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
Tesla is set to construct its largest Supercharger hub, Eddie World 2, in Yermo, California, featuring over 400 V4 charging stalls across six phases. Phase 1 will begin later this year with 72 high‑power stalls, expanding to more than double the current record‑holding 168‑stall site. The location sits on the busy I‑15 corridor between Los Angeles and Las Vegas, where existing high‑power chargers still experience peak‑hour bottlenecks. Integrated retail and pull‑through bays will cater to passenger vehicles, Cybertrucks, and future Semi trucks, turning the stop into an EV oasis.
Neighbouring countries will no longer be targeted, unless attacks originate from there, Iranian President Masoud Pezeshkian says. What does this mean? — This could be the first sign of de-escalation in the one-week-old war. — Time will tell if Pezeshkian was actually speaking...
India’s Ministry of New and Renewable Energy has issued the first national standards for green ammonia and green methanol, defining strict emission thresholds of 0.38 kg CO₂‑eq per kg of ammonia and 0.44 kg CO₂‑eq per kg of methanol. The standards outline...
🚨 WEEK 2 OF THE IRAN WAR — MARKET OUTLOOK Trump posted "UNCONDITIONAL SURRENDER" on Truth Social. No ceasefire. No off-ramp. The Strait of Hormuz is shut. Oil just had its biggest weekly gain in futures trading HISTORY (+35%). And the...
STRAIT OF HORMUZ re-opening is central to any effort to prevent another spike in oil prices: https://t.co/hWRuSylzaC
The U.S. Department of Energy announced the restart of the HB‑Line facility at the Savannah River Site to fabricate mixed‑oxide (MOX) fuel from surplus plutonium. The move restores a unique national capability, aiming to supply advanced reactors with a faster‑path,...
Not this shit again. 1st of all, this oil spike isn't more acute than 2022. In 2022 crude oil reached $129. Currently it's at $91 only. Secondly ,every time SPX is down 1%+ on Friday the usual suspects come up...
Crofty after four races trying to make charging and recharging a battery exciting #Formula1 https://t.co/kjfJX4jJZJ
Telangana’s Southern Power Distribution Company recorded a historic peak demand of 11,129 MW on Friday, eclipsing last year’s 10,310 MW. The Greater Hyderabad region also set a new high at 4,421 MW, while agricultural districts such as Nalgonda, Mahabubnagar and Medak each topped...
Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those. [Corrected graph.] https://t.co/jl1blEELO0
Am re-upping this. 🚀 Brent settled >$92 on Friday. 🚀 Middle East marker crudes are at $100 levels. 🚀 Middle distillates are deep into triple-digit territory. Without an immediate, credible halt to hostilities, oil has only one direction to go. Guess...
Punjab State Power Corporation Limited (PSPCL) has revised its distribution‑loss target to 10 % for FY 2026‑27, down from an earlier 12.75 % proposal and the regulator’s 11.80 % benchmark. The utility argues the sharp cut is justified by a time‑bound rollout of smart‑metering,...
Chinese scientists build ‘ultra-stable’ polymer solar cell with 19.1% efficiency #energysky -- via pv magazine global: https://t.co/ldPwyTjl1G
#IndiaWatch🇮🇳: The US reverses course. First, the US placed 25% “penalty tariffs” on India for buying Russian crude. Now, the US has granted a 30-day waiver that will allow India to buy Russian oil. MODI’S STRATEGIC AMBIGUITY REIGNS SUPREME. https://t.co/zWsRpg2QtK
South Bow Energy is pursuing binding take‑or‑pay agreements from Canadian producers to fund a new pipeline spur that would add 450,000 barrels per day of crude to its Keystone system. The line would feed directly into the existing Keystone network,...
China exported EVs to many countries around the world last year including Indonesia and Mexico. Many countries have plans to reduce their dependence on imported oil. This effort will be accelerated. https://t.co/7qYWV5pWKi
What’s interesting about this is that electricity, gas, oil, jet fuel and gasoline prices are all higher today than a year ago.
Qatar’s energy minister Khalid al‑Kaabi warned that the ongoing Middle‑East conflict is creating a far larger shortfall in liquefied natural gas (LNG) than market participants anticipate. Damage to export terminals and logistical bottlenecks are curbing Qatar’s ability to meet its...
