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
More than 100 Chinese companies, including battery giant CATL and EV maker BYD, are racing to mass‑produce perovskite solar cells. The sector already boasts gigawatt‑scale production lines, such as UtmoLight’s 1.8 million‑cell annual facility and GCL Optoelectronic’s $724 million plant targeting 2 GW. Efficiency records have climbed to 18.6%, narrowing the gap with silicon technology. Japanese firms are scrambling to devise niche strategies as China’s scale threatens to dominate the emerging market.
My latest with @davidlin_TV on US energy dependence: "If you include all energy products, the US is a net exporter. But if you look at crude oil, the US is a net oil IMPORTER. Forget that we are a net exporter of...
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Westlands Water District announced the Valley Clean Infrastructure Plan, a 21‑gigawatt battery‑backed solar development across 136,000 acres in California’s Central Valley. The project, poised to be the largest solar farm in the United States and possibly the world, aims to...
One should ask why is it every @potus announcement about shipping and the Strait of Hormuz coincide with the opening of the market. We have still seen no evidence of the 8 to 10 Pakistani tankers he reported last week that...
Trump tells the FT he likes the idea of seizing control of Iran’s Kharg Island. It could mean US troops have to remain there “for a while”. https://t.co/J48vWMuepX
Irish Farmers Association president Francie Gorman wrote to Agriculture Minister Martin Heydon demanding the EU suspend the Carbon Border Adjustment Mechanism for fertiliser imports. The plea comes as natural‑gas‑linked fertiliser prices have risen by about 66% since early March and...
Trump: "Maybe we take Kharg Island, maybe we don’t. We have a lot of options," He added, "It would also mean we had to be there [in Kharg Island] for a while."
Trump: "To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: 'why are you doing that?' But they’re stupid people."
U.S. and Iranian hostilities have slashed daily tanker transits through the Strait of Hormuz by up to 95%, pushing Brent crude above $113 per barrel and inflating marine insurance to double‑digit percentages. The disruption fuels market anxiety while regional diplomats...
The market is wrong. The oil move is DEFLATIONARY. Just like it was in 2008.
My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth. You know, the normal stuff. But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into. That’s the...
Brent crude rose above $115 a barrel, up $3 over the weekend, as the Middle East war entered its fifth week. The conflict, which began on February 28 with Israeli and U.S. airstrikes in Iran, has tightened global oil supplies....
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings. Entergy stock is up 7% since it announced the deal.
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...
Australia’s CSIRO, together with RMIT and the University of Melbourne, unveiled the world’s first quantum‑battery prototype that successfully demonstrated a complete charge‑store‑discharge cycle. The device uses a laser‑excited organic microcavity to store energy in quantum states, achieving theoretically faster charging...
On offshore oil rigs, almost everybody had a nickname. There was Tatter, because he puked up a plate of potatoes. Tiger, because he once caught an Exxon tank on fire. Stump, short, flat-top, and pushing 300 pounds. Big Country. Little Country....
A heating‑company survey of 1,000 UK adults finds that 48% of buyers would pay an average 7.61% premium for homes equipped with solar panels, with millennials willing to add 10.46%. The willingness varies by region, peaking at 11.23% in Yorkshire...
After three weeks at sea, the Russian‑flagged tanker Anatoly Kolodkin, loaded with about 730,000 barrels of crude (roughly $62 million), arrived off Cuba on March 31. Despite a Trump‑era embargo, the U.S. administration quietly permitted the ship to dock, ending Cuba’s oil...
The Strait of Hormuz blockade is pushing oil and natural‑gas prices higher, which in turn is inflating fertilizer costs. The article spotlights three commodity‑linked stocks that could benefit: CF Industries, whose North‑American gas access fuels strong earnings of $1.46 billion in...
Oil markets opened the week on a bullish note, with Brent crude climbing about $2.70 to roughly $115.30 a barrel and U.S. West Texas Intermediate rising $2.35 to near $102 per barrel. The gains came as U.S. equity index futures...
The United States has authorized a Russian‑flagged tanker, the Anatoly Kolodkin, to deliver between 650,000 and 730,000 barrels of crude oil to Cuba, temporarily easing a long‑standing de facto oil blockade. The move coincides with a broader, short‑term relaxation of Russia‑related...
We could just... stop. This is such a waste of resources, land, and nitrogen. Even if we still wanted to use this land for fuel, we should be planting perennial grasses that require no fertilizer or irrigation and can yield...
