Know What's Happening in Energy
Know What's Happening in Energy
Flex to Acquire Electrical Power Products for $1.1B, Boosting Power Infrastructure Portfolio
Flex Ltd. announced a definitive agreement to buy Electrical Power Products for approximately $1.1 billion in cash. The target contributes about $323 million 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.
Also developing:
Australia and Singapore have signed a fuel‑security pact that positions Australian liquefied natural gas (LNG) as a cornerstone of regional energy stability. The agreement, endorsed by Australian Energy Producers, stresses the importance of uninterrupted LNG trade amid global uncertainty. Industry leaders warned that proposed tax hikes could deter new gas projects and raise energy prices. The International Energy Agency echoed concerns, urging policymakers to avoid abrupt fiscal shifts that could undermine investor confidence.
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Victoria will launch a Midday Power Saver scheme on 1 October, mirroring the federal Solar Sharer program by offering three hours of free electricity each day. About 2.6 million households can opt‑in through their retailer, with estimated annual savings of $300‑$1,070 AUD (approximately...
Dozens of hedge‑fund and oil‑company executives gathered in Caracas this week, marking one of the largest investor delegations to Venezuela in years. The meetings, organized by U.S. consultant Signum Global Advisors, follow a U.S. policy shift that is easing sanctions...
EnerMech has been awarded a five‑year contract to provide crane management, lifting, helideck and scaffolding services on the Armada Kraken FPSO operated by Bumi Armada in the UK North Sea. The Kraken vessel can produce up to 80,000 barrels of...
Expro has secured a contract to provide geothermal well‑testing services for the first Schleidberg well of Vulcan Energy’s Lionheart project in Germany. The Lionheart initiative, classified under the EU’s Critical Raw Materials Act, aims to pair geothermal power generation with...
Strohm has secured a contract to supply insulated thermoplastic composite pipe (TCP) production jumpers for a deep‑water field extension offshore Sabah, Malaysia. The order covers two 7‑inch carbon‑fiber‑reinforced PA12 jumpers destined for installation at roughly 1,350 m water depth, with delivery...
Data center operators, spurred by soaring AI workloads, are increasingly installing behind-the-meter power plants to bypass slow grid interconnection processes, said AWS and Dominion executives at CERAWeek. These private, often fossil-fuel-based facilities act as temporary bridges but risk becoming permanent,...
Local gasoline prices have plunged sharply, with spot rates falling roughly 20% year‑on‑year. The decline is driven by unusually mild weather that has suppressed driving demand and hints of an emerging recession that is curbing consumer spending. Analysts note that...
Oil prices jumped higher on Tuesday before slipping in after‑hours trading, reflecting the market’s reaction to fresh reports of potential US‑Iran talks aimed at ending the Middle East conflict. The price swing underscores how quickly crude markets respond to geopolitical...
China’s liquefied natural gas (LNG) market is projected to avoid a supply shortage through March despite the ongoing Middle East conflict, according to Shandong‑based consultancy SCI99. The firm cites robust existing contracts and a diversified import portfolio that includes Russia,...
So Trump admin is [rightly] panicking about the Strait of Hormuz so they’re going to try to get Iran to agree to a 1-month ceasefire to negotiate during which I’m sure Trump wants the Strait open Iran’s main leverage is the...
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
Alberta Premier Danielle Smith told CERAWeek attendees that Canada can fill the United States’ oil‑gap by adding roughly 2.5 million barrels per day of southbound pipeline capacity. She reiterated Alberta’s goal to double crude output to about eight million barrels per...
Alberta Premier Danielle Smith urged the construction of new southbound pipelines capable of moving roughly 2.5 million barrels per day of crude to the United States, positioning Canadian oil as a solution to lingering U.S. import gaps. She reiterated Alberta’s ambition...
The Democratic Republic of the Congo inaugurated the 10.5 MW Kakobola run‑of‑river hydropower plant in Kwilu Province, under President Félix Tshisekedi’s patronage. The facility connects Kikwit, Gungu and Idiofa, extending reliable electricity to more than 400,000 residents. Integrated generation, transmission and...
US LNG export developers are confronting acute supply‑chain bottlenecks as they scale a rapidly expanding project pipeline. A shortage of high‑capacity turbines and a thin pool of skilled Gulf Coast labor are forcing firms to rethink construction schedules. Executives at...
Microsoft and Nvidia have teamed up to embed generative AI, digital‑twin simulation, and Nvidia’s Omniverse platform into every stage of nuclear power plant development, from design through operations. The collaboration targets the decades‑long permitting bottleneck and fragmented engineering data that...
The Middle East is on a KNIFE'S EDGE 🔪 Ceasefire talks. Marines steaming toward Hormuz. Saudis sharpening their knives. Oil dumping on every headline 🛢️💥 Markets are an absolute WARZONE right now But here's the cold hard truth... CHAOS = EDGE for those who...
The Ampace Andes 1500 portable power station delivers 1,462 Wh of LiFePO₄‑based storage and 2,400 W continuous AC output, positioning it as a premium solution for serious outdoor enthusiasts. It charges to full capacity in just 55 minutes via AC and can replenish...
Iran is testing a selective passage strategy in the Strait of Hormuz, allowing only certain vessels to transit the waterway. Analysts describe the approach as a calibrated tactic that balances political leverage with economic self‑preservation. By targeting specific ships, Tehran...
Australia’s CSIRO has adapted mining‑grade robots into an autonomous platform called Bear to patrol large‑scale solar farms. In initial trials the robot mapped terrain, identified panel defects and compared its findings with human inspections. Equipped with LiDAR, RGB and thermal...
