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
The 2026 BESS Pros Survey, presented by TWAICE, reveals a persistent gap between the data generated by grid‑scale battery energy storage systems and the actionable insights needed for efficient operations. Operators cite limited data access, fragmented dashboards, and organizational turnover as primary friction points. Time‑intensive tasks such as alarm triage, incident investigation, and dashboard maintenance dominate daily O&M activities. The webinar outlines next‑year priorities, including data infrastructure upgrades, tool integration, and workforce upskilling to improve performance, safety, and revenue.
U.S. gas prices retreat on comfortable stocks Front-month U.S. gas futures prices have slipped below $3 per million British thermal units for the first time in four months as traders become convinced gas will remain plentiful despite record exports. So far, this...
AI adoption is driving a 160% surge in data‑center power demand by 2030, prompting developers to seek faster, greener construction methods. Prefabricated concrete emerges as a solution, shaving 2‑4 months off build schedules and delivering 30‑40% faster overall completion. The...
Oil supertanker charter rates have surged, with VLCC earnings on the Middle East‑to‑China lane reaching $151,208 per day, the highest since 2020. The spike is driven by heightened geopolitical risk from a potential US‑Iran conflict and a tightening supply of available...
NTPC Renewable Energy has issued an invitation for bids to supply a 100 MWh vanadium redox flow battery (VRFB) with a 5.9‑hour discharge capability at its Gujarat hybrid solar‑plus‑storage park, marking a major non‑lithium storage contract. The Central Electricity Authority (CEA)...
U.S. commercial crude inventories fell 9 million barrels in the week to Feb 13, leaving stocks at 419.8 million barrels—about five percent below the five‑year average. Total petroleum stocks also dropped 18.9 million barrels week‑on‑week, though they remain 62.9 million barrels above a year ago....
The review highlights multi‑metallic organic framework (MMOF) composites as a versatile platform for electrocatalysis, emphasizing how coupling metal, carbon, and multi‑partner components creates synergistic active sites, conductivity, and stability. It surveys recent heterostructures applied to water splitting, oxygen reduction, and...
U.S. President Donald Trump is positioning a three‑party deal with Turkey and Ukraine at the June NATO summit to allow large‑scale U.S. LNG shipments through the Bosporus. Current Turkish regulations bar vessels over 200 m, preventing most U.S. LNG carriers from...
The February 2026 Global Oil Data Deck reveals that the worldwide liquids market, still heavily oversupplied, finally tightened in December—the first such move in six months—signaling the end of the most oversupplied year since 2020. Production fell in December mainly...
Ampyr Solar Europe announced it has acquired the East Yorkshire Solar Farm from BOOM Power, a 530 MWp photovoltaic project that will supply electricity to roughly 100,000 households. The farm, classified as a Nationally Significant Infrastructure Project, received its Development Consent...
Space‑based solar power (SBSP) is shifting from grand‑scale grid concepts to niche markets such as orbital data centers, remote military sites, and lunar installations. Startups like Aetherflux and Overview Energy are leveraging laser‑based power‑beaming and large‑satellite designs, backed by DoD...
China’s decade‑long green mining agenda has slashed carbon output from raw coal by an estimated 43.59 million tons each year across its 14 largest coal bases, which together produce 96.6% of national output. Policy intensity surged more than tenfold after 2011,...
Origis Energy has brought three Swift Air Solar facilities online in West Texas, delivering a combined 500 MWdc of renewable power. The projects, completed in three phases with the final stage slated for late 2025, represent more than $650 million in capital...
The American Trucking Associations (ATA) has asked the EPA to soften key provisions of the 2027 nitrogen‑oxide (NOx) emissions rule for heavy‑duty trucks, arguing that the required technologies are not yet proven in real‑world use. ATA’s letter cites ongoing freight...
The Africa Centre for Energy Policy and the Natural Resource Governance Institute are launching a one‑week summer school on extractive‑industry governance for Anglophone Africa. The program brings civil society, media, researchers and government officials together to address policy gaps and...
