Know What's Happening in Energy
Know What's Happening in Energy
Flex to acquire Electrical Power Products for $1.1 billion
Flex Ltd. announced a definitive agreement to buy Electrical Power Products for about $1.1B in cash. The acquisition adds roughly $323M 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.
RSPG, the Invesco S&P 500 Equal Weight Energy ETF, offers investors exposure to 22 U.S. energy companies positioned to benefit from rising oil prices amid the Iran conflict. Its equal‑weight methodology normalizes valuation outliers and reduces concentration risk, eliminating the need for deep fundamental analysis of individual holdings. The fund carries a "Buy" quant rating, strong momentum, and high liquidity, making it a clean play on prolonged geopolitical disruption while avoiding direct regional exposure.
US‑Israeli attacks on Iran have halted vessel traffic in the Strait of Hormuz, threatening paraxylene (PX) shipments from Saudi Arabia's Jubail port to the US Gulf Coast. While 56% of US PX imports come from Saudi Arabia, roughly half load...
The Bureau of Ocean Energy Management (BOEM) has made five 3‑D seismic survey datasets from the Beaufort Sea publicly available through the National Archive of Marine Seismic Surveys. The releases—identified as B‑02‑99‑AK through B‑01‑95‑AK—cover 232 square miles across nine survey...
The University of Missouri’s Food and Ag Policy Research Institute (FAPRI) projects that expanding year‑round E15 gasoline could lift corn demand, nudging corn prices up 2 to 7 cents per bushel, while pushing soybean prices down 9 to 22 cents...
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
"Oil market not too worried" @Bear__85 "You may not be interested in war, but war is interested in you" --Leon Trotsky https://t.co/G26AVdQkOv
Middle‑East hostilities have forced Qatar to shut its flagship LNG export plant and Saudi Arabia to pause operations at its largest oil refinery, while tanker traffic through the Strait of Hormuz has nearly stopped. The disruptions arrive amid a global...
Panic buying reflects fear. The real question is grid resilience. Energy and water are inseparable in the desert. #UAE #WaterSecurity #Hormuz #EnergyInfrastructure #Geopolitics #MiddleEastConflict
“Today is day 834 of the Red Sea crisis and day 3 of the Hormuz crisis,” shipping analyst Lars Jensen
Edify Energy announced DT Infrastructure as the preferred EPC contractor for two Queensland renewable projects: the 600 MW Smoky Creek & Guthrie’s Gap solar farm with 2,400 MWh storage, and the 300 MW Ganymirra & Majors Creek solar farm with 1,200 MWh storage. Together the sites...
European gas just posted its biggest one-day jump since the Ukraine invasion. Up ~50% as Hormuz security stalls LNG shipping. Energy shocks don’t disappear — they compound. Just when inflation felt contained, volatility returns. Cost-of-living isn’t gone. It was dormant. #NaturalGas #TTF #Hormuz #EnergyCrisis...
Despite the strike on Saudi Arabia’s largest oil refinery, Aramco’s Ras Tanura facility, the oil market remained relatively calm throughout the day. Stay tuned. https://t.co/HzbD8gLZNn
US Oil Fund (USO) and Brent Oil ETF (BNO) are both rated hold as traders navigate heightened volatility from the Middle‑East conflict. Brent and distillate futures present greater upside risk than WTI, while seasonal demand backs gasoline and WTI. Both...
Crude drilling into a pivot that’s been in play since 2006. Pressure builds here. $USO $USOIL $OIL $XLE $XOP $OIH https://t.co/g5XbBkgmCd
US residential solar enters post-incentive era after ITC expiry surge #energysky -- via pv-tech: https://t.co/94Jal3gQEI
Former Treasury Secretary Janet Yellen warned that the Iran‑Israel conflict threatens to choke oil flows through the Strait of Hormuz, sending crude futures to their highest level in over a year. Higher energy prices could lift inflation and undermine the...
Iran commander says Strait of Hormuz closed, vows to hit ships trying to pass, report says: CNBC $USO $XLE
Oil jumping to 8-9% gains this afternoon.. gasoline futures up 12 cents. US stocks ~unch with the 10yr 3bps off the HoD.. now near 4.04% https://t.co/XkTx1P5k8G
Switch Maritime and Incat Crowther have entered the detailed design phase for New York’s first hydrogen fuel‑cell‑electric ferry. The 28‑meter vessel will carry 150 passengers at 25 knots, powered by 720 kg of compressed hydrogen, offering a full‑day range without shore‑side charging....
We remain long of Oil in $BNO terms and short of the US Consumer via $XLY https://t.co/wvSfyWS2xT
NEW POST: Are We Sure Oil & Gas Are Fades? https://t.co/a8CQaFm6L7 $UGA $USO $QQQ $SPY $TLT
Data center demand is exploding as AI and cloud workloads grow, putting pressure on power and cooling infrastructure. Microgrids that pair Combined Heat and Power (CHP) systems with absorption chillers shift cooling loads from electricity to waste heat, dramatically lowering...
Geopolitical tensions sparked a roughly 6% jump in WTI crude, pushing the benchmark above the $68 resistance level. The monthly MACD has turned bullish, suggesting a multi‑month turnaround for oil prices. Energy giants Baker Hughes and Exxon Mobil have rallied...