Infineon Technologies is partnering with solid‑state transformer specialist DG Matrix to provide its latest‑generation silicon‑carbide (SiC) power devices for the Interport multi‑port platform. The collaboration boosts the efficiency, power density and reliability of DG Matrix’s SST systems, which target AI...
Recent attacks on Gulf LNG facilities, including Qatar's Ras Laffan plant, have driven JKM prices above $25 per MMBtu and tightened supply for Asia, which absorbs 86% of Hormuz‑transiting cargoes. In Europe, TTF prices have surged past $64 per MWh,...
Oil executives warn that the ongoing war in Iran is severely disrupting crude and refined product flows, creating a global supply crunch. The resulting shortages are driving price spikes that are eroding demand across industrial and consumer sectors. Analysts anticipate...
After hours risk markets are "popping" higher on this story. No word on if this includes opening the Strait of Hormuz (or they agree to keep it closed and stop shooting.) Channel 12s source is the Israeli Government, suggesting they are...
We go to war and end up getting embargoed by Iran, which is now charging protection fees for oil tankers to go through the Strait of Hormuz. That's nuts. If Iran can embargo us with a couple of drones, we...
A CIEMAT study of the TCP‑100 parabolic‑trough plant in Spain tested advanced control schemes to boost solar‑thermal efficiency. Researchers compared a basic PI controller with a nonlinear generic‑model‑control (GMC) cascade and a supervisory pump‑speed logic. The GMC‑based cascade kept the...
After Rapid Growth, American EV Adoption Slows — Is This Temporary? Corey Cantor of @zeta_2030 discusses the slowdown of EVs in the US. His conclusion? The setback caused by the end of federal govt subsidies is temporary. #uspoli #EVs https://youtu.be/CDj6qLKA4_k
Consider the source, etc, but the official line from Russian govt is that O&G revenue windfall will go straight into rebuilding the (depleted) national welfare fund. And longer-term plan is to reduce role of O&G revenues in day-to-day spending. https://t.co/5QfNPsBYtV
Britain’s Energy Secretary Ed Miliband announced that from 2028 all new homes in England must be equipped with heat pumps and roof‑mounted solar panels covering 40% of ground‑floor area. The policy aims to decarbonise housing but has drawn mixed reactions...
Discovery of passivating pinholes in TOPCon solar cells paves the way for higher efficiencies #energysky -- via pv magazine global: https://t.co/UWGzf5PaqJ https://t.co/BgyDRVIv7N
I’m asked frequently about whether governments are intervening in futures markets already, and I have no idea nor have I seen any evidence. But, if they are and if Hormuz remains shut, it’ll only work for a bit longer before physical...
The Electric Power Research Institute (EPRI) unveiled Flex MOSAIC, a voluntary classification framework for large electric loads, to reduce the “time to power” bottleneck for data centers. Developed with more than 65 utilities, system operators, regulators, hyperscalers and technology providers,...
Third-party ownership and strong market fundamentals drive ‘new shape of solar’ in US residential sector #energysky -- via pv-tech: https://t.co/wDeM7EO6pg
State unveils its own “solar sharer” offer, promises bill savings of up to $1,000 a year #energysky -- via Renew Economy: https://t.co/VVaDCepIwK https://t.co/gGDzsWox1U
No judgment. We’re all dealing with the Iran War oil market in our own way.
How a robot named Bear is making solar farm maintenance safer and more efficient #energysky -- via Renew Economy: https://t.co/5z48f9XCz1 https://t.co/wNTefJNvMl
California is careening toward an energy crisis because it depends on refined out imports, says Chevron 🇺🇸 ⚠️ Now shipments from China, South Korea, Singapore and elsewhere are at risk of slowing significantly as Iran blocks the Strait of Hormuz https://t.co/KXe3T6k8Dw
Tick chart starting Friday afternoon. 10-year yield (white) Nearby WTI crude oil futures (blue) In a crisis, all correlations go to 1. https://t.co/0ubKfHkt9Q
K2 Systems unveils elevated PV mounting solution for metal roofs #energysky -- via pv magazine global: https://t.co/LLYpL9TR0m
It's a global energy crisis. But India is far better positioned than it was in 2020. https://t.co/P8A9RIuuPz
incredible progress - Standard has expanded from one to three facilities in under twelve months. fueling the future, one triso particle at a time 🫡
Big battery and CIS contract-winner seeks federal green tick for construction #energysky -- via Renew Economy: https://t.co/sPmVtg4Whe https://t.co/jCCcQu3DsG
Iceland’s utility commissions solar-plus-storage for EV charging #energysky -- via pv magazine global: https://t.co/u0t3F82mzK https://t.co/MmyE39exHu
Refiners & Nat Gas Power Higher Lots of clients trading the oil & gas plays, so I reviewed my long rec'd refiner plays & $FCG nat gas index stocks that still look good after some needed digestion. $VLO $PBF $COP $EOG $OXY...
Key progress at new Kwinana hydrogen hub, as nearby bp project remains on pause #energysky -- via Renew Economy: https://t.co/RpfqX2NvC1 https://t.co/dcw3EhMwzM
Three big picture observations about the oil surplus (petrodollars/ petroeuros/ petroequities are all downstream of this) pre Hormuz A) The oil surplus is modest relative to the surplus in Asia. Chinese state banks and offshore deposits of Chinese exporters are...
Soaring oil prices, tight WCS differentials, and a lagging Loonie is a fantastic combination for Canadian oil producers.
TIming is everything. Idiot. Trump administration to pay $1 billion to stop two East Coast wind farms https://t.co/axo9MyWJwU
