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
President Trump continues to tout coal while the industry sheds jobs at an accelerating pace. U.S. coal‑generating capacity fell by 57 GW during his two terms, outpacing the 48 GW loss under Obama and 41 GW under Biden. Employment in coal mining has slumped 50 % from 2011 to 2021, and recent layoffs in West Virginia and Kentucky have cut another 1,600 jobs. The structural weakness of the metallurgical coal market limits any short‑term rebound, even as overall coal output rose 13 % in 2025.
War with Iran & energy dominance are unrelated IMO @AsimRiaz1978 Trump knows an Iran strike risks an oil spike & voter blowback at the pump. That's why I think the buildup & a strike are coercive leverage, not a plan...
Hydrostor signs California offtake deal for 4 GWh compressed air storage #energysky -- via pv magazine global: https://t.co/Macva8U3oX
Invenergy announced a supply agreement with Tallgrass to provide natural‑gas infrastructure for up to three new gas‑fired power plants in Arizona’s Maricopa and Yuma counties. The deal comes as the utility expects electricity demand to surge more than 40% over...
4-hour projects, 15-year toll: Neoen, Statkraft, Zenobē and Infranode progress BESS in Northern Europe #energysky -- via Energy Storage News: https://t.co/8JOh5DmayD
Voters are dramatically more receptive to AI data centers near them if they'll be powered by clean energy. Industry take note. [Blue Rose Research, Feb 2026] https://t.co/2gsbeHtYMv
Kuwait’s Combined Contracting Group Co. (CGCC) secured a KWD 10.2 million contract to provide gas‑gathering support services in the Partitioned Neutral Zone (PNZ) at the Al‑Wafra Joint Operations facility, a partnership between Kuwait Gulf Oil Co. and Chevron Saudi Arabia. The deal...
A million to one ratio is pretty sweet, tbh. Proud to buy cooling credits from these guys - paying to reflect a miniscule fraction of sunlight back into space. The only possible way to halt climate change at 1.5C.
Optimal solar module row spacing for agrivoltaics across Europe #energysky -- via pv magazine global: https://t.co/fykphdQp9S
Colombia’s proven natural‑gas reserves have slumped to just over two trillion cubic feet, giving the country less than six years of production life. President Gustavo Petro’s policies—halting new exploration contracts and raising extractive taxes—have sharply curbed foreign investment and accelerated...
While renewables boom in WA, WA electric vehicle adoption half the global adoption rate of 25% If WA's vehicle fleet was 100% electric in 2026 with renewables penetration at 55%, more than half of WA transport emissions would have been eliminated @RogerCookMLA
Transcript: What the Supreme Court’s Tariff Ruling Means for the Energy Transition #energysky -- via Heatmap News https://t.co/8WlknvgxB2 https://t.co/uT8gy8NiSw
The Idaho National Laboratory (INL) has teamed up with NVIDIA to embed artificial intelligence across the nuclear reactor lifecycle, from design to operation. Leveraging NVIDIA’s GPU‑accelerated computing, the partnership aims to double deployment schedules and cut operational costs by more...
Hallett battery project reaches financial close in Australia #energysky -- via pv magazine global: https://t.co/zQ4cd4fAS9
"The oil and gas holdings in question were acquired by the Houston-based company through previous transactions involving Concho Resources and Shell, according to the report," @geolsubho https://t.co/OlyZeu35Mu
Evolito Limited has been chosen to create an electric wheel‑taxi system under the UK‑backed Project SONATA, partnering with Airbus, ATI, Innovate UK and several research institutions. The company will supply a low‑speed, high‑torque axial‑flux motor delivering roughly 350 kW and 56 Nm/kg, designed to...
Late January's winter weather was a perfect litmus test for purported replacements of fossil fuels. If a type of “power” or “capacity” cannot reliably contribute to preventing Americans from freezing to death during a week of nationwide cold weather, whatever else...
And why bother with new nuclear when enhanced geothermal does the exact same thing but faster, cheaper, cleaner & safer and with less land & no mining and can be done most anywhere. https://web.stanford.edu/group/efmh/jacobson/Articles/I/150Country/150-CountriesEGS.pdf https://news.stanford.edu/stories/2026/01/geothermal-clean-renewable-energy-transition-study-research Nuc pushers have no idea what the alternatives...
Jefferies raised its price target on The Williams Companies (WMB) to $81 from $78, maintaining a Buy rating after a strong analyst day. UBS also lifted its target to $89, citing a $7.3 billion power‑generation backlog that could generate $1.4 billion annual...
January Natural Gas vs. Lower Energy, Rates Goals - The January natural gas future (Jan27) is typically the tip of the price curve and will be tops in relevance around the US midterms, with a potential downward bias. Preexisting trends...
Energy dominance has been Trump’s most consequential failure @Anon1Oil No Defense Production Act. No serious incentives. No strategy. “Drill, baby, drill” turned into “die, baby, die” in the oil patch. And he’s wasted oil as leverage against China. As for telling me...
Kayne Anderson Energy Infrastructure Fund (KYN) is rated a buy, delivering a 7.4% distribution yield and heavy exposure—95%—to mid‑stream energy equities that stand to benefit from AI‑driven electricity demand. The fund trades at a 12.14% discount to its net asset...
Gee. With billions of taxpayer subsidies, we have finally proven that you can *actually move* a nuclear reactor. (But the fuel didn’t fly with them…) 🙄 Meanwhile, solar and batteries are cheaper, faster, safer, and move on planes and trucks every...
