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.
AI data centers are increasingly constrained by power delivery rather than compute, as conversion losses waste 15‑20% of energy. To address this, Peak XV Partners led a $15 million Series A in Indian startup C2i Semiconductors, which is developing a plug‑and‑play grid‑to‑GPU power platform that promises up to 10% efficiency gains. C2i’s solution could save roughly 100 kW per megawatt, lowering cooling costs and total cost of ownership for hyperscalers. The company aims to ship its first silicon designs by mid‑2026 and begin customer validation.
It's going to be hilarious when he learns anything about Norway. Taxes? National ownership of resource companies? EV policies? Saving rather than spending resource revenues? Which Norwegian counties are resource producing, and how much control do they have over...
Mexico's Sheinbaum is stopping oil flow to Cuba to dodge Trump’s tariff threat It risks backlash inside Morena’s pro-Cuba wing--her own party. https://t.co/A4rwOfLqHy #Mexico #Sheinbaum #Cuba #Morena #geopolitics #oil #sanctions #trade #tariffs #latam
The UK government has pledged up to £1 billion to accelerate community‑owned clean‑energy projects, marking the largest investment of its kind in Britain. Administered by state‑owned GB Energy, the scheme aims to fund roughly 1,000 solar, wind, hydro and biomass installations across...
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets
Good climate news this week 1 China: Emissions have been flat or falling for nearly 2 years 2 China: Emissions fell in 2025 3 Global: IEA says world already passed peak coal in electricity sector 4 China: In January, EVs passed 50% of China’s...
A Redbridge Group poll of 3,000 Australians finds broad support for a pollution levy on the nation’s 100 biggest emitters, cutting across party lines. Labor supporters show 83% net approval while coalition voters register 33% net approval, with only One...
The EPA announced that the credit automakers receive for installing start‑stop systems is being eliminated, reversing a policy that helped meet vehicle emissions standards. The Trump administration rejected the scientific endangerment finding that justified the credit, arguing the feature damages...
Topcon solar cells, a newer photovoltaic architecture, demonstrate markedly lower lifecycle emissions than the incumbent PERC technology. Recent life‑cycle assessments from the University of Warwick show a 6.5% reduction in climate‑changing emissions per megawatt and potential savings of up to...
Researchers introduced natural grape‑seed proanthocyanidins (OPC) at the TiO₂/perovskite buried interface of perovskite solar cells, employing a combined antioxidant, passivation, and UV‑protection strategy. The hydrogen‑bond network created by OPC reduces defect states on the electron‑transport layer, suppresses carrier recombination, and...
Britain’s new net‑zero roadmap, championed by Energy Secretary Ed Miliband, proposes orbiting solar power stations to supply the UK with continuous, large‑scale electricity. The government‑commissioned study outlines ultra‑light satellites that convert sunlight to microwave beams, received by ground rectennas. Early...
Tesla’s January 2026 registrations fell sharply across Europe, with sales in the UK down 55%, Germany 59%, the Netherlands 81% and Norway 93% versus 2024. Across 13 markets, total units were roughly 49.5% lower than two years earlier and 23%...
The episode dissects DNP Select Income Fund Inc., a closed‑end fund that targets utilities and promises a steady monthly payout via a managed distribution plan that can draw from income, gains, or return of capital. It explains how the fund’s...
In some African countries, less than a quarter of the population has access to basic electricity for even four hours a day. Meanwhile in the West, our designated experts tell us that "climate change" is a global emergency. If they bothered to...
Your green cheerleading misses the power politics @dominictsz China’s solar and wind boom is built on COAL, backed by COAL, and financed by COAL. It’s the world’s LARGEST CARBON EMITTER — and it’s not chasing climate virtue, it’s chasing energy...
The U.S. Department of Defense and the Department of Energy airlifted Valar Atomics' compact WardZero nuclear reactor to Hill Air Force Base, Utah, for testing. The effort fulfills Executive Order 14301, which mandates domestic nuclear innovation and sets a July 4 2026 deadline...
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
This Is A Nuclear Reactor Packed Into A C-17 Globemaster III Micro nuclear reactors are being seen as a way to get critical bases off the grid, but they could also have a major impact on civilian energy production. Story: https://t.co/KrommLR43d
Researchers at HKUST have unveiled a high‑performance quasi‑solid‑state calcium‑ion battery that uses redox‑active covalent organic framework electrolytes. The QSSEs achieve 0.46 mS cm⁻¹ ionic conductivity and enable Ca²⁺ transport rates above 0.53 at room temperature. A full cell delivers 155.9 mAh g⁻¹ specific capacity...
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...
We constantly hear that EVs are the future of transportation. And yet, when Congress cut the IRA subsidies for EVs mid- last year, the demand for them fell dramatically. 🤔 https://t.co/Tji0vbvpat
Scientists have introduced a microwave‑assisted synthesis that converts coal into nitrogen‑doped ultramicroporous carbon in about ten minutes. The rapid method preserves nitrogen and oxygen functional groups, creating pores of 0.6‑0.7 nm that tightly fit CO₂ molecules. The resulting adsorbent captures up...
Making Sense of the EPA Endangerment Finding Rule, by @RogerPielkeJr An excellent description of the rule, the basis for the rule, and the probable future. I appreciate Pielke's work. https://t.co/i2hp5Gjtel
U.S. natural gas 12-month spread widened $0.10 (10%) on lower prompt price April contract fell $0.13 (4%) from $3.23 to $3.10 week ending February 13 Front-month price decreased $0.18 (5%) from $3.42 to $3.24 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
In Episode 91, Arjun Murti delivers a rapid FAQ on the "take risk" messaging his podcast has been using throughout 2026, focusing on how companies should shape corporate strategy amid a maturing US shale oil sector. He reflects on the...
This is why electrification means more energy security: In 2024, ~81% of EU electricity came from locally sourced fuels (57% excluding nuclear). Just 19% relied on imported fossil fuels. Fossil fuels are mostly imported. Source @ember_energy https://t.co/vHX1LedgmM
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...
The natural gas party is over U.S. natural gas futures price fell $0.18 (5%) from $3.42 to $3.24 week ending February 6 My outlook suggests a modest floor Increase (~$0.25), not a rally forming #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas...
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
Speculative money is leaning back into oil as traders look for stability in a volatile world writes @Ole_S_Hansen Oil is becoming the preferred risk exposure in an otherwise uncertain macro landscape. Relative calm in crude contrasts with violent reversals in precious...
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy...
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
This. Plus they also have an asset in all of the NGP project analysis, engineering, and design. They might well choose to monetize that asset rather than (or prior to) building the pipeline.
Roses are red, violets are blue. You can avoid a price collapse despite an oil glut if crude on water's rising, too. 💘 Happy Valentine's Day, oil watchers.
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
Your reply is incoherent @RogerESowell TRUE. This chart shows that wind and solar never break even. Show data to support a contrary view or STFU. https://t.co/7Yn3h6sVvg
Brent futures price fell $0.30 from $68.05 to $67.75 week ending February 13 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/hYd0O6d84E
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.
Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February 13 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1VHaA5PFZN
Shell base case assumes sustained 3.3% global growth GDP nearly doubles by 2050 #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts https://t.co/meXF1PuaVe
"Reducing reliance on fossil fuels looks like Europe’s best shot at saving its domestic manufacturing and stopping other governments from pushing it around." Outstanding article in The Wall Street Journal. https://t.co/XbYr95c2nK https://t.co/rUtmRPTUST
The sun’s radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7...