The U.S. Interior Department’s Bureau of Ocean Energy Management (BOEM) announced a proposed notice for Lease Sale Big Beautiful Gulf 3 (BBG3), slated for August 12, 2026. The sale would put roughly 15,066 offshore blocks covering 80.4 million acres on the market, with a...
The episode examines the surprising year‑to‑date rally in oil and gas equities, highlighting that despite a "risk‑off" environment, energy stocks are outpacing all S&P sectors. The host attributes this to improving momentum, stronger global manufacturing PMIs, a weaker U.S. dollar,...
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...
First Gen Corporation will acquire a 40% equity stake in Prime Infrastructure Capital’s pumped‑storage portfolio for roughly 75 billion pesos ($1.34 bn). The deal covers the 600 MW Wawa project in Rizal and the 1.4 GW Ahunan (Pakil) project in Laguna, together delivering 2 GW...
Researchers used DFT‑MD simulations on supercomputers to investigate sodium‑ion behavior in hard‑carbon anodes for sodium‑ion batteries. They identified that sodium ions quickly transition from 2D adsorption to 3D quasi‑metallic clusters, with an optimal nanopore diameter of about 1.5 nm for stable...
A collaboration between McGill University, Mila‑Quebec, and Université de Montréal built a closed‑loop system that couples high‑throughput robotic synthesis with multi‑objective Bayesian optimization to explore roughly 14.2 million triple‑doped LiCoPO₄ cathode compositions. Using a set‑transformer surrogate and a multi‑task Gaussian process,...
Korea Institute of Science and Technology (KIST) scientists have engineered a single‑atom iridium catalyst anchored on a manganese‑nickel‑phytate layered double hydroxide that catalyzes both the hydrogen evolution reaction (HER) and oxygen evolution reaction (OER) on a single electrode. The design...
Delhi’s BSES Rajdhani Power Limited unveiled a Digital Twin of its power distribution network at the AI Impact Summit 2026. The AI‑driven platform creates a real‑time, map‑like view of the Janakpuri grid by fusing SCADA, GIS, IoT sensors, SAP and...
Waaree Energies announced a ₹8,175 crore investment to build India’s largest lithium‑ion battery gigafactory in Andhra Pradesh. The greenfield plant will have a 16 GWh annual capacity, covering cell production, battery packs and large‑scale energy storage systems, and is projected to generate...
Westfield, Massachusetts partnered with Siemens to retrofit 18 municipal and school buildings, avoiding demolition of historic structures. The $40 million program focused on replacing aging steam boilers, installing high‑efficiency HVAC, and deploying a city‑wide energy management system. Upgrades cost $14 million for...
Rail Baltica’s RB Rail AS has launched a market consultation ahead of an open procurement for independent technical review and validation of its electrification system design. The contract will support detailed design work in Latvia and Lithuania, ensuring compliance and...
Data center development in the United States is moving beyond the traditional urban corridors of Northern Virginia, Silicon Valley, and Chicago. Expanding power capacity, new long‑haul fiber routes, and aggressive state incentives are making rural states such as Pennsylvania, Louisiana,...
German solar tracker developer Sunoyster Systems has launched the G440, a 440‑watt TOPCon photovoltaic module that weighs just 12 kg and features a 2 mm tempered‑glass cover. The panel delivers 22.2 % efficiency using 108 half‑cut monocrystalline cells and can be glued directly...
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...
Lithuania’s railway electrification will rise from 8% to 28% by year‑end, driven by the Vilnius‑Klaipėda line upgrade and the introduction of the Baltic region’s first battery‑train charging station. CEO Vytis Žalimas highlighted that Rail Baltica will push electrification to 38%,...
Saudi Arabia’s Energy Ministry announced the pre‑qualification of eight standalone firms and seven consortia to design, build, own and operate natural‑gas transmission grids in five key industrial cities. The BOO scheme targets Al‑Kharj, Sudair, and three Jeddah industrial zones, with...
