Know What's Happening in Energy
Know What's Happening in Energy
Flex to acquire Electrical Power Products for $1.1 billion
Flex Ltd. announced a definitive agreement to buy Electrical Power Products for about $1.1B in cash. The acquisition adds roughly $323M 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.
The White House has temporarily waived the Jones Act for 60 days, easing U.S. vessel restrictions amid heightened geopolitical tension. Simultaneously, the war in Iran and a Greek tanker attack in the Black Sea have driven up container rates and forced carriers to reroute shipments. Supply‑chain leaders are accelerating AI‑driven decision engines, robotics, and real‑time tracking to offset volatility, while sustainability initiatives like recycled tagging fasteners gain traction. Retail omnichannel fulfillment and high‑value electronics security are also evolving rapidly.
Emerging Asia is sprinting toward electric independence to crush fossil fuel fragility. Fossil fuel wars will only accelerate this trend ➡️Viet Nam: 38% EV sales share, ahead of EU ➡️Singapore: Leading the charge at 50%+ share ➡️Indonesia: 15% share, more than US ➡️Thailand: 21%...
If Powell focuses more on the upside risks to inflation ( which is likely going to be the case ) I believe Oil can see some initial downside on this due to possible future demand contraction concerns. If that becomes the case...
LEGO announced plans to build an 80‑acre solar park at its new $1.5 billion Virginia manufacturing complex, its first U.S. factory. The project will install over 30,700 ground‑mounted panels (22 MWp) and 10,080 rooftop panels (6.11 MWp), aiming to meet 100 % of the...
Baltic Towers has signed a supply agreement with Siemens Gamesa Renewable Energy to provide the largest batch of offshore wind turbine towers for the Baltica 2 project. The 2027‑commissioned farm, co‑developed by Grupa PGE and Ørsted, will deliver power to roughly 2.5 million customers...
Avantus and Toyota Tsusho America have completed the 159‑MW DC (125‑MW AC) Norton Solar Project in Runnels County, Texas, marking the latest addition to the state’s utility‑scale solar portfolio. Construction, which began in August 2024, was executed by Avantus with RES...
russia sending two shipments of oil. and gas to…cuba. will president trump order interdiction? i’d say pretty good chance he will.
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share...
Japan's New Energy and Industrial Technology Development Organization (NEDO) has issued new design and construction guidelines for flexible photovoltaic (PV) and perovskite solar installations, focusing on structural load, frameless mounting and flammability. The standards target low‑load rooftops and building walls...
Today on Volts: Kunal Girotra applied the lessons he learned from starting Tesla's home-energy business to Lunar, a startup sells simple, modular home battery & software systems. The idea is to make solar panels, smart devices, & VPPs "plug &...
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions...
Brent crude oil prices surge to $110/barrel. Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
Crude Oil Adjusted for inflation the price of Crude Oil is cheap even at $94 Not inconceivable to think about $200 Crude $CL_F https://t.co/AA3Vu3G1AF
EDP Renewables North America’s Distributed Generation unit has finished a 720‑kW rooftop solar system at Mercedes‑Benz USA’s parts distribution center in Fontana, California. The build phase supported 65 construction jobs. The solar array is expected to generate more than $18,200...
While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. https://t.co/fD6tZ9vW81...
I know I am piling on here, but a reminder to those of you just tuning into oil markets... The Futures Curve is NOT a forecast... https://t.co/gyYIbj3Xqa
The World Bank has debarred three PwC Africa subsidiaries—PwC Associates Africa (Mauritius), PwC Kenya, and PwC Rwanda—for 21 months after uncovering collusive and fraudulent practices tied to the Eastern Electricity Highway Project. The firms manipulated procurement documents and misrepresented expertise...
Reminder: Not all crude oil is the same. The U.S. produces mostly lighter and less sulfurous crude oils, but imports heavier more sulfurous crude oils to better match what U.S. refineries are configured to process. https://t.co/NF6jnZrdrY
Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would...
The ongoing Middle East conflict has driven oil‑gas price spikes, heightening economic uncertainty across the region. In the Philippines, digital‑payment platforms have become a key buffer, with 72 % of consumer transactions conducted electronically in 2025 and a three‑fold rise in...
$UKOIL - Brent oil is significantly outperforming WTI oil for obvious reasons. Both topped around $119.50 last Monday, but while WTI has only reached $98 today, Brent reached $110 at today's high and is close to the 78.6% retracement of...
When I started working on UK energy in 2007, fossil fuels provided ~78% of electricity. Coal alone: 34%. Wind & solar: less than 2%. Today: wind & solar 33%, fossil fuels 28%, coal 0%. The chart below tells the story better...
Stanford economists estimate that rising gasoline prices could cost the average U.S. household about $740 this year, roughly matching the projected $750 boost from the 2023 tax refund legislation. Their model assumes a brief Strait of Hormuz closure, with gasoline...
Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Another exponential growth multiplier... more energy that twice as efficient. According to Peak Energy, its system cuts the lifetime cost of stored energy by an average of $70 per kilowatt-hour. That’s roughly half the total cost of a typical battery...
