five operating farms – Wellington (200 MW), Wellington North (400 MW), West Wyalong (107 MW) in NSW, Woolooga (210 MW) in Queensland and Wunghnu (90 MW) in Victoria – together with associated battery‑storage development rights. The acquisition follows a stalled 2023 sale that was blocked by the FIRB, and it represents Aula’s first operating fleet across the National Electricity Market. Analysts note that several sites suffer notable curtailment, suggesting upside potential for performance improvements under new ownership.
Statements like this from Trump will make the oil market reaction *worse* No one who has any idea how the oil market works is buying it—all this does is make it seem like Trump believes it, which means the base case...
Oil prices have surged past the $100 per barrel mark, with West Texas Intermediate climbing above $108 and Brent exceeding $107, reflecting a 16‑18% rise since the start of the year. The jump is driven by escalating war risks in...
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
Brent prompt futures opened above $108 per barrel on NYMEX, marking a notable price surge. The rally is driven by OPEC+ output cuts, lingering Middle East tensions, and a weakening dollar that favors commodities. Analysts warn the $108 level could...
Prime Minister Keir Starmer warned that soaring oil prices, now above $100 a barrel for the first time since 2022, are pushing UK energy bills higher. He hinted the government may introduce measures to ease the cost‑of‑living pressure on households....
Australian manufacturers are facing heightened margin pressure as wholesale electricity prices swing dramatically within hours. GridBeyond’s FlexPilot framework proposes turning energy from a volatile cost into a controllable variable by integrating seven‑day price forecasts, machine‑learning optimisation, and digital‑twin simulations into...
Grid‑enhancing technologies such as FACTS and Advanced Power Flow Control (APFC) are allowing operators to move more electricity through existing transmission corridors without building new lines. By adjusting voltage, reactive power, and line impedance, these devices can increase usable transfer...
Kuwait Petroleum Corporation announced it will begin throttling oil production as domestic storage fills, a precautionary step ahead of potential forced shutdowns. The move follows Iran’s recent attacks on vessels in the Strait of Hormuz, which have severely constrained tanker...
Pretty much agree with everything @abcampbell wrote in this. He articulates things very well. 1. Long oil and gas equities who stand to benefit from higher for longer futures curves https://t.co/OpqxY05aWo 2. Economic growth will be tested and small cap longs behind...
The Strait of Hormuz is shut. So what's a catalyst for oil prices to fall and not rise as everyone's now saying? The most obvious thing would be the collapse of Iran's regime, the odds of which are rising every...
U.S. officials defended a 30‑day waiver allowing Indian refineries to purchase Russian oil, aiming to ease market pressure as gasoline prices surged amid the Iran conflict. The waiver, announced by Energy Secretary Chris Wright and UN Ambassador Mike Waltz, seeks...
Kalshi markets on oil futures is crazy because it’s a 2nd derivative. Current oil price-> CL futures (first derivative) -> Kalshi (2nd derivative). Leads to very odd dynamics if Kalshi markets get big enough
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
A mechanical failure at the Louisiana Offshore Oil Port (LOOP) on February 26 released roughly 31,500 gallons of crude into the Gulf of Mexico. Federal and state responders have recovered about 27,888 gallons and deployed 464 personnel, 60 vessels, and...
Everybody is watching the Strait of Hormuz, but they should also be watching Singapore. The image on the right are all the laden tankers sitting in an around Simgapore. The one in the left, with less ships, are loaded Very...
If you are not following @TankerTrackers you dont understand the tanker situation. Look at the gap forming between the Strait of Hormuz and Strait of Malacca. Now there is also about 100M barrels of fuel afloat in and around Singapore and...
Oil futures over $100, which is going to shock folks — but I’m old enough to remember $140-150 peaks in the past (inflation adjusted) Only upside, is that folks will lean into EVs and solar if this lasts more than...
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
“In the whole written history of the strait, it has never been closed, ever,” said JPMorgan Chase analyst Natasha Kaneva,” of the Strait of Hormuz. “To me, it was not just the worst-case scenario. It was an unthinkable scenario.” https://t.co/x0YxXLfMu6
Hey energy experts, what's the lag, in days, from a change in wholesale gasoline futures to retail (AAA average) prices? And what's a good rule of thumb on the spread/mutiple between the two? (Answer in DM's if you prefer.)
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy
WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
The @WSJ calls it “the most severe energy crisis since the 1970s.” ⛽️ https://t.co/5whNTjsM5i https://t.co/r264LsvntD
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
These are the countries building resilience against future oil shocks. And just getting cooler cheaper cars.
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
This interview with @CNBC's @spencekimball from 8 days and $45 per barrel crude ago aged well..... @RapidanEnergy https://t.co/JOm9ZToDld https://t.co/vPPaedvNrV
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq
WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
The global oil and gas system is more resilient and diversified than it has been for decades. On other hand, nothing compares to the scale of current disruption in the Middle East. Much depends on the duration of the conflict. My...
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Being anti nuclear is ok! But giving it some thought and checking your assumptions might be a decent idea. Nuclear is surprisingly one of the cleanest and SAFEST forms of energy generation. And at the limit, one of the cheapest...
Energy Sec Wright: “Trump administration has been all in on lowering energy prices, and I would say quite successfully”. In fact, electricity and utility gas prices rose notably in Trump's first year, by more than in Biden's last. Gasoline now...
Mark Zandi, chief economist at Moody’s Analytics, on rising gas prices: “It’s particularly hard on lower-income households that spend a higher share of the budget on gas.” TRUMP = WAR PRESIDENT = MAKE AMERICANS POOR AGAIN. https://t.co/A2h1V7xApC
If only someone had looked at this, say, back in April 2020. 🙄 Turns out that a 5% reduction in emissions for one year for a gas that accumulates in the atmosphere has a tiny effect on concentrations. https://t.co/if0d8eyX1F https://t.co/UFWo16Rc47
Why the oil shock won't cause stagflation or recession: #1 U.S. less energy intensive than in past price spikes. Gasoline consumption lower today in in 2007. #2. U.S. net petroleum exporter. Therefore mildly positive for terms of trade. (link to...
Looking forward to discussing the Iran conflict and oil markets on @CNN at 5:40pm ET. @RapidanEnergy
The low level of active US oil and gas rigs indicate a quick ramp in production is unlikely without sustained high oil prices and higher E&P company share prices. https://t.co/GDCcOHcEBE
Fossil gas use for electricity down 59.5% in 2026 versus 2023 in the world's 4th-largest economy. 16th-straight and 43rd of 66 days in 2026 with >100% WindWaterSolar on California's main grid Fossil gas use continues to plummet as solar & batteries...
If you thought oil and energy was the only thing impacted by the Gulf War, hang on to your containers.
Technically, yes @SecretaryWright. But if the oil and natural gas can't get from the suppliers to the consumers it doesn't really matter to those who rely on imports from the Persian Gulf
The volume of crude production that Iraq has *already* shut-in is larger than the peak of *feared* [but never realized] Russian supply loss in early 2022 that spiked crude prices above $120 per barrel.
Oil and gas exports were first initiated after decades of imports in the Obama administration...
For those who want an overview without watching my full hour+ long video on the Strait of Hormuz Crisis https://t.co/QDALtGFKiC
