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.
New York State’s Department of Environmental Conservation has amended Part 494 to require commercial property owners to register and report leakage of hydrofluorocarbons (HFCs). Large equipment (≥1,500 lb) must report annual leakage starting March 2026, medium‑size units (200‑1,499 lb) register by June 2026 with reporting due March 2027, and small equipment (50‑199 lb) by June 2028. Registration is completed via an online DEC portal and must include detailed equipment data. Failure to comply can trigger civil penalties of up to $2,500 per violation plus daily fines.
Oil tankers are increasingly bypassing the Strait of Hormuz following the US and Israel airstrikes on Iran, prompting major shipping lines to issue cautionary directives. While the waterway remains officially open, Bloomberg tracking shows a buildup of idle vessels both...
Scientists at the University of Edinburgh's Wallace Lab engineered E. coli to generate hydrogen from simple sugars, including stale bread, and paired it with a palladium surface catalyst to hydrogenate organic molecules. The biocatalytic system achieved up to 99% conversion efficiency,...
The Democratic Republic of the Congo announced strict cobalt export quotas—18,125 tonnes for Q4 2025 and 96,600 tonnes for 2026—while reserving 10% of production as a strategic stockpile. The policy, aimed at curbing smuggling, stabilising prices and capturing more domestic value,...
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
Nvidia’s AI‑chip rally has lifted its shares over 700% in three years, dwarfing the S&P 500’s 70% gain. Meanwhile, Brookfield Renewable (BEPC) is positioning itself as the power engine behind that demand, securing record‑size corporate PPAs with Microsoft and Google....
Proterial, a Japanese advanced‑materials maker, is evaluating India as a production base for its rare‑earth‑free electric‑vehicle magnets and other high‑end components such as superalloys and power‑electronics parts. CEO Sean M. Stack highlighted strong economic momentum, government incentives, and the need...
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Tamil Nadu Power Distribution Corporation (TNPDCL) has ordered a halt to all planned maintenance that requires power cuts until the state’s public examinations conclude in April. The directive applies to Chennai and every district across Tamil Nadu, suspending routine work on...
Norway's $1.2 trillion sovereign wealth fund has removed Adani Green Energy Ltd from its portfolio, citing concerns over alleged gross corruption or serious financial crime. The fund sold a holding worth roughly ₹400 crore, while Indian mutual funds have accumulated about $500 million...
Singareni Collieries Company (SCCL) is preparing to bid in upcoming coal‑bed methane (CBM) auctions for three blocks in the Singareni region. The blocks, covering six districts in Telangana, hold an estimated 1.9 billion cubic metres of gas resources. Government officials have...
India’s National Stock Exchange (NSE) announced plans to launch electricity futures, a coal spot exchange and broaden its commodity offerings, leveraging its high‑speed trading infrastructure. CEO Ashish Chauhan said the exchange’s existing systems for order processing, clearing and risk management...
India’s Shipping Corporation of India (SCI)‑led joint venture to own a fleet for state‑run oil firms has stalled because ONGC’s equity participation remains undefined. The JV structure allocates 50% to SCI, with IOCL, BPCL and Sagarmala Finance each holding 10‑15%,...
SSE is launching a £33 billion programme to upgrade its transmission network and expand renewable generation, positioning the utility for the low‑carbon transition. Revenue has surged roughly 50 % since 2021 and normalised EPS has more than doubled, with management forecasting 7‑9 %...
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Hong Kong billionaire Li Ka‑shing's CK Infrastructure Group agreed to sell UK Power Networks to French utility Engie for £10.5 billion (about $14.2 billion). The deal, slated for mid‑2026, is part of a sweeping portfolio overhaul that includes potential divestments of ports and...
They keep calling it “clean beautiful coal”, so show me the “clean” part. The phrase “clean coal” did not begin in 2016. It traces back to the 1980s, particularly the Reagan-era Clean Coal Technology Program launched in 1985, which promoted pollution-control...
And now solar is the dominant way that new electricity generation is added to the grid every year. Last year over 100% of all new electricity growth came from solar, wind and nuclear. https://t.co/D91QsFnS6Z
Armstrong Fluid Technology launched the Systems Envelope – Fluid Management Station (SE‑FMS), a modular HVAC fluid‑management solution that integrates its Envelope Core platform. The compact unit reduces floor space by up to 40% and cuts energy use by as much as 30%...
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
Storm train hits Western Europe PV as East clears under cold #energysky -- via pv magazine global: https://t.co/Fc7k2DYwqY https://t.co/oq6ymCxS7d
Delek US Holdings reported a fourth‑quarter 2025 revenue of $2.43 billion, up 2% year‑over‑year, and posted a surprise non‑GAAP net profit of $143 million ($2.31 per share). Adjusted EBITDA surged to $314 million, a stark reversal from a $69 million loss a year earlier,...
Bottom line is that the LNG business model sucks @AsimRiaz1978 Losing money is rational behavior if less is lost than making a different decision. Good money after bad. Please don’t tag me on posts to draw attention to your views thru my...
