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.
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 electrify the corridor while the Fehmarn Belt Fixed Link faces at least a two‑year delay, pushing its opening to 2031. The ferry’s rapid charging and driver‑rest advantage give it a competitive edge over the pending tunnel. Scandlines plans to achieve zero‑direct‑emission operations before the tunnel becomes operational.
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...
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,...
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...
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...
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%...
Researchers at Tel Aviv University have unveiled a single‑step laser technique that fabricates prelithiated silicon‑graphene anodes under ambient conditions. The process embeds lithium directly into silicon nanoparticles within a graphene matrix, eliminating binders, conductive additives, and multi‑step chemistries. Resulting electrodes...
Colorado’s Boulder Jewish Community Center completed a 306‑kW rooftop solar project, adding 614 panels to its existing 67‑kW array and offsetting roughly 80 % of its electricity use. The installation was funded through a $523,143 grant, Boulder County PACE financing, Xcel...
Democratic Representatives Sean Casten and Mike Levin introduced the Energy Bills Relief Act, a sweeping clean electricity proposal that seeks to undo key Trump‑era policies such as fast‑track grid access for gas‑fired plants and the removal of renewable tax credits....
FuturEnergy Ireland and U.S. firm Form Energy have signed an agreement to install a 10 MW, 100‑hour iron‑air battery in northwest Ireland, targeting commercial operation by 2029. The system will provide multi‑day energy storage, bolstering grid reliability and supporting Ireland’s renewable‑energy...
Oil is a almost perfectly fungible commodity* with a single global price ... except during periods of stress Via JP's Natasha Kaneva, the spread between North Atlantic sweet light and the oil Asia normally buys has reached extreme levels * setting...
The European Investment Bank approved a €100 million loan to Dolmen Solar, forming part of a €260 million investment in four utility‑scale solar farms across Ireland. The financing is the country’s first fully non‑recourse solar project loan, covering 395 MW of capacity that...
Western utilities are evaluating a regional resource adequacy (RA) program as the new Regional Organization for Western Energy (ROWE) prepares to take over the Extended Day‑Ahead Market (EDAM) and the Western Energy Imbalance Market in 2028. PacifiCorp, NV Energy and...
An unintended consequence of the strikes on Iran’s gas fields? Turkey may be forced to import more LNG 🇹🇷 🚢 Iran sends gas from South Pars to Turkey via a pipeline (making up ~15% of the country’s demand) If that’s shut,...
Iran appears to be preparing to retaliate after attacks on its giant gas field 🇮🇷 ⚠️ It issued a warning to stay away from a range of similar assets in Qatar, Saudi Arabia and the UAE The inclusion of Qatar (home...
South Africa’s Mooi Plaats solar photovoltaic project has entered commercial operation, delivering 240 MW of renewable electricity to Anglo‑American‑owned platinum, diamond and iron‑ore mines. The venture is part of Envusa Energy, a joint Anglo American‑EDF partnership, and marks the first of...
U.S. diesel prices broke the $5‑per‑gallon barrier, reaching a national average of $5.07, while gasoline edged toward $4 at $3.79. The surge stems from heightened Middle‑East tensions, notably the war against Iran, which have pushed crude oil above $100 a...
Oil is heading to $150 a barrel. And the people who will feel it hardest are the ones who voted for the man who caused it. I sat down to break down exactly what the Iran crisis means for oil markets,...
Dr. Ed’s latest webcast, featuring Eric Wallerstein, assesses the impact of the Strait of Hormuz tension on energy markets. He argues that the perceived blockade is less severe, with oil supply disruptions roughly half of worst‑case estimates. Iran’s decision to...
Point One, a new financing platform, asks businesses to pledge 0.1% of revenue to a pooled fund for clean‑energy projects in emerging economies. Thirty companies have already signed up, and the model predicts that each pound contributed could unlock at...
Macro: AI power demand supports clean‑energy names. Key: Nvidia GTC feature, 404.7MW pipeline, healthy liquidity. Risk: unprofitable, volatile small‑cap. Trade: consider a speculative long on WAVE after verified project revenue; use a tight stop. — Viktor Kopylov, PhD, CFA More insights:...
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
Ascend Analytics’ SmartBidder platform blends AI‑driven market forecasts with human trader oversight to boost battery energy‑storage profitability. The algorithm wins roughly 95 % of trading days, while skilled human calibration adds an estimated 5‑10 % revenue lift, exemplified by correcting ERCOT early‑morning...
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
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.
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.
Waaree Solar Americas invests $30 million in polysilicon supplier #energysky -- via pv magazine global: https://t.co/0qy49RX8YH
Colorado Jewish community center meets power needs with Namaste Solar project #energysky -- via Solar Power World: https://t.co/JomnqMhfzX
Iraq says Iran gas supplies have completely halted after attack on offshore field, INA reports https://t.co/tZ53tmRYVt
1/5 Where Is the Demand Destruction? tl:dr - Asia because they are reliant on Middle Eastern Crude oil, and it is now over $150/barrel. This is keeping (for now) the American and European grades "only" ~$100. (% gain since the war) https://t.co/A6Rk6TjszH
On @CNBCClosingBell with @jonfortt, I discussed energy inflation, oil prices, and #META. ➡️Link: https://t.co/JLN4ZioBDD (3/17/2026) @cwp_advisor #Oil https://t.co/90DlUz7eMz
the destruction of oil and gas production has begun...now there's no turning back for oil prices. Once long-term damage is done, production won't return to previous levels just because hostilities cease & marine traffic resumes
The media's go-to on all things food supply chain related missed a 21c/L drop in carbon prices on diesel fuel, and wrote an article on the implications of the no-longer-existent carbon price on combustion emissions increasing to 29c/L.
Trump’s pro-coal crusade hits a snag in Washington state #energysky -- via Canary Media: https://t.co/qmPRElKxSR
Yesterday was day #17 of the war. The national average of gasoline is up 86 cents (middle panel) Or 28.8% (bottom panel) https://t.co/I26G2JAxHr
The market is gradually pricing in that this is more than a short-term oil shock. Below: white: oil futures curve, current blue: oil futures curve, a week ago orange: oil futures curve, 6 months ago https://t.co/8wQF3jaa8y
Carbon price directly applied on diesel decreased by 21c/L from 2024-26. It was scheduled to increase to 29c/l. The Food Professor's math assumes that linear increase over time remained in effect. No, it's not the CFR or the industrial price,...
European renewable PPA prices fall 6.4% in February, deals signed for 2.2GW of capacity #energysky -- via pv-tech: https://t.co/joETM0Z3WU
Transparent superhydrophobic self-cleaning coating increases solar cell efficiency by 4.75% #energysky -- via pv magazine global: https://t.co/Vg3LeHCex1
Oil for delivery in 12 months is now way above its spike on March 9. Even if the futures curve were a market forecast of prices -- which as @Rory_Johnston will remind us, it is absolutely not -- that forward...
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
China Has Five-Minute EV Charging. America Is Trying to Catch Up China’s BYD touts EVs that can ‘refuel’ as quickly as gas cars, but the U.S. is showing progress too https://t.co/c7k0V2zCCN
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