As a result of China's rapid installation of WindWaterSolar, China can reach 100% WWS across all energy sectors by 2051 if it continues installing at this rate and electrifies all energy. The U.S. and India - only 100 years later https://t.co/Uzltn86O33
New model reveals pathway for land-efficient U.S. solar expansion #energysky -- via pv magazine global: https://t.co/jILgjwj23C
The International Energy Agency’s chief announced that global oil markets are currently well‑supplied, eliminating any immediate need to tap strategic inventories. While some regions continue to experience supply disruptions, the agency sees no justification for coordinated production cuts at this...
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG...
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Oil prices surged to a two‑year high after Qatar’s energy minister warned that all Gulf oil and gas exporters could cease production within days amid the escalating Middle‑East conflict. Brent crude rose above $93 a barrel, and the minister suggested...
U.S. LNG demand is set to surge, but the Haynesville Shale’s production is waning, forcing gas producers to look beyond traditional sources. Analysts argue that the upcoming export capacity will be fed by a mix of basins—including the Permian, Marcellus,...
The United States is experiencing a rapid surge in artificial‑intelligence workloads, prompting a projected 30 percent increase in electricity demand by 2030. To satisfy this growth, utilities are turning to renewable natural gas (RNG) as a low‑carbon, dispatchable fuel for data...
A BlackRock‑led consortium will take AES private in a $33.4 billion deal, valuing the power producer at roughly $70 billion. The transaction underscores private‑equity interest in regulated energy assets amid soaring electricity demand. It also highlights the competitive pressure gas and nuclear...
The war in the Middle East has driven global oil benchmarks to multi‑year highs, yet U.S. gasoline prices have remained relatively modest. Ample domestic crude output and record‑high gasoline inventories have insulated the U.S. market from the price shock. Retail...
So what's the purpose of nuclear? CA had enough solar+batteries in 2025 to produce a constant 4 GW every minute of 90% of days in 2025 plus more power during other hours 4 GW=180% of the constant 2.2 GW DC nuc plant,...
The Trump administration is weighing the use of the 1950 Defense Production Act to override a California state court order and restart an offshore oil pipeline serving Sable Offshore. A Justice Department opinion argues the law can preempt state consent...
Despite a broader rollback of renewable-friendly policies, the Trump administration has accelerated efforts to build a domestic critical‑minerals stockpile. The move targets metals essential for both advanced military hardware and clean‑energy technologies, aiming to reduce U.S. reliance on China. By...
Awilco LNG ASA announced a conditional private placement of 77.3 million new shares, raising roughly NOK 251.3 million (US$26 million). The proceeds will finance the launch of its ALNG Trading subsidiary, cover pre‑payments under its sale‑leaseback facilities with China Development Bank, and extend...
Arizona regulators unanimously approved the conversion of coal‑fired units at the Springerville and Coronado power plants to natural gas. Tucson Electric Power’s Springerville conversion is budgeted between $170 million and $200 million and targets gas operation by 2030, while Salt River Project’s...
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Australian startup scaling up printed solar technology #energysky -- via pv magazine global: https://t.co/UMkegkWcSv https://t.co/pIaYIMCHiw
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
Renewables are a hedge against volatile coal and gas prices. Electric vehicles are a hedge against volatile oil / gasoline prices.
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
WTI crude up 35% on the week, one of the best weeks in history. S&P 500 down only 2%? And energy up only 1%? Markets sometimes don't make sense.
Interestingly, solar never got polarized among the US populace. For 20 years, it's polled as the most popular energy source in the US, by wide margins, across the country. It's just that certain members of the GOP political class hated...
US national lab highlights inverter approach as cheaper alternative to DTT #energysky -- via pv magazine global: https://t.co/Tnle3OYaMQ
Electrifying all road freight between Sydney and Melbourne is a no brainer: The payback is less than 4 years #energysky -- via Renew Economy: https://t.co/c9lBrAwKGN https://t.co/bLDZIjZQQ5
Trump asks tech titans to sign an energy pledge, but is it just PR? #energysky -- via Canary Media: https://t.co/Dwehx3RcZ6
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