FT's Gillian Tett on Trump's "mad" energy policy "[His] 'drill, baby, drill' mantra makes him reluctant to embrace renewables…Last [yr] energy dept terminated a $4.9bn loan guarantee for an 800-mile…power line to take wind power from Kansas to Illinois & Indiana....
U.S. forces captured Venezuelan President Nicolas Maduro in a January 2026 raid, removing the military threat to Guyana’s Essequibo region and clearing the path for the country’s oil expansion. Guyana’s offshore Stabroek Block, operated by ExxonMobil with Chevron and CNOOC,...
Reports of Chinese drones to Iran are plausible But talk of hypersonics is a leap. If true, I see little effect for the present Iran crisis Markets agree with Brent rolling into contango. This looks like calibrated support, not crisis-altering escalation https://t.co/x606IhOrev #Iran...
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
A G7‑backed price cap on Russian oil, introduced in 2022, is shown to boost near‑term extraction while curbing global oil prices and volatility. The cap neutralizes market power and reduces the option value of holding reserves, shifting producer incentives toward...
China wafer prices fall for fourth week as discounting deepens under inventory pressure #energysky -- via pv magazine global: https://t.co/NhJenObCMv
One Wind Farm Dies in Kansas, Another One Rises in Massachusetts #energysky -- via Heatmap News https://t.co/WnR6tKEciB https://t.co/PcOAIAaLT4
Thai state‑owned energy group PTT Plc announced it will seek external partners across its value chain, aiming to sell stakes in its oil‑refining and petrochemical subsidiaries—Thai Oil, PTT Global Chemical and IRPC—to global investors. The company also plans to attract...
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage #energysky -- via pv magazine usa: https://t.co/LtEDSE5vUi https://t.co/rwfIPw1ZbU
India is smashing it: 42.5GW of new solar in 2026 ALONE. Think about that scale - it’s more than the entire installed capacity of most developed nations At this exponential rate, solar capacity is on track to CRUSH coal in India...
NRG Energy announced plans to add 6.4 GW of gas‑fired generation capacity aimed at powering the United States’ rapidly expanding data‑center sector. The utility sees data‑center electricity demand outpacing traditional commercial loads, prompting a strategic shift toward flexible, dispatchable gas assets....
Sunoyster offers lightweight 440 W glass-covered TOPCon PV panel #energysky -- via pv magazine global: https://t.co/CiwFm0MqhB
Northvolt’s resurrected factory in Sweden will supply BESS cells to new owner this year, add 1GW data centre development #energysky -- via Energy Storage News: https://t.co/OERGaGb3O9
Two major LNG export projects on the U.S. Gulf Coast are taking divergent routes. One developer announced confidence in securing investment and long‑term offtake contracts, signalling a clear path to construction. The second project’s sponsor warned that without an external...
Why Renewables Beat Fossil Fuel for Data Centers #energysky -- via Heatmap News https://t.co/8FF88ts8gD https://t.co/A1CLnD3dI0
NexWafe, Talon PV sign 7 GW solar wafer supply agreement #energysky -- via pv magazine global: https://t.co/kIINEziKWq
U.S. natural‑gas futures slid below $3 per million British thermal units, marking a five‑month trough. The decline stems from milder winter forecasts that curb heating demand as the season ends. Elevated storage levels further buttressed the price drop, while market...
Oil prices jumped to eight‑month highs on Friday as diplomatic hopes between the United States and Iran faded, reigniting geopolitical risk premiums. Brent crude breached the $85‑per‑barrel mark while U.S. West Texas Intermediate rose above $80. Traders cited potential supply...
He's standing in front of the MT Cap Corpus Christi, a Greek-flagged crude oil tanker that is neither sanctioned nor seized. It also didn't visit Venezuela recently. Grok says it arrived in Corpus Christi on Feb 26 from Freeport, Bahamas (Feb...
A citywide inspection by New York’s Department of Consumer and Worker Protection found that 702 of 729 gas stations – 96.3% – failed at least one test, most often for mislabeling octane grades. The violations triggered over 1,100 condemnations, forcing pumps...
Despite Record Royalties, Danielle Smith is Desperate for More Oil Cash Have you seen ABGov O&G royalties under Smith? Oh. My. Gawd. Will producing more oil and building more pipelines solve the problem Alberta is actually trying to fix? https://markhamhislop.substack.com/p/despite-record-royalties-smith-is
This week’s Dispatch: 'Hospital Ship Head Fake' • DOJ moves to forfeit the M/T Skipper + $150M cargo • Another Venezuela-linked tanker boarded in the Indian Ocean • Mercy AIS points Panama Canal, not Greenland • A decade to US LNG dominance • Tariff...
Why Communities Can and Must Consider Electricity Affordability and Risk Together #energysky -- via RMI https://t.co/8VL2nwLz1j
Estonia advances 1.1 GWh heat storage, 250 MWh BESS and 800 MWh battery park #energysky -- via pv magazine global: https://t.co/yBI1O2Efvb
Sunrun solar installs fall in Q4 despite 45% revenue growth #energysky -- via pv-tech: https://t.co/NjWbWTQmsd
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
Nothern Cheyenne Tribe swaps diesel for off-grid solar to power buffalo ranch #energysky -- via pv magazine usa: https://t.co/Y0fvWqWH8j
