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
Advait Energy Transitions Ltd secured four medium‑voltage covered conductor (MVCC) contracts from Paschim Gujarat Vij Company Ltd (PGVCL) worth roughly ₹191.25 crore (about $23.3 million). The orders span Morbi, Bhavnagar, Amreli and Surendranagar districts and cover supply, installation, testing and commissioning. All projects must be completed within a nine‑month window under the Revamped Reforms‑Based and Results‑Linked Distribution Sector Scheme (RDSS). The contracts are domestic, with no related‑party involvement.
T1 Energy Inc. held its Q4 2025 earnings conference call on March 31 2026, featuring CEO Daniel Barcelo, CFO Evan Calio and other senior leaders. The call opened with standard forward‑looking statements and a reminder that risks are detailed in the company’s Form 10‑K....
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery. That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted. The lack...
National Grid’s Distribution System Operator (DSO) has unveiled a cloud‑based Curtailment Estimator, a self‑serve tool that instantly delivers high‑level and technical curtailment insights. By pulling the latest connections queue, network data, and historic load series, the platform generates bespoke reports...
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
Suncor Energy disclosed its growth plan at the annual investor day, revealing that its historic Base Plant mine will run out of bitumen by the mid‑2030s. To replace that supply, the company is evaluating two major expansion projects – an...
There’s a growing amount of excitement and trepidation around off-grid data centers. I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the...
Terrasmart has launched the Peak Production Package for its PeakYield solar tracker software, touting a 5 % performance gain over prior versions. The upgrade adds terrain‑aware backtracking, cloud‑responsive positioning, and real‑time production monitoring, and it is DNV‑validated. Designed for both utility‑scale...
Bluetti introduced the EnergyPro 13K residential battery system, delivering 13.2 kW continuous power and a 150 A surge capability. The modular design lets homeowners stack up to four EnergyPack 500 units for a total of 19.2 kWh, while an integrated automatic transfer switch and 155‑A...
The blockade of the Strait of Hormuz has triggered a systemic shock to global energy flows, prompting Japan and South Korea to deepen bilateral cooperation on LNG security. Both nations’ top energy firms, KOGAS and JERA, signed an MOU enabling...
Azerbaijan’s state utility AzerEnergy inaugurated a 250 MW/500 MWh battery energy storage system, part of a two‑site rollout at the 500 kV Absheron and 220 kV Agdash substations. The Absheron installation houses 50 battery containers and 13 inverter units, all monitored by a SCADA‑enabled...
Qcells has unveiled a new division, Qcells New Homes, to supply U.S. homebuilders with a turnkey solar‑and‑storage solution. The platform bundles Georgia‑made panels, domestically produced battery systems, financing, installation support and long‑term monitoring under one roof. Backed by Hanwha Group’s...
Chestnut Carbon, a U.S. afforestation developer backed by Kimmeridge, secured a $210 million credit facility led by JP Morgan to finance a 25‑year, 60,000‑acre forest restoration project for Microsoft. The deal pairs a long‑term off‑take of 7.44 million tons of carbon credits with...
AI data center electricity use is set to jump 133% to 426 TWh by 2030, dwarfing today’s 183 TWh consumption. The real constraint has moved upstream: 577 U.S. data centers now face lengthy grid‑interconnection approvals and a pipeline of 666 projects that...
Earnings calls highlight an AI‑driven surge in electricity demand, boosting both regulated utilities and independent generators. CenterPoint Energy now projects Greater Houston’s peak load to rise 50% by 2029, two years ahead of its prior estimate. The utility expects operating...
Lucid Motors unveiled the Lunar, a two‑seat, doorless robotaxi concept, at its Investor Day in New York. The vehicle trims its battery to about 55 kWh, promising roughly 9.7 km per kWh—nearly double the efficiency of typical four‑seat EVs and enough for...
Greenskies Clean Focus installed a new rooftop solar system on West Hartford’s Department of Public Works building, replacing a 2012 array removed during a 2022 roof replacement. The developer will own and operate the system under a 20‑year power purchase...
APA Solar, a ground‑mounted solar racking and foundations maker, opened a new 30,000‑sq‑ft headquarters in Ridgeville Corners, Ohio, consolidating its business, engineering, customer service and manufacturing teams under one roof. The campus now hosts a Foundations Center of Excellence that...
The op‑ed contends that despite installing gigawatts of solar and storage, the clean‑energy sector has failed to translate technical success into political clout. A delegation of industry executives tried to soften a rollback of key Inflation Reduction Act provisions, but...
Uniper has signed a power purchase agreement to deliver 100% of a Lower Saxony wind farm’s output—about 9 GWh per year—to Stadtwerke Wolfenbüttel, which serves roughly 57,000 residents. The contract expands Uniper’s long‑standing gas partnership into renewable power, using a pay‑as‑forecast...
DHL Freight has introduced GoGreen Plus Flex, a tiered emissions‑reduction program that lets customers choose 10%, 30% or 80% CO₂ cuts on road freight. The model uses a book‑and‑claim system and flexible pricing to broaden access for firms of all...
At the Battery Business Development Forum (BBDF) 2026 in Frankfurt, investors reaffirmed confidence in Europe’s fast‑growing battery‑energy‑storage market while flagging regulatory uncertainty, especially Germany’s pending grid‑fee rules, as a potential drag on project economics. The two‑day event featured more than...
