Lots of Lithium, gonna be needed. Livent is doing nicely, as posted above.

Enphase also doing well, this qtr.

• 1. Enphase beat analyst estimates on both earnings and revenues in Q1 2022, sending shares up after hours.
• 2. CEO Badri Kothandaraman said that the company is expecting sequential growth of 40% between Q1 and Q2 in Europe.
• 3. He also said that supply chain concerns are easing.
• CLIMATE

  Solar company Enphase Energy is ‘tripling down’ on Europe as Russia’s war sends power prices soaring

  
  

https://www.cnbc.com/2022/04/26/enphase-tripling-down-on-europe-as-russia-war-sends-power-prices-up.html

The oil ministers of Saudi Arabia and the United Arab Emirates warned that spare capacity is decreasing in all energy sectors, as products from crude to diesel and natural gas trade near record highs in the wake of Russia’s invasion of Ukraine.

“I am a dinosaur, but I have never seen these things,” Saudi minister Prince Abdulaziz bin Salman, who’s been attending OPEC meetings since the 1980s, said Tuesday at a conference in Abu Dhabi, referring to the recent surge in prices for refined products. “The world needs to wake up to an existing reality. The world is running out of energy capacity at all levels.”

https://news.yahoo.com/saudi-oil-chief-says-energy-080900386.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGjMMOyXu7FDwRDWeaUXfFQWfLRQxkCcOVIk2KbmEJaMScn0VPb1QPK5GV6i7jLpyTfUM5vkobAvntjnUpJxPm_TPjYixqciRhhlKggr96G4Cita4KTYALvBpWjiHRXzBJEgxKVmJmMT0vY8q-3MZavzBjuH3bdmPwh5b-9E24_C