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
Upcoming regulatory revisions will reshape EV charging infrastructure by mandating automated, robot‑assisted stations that autonomous vehicles can navigate to themselves. The new rules emphasize rapid charging speeds, standardized connector designs, and integration with smart‑grid management to handle higher demand. Industry analysts expect a surge in investment for retrofitting existing sites and building new autonomous‑compatible hubs. The shift aims to support projected EV adoption rates exceeding 30 % of new vehicle sales by 2030.
India has officially approved its next climate NDC, setting a 47% reduction in greenhouse‑gas emissions intensity by 2035 relative to 2005 levels. The plan also targets non‑fossil electricity capacity of 60% and a carbon‑sink increase of up to 4 billion tonnes...
Ukraine struck another Russian export terminal today. Reuters calculates that 40% of Russian oil export capacity is currently offline. Ukrainian sanctions at work.
Whereas more WindWaterSolar correlates with lower electricity prices worldwide, more fossil fuels, nuclear, and bioenergy each independently correlates with higher electricity prices.
Italian Prime Minister Giorgia Meloni announced plans to deepen energy cooperation with Algeria during a visit to Algiers, aiming to increase LNG supplies to Italy. The move comes as Italy grapples with prolonged disruptions in Qatar LNG deliveries, which previously...
6:49am: sudden spike in oil futures trading. no news. no announcement. nothing public. 7:05am: trump announces a pause on iran strikes. markets move. someone knew. 16 minutes early. $580 million in contracts. the corruption is staggering.
For every $1 increase at the pump, the typical American household spends an extra $530 per year. Gas is costing Americans $300 million more a day than before the war. My latest newsletter, "This War Will Make You Poorer" (bit.ly/ThisWarWillMakeYouPoorer),...
MP Materials said it will invest $1.25 billion to develop a rare‑earth magnet manufacturing campus in the United States, a move intended to strengthen domestic supply chains and reduce dependence on Chinese imports.
CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...
Today on Volts: how can we get data centers hooked up without screwing over the grid or other ratepayers? Two of my favorite thinkers, Astrid Atkinson & Jesse Jenkins, lay out a new model whereby data centers bring some of...
Madrid‑based renewable developer Zelestra secured a $600 million green financing facility from Société Générale and HSBC. The loan will fund two Texas solar projects—252 MW Echols Grove and 187 MW Cedar Range—currently under construction. Both farms belong to a 1.2 GW portfolio of projects...
The U.S. Commodity Futures Trading Commission opened a formal inquiry after a sudden, undisclosed spike in oil futures trading volume occurred minutes before President Donald Trump's televised statement on Iran. The probe comes as the Middle‑East conflict squeezes supply, with...
NextEra Energy has secured land in East Texas for a more than 5‑gigawatt, $16 billion gas‑fired power plant aimed at feeding the region’s booming data‑center load. The project, backed by a U.S.–Japan agreement and cleared by the Trump administration, highlights the...
Invesco's Solar ETF (TAN) is up 12% year‑to‑date as oil‑price turbulence from the Iran conflict rekindles investor appetite for clean‑energy exposure. The rally mirrors a similar surge after Russia’s 2022 invasion of Ukraine, while SolarEdge Technologies, the ETF’s top holding,...
The renewed Iran‑Israel conflict has driven Brent crude above $100 a barrel, igniting inflation concerns in oil‑importing emerging economies. The price spike has knocked Asian equity indices and currencies lower while also tightening global gas markets.
![[Episode #272] – Global Energy Crisis 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
In this episode, host Chris Nelder and oil market analyst Rory Johnson dissect the unfolding global energy crisis triggered by the U.S.-Israel bombing of Iran, which has crippled Persian Gulf oil and gas exports. They compare the current shock to...
The Pennsylvania House approved House Bill 1834 by a 104‑95 vote, directing the state Public Utility Commission to create temporary and permanent regulations for commercial data centers. The bill blocks utilities from passing data‑center‑related infrastructure and grid costs onto residential...
Umoe Advanced Composites has launched industrial‑scale production of Type 4 composite cylinders at its new 12,000‑sqm Jiaxing plant in China, the company’s largest global manufacturing base. The facility can produce up to 20,000 cylinders a year, effectively tripling UAC’s worldwide capacity...
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
The Supreme Court upheld Maharashtra’s right to withdraw electricity duty exemptions for captive power plants, overturning a 2009 Bombay High Court decision. The court validated state notifications from April 2000 and April 2001 but delayed implementation for one year to give firms...
The UK government has officially barred Chinese turbine maker Mingyang from supplying equipment to offshore wind projects in British waters, citing national‑security concerns. The decision follows industry requests for a clear stance after Mingyang was linked to a 560 MW floating...
