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
The United States logged a historic 50.3 GW of clean‑power installations in 2025, accounting for more than 90% of all new capacity added to the grid. Solar led the surge, delivering roughly half of the new capacity, while battery storage posted a 41% year‑over‑year increase. The ALPS Clean Energy ETF (ACES) rode the wave, posting a 44.8% total‑return over the past year and growing its assets to $114.3 million. ACES’s portfolio is heavily weighted toward solar (29.2%), energy‑management and storage firms (16.2%), and wind developers (11.9%).
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/
The Trump administration eliminated the $20 billion Greenhouse Gas Reduction Fund, stripping green banks of their primary federal financing source. In response, a coalition of state and regional green banks formed U.S. Green Bank 50 (GB 50) to coordinate efforts and share...
The New York All‑Electric Buildings Act has been stalled in litigation, prompting a rethink of the city’s decarbonization roadmap. Experts argue that relying solely on electrification risks overloading an already strained grid and overlooks more scalable solutions. They propose a...
Utilidata and NexGen Cloud have launched the Karman AI power control platform to boost data‑center compute capacity by up to 50 percent using intelligent GPU power orchestration and stranded energy. The system, built on a custom NVIDIA module, monitors power...
PowerHive, the energy‑storage arm of Vikram Solar, has introduced the VION lithium‑battery portfolio for residential backup, e‑rickshaws and distributed energy projects. The launch includes five commercial products spanning inverter batteries, integrated inverter‑battery kits, and dedicated e‑rickshaw packs. By moving beyond...
North Wales is being positioned as a hub for the proposed Wylfa nuclear project, which could host Rolls‑Royce small modular reactors. The development promises up to 3,000 construction jobs and roughly 800 permanent roles once operational. Local businesses are urged...
Laura Crabtree argues that the nuclear and fusion sectors can learn from aerospace’s decade‑long battle with fragmented operations and rapid innovation. She stresses that a solid operational foundation—unified data, standardized procedures, and real‑time collaboration—is prerequisite to safely scaling advanced technologies....
India announced the development of three small modular reactor (SMR) designs – the 220 MWe Bharat SMR‑200, the 55 MWe SMR‑55, and a 5 MWth high‑temperature gas‑cooled reactor (HTGCR) for hydrogen production. Lead units will be built at Tarapur and Vizag sites, with...
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
India is building roughly 6,600 MW of nuclear capacity, slated for completion by 2029‑30, while another 7,000 MW remains in planning and approval phases. Current nuclear output already exceeds 8,780 MW, reflecting rapid expansion. Parallel projects include 12,723 MW of hydroelectric plants under construction...
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside...
Summary of my argument: "Decades of investment in efficiency, domestic production, and renewable energy have made the U.S. economy far more resilient to global shocks." Therefore, let's keep implementing those energy policies --now is the worst time to give up on efficiency,...
GoodWe has launched a three‑phase all‑in‑one energy storage system for rooftop PV, integrating inverter, battery and AI‑driven energy management in a single unit. The system operates at a whisper‑quiet 30 dB, earning TÜV Rheinland’s world‑first Grade A low‑noise certification, and can reduce...
Heat pumps are rapidly becoming the preferred method for domestic hot water (DHW) production across Europe, driven by decarbonisation goals and the rise of rooftop photovoltaics. Their low‑temperature operation (45‑55 °C) maximises efficiency but overlaps the growth window of Legionella pneumophila,...
Oil prices rose despite the International Energy Agency and U.S. government announcing a large Strategic Petroleum Reserve (SPR) release. Analysts say the release was too modest to offset ongoing supply constraints from OPEC+ cuts and heightened geopolitical risk in the...
The impact of the war in the Middle East on energy: We should fix the roof when the sun is shining not when there's a thunderstorm. Only when we shift energy demand from burning fuels to using electricity from clean power...
The U.S. Department of the Interior has overhauled its permitting framework, introducing slower review timelines, new approval processes, and unfamiliar evaluative standards that now affect both federal and private lands. These directives, rolled out over the past 14 months, add...
William Lauwers of Enertis Applus+ highlighted that the U.S. battery‑energy‑storage‑system (BESS) market is poised for multi‑year expansion despite looming FEOC regulations. He warned that the new foreign‑entity‑of‑concern rules and evolving Treasury guidance could tighten ITC eligibility, forcing developers to balance lower‑cost...
Toshiba has launched EneTogo, an AI‑driven PV management platform within its Spinex for Energy suite, enabling real‑time monitoring and O&M of distributed solar plants. The system automatically calculates capacity factor, performance ratio, and lost generation while detecting zero‑output faults using...
America’s electricity grid faces looming capacity shortfalls as winter storms, record demand and aging plants converge. Market designs only signal investment after supply gaps appear, leaving developers with limited time and revenue certainty. The article argues that, like 19th‑century railroad...
