Today's Energy Pulse
Scania pilots vehicle‑to‑grid power for heavy‑duty electric trucks
Scania showcased one of the first V2G systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot demonstrated bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked, with real‑time communication enabling dynamic charging and discharging. The company also opened orders for trucks equipped with an extra battery pack and MCS.
Also developing:
Jade Gas Holdings Secures Key Approval for Mongolian Gas Production Licence
Jade Gas Holdings (ASX:JGH) received approval from Mongolia’s regulator MRPAM for its TTCBM Project Appraisal Report, clearing a key hurdle for reserve booking and a production licence. The approval covers a 4.2 km² area and paves the way for a Phase 1 drilling campaign of up to 175 wells, part of a broader 800‑well, 30‑year development plan. The company recently raised A$1.8 million (about $1.2 million USD) and has been producing gas from two South Gobi wells since 2025, while negotiating LNG sales and infrastructure financing. Despite progress, Jade still faces execution, funding and further regulatory risks as it moves toward commercial scale.
The Pro-Alberta Case For Holding Weak Oil & Gas Operators Accountable
The Alberta Energy Regulator halted MAGA Energy’s operations in April 2026 after the firm failed to pay roughly $185 million USD in municipal taxes and fell behind on multiple regulatory fees. The company, which operates 581 wells, 108 facilities and 801 pipeline...
FIAMM Powers First All‑Female Italian Truck Team at 2026 Dakar Rally
FIAMM Energy Technology is partnering with Rachele Somaschini to field the first all‑female Italian truck crew in the 2026 Dakar Rally. The team will run from Jan. 3‑17 across roughly 7,000 km of Saudi Arabian desert, using FIAMM batteries while raising funds...
Shell to Acquire ARC Resources in $16.4bn Deal, Boosting Canadian Upstream Portfolio
Shell plc has signed a definitive agreement