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
Octopus Energy’s new Cosy Heat Pump Fleet Performance Dashboard shows that about 80% of its heat‑pump customers paid less than they would have with a gas boiler, averaging £219 in annual savings. The data, drawn from thousands of UK homes, indicates a coefficient of performance (COP) near 4.1, delivering roughly four units of heat per electricity unit. Independent sources note that electricity costs are roughly four times higher than gas, which can narrow the cost advantage. Ultimately, savings depend on home insulation, system design and the electricity tariff used.
The All India Distillers' Association (AIDA) has signaled readiness to supply ethanol blends exceeding 20 percent for petrol, aiming to curb India's reliance on imported crude amid rising oil prices and regional instability. India already met its E20 blending target ahead...
Germany sets four-year BEV support for 2026–29 with income-based subsidies, plug-in limits, and a €3bn cap. https://www.metalnomist.com/2026/03/germany-sets-four-year-bev-support-for.html
India’s coal imports slipped 4.2% to 213.1 million tonnes in the April‑January window, with non‑coking imports falling to 127.8 MT while coking imports rose modestly to 50.4 MT. The decline reflects a deliberate push toward self‑reliance as domestic output expands. Seaborne coal prices...
Recent attempts by the IEA and the United States to flood the market with strategic petroleum reserves—totaling roughly 572 million barrels—failed to curb soaring oil prices. Even temporary waivers that allowed the sale of sanctioned Russian and Iranian crude did not...
Aqua Titan, a Cameron‑flagged tanker carrying 96,099 tonnes of Russian crude loaded at Primorsk, began discharging at Mangalore Refinery and Petrochemicals Ltd’s single‑point‑mooring facility in New Mangalore Port on Sunday. The arrival marks the latest in a series of Russian crude...
Taiwan President Lai Ching‑te announced that the island’s second and third nuclear power plants meet the conditions for reactivation, signaling a potential policy reversal on the nuclear‑free agenda. The plants were shut down in 2023 and 2025 as part of...
Singapore’s Energy Minister Tan See Leng stressed that despite diversified LNG sources and months‑long stockpiles, the nation must still curb energy use as the Iran conflict underscores long‑term fuel‑supply risks. He warned that rebuilding Qatar’s Ras Laffan plant could take up...
Inequality shock is the next risk from the Iran crisis Shortages give dominant firms cover to raise prices, protect margins, and push the pain onto everyone else Hormuz could become not just an energy shock, but an inequality shock https://t.co/J5Rdjxc0KI #Inequality #Inflation #Hormuz #EnergyCrisis...
Taking down Iran’s power grid would not be a clean military move, writes @ctindale t would hit water, refineries, hospitals, telecoms, transit, and industry all at once. That may weaken the state. It would also risk humanitarian collapse and damage that lasts...
The Niger Delta Development Commission (NDDC) has trained 500 youths in CNG Autogas conversion through a six‑week hands‑on program at the Dakkada Skills Acquisition Centre, aiming to create a skilled hub for vehicle retrofitting. The initiative aligns with President Tinubu’s...
It feels like I should run a bunch of polls like this again, but about the Strait of Hormuz.
"Ealing Council is now building more than 200 Passivhaus homes. The borough is becoming a hot spot for Passivhaus, with the West London Partnership’s new development on Bollo Lane poised to be the largest Passivhaus programme in Europe." #passivhaus https://t.co/fwO6GoZoAB
Vietnam's Prime Minister Pham Minh Chinh ordered comprehensive measures to guarantee sufficient energy supplies for production, business and consumption amid a regional fuel crisis. The government activated the petrol‑price stabilisation fund, adjusted taxes, and directed ministries to monitor markets, replenish...
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
The Strait of Hormuz is the fuse for mass starvation This is World War III, says @Michael_Yon This is a serious situation but hyperbolic rhetoric is designed to stoke fear & panic Block the predators who sponsor this kind of garbage...
The U.S. Treasury announced a short‑term waiver to sell about 140 million barrels of Iranian oil stuck at sea, and Goldman Sachs raised its oil‑price outlook as the Iran‑Israel conflict pushes Brent crude above $112 a barrel. Analysts warn the moves...
