Today's Energy Pulse
Scania pilots vehicle‑to‑grid charging for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid (V2G) systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked at depots. Real‑time communication between the truck, charger and energy‑management platform enabled dynamic charging and discharging.
Also developing:
Quantum Battery Defies Conventional Physics
Australian researchers from CSIRO, RMIT University and the University of Melbourne have built a proof‑of‑concept quantum battery that can be wirelessly charged with a laser and deliver a full charge‑discharge cycle. The device uses a layered microcavity tuned to copper phthalocyanine to achieve strong light‑matter coupling, enabling super‑extensive scaling of electrical power. Test results show steady‑state power densities of 10‑40 µW cm⁻², approaching the range of high‑performance micro‑supercapacitors. The work marks the first experimental validation of a quantum‑battery operating cycle, moving the concept from theory toward practical energy storage.
Meta Secures Up to 1 GW of Space‑Based Solar Power and 100 GWh Storage for AI Data Centers
Meta Platforms has signed agreements with Overview Energy and Noon Energy to reserve up to 1 GW of space‑derived solar power and 100 GWh of ultra‑long‑duration storage for its AI data centers. The deals, announced Monday, target the growing electricity needs of...
Turning Plastic Waste Into Clean Fuel Using Sunlight
Researchers at Adelaide University have demonstrated a solar‑driven photoreforming process that transforms discarded plastics into hydrogen, syngas and other industrial chemicals. Using light‑activated photocatalysts, the method operates at relatively low temperatures and can run continuously for over 100 hours in...
Cuban Farmers Blame U.S. Energy Blockade for Crop Crises as Solar Power Rises
Cuban farmers, led by Eduardo Obiols Sobredo, say a U.S. energy blockade has crippled irrigation, fuel and electricity, deepening hunger on the island. At the same time, Chinese‑financed solar parks are expanding, pushing renewable generation from 6% to over 20%...
Michigan Gas Prices Surge Past $4/Gallon, Nation’s Biggest Weekly Jump
Michigan gasoline prices jumped to over $4 per gallon, the largest weekly increase in the United States, as renewed U.S.-Iran tensions and the closure of the Strait of Hormuz lifted crude oil to roughly $100 a barrel. Analysts warn the...
Wright Says Hormuz Can Open Without Clearing All Mines
U.S. Energy Secretary Chris Wright told Bloomberg that ships can resume transiting the Strait of Hormuz without fully clearing the Iranian mines that have blocked the waterway since late February. He said a narrow safe corridor could be established quickly,...
Critical Minerals: China’s Grip, America’s Volatility, Europe’s Choice – by Michael Barnard (Clean Technica – April 28, 2026)
The article warns that the global energy transition is vulnerable to supply‑chain bottlenecks in critical minerals such as lithium, copper, nickel, cobalt, graphite, manganese, phosphate, and rare earths. China currently dominates the mining, refining, and component‑manufacturing stages of these value...
Third Ukrainian Strike Damages Russian Oil Terminal at Tuapse
Ukraine’s Unmanned Systems Forces carried out three long‑range drone strikes on the Russian oil terminal at Tuapse in April, hitting a refinery that processes roughly 12 million tonnes of crude annually—about 4‑5% of Russia’s total capacity. The attacks destroyed multiple storage...
Accelerating the EV Transition on the Path to Net-Zero
A cross‑industry roundtable highlighted that fleet electrification is strategically vital but hampered by grid capacity, slow connection timelines, and fragmented policy. While passenger cars and light commercial vehicles demonstrate clear total‑cost‑of‑ownership benefits, heavy‑duty trucks still struggle with range and payload...
Electrification Boom Offers Alberta Hope Beyond Pipelines
Global Electrification Surge Signals Hopeful Energy Future - Even For Alberta Jenny Yeremiy, @Th3GravityWell I were at Montgomery Community Assoc Friday in front ~60 foks, many of them Energi Media friends. I talked about no more pipelines, no more LNG. https://youtu.be/ZCWdtiJr19A
From Pilot to Launch: DOE Names First Four Nuclear Energy Launch Pad Developers
The U.S. Department of Energy announced the first four developers selected for its new Nuclear Energy Launch Pad, a program that expands federal support across the entire nuclear technology stack. Deployable Energy, General Matter, NuCube Energy (with Idaho State University)...