Day 3 of the Iran War has seen Iran's missile launches declining, while drone attacks remain steady. Energy infrastructure is now being targeted, so an energy crisis is on everyone's mind. #crude #crudeoil #energy #geopolitics https://t.co/Y2ccPnnB22
Norwegian Offshore Wind and the German‑Norwegian Chamber of Commerce have launched a dedicated offshore wind working group to deepen cross‑border collaboration in the North Sea. The initiative follows the Hamburg North Sea Summit where energy ministers pledged 300 GW of offshore...
First Solar has filed a Section 337 investigation with the U.S. International Trade Commission against ten crystalline‑silicon panel makers, alleging infringement of its tunnel‑oxide passivated contact (TOPCon) patent (U.S. 9,130,074). The patent was validated by the USPTO at the end of 2025...
The piece introduces boundary thermodynamics as a framework for evaluating building performance, arguing that interior conditions must be measured against documented exterior loads. It explains that HVAC components, envelopes, and IAQ systems only prove their effectiveness when load‑relative data—temperature, humidity,...
The Crown Estate has denied Greenpeace UK’s accusation that it is withholding documents related to the valuation of the UK’s seabed monopoly and offshore wind lease fees. Greenpeace filed a complaint with the Information Commissioner’s Office after two requests for...
Sunrun reported a year‑over‑year decline in Q4 2025 subscriber additions and installation volumes, with subscriber value metrics falling sharply. Gross subscriber value dropped 2% to $50.2 million and net subscriber value fell 30% to $9.1 million, while storage attachment rose to 71%....
The U.S.-Israeli strike on Iranian targets and Tehran's retaliatory actions have caused a sudden shutdown of maritime traffic in the Gulf of Oman, especially the Strait of Hormuz. Ship groundings and heightened naval alerts have crippled oil tanker movements and...
A reminder: Douglas Channel Energy got its 20-yr LNG export licence in Feb 2012, Kitimat LNG received its export license in October 2011, and LNG Canada a 20-yr export licence in February 2013. None reached a final investment decision until...
Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
A University of Michigan study published in Nature Climate Change finds that recent advances in EV battery chemistry largely neutralize the extra degradation expected from a 2 °C warmer climate. Batteries built between 2019‑2023 would see average lifetime reductions of only...
Oil prices surged after US‑Israeli air strikes on Iran and the killing of Ayatollah Khamenei, pushing Brent crude above $80 a barrel. The conflict threatens the Strait of Hormuz, a chokepoint for roughly 20% of global oil, adding a risk...
NeoVolta says battery energy storage systems are moving beyond backup power to become a profit‑center for commercial and industrial facilities. The company leverages the One Big Beautiful Bill Act, which preserves tax incentives through 2032, allowing owners to slash upfront costs by 30‑50%...
Maybe not the most urgent issue, but @FERC eLibrary is down (at least for me).
Just last week the German government gutted the heating law which was supposed to drive a transition away from gas. The timing could not have been worse: Gas prices are up 50% today & this crisis could worsen significantly. This will...
EnergyBin and Buckstop’s fifth PV Module Price Index shows the secondary solar market is dominated by 400‑525 W crystalline‑silicon panels, 98% of which target residential installations. From 2020‑2025, more than 8.7 million modules were listed for resale, with 98% being new, all‑black,...
Why on earth would Canada (or anyone) have that much spare LNG capacity? The reason many terminals weren't built is because they couldn't secure long-term offtake deals. No one was building terminals on a purely merchant basis.
Natural gas futures slipped back toward $3 per MMBtu after early gains, as technical resistance halted the rally. The NYMEX April contract was rejected at $3.03, signaling market caution. Simultaneously, escalating Iranian attacks disrupted global LNG flows, adding geopolitical pressure....
#oil & #fertilizer prices both spike following the US-Israel joint strike on Iran with the Strait of Hormuz essentially shut down. #oatt #oott https://t.co/wrY5JcnYwb
Tratos Group of Italy has signed a four‑year, £22 million framework agreement with Finland’s Exel Composites to supply carbon‑fiber composite conductor cores for grid modernization projects through 2029. The partnership gives Tratos secure access to high‑performance, corrosion‑resistant cores that enable higher...
The Canada‑China trade deal announced in January reduces the tariff on Chinese electric vehicles to 6.1 % for an initial 49,000‑unit quota, expanding to 70,000 over five years. The move stems from Trump‑era pressure on Canada, prompting a diversification toward Beijing....
The Scottish government has launched a £17 million tranche of its Just Transition Fund to accelerate green jobs, innovation and supply‑chain diversification in the North East and Moray. For the first time, community organisations and social enterprises are guaranteed a portion...
Good to see on a day where there are worries about high oil prices and inflation, other key inputs like housing and food may be cooling
The Strait of Hormuz, a 21‑mile narrow waterway, was shut after a severe incident dubbed “Epic Fury.” The closure halted the transit of roughly 20 million barrels of oil per day, about one‑fifth of global consumption. Heightened tensions between Iran and...
Both a reversal in Energy stocks in addition to a small cap gap stock losing at vwap makes $INDO a good setup. was early initially though. https://t.co/QSXGMfyHtU
French courts have begun hearing a lawsuit against TotalEnergies, filed by 14 French cities and five NGOs, alleging the company’s portfolio of new fossil‑fuel projects breaches the 1.5 °C target of the Paris Agreement. The complaint, grounded in France’s 2017 duty...
District Metals is moving ahead with its Viken uranium project after Sweden repealed its uranium mining ban on Jan. 1, reopening the jurisdiction for the first time since 2018. The Viken alum shale deposit is touted as the world’s largest undeveloped...