What if the Houthis enter the war, asks @citrinowicz ? A disruption at Bab el-Mandeb, on top of Hormuz, would turn global economic shock into panic #RedSea #Houthis #Hormuz #OilMarkets #SupplyShock #EnergySecurity #Trade #Geopolitics
TACO is not an option for Trump, writes @biancoresearch He can't leave Iran in control of Hormuz Crude won’t calm down and markets won’t recover. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Trump #Geopolitics #Macro #MiddleEast
Zambia’s President Hakainde Hichilema warned oil‑marketing firms that hoarding fuel creates artificial shortages, despite the country holding 30‑60 days of reserves. He linked the issue to the broader Middle East conflict that is tightening global energy supplies. The administration announced...
These "oil and gas are in everything" graphics are about to get very real super quick for a lot of people. https://t.co/E0aKS1NR3z
Cold, clear skies boost northeastern Europe’s solar while storms dim the west #energysky -- via pv magazine global: https://t.co/D8770v9wuH https://t.co/avR0blM68J
SunLine Transit Agency has invested roughly $27 million (2026 dollars) over two decades to build and repeatedly rebuild hydrogen refueling infrastructure for a 31‑bus fuel‑cell fleet. Despite upgrades from electrolyzers to a liquid‑hydrogen station, hydrogen fuel costs have remained high and...
I continue to expect crude prices to grind $2-3/bbl higher every day that the Strait of Hormuz remains closed. But if you start playing energy facility tit for tat that trend starts getting some step-change bumps real quick.
Iran’s Khatam al-Anbiya Central HQ Spokesperson: “If Iran’s fuel and energy infrastructure is attacked by the enemy, all energy infrastructure, information technology systems, and desalination facilities belonging to the United States and the regime in the region will be targeted.”
The ongoing Middle East oil‑gas disruption is reviving interest in nuclear power as a low‑carbon baseload source. European leaders, including Ursula von der Leyen, have pledged €200 million for innovative small modular reactors and urged member states to extend existing plant...
The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB
If Hormuz isn’t open in 48 hours Trump says he’ll start hitting Iranian power plants. https://t.co/HQZe2Sax7l
Traders now view crude oil as the primary market barometer, with price spikes translating directly into inflation expectations and policy signals. Goldman Sachs outlines a $150‑per‑barrel Brent scenario driven by a domino chain of supply constraints in the Gulf, creating...
…which means GCC and Israeli power plants will begin getting hit within 72 hours from this exact point in time. 😳 https://t.co/RtWko7NOgm
President Trump threatened to attack Iran’s power plants if the country didn’t swiftly open the Strait of Hormuz to commercial ship traffic (The remarks mark a shift in tone since Trump on Friday said the US was considering “winding down” military...
BWX Technologies, a veteran naval nuclear contractor, is promoting its factory‑built small modular reactor, the BANR, which can generate 75 MW of clean power. The reactor is positioned as a solution for the soaring electricity demand of AI‑driven data centers, which...
From almost done, followed by close to winding down -- to a 48-hours ultimatum to Iran to re-open the Strait of Hormuz that the US doesn't use, and in any case, it would be very easy to re-open even by...
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
The National Petroleum Reserve‑Alaska held its first lease sale in seven years, generating a record $163.7 million in high bids and awarding 187 leases across 1.33 million acres. Major oil companies such as ExxonMobil, ConocoPhillips, and a Repsol‑Shell consortium secured tracts, marking...
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...
The Treasury Department issued a one‑month license that temporarily lifts sanctions on Iranian oil already at sea, unlocking roughly 140 million barrels and easing price pressure on U.S. gasoline. The move comes as President Trump signals a possible wind‑down of military...
Alphabet’s Google has inked demand‑response agreements with five U.S. electric utilities, extending from Arkansas to Minnesota. The contracts let Google curtail up to 1 GW of data‑center electricity during peak‑load periods, helping avoid grid stress and potential blackouts. These deals build...
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
President Donald Trump issued an ultimatum giving Iran 48 hours to reopen the Strait of Hormuz to commercial shipping. The deadline follows Iran’s closure of the waterway in response to the US‑Israel war on Iran, and Tehran warned it would...
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline
The G7 foreign ministers declared they are prepared to take necessary steps to safeguard global energy supplies and secure key maritime routes, notably the Strait of Hormuz. They condemned Iran’s attacks on civilian and energy infrastructure and voiced support for...
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
RWE, Peak Energy to deploy first sodium-ion battery in US grid #energysky -- via pv magazine global: https://t.co/oCJI2RUQpe
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Albania adds over 180 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/6A9FGj4zKb
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