UAE Exits OPEC; Canada Should Optimize Existing Oil Assets First
The Beginning of the End? UAE Leaves OPEC Message for Canada is to proceed cautiously, optimizing existing oil and LNG assets before building new ones. #cdnpoli https://markhamhislop.substack.com/p/the-beginning-of-the-end-uae-leaves
Ireland Locks in Gas for Data Centres, Worsening Climate
"Ireland’s energy policy is going in the wrong direction and this case is seeking to press pause on that. Instead of cutting fossil fuels, which are driving the climate change Irish people are experiencing with floods and storms, we’re locking...
There Is 'Growing Confidence' In Canadian LNG Prospects: Shell CEO
Shell CEO Wael Sawan said growing confidence in Ottawa and British Columbia’s stance on liquefied natural gas has raised the odds of a Phase 2 expansion at LNG Canada, which could double export capacity to 28 million tonnes per annum. The optimism...
The Power Certainty Premium: GPC Infrastructure CEO Jim Summers on Delivering Gas-Powered Compute at AI Scale
GPC Infrastructure CEO Jim Summers says AI data centers now need guaranteed power delivery, not just megawatts. He describes a “power certainty premium” where hyperscalers pay more for on‑site gas generation, battery integration, and mobile PPAs that ensure speed, reliability,...
Hormuz Insurance Remains Critical Amid Global Energy Turmoil
⭕️UAE Exits OPEC: Implications for Global Oil Markets ⭕️Oil & LNG Tankers Transit Hormuz: What About Insurance? ⭕️The Media Hype Around Iran’s Oil Storage Situation ⭕️Aramco OSPs: Will They Lower the Premium? ⭕️Malacca Strait: The Next Flashpoint? ⭕️EU Jet Fuel Crisis: One Among Many ⭕️Vietnam to...
AI Is Going Nuclear: How Major Tech Companies Are Pursuing Nuclear Energy—And How Energy Startups Can Avoid Common Collaboration Pitfalls
Major technology firms such as Meta and Google are turning to small modular reactors (SMRs) to meet the soaring electricity needs of AI‑driven data centers. The continuous, carbon‑free power from SMRs promises to alleviate grid strain caused by AI workloads....
BP ‘Still Growing’ LNG Portfolio as Hormuz Risks Loom
BP said its first‑quarter natural‑gas marketing and trading performance was "average," reflecting a volatile market still sensitive to Middle‑East geopolitics. The company highlighted that its diversified global LNG portfolio is acting as a buffer against potential supply shocks. BP also...
Financing Is Barrier to Fossil Fuel Transition - Santa Marta
High‑level talks at the Santa Marta conference in Colombia highlighted financing as the chief obstacle to a rapid fossil‑fuel phase‑out. Delegates warned that borrowing costs for renewables in developing regions can be several times higher than for oil and gas,...
There Are 25 Days-Worth Of Oil Supply Left In The USA, But Don't Panic
The United States currently holds enough crude to cover roughly 25 days of gasoline consumption as the Strait of Hormuz remains partially blocked. Daily demand of 8‑9 million barrels is balanced by domestic output of about 13.9 million barrels and a strategic...
AI Power-Gear Spending in US Surging Up to $65 Billion
U.S. spending on power‑generation equipment for data centers is projected to hit $65 billion by 2030, up from $2.6 billion in 2025. The surge reflects the rapid expansion of AI‑driven workloads and cloud services, which could push total data‑center capacity to 110 gigawatts....
Daily Energy Report
The United Arab Emirates announced it will leave OPEC effective May 1, cutting the cartel’s membership to 12. The move is linked to the ongoing Iran‑Israel conflict, which is reshaping regional oil dynamics. UAE crude output, which rose in 2025, has...