Donald Trump suggested the US‑Israel conflict with Iran could end soon, but analysts warn the war may linger, keeping oil markets on edge. Prolonged fighting threatens to disrupt the Strait of Hormuz, a critical chokepoint for global oil shipments, which...
ING commodity strategist Warren Patterson discusses the ongoing oil price volatility, with Brent crude intermittently breaching $100 per barrel despite the International Energy Agency’s announcement of record supply releases. He examines how the conflict with Iran, particularly the strategic choke...
Wiltshire College & University Centre opened a £500,000 Green Skills Innovation Centre in Chippenham, backed by the Shared Prosperity Fund and Good Energy. The facility features teaching bays for solar PV, heat pumps, battery storage and smart‑home systems, plus an...
Oslo‑based Photoncycle raised €15 million in a Series A round led by NordicNinja and Voima Ventures to commercialize its solid‑state hydrogen storage system. The technology stores excess summer solar power as hydrogen for winter use, targeting Dutch and Danish households as net‑metering...
Why are oil speculators assuming this war is short and irrelevant? Yesterday I talked to an energy analyst I highly respect, and he waved off the Iran situation. Oil/gas markets are dynamic and flexible, he posited, they can handle it....
New York Governor Kathy Hochul warned that the state’s 2030 climate targets – 70% renewable electricity and a 40% emissions cut – are financially untenable without a policy reset. She highlighted a $4,100 annual cost increase for vulnerable two‑car, heating‑oil...
...and yet, the Strait of Hormuz is STILL closed, for the 13th day. Why? 🤔 At some point, investors are going to understand why this is; when they do, it is going to be very bad for both stocks AND...
U.S. natural‑gas storage capacity has remained essentially flat since 2012, while overall demand – driven by domestic consumption and rapidly expanding LNG exports – is accelerating. The Gulf Coast, home to the majority of export terminals, is now confronting a...
Hydropower, once the leading U.S. renewable source, posted only a 1.7% increase in generation last year, keeping its share at about 5.6% of electricity. Most of the 79,892 MW capacity is tied to dams over 50 years old, with the last major...
U.S. public‑transit agencies have collectively funded, ordered, or deployed 8,116 full‑size zero‑emission buses as of July 2025, marking a 16% year‑over‑year increase. Small‑vehicle zero‑emission buses added another 1,400 units, growing 20% in the same period. California remains the clear leader, operating...
U.S. military actions in the Middle East have driven Brent crude sharply higher, reviving scrutiny of oil’s influence on broader price levels. Historical FRED data reveal that oil price movements have consistently co‑moved with the Global Food Price Index and...
The ongoing Middle East conflict is forcing LNG vessels originally slated for Latin America to reroute to higher‑paying markets in Europe and Asia. Spot prices at key Latin American terminals have risen 15‑20% month‑over‑month, yet remain below the premiums offered...
Power stocks rallied sharply on Thursday as West Asia tensions disrupted LPG imports, prompting a rapid shift toward electricity. The Nifty Energy index jumped 1.93%, led by Adani Power (+7.89%) and ATGL (+7.51%). Analysts cite an early‑summer demand boost and...
JUST IN: 🇺🇸 United States says Navy is not ready to escort oil tankers through the Strait of Hormuz. It would be 'suicide'. So the war wages on while Trump sends ameteur AI videos from the WH to evoke fake gamer...
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
Researchers at Empa have created a stretchable polymer electrolyte based on modified silicone that conducts ions while retaining elasticity. The flexible electrolyte can suppress lithium dendrite growth and fill microscopic voids, enhancing solid‑state battery stability and energy density. Its ultra‑thin...
US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Zimbabwe’s ruling ZANU‑PF party announced a strategic push to transform the country from a raw lithium exporter into a full‑stack battery manufacturing hub. The plan highlights the recent attraction of four of the world’s top six lithium firms and the...
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Oil is still well below its highs from the extreme buying that we saw early Monday morning. But if it closed here for the day, it'd be its highest close yet.
I want to see a report demonstrating that the “construction phase” of a new nuclear power plant will NOT involve anywhere near $9.3 billion in “economic impact.”
UK government estimates from 2024 of remaining oil & gas resources in the N. Sea posted today. Source: https://t.co/MdBiDA5rEo https://t.co/UWUhPViK5S
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
#Oil Energy sector stocks in the S&P 500 relative to the broader S&P 500 index. An attempt to break a 10-year trend. https://t.co/LW9Rg4lDI8
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
All eyes & hopes rest on the 2 main oil ports of #MinaAlFahal in Oman and #Fujeirah in UAE if any of these continues to be impacted then it's serious for oil prices. ميناء_الفحل #ميناء_الفجيرة#
