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07.07.26 - 14:24
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Musashi Seimitsu might be the missing piece in power distribution for datacenters (24/7 Wall St.)
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Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters...
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02.07.26 - 12:03
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KKR And SK Launch South Korea′s Largest Renewable Energy Platform (ZeroHedge)
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KKR And SK Launch South Korea's Largest Renewable Energy Platform
By Tsvetana Paraskova of OilPrice.com
Global investment firm KKR and South Korea's industrial conglomerate SK Inc are launching the single biggest renewable energy platform in South Korea to help meet growing power demand from AI and chip manufacturing.
KKR and SK Inc are creating the platform, valued at about $1.3 billion, or 2 trillion South Korean won, to combine 1.7 gigawatts (GW) of clean energy capacity in operation and a pipeline of projects in development that would boost the platform's total capacity to 10 GW, the investment firm said in a statement.
The renewable electricity will help meet South Korea's surging clean-power demand from AI data centers and semiconductor manufacturing, according to the global investor.
The 10 GW capacity targeted by the platform would be capable of simultaneously and continuously powering 100 large-scale, 100MW-class data centers, KKR said.
“At this scale, the Platform is well ...
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30.06.26 - 04:24
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Philippines Becomes World′s Top Solar Panel Buyer (ZeroHedge)
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Philippines Becomes World's Top Solar Panel Buyer
By Charles Kennedy of OilPrice.com
People in the Philippines are flocking to install solar power on rooftops and escape the burden of soaring electricity prices, making it the world's biggest spender on solar panels since the war in Iran started.
Top Philippines power distributor Meralco has raised prices by 10% since the Middle East conflict began in late February. Now, a median household spends around 12% of monthly income on electricity, assuming it consumes 200 kilowatt-hours, approximately the monthly average for three people.
Amid record-beating electricity prices and a supply crunch in fossil fuels, many Filipinos have opted to install rooftop solar panels over the past three months.
The spending on solar panels in the Southeast Asian country, which has been one of the worst-hit Asian economies in the energy supply crisis triggered by the Middle East conflict, topped $407 million between March 1 and May 31, per China customs ...
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