AI‑driven hyperscale data centers are straining existing power grids, prompting Microsoft and other cloud providers to explore high‑temperature superconductors (HTS) as a replacement for copper wiring. Microsoft has pledged $75 million to Veir, a developer of REBCO‑based HTS tape, and is...
I want nuclear to succeed. And right now almost every nuclear project in the Western world is an unmitigated disaster. The only way out of this is to both fix the economic incentives (customers can not hold the bag for...
New algorithm reduces solar module temperature during clipping, curtailment #energysky -- via pv magazine global: https://t.co/NbLnqUKk5Q
YPF SA is committing to keep its $3.5 billion upstream capital spending unchanged, even if oil prices slip to $55 per barrel, to sustain its shale push in the Vaca Muerta basin. CEO Horacio Marin said the company has raised a $1 billion war...
Can an Algorithm Solve Data Centers’ Power Problem? #energysky -- via Heatmap News https://t.co/qcCqLZZ9Qq https://t.co/skxJp2cNOc
PowerBank posts $22.3 million in H2 2025 revenue amid space solar AI push #energysky -- via pv magazine global: https://t.co/NhMneLBXJk
Chariot Plc announced a $20 million equity placing to help finance the acquisition of a producing oil interest offshore Angola. The deal, in partnership with Shell Trading and Etu Energias, targets Blocks 14 and 14K, which currently produce about 8,000 barrels per day....
New nuclear is crazy-and useless $47.2 bil for 3.26 GW Hinkley Point C=$14.5/W vs $1/W for solar and wind And HPC will take 22 years from planning to operation (2008-2030), vs 1-3 for PV/wind Similar statistics for Vogtle Vaporware SMRs are worse https://t.co/M80o9ICaUb
Risen Energy adds full liquid cooling to 131 kW/261 kWh C&I storage unit #energysky -- via pv magazine global: https://t.co/WaJHUYwp2n
The Supreme Court narrowed presidential tariff authority, prompting the administration to rely on alternative statutes and refusing refunds for collected duties. This creates a new layer of substitution and retroactivity risk that markets now price into trade‑policy expectations. For capital‑intensive...
Where's the Glut? Brent 12-month spread widened $1.79 (52%) 6-month spread widened $0.68 (30%) for the week ending February 20 Front-month price increased $4.01 from $67.75 to $71.76 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/GkGOzWLZRj
Had we not shut down so many coal plants and suppressed so many pipelines and prevented so many gas plants, this winter's electricity demand could have been easily and cheaply met. Instead, it strained grids, spiked power prices, and spiked heating...
The article argues that embedding Union content criteria in the EU’s Industrial Accelerator Act (IAA) is the only viable lever to build a resilient, locally sourced battery industry. By conditioning public subsidies—such as EV purchase incentives—on a minimum share of...
Enable the next wave of applications and opportunity: Cubenergy’s FlexCombo 2.0 flexible energy storage AC block #energysky -- via Energy Storage News: https://t.co/WVo8bo2saO
Just read several embargoed reports coming out this week. We are no longer in a “data center growth” cycle. We are in a power procurement arms race.
US Ambassador Sergio Gor told reporters in New Delhi that Washington does not want any country buying Russian oil as part of its effort to end the Ukraine war. He praised India’s recent diversification of crude supplies but reiterated the...
Hot, dry start to 2026 lifts Australian PV, despite fires and monsoon losses #energysky -- via pv magazine global: https://t.co/thgmhFkK3v https://t.co/CQA7F9yadu
The math behind the Hinkley Point C disaster is infuriating: EDF just pushed, again, the start-up to 2030 and the cost exploded from an original £18b in 2016 to £49b But how much solar or offshore wind does £49b buy in...
A Russian fuel tanker is heading to Cuba This is a smart move to bring Cuba's humanitarian crisis into the public view. Trump doesn’t want that but he can't do nothing about the oil. He’s boxed in. https://t.co/6TnMy2f4wv #Cuba #Sanctions #EnergyCrisis #Geopolitics #Oil #HumanitarianCrisis #USForeignPolicy...
When Conoco cashes out of the Permian, it says shale’s runway is closer to over than investors assume. It also suggests that desperation for cash takes precedence over a growth story for investors. Bleak stuff for Energy Dominance https://t.co/v8EuOOFeWj #Oil #Permian #Shale #EnergyReality #PeakShale
Sanctions + fuel shortages broke the Cuban grid Those with dollars self-electrify while the rest sit in the dark. Energy desperation risks deepening inequality while the broader economy deteriorates. https://t.co/xOjVSt4Eep #EnergyCrisis #Cuba #Sanctions #Solar #GridFailure
Markets are trading a binary Trump headline risk, says @Ole_S_Hansen Oil isn’t moving on fundamentals alone—traders are loading up on upside calls while inventories draw hard. When positioning shifts this fast, volatility is the signal, not the noise. https://t.co/Lan48DvOA7 #OilMarkets #Brent #WTI...
World’s fastest supercomputers probing future of sodium-ion batteries #energysky -- via pv magazine global: https://t.co/pSiSoBZ3Rd https://t.co/t3Yi3JRnKE
REC Solar prepares to start 3.3 MW rooftop solar array for self-consumption #energysky -- via pv magazine usa: https://t.co/dItr2PAb9z
Without transparent energy planning, the lights could go out #energysky -- via Energy Storage News: https://t.co/JvoB26DZPJ
Scoop: NRG Buys New York’s Biggest Fossil Fueled Power Plant #energysky -- via Heatmap News https://t.co/HYXV78yUOY https://t.co/YML0FTvZNJ
Can sodium-ion beat Li-ion in portable power? Bluetti Pioneer Na gives it a try #energysky -- via pv magazine global: https://t.co/re2fBBTBK4