Informative post on The Climate Brink by Zeke @hausfath.bsky.social on the differences between CO2 and CH4 in warming the climate and the scourge of GWPs and CO2e in evaluating climate policy. https://www.theclimatebrink.com/p/using-a-20-year-period-for-comparing
Oil prices jumped sharply after the Iran‑Israel conflict entered its fourth week, prompting a sell‑off in European equities. Traders cite higher energy costs and heightened geopolitical risk as the main drivers of the market slide.
Larry Fink: oil could hit $150/bbl — even AFTER a ceasefire — if Iran remains a threat. Brent is already at $112. The tail risk isn't priced. Equities are still trading like this ends cleanly. What does $150 oil do to inflation? To...
Deputy Foreign Minister Josefina Vidal Ferreiro warned that Cuba will resist escalating U.S. pressure, including intensified sanctions that have crippled the island’s fuel supply and triggered widespread blackouts. The U.S. has threatened further action, with President Donald Trump suggesting Cuba...
Australia faces a deepening petrol crisis as more than 500 service stations have run out of at least one fuel type, driving prices sharply higher. The shortage stems from the war sparked by the US and Israel in Iran and...
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
JUST IN: Some oil refiners turn to Brent Oil as Dubai benchmark becomes increasingly unstable https://t.co/t3Ib44eX0I
JUST IN: Asian buyers are bidding up Brent Crude Oil, paying steep premiums as supply tightens Pushing global oil prices upwards of $115/ barrel https://t.co/kh3DZ9EpdH
“ALL fertilizer plants shut” in Bangladesh isn’t true. Most capacity is offline due to gas shortages—but not all. Still serious. Still a warning. Energy shortages don’t stay in energy. They hit food next. #EnergyCrisis #FoodSecurity
Oil going straight up to levels we were looking for - staying Long in Brent $BNO terms https://t.co/MJlPz9oFW6
German startup offers team of 22 specialized AI workers for PV plant O&M operations #energysky -- via pv magazine global: https://t.co/ykrZDYlC4g https://t.co/3dqN4iX2da
Yes, US does PLAN to allow Cuba to receive this approaching Russian oil tanker. But it comes AFTER Cuban regime allowed for import of fuel for the US embassy, sources tell me. Important (until now unreported) action showing Havana playing ball, a...
So, do we get another big Trump crude price jawbone tomorrow morning? And, if so, does it work again?
Just mentioned to my business partner (wife) that Brent opened at $16.25 Realized I’m now dropping the leading $100
Gas prices in the US rose to $4.10 per gallon last week, their highest level since August 2022. The 33% increase over the last 4 weeks ($3.07/gallon to $4.10/gallon) is the biggest 4-week spike we've seen in the past 30 years....
State of this - UK pleading with its neighbours because we've undermined our energy security with Net Zero fanaticism...
A Hormuz toll run by Iran. Think of the logistics costs and impact. It could be considered a war failure by the US and Israel.
Global economy could collapse by early May: Analyst issues stark warning over oil crisis https://t.co/HeVyeLGS3s
Multi-billion dollar facilities that take decades to build have been damaged in days. @8eanmurray from @fuseenergy says the market hasn't caught up to that math yet. @bitsandbips @Steven_Ehrlich https://t.co/Ki3BewZpBV
Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%
My latest with @davidlin_TV on physical vs. paper oil markets: "The physical markets are trading well above the paper market prices. Eventually, the paper market is going to be MUGGED BY REALITY, & the price of the paper market will be...
The world's poorest will bear the brunt of the energy crisis caused by the Iran War and the closure of the Strait of Hormuz.
the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro moment https://t.co/SUUMhbRJuY
2025–26 likely marks the peak plateau for global oil @acidiclemon2 Everything depends on duration A quick resolution could trigger a price-driven rebound (low probability) Longer disruption==> contraction defines the years ahead (high probability) #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.” @business https://t.co/jKbSZuzsl7 https://t.co/RvefSmh0vP
Robotic solar installation is quickly becoming real. Planted, Maximo and others all deploying automated construction platforms. This Maximo machine just installed 100 MW of solar power https://t.co/M1NSKOSVMT
Scientits build high temperature-resistant perovskite solar cell with 26% efficiency #energysky -- via pv magazine global: https://t.co/BIcDoIvSat