The Interior Department announced that the Endangered Species Committee, known as the "God Squad," will meet on March 31 to consider an exemption for Gulf of Mexico oil and gas drilling under the Endangered Species Act. The request targets projects...
20% of global oil flows through the Strait of Hormuz. It's been disrupted for 3 weeks. IEA released 400M barrels from reserves. That tells you how serious this is. https://t.co/KrxQw3KVSX
AEMO is a product of the 90s. Its governance needs to reflect the world we’re in now #energysky -- via Renew Economy: https://t.co/omZiYyslB7 https://t.co/osBifA9CrV
Scandlines launched Baltic Whale, an all‑electric freight ferry, on the Puttgarden–Rødby route, increasing freight capacity by 27% and featuring a 10 MWh battery that charges in under 15 seconds. The vessel joins a hybrid fleet, part of a €400 million program to...
it is true that 2026 is seeing the most sudden shock to oil and gas supply. But both 1973 and 1979 had a very significant effect on long-run output as well. More featured on today's Chartbook Top Links in the...
How Solar Is Getting Squeezed in the Iran War #energysky -- via Heatmap News https://t.co/3AYDpzdzgD https://t.co/toxamsnCxs
ZapCharge, the international arm of China’s Shaanxi Fast Charger, announced a plan to install 300,000 public EV chargers across Latin America by 2030, with an intermediate target of 50,000 stations by 2027. Industry analysts estimate the region will need between...
Beazley to acquire kWh Analytics to expand renewable underwriting #energysky -- via pv magazine global: https://t.co/wCWG390fQB
War is inflationary. And these oil prices are before Iran retaliates on: Ras Laffan refinery – Qatar Samref oil refinery – Saudi Arabia Al Hosn gasfield – UAE Jubail petchem plant – Saudi Arabia Mesaieed petchem plant – Qatar #RefinedProduct #oott
Bad Bunny’s Super Bowl halftime spotlight on utility poles sparked a conversation about America’s aging grid, highlighting how extreme weather is exposing systemic fragility. Recent storms in Texas, from the 2021 freeze to Winter Storm Fern, illustrate that diversified resources—wind,...
Don’t manipulate oil markets—it breaks trust, writes @JavierBlas Reality is that markets are tools of statecraft Adapt Yer old road is rapidly agin’ Please get out of the new one if you can’t lend your hand For the times they are a changin’ https://t.co/fHTiisI5hk
Companies in the UK and Germany have received more inquiries for solar panels, heat pumps and EVs since the Iran war started https://t.co/JQoD10Lhq6
Indonesia’s Energy Ministry announced the award of nine oil and gas blocks, committing roughly $85 million in investment. The blocks, located in West Papua, Aceh, East Java and South Sulawesi, include the Bintuni and Drawa fields with combined gas resources exceeding...
I think this is the most important question to understand moving forward. Asked @BobEUnlimited about what his checklist looks like for when oil shocks flip from inflation to demand destruction
Airplane-Style Wings Are Powering Cargo Ships While Cutting Fuel by 80% by @BrianRoemmele #Technology #Innovation #EmergingTech #TechForGood https://t.co/5gzM052vij
Kanadevia Inova will build the UK’s first full‑scale carbon capture unit at the Protos waste‑to‑energy plant, using amine scrubbing to remove about 370,000 tonnes of CO₂ per year and aiming for negative emissions by mid‑2029. In the United States, AtmosClear...
Strategic and economic value of oil and gas are still high...in case anyone thought they weren't.
This would be very difficult for Asia. But, Aramco will still be able to get crude out to the Med by going from Yanbu to the Suez Canal and/or SUMED pipeline. Unless Houthis start shooting missiles at Yanbu & Jubail.
Disruption in the Strait of Hormuz has constrained tanker flows, cutting roughly 20% of global LNG supply. The shutdown of Qatar’s Ras Laffan plant and reduced transit capacity have driven sharp price spikes across Asian and European markets. Approximately 90%...
WTI is about to cross the $100/barrel threshold. Would love to hear from CEOs of US domestic producers about their calculations right now. $OXY $EOG $DVN $FANG Contenental, etc. #oil #IranWar #oott
geopolitical risk premium for investing in a joint venture in the Persian Gulf just went up
EIB to finance 290MW solar PV and 350MW BESS Italian portfolio #energysky -- via pv-tech: https://t.co/ivC4mfMTQa
Two Weeks After Explosion ‘Arctic Metagaz’ Drifts Back Into Libyan Waters Amid Continued Fears of Explosion and Environmental Disaster https://t.co/n4aj6QgBB1
The FP talks here (11:20) about exemptions for diesel from the industrial carbon tax, and yet he published a piece in the Toronto Sun and elsewhere this week on trucking cost implications that assumed the industrial carbon tax applies to...
🎯EIA: US commercial crude inventories increased by 6.2 mb to 449.3mb. Watch distillate inventories as they might decline to critical levels.