Vietnam aims to host one million electric vehicles by 2030, rising to 3.5 million by 2040, creating a clear need for 100,000‑350,000 public chargers. The paper argues that a shift from a single‑operator, brand‑specific network to an open, interoperable ecosystem will...
Tesla has secured a Federal Communications Commission waiver allowing its Cybercab to use Ultra‑Wideband (UWB) radio for outdoor wireless charging pads. The autonomous taxi will pair a UWB transceiver on the vehicle with a ground‑level pad, after an initial Bluetooth...
Adani Power Limited has created a wholly‑owned subsidiary, Adani Atomic Energy Limited, to enter India’s nuclear power generation market. The move follows the Indian government’s SHANTI Bill, which relaxes licensing and permits controlled private participation in nuclear projects. The new...
The Petroleum and Natural Gas Senior Staff Association of Nigeria (PENGASSAN) warned that President Bola Tinubu’s February 18 executive order, which channels oil and gas revenues directly into the federation account, undermines the financial autonomy granted to NNPC Limited under the...
In this episode Mark Longo and Scott Bauer break down three hot market themes: the surge in equity put spreads, especially the massive S&P 500 March 6600/6500 vertical and rising Russell 2000 volatility; the pivotal moment for WTI crude, where geopolitical factors...
Utilities are moving beyond pilot‑scale drone programs to enterprise‑level unmanned aircraft systems (UAS) that can inspect transmission lines, manage vegetation, and support emergency response. The core question now is whether to invest in larger UAS—platforms over 55 lb that operate outside...
The STRUCTURAL CONDITIONS are right for a multi-year bull energy market, says @ericnuttall That doesn't mean it's started or that it will be a straight line back to $90-$100 oil prices. Prices will remain volatile, cyclical, and politically distorted — even...
Venezuela sits on vast offshore natural gas reserves that could be developed quickly. But NOTHING will happen as long as US sanctions are imposed on Venezuela. It's time to LIFT SANCTIONS. https://t.co/RrlrOxXGDy
Iowa House of Representatives set to vote on community solar bill #energysky -- via Solar Power World: https://t.co/VhUrHU42wr
Very interesting that Thomas, Alito, and Kav would sign up for carbon border adjustments under the President's emergency authority. Key question is whether the liberal wing can find space between tariffs and carbon border adjustments. https://t.co/TyTuDsECLC
India installs record 36.6 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/9Ku0Ctbt1a
GM Energy open to idea of leasing residential batteries, bidirectional EV chargers #energysky -- via Solar Power World: https://t.co/fF8I6yod6P
Crude rallies to 7-month highs as market prices in the risk of US strikes on Iran. I spoke to @NDTVProfitIndia earlier today. https://t.co/NDv6pbwsZp
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
U.S. ELECTRIC VEHICLE charging ports increased by more than 24,000 (10%) in 2025. More than half of the new ports were direct current fast-charging ports, which increased by more than 13,000 (25%): https://t.co/zEkOinhmj8
10 years ago I worked with Polish colleagues to phase out coal heating. Clean heating policies worked – Poland’s air is cleaner today. Clear rules and support for households cut pollution and saved thousands of lives. https://t.co/qiuzuJE4dD https://t.co/HL0kLyy8KG
Trump’s $33 billion deal with Japan to build the largest US power project in Ohio is short on details ⚠️ It hasnt secured binding investments ⚠️ Still needs to lock in equipment suppliers ⚠️And was a surprise to the state’s regulator and...
“I think it's wonderful that we have finally established that $50 billion worth of batteries is cheaper than the $550 billion that the utilities want to spend between now and 2029 to accommodate all this load growth their way. https://t.co/FcKGc92e47 https://t.co/iSfDd2ORyj
U.S. Natural Gas in Post-Vortex Price Discovery: Spot Prices Below Marginal Cost $3.27 spot price was at least $1.80 less on the red curve & $0.90 less on the orange curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OIY9qxNzmU