Asia Leads Global LNG Demand Destruction as Middle East Conflict Knocks Out Supplies
Asian LNG imports have fallen to their lowest level since the 2020 pandemic as the Middle East conflict forced the shutdown of Qatar and United Arab Emirates supply routes. Spot JKM futures hovered around $16.55 per MMBtu on April 27, 2026, reflecting...
Trump Admin Pays Wind Developers to Quit, Back Fossil Fuel Projects
The U.S. Department of the Interior announced two historic agreements that will reimburse offshore wind developers $765 million for Bluepoint Wind and $120 million for Golden State Wind in exchange for terminating their leases. Developers must reinvest an equivalent amount in qualifying...
OPEC Needed as Price Anchor in Dollar‑driven World
OPEC is only needed to manage oil prices in a world where the reserve currency has no other anchor, because only a fool would sell finite oil reserves for infinite (non-gold-backed) dollars. IMO, this may be a big signal, but perhaps...
California Utilities Have a Solution to Soaring Energy Prices: More Data Centers
California’s soaring electricity rates have prompted PG&E to pursue a counterintuitive strategy: attracting large data centers to its grid. The utility claims that each added gigawatt of data‑center load can shave 1‑2% off residential rates by spreading fixed grid costs...
Cutting Iran's Cash Starves Militia, Despite High US Gas
I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need...
Shell Sees Tight Oil Supplies as Hormuz Remains Blockaded
Shell CEO Wael Sawan warned that the Hormuz blockade has removed roughly 900 million barrels of oil from the market, forcing a drawdown of inventories and prompting demand curtailment and fuel switching. The disruption has pushed Brent crude up 2.8% to...
Fortress Power Launches eSpire Nano ESS for C&I Applications
Fortress Power unveiled the eSpire Nano, a modular energy storage system targeting small‑ to medium‑sized commercial and industrial (C&I) sites. The product ships with 30 kW or 60 kW inverters paired with 40 kWh or 60 kWh battery cabinets, supporting 208‑V to 480‑V configurations...
Industrial Loads Boost Consumers Energy’s Sales as Coal Plant Emergency Order Costs Rise
Consumers Energy’s electric sales rose 5.9% YoY in Q1 2026, driven by strong industrial load growth that lifted total revenue 5.3% to $1.37 billion. The utility expects new data‑center and industrial projects, including a $1.2 billion fertilizer plant, to sustain 2‑3% annual sales...
Meta Partners to Power Data Centers with Space‑beamed Energy
Meta has inked a deal to power data centers with energy beamed from space. The energy will come from Overview Energy's satellites, which will beam energy to Earth as near-infrared waves. So far, the startup has only demonstrated power beaming...
UAE Exit Leaves OPEC with Minimal Market Power
With the UAE exit, OPEC has officially lost most influence it still had over global oil markets... Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Es6KeSByiI #opec #crudeoil #geopolitics https://t.co/UIfE0geRBI
Third Straight Decline in Benchmark Diesel as Futures Trend Higher
The U.S. Department of Energy’s weekly diesel benchmark slipped 5.2 cents to $5.351 per gallon, marking the third consecutive weekly decline and a total 29.2‑cent drop over three weeks. Despite the pullback, the AAA retail diesel index and CME ULSD...
Reformed Safeguard Mechanism Fails to Reduce Industrial Emissions
Reformed Safeguard Mechanism has not meaningfully cut emissions from large industrial facilities #energysky -- via Renew Economy: https://t.co/0uihwpLbru https://t.co/2JCud1676w
May RBOB Hits $3.57; June Settles
May RBOB soared to $3.57 today, but June will soon be the prompt.. it's 13 cents lower https://t.co/FFrAdC596l
Tighter Bunker Supplies Raising Costs, but Not Impacting Service: Ocean Carriers
Ocean carriers said global bunker fuel supplies are tightening amid the war‑driven energy shock, creating congestion at key fuel hubs and prompting ships to bunker at alternative ports. Executives emphasized that while fuel costs have risen sharply, they have not...