Commodity Context is hosting an exclusive live call on Thursday, March 26, 2026 for paid members, focusing on the current oil market and the impacts of the Iran war. The one‑hour session runs from 8:00‑9:00 am MT (10:00‑11:00 am ET, 2:00‑3:00 pm GMT)...
The Iran‑Israel war has disrupted roughly a fifth of global gas flowing through the Strait of Hormuz, driving oil and gas prices higher and reviving calls for renewable investment. Colombian Environment Minister Irene Vélez Torres says the crisis creates a...
Geopolitical turmoil in the Middle East has driven jet‑fuel prices to record highs, forcing airlines such as Wizz Air to project roughly $55 million in losses. The shock underscores aviation’s exposure to fossil‑fuel volatility and accelerates interest in sustainable alternatives. Emerging technologies...
India has commissioned roughly 8,000 tonnes per annum of green hydrogen capacity under the National Green Hydrogen Mission as of February 2026. The government targets 5 million tonnes annually by 2030, positioning the country as a global export hub. About ₹700 crore...
The ongoing Iran‑Israel conflict has effectively closed the Strait of Hormuz, threatening to trap offshore‑wind components fabricated in the United Arab Emirates. Projects in the UK’s Norfolk waters and several German‑Netherlands North Sea farms, each slated to power millions of...
Elexon is developing a new digital platform to centralise Britain’s emerging flexibility markets, aligning with the Flexibility Market Rules introduced last year. The system will replace fragmented processes with a single, authoritative hub where providers, system operators and other participants...
Ukraine launched a massive drone strike on Russia’s Ust‑Luga Baltic port, igniting storage tanks at Novatek’s oil‑product facilities and forcing a halt to crude loadings of roughly 450,000 barrels per day. Russian defenses intercepted 389 drones, the highest number recorded...
Every normie feels in their gut that oil should go higher. And every oil expert seems to think that every day we get closer to the true disaster scenario. So why is it that oil is not only below the...
Hormuz is a warning: Australia’s oil problem is its electrification gap #energysky -- via Renew Economy: https://t.co/IBuXnLnaFX https://t.co/XV0KYGBPsG
The West Asia war that began on 29 February 2026 has pushed global petrol prices to an average of $1.41 per litre, with the United States seeing a 30.2% jump to $1.13/L. Australia leads the surge at 42% higher, while Sri Lanka’s...
🚨 UPDATE Reports are circulating that Iran's Bushehr nuclear power plant has reportedly been struck again, despite President Trump saying U.S. forces would not target energy facilities. https://t.co/JvTpB0cjPL
Waaree to build US$415 million solar glass plant, increases holding in Kotsons #energysky -- via pv-tech: https://t.co/B3eNdTAj3A
Low Carbon Contracts Company (LCCC) has signed more than 200 Contracts for Difference (CfDs) in Allocation Round 7 and 7a, covering roughly 14 GW of new renewable capacity. The portfolio includes 8.2 GW of fixed‑bottom offshore wind, 4.9 GW of solar and 1.3 GW of onshore...
US residential solar set for 33% decline in 2026, says Roth Capital Partners #energysky -- via pv magazine global: https://t.co/CJZCEQ2xTK
Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT
Study finds solar sheep grazing business models outperform agricultural benchmarks #energysky -- via pv magazine usa: https://t.co/Xhp7QpDsfD
NEW FACTCHECK: There has been A LOT of debate in the UK on the North Sea Sadly much of it is built on false or misleading claims Team @carbonbrief tried to straighten things out (link in reply) https://t.co/mScWF3mEPr
...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...
Tried to game out what it would look like if President Kamala Harris pressured an oil company into accepting a $1-billion payoff to cancel a fracking project in Texas and build a wind farm in CA. Screaming headlines for months. Talk...
INDIA ROUND-UP: Ceigall inks two PPAs, Adani completes 300MW of PV, Coal India backs 875MW project #energysky -- via pv-tech: https://t.co/DWLD23tIkf
This is important to understand. The "drill, baby, drill" mentality is OVER. "Half of the executives surveyed said the number of wells their firms expect to drill in 2026 has not changed since the start of the year."
""Spare capacity is only as good as the ability to get the oil out of where it's being produced," Wald says. In this case, no good at all." https://t.co/VgSc08fl58
Where China gets is oil from. This and more in the today's Chartbook Top Links. https://t.co/o4m9jIk6D4
Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Solar PV and wind account for record 17% of US electricity generation in 2025 #energysky -- via pv-tech: https://t.co/xnaKegeIZu
Quite the chart from @axios on suspected crude market front-running ahead of Trump’s major Iran War proclamations. https://t.co/lZY1JkMKCp
Incumbent German electricity suppliers said in 1993 that renewables could not provide more than 4% of electricity in the long run. In 2025, renewables provided 55.9% of Germany's electricity — 14 times the predicted ceiling. https://t.co/Nvkaob9qaQ