Nuclear energy is gaining renewed attention as data‑center power demand surges, with small modular reactors (SMRs) offering a cost‑effective alternative to traditional plants. SMRs are projected to cost $2.5‑4 B, far less than the $30 B required for full‑size reactors, while molten‑salt...
I don't see any reasonable scenario in which the oil market exits the Iran War in a healthier, more secure condition than where things stood before the war. It's a structural go-forward upgrade to oil pricing, at this stage it's just...
Transcript: There’s a New Playbook for Cutting Power Prices #energysky -- via Heatmap News https://t.co/9tZHm1N81C https://t.co/b88wqK0I8d
The latest Catalyst Watch notes that despite the largest oil price shock in history, the U.S. economy remains resilient, buoyed by its status as a net exporter of crude and natural gas. Fed officials cite stable macro data and no...
FACTCHECK: GB News owner Paul Marshall seems to dislike Christian leaders criticising his channel's attacks on climate action, so he made a rare public intervention But his letter to the Guardian (pic) makes 25 false, misleading or confused claims (!) Receipts in...
Residents of Sweetwater, Texas, are frustrated that the old wind-turbine blades have sat in the town for years. Authorities have stepped up efforts to hold someone responsible. Read more: https://t.co/VSyVgI0sBO 📷️: Brenda Bazán/Bloomberg https://t.co/y9bOmOKoEM
On March 31, 2026, Brent crude rose to $110.69 per barrel, roughly 47% higher than a year earlier and 41 cents lower than the previous day. The price surge follows a 50% monthly gain, reflecting renewed demand and heightened geopolitical...
Molecular solar battery stores energy for days, yields hydrogen on demand #energysky -- via pv magazine global: https://t.co/uI9nAShJoB
LBNL just released an updated analysis of retail electricity price trends. Packed with credible data and analysis, including clarifications about data centers -- https://t.co/HSlAecpCgH
The Arizona Corporation Commission voted to repeal the state’s Renewable Energy Standard and Tariff (REST), a program that has driven billions in clean‑energy investment and job creation. Sierra Club filed a rehearing request, arguing the commission’s impact statement omitted a...
Hormuz closed==>global economic collapse If you don’t think that affects the US, you need a lesson in reality @thescooter49
Not saying it’s going to be enjoyable or inherently desirable, but the US economy can handle substantially higher oil prices without falling into recession
Egg Power, the renewable arm of Liberty Growth, announced it has acquired the project rights to the Chirmorie Wind Farm in South Ayrshire, Scotland. The deal, the company's fourth UK renewable acquisition, follows a £400 million (≈$508 million) construction‑debt financing facility secured...
The oil market didn’t underreact—it absorbed the shock, writes @RystadEnergyOil Now the buffers are gone From here, even minor disruptions can trigger outsized price moves There's no slack left in the system. https://t.co/FLJkAgmNXJ
Solar above 60° North: The Arctic as PV’s next frontier #energysky -- via pv magazine usa: https://t.co/HzVbIScM0K
Iran resumed selective control of the Strait of Hormuz, striking a Kuwaiti tanker in Dubai and permitting only flag‑aligned vessels such as COSCO to transit. The move coincides with a U.S. deployment of thousands of Army paratroopers to the Middle...
Maximum risk-off, says @elerianm This isn’t just an energy shock It’s a chain reaction: price → inflation → demand destruction → instability. Markets still don’t see how quickly this cascades. #Oil #EnergyCrisis #Macro #Inflation #Geopolitics
Never mind the fossil “sideshow,” renewables have won: Electrification is the new policy battlefront #energysky -- via Renew Economy: https://t.co/z9Drf61ikR https://t.co/dhwJPWO36L
Capital Dynamics and Solo Renewables have formed a joint venture to build a £100 million ($132 million) long‑duration energy storage (LDES) system in Islandmagee, Northern Ireland. The 150 MW facility will store up to 1,200 MWh—enough to power roughly 36,000 homes with an eight‑hour...
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
Op-ed: We’ve built gigawatts, but can we build a winning coalition? #energysky -- via Solar Power World: https://t.co/rMCMQ0XiSS
Petrobras has hired Dutch geotechnical firm Fugro to conduct the first licensed offshore wind geotechnical survey in Brazil, supporting its 18 MW Rio de Janeiro Offshore Wind Pilot Project. The survey will involve soil sampling, in‑situ testing and laboratory analysis at...
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...
Chubu Electric Power admitted that its civil‑engineering department falsified earthquake‑resistance data as early as 2012, with more than 100 instances uncovered. Whistle‑blower reports dating back to 2018 were ignored, and the manipulation affected the safety‑screening process for restarting the Hamaoka...
PVT-driven tower heat pump for building retrofits #energysky -- via pv magazine global: https://t.co/dtJIGgHzQb https://t.co/z6vXS04pAt
The Three 5s are almost here. $5.8/gallon in Cali. 5th Week full of Tacos & 10 yr yield in the works.
While a unilateral TACO is “bearish” relative to a boots on the ground regional blow-up scenario, it’s not bearish in absolute terms—and very likely still justifies crude prices higher than their current sanguine levels. So, yes, I think the war can...