Oil Bulls Snap Up $55 Brent Calls Amid Rising Prices
Brent Oil (BNO) buyer 2000 May 22nd (W) $55 calls $4.30 as Oil stays bid
Solar and Storage Drive 86 GW Capacity Surge in 2026
Solar and storage to lead 86 GW capacity surge in 2026 #energysky -- via pv magazine usa: https://t.co/T6vsldUvVI
Global Nuclear Power Market Stagnates in 2025 - Remains at Trough
The global nuclear power market remained stagnant in 2025, with only three new reactors adding 2,956 MW and seven shutdowns removing 2,823 MW, netting a marginal 133 MW increase. New builds were limited to Russia, India, and China, while closures hit Belgium, Taiwan,...
Oil Cartel Shows Serious Cracks, Says Geoffrey
Geoffrey has written abundantly on this topic for clients: that the Oil cartel had cracks - serious cracks. #UAE #OPEC https://t.co/WNKTZOV734
Energy Price Surge Triggers Unexpected Water Shortage
Oops. I was told this could never happen either. Don’t blame it on droughts. This is a second-order effect of the surge in energy prices. https://t.co/ebPms2fHjQ https://t.co/dA0xFI38wY
Fusion Energy Company Commonwealth Applies to Join a U.S. Power Grid—A First
Commonwealth Fusion Systems has filed an application to join PJM Interconnection, marking the first time a fusion‑energy developer seeks grid interconnection in the United States. PJM delivers about 182,000 MW to more than 67 million customers across 13 states and Washington, D.C....
US Gas Hits $4.18 Amid US‑Israeli Iran Conflict
Thanks to the US-Israeli war on Iran, US gas prices have just hit another high, at an average price of $4.18/gallon TRUMP IS CREATING AMERICAN PAIN AT THE PUMP. https://t.co/wGSTFohpvA
Treasury Warns Banks: Chinese Refineries Buying Iranian Oil Risk Sanctions
US Treasury publishes an "alert," warning banks about the sanctions risks of dealing with independent Chinese oil refineries ('teapot') due to their purchases of Iranian oil. (I have my doubts about the efficiency of the alert, considering yuan-based payment for Iranian...
Stanley Druckenmiller Dumps SanDisk, Shifts to Bloom Energy as AI Power Demand Soars
Stanley Druckenmiller sold his entire SanDisk holding of 166,235 shares after a single quarter and redeployed the proceeds into Bloom Energy, a fuel‑cell maker that has rallied more than 800% since its 2018 IPO. The move signals a thematic shift...
UAE and Qatar, Both Ex‑OPEC, Deepen Energy Ties
Surely a coincidence this happened today (😇): The country leaving OPEC meets the country that left OPEC.
Solar Farm Approval Feels Like Bureaucratic Performance Art
Squeezed into a packed meeting room in Sacramento yesterday to watch the California Energy Commission approve a controversial solar farm hundreds of miles south. The whole thing felt like bureaucratic performance art — and maybe that's OK? My report:...
New Zealand Secures 90 Million‑Litre Diesel Reserve to Hedge Middle‑East Disruptions
The New Zealand government has struck a nine‑day diesel supply deal with Z Energy, adding 90 million litres of fuel and lifting the national reserve by roughly 50%. Finance Minister Nicola Willis called the agreement an “insurance policy” against potential Middle‑East...
Iran’s Hormuz Move Tests Japan‑US Alliance
The Nissho Maru broke in 1953 an oil trading embargo that the UK had unilaterally imposed on Iran. Today, another Japanese ship, also owned by the same oil refiner, exited the Strait of Hormuz. Quite the message by the Iranians —...
Drilling Has Begun at Our Sacred Site Pe' Sla, Setting a Dangerous Precedent for Indigenous Lands Across the Country. It...
Drilling has started in the 2‑mile buffer around Pe' Sla, a federally protected sacred site in South Dakota, after the U.S. Forest Service issued a permit for exploratory graphite mining. The project uses a categorical exclusion, bypassing a full NEPA environmental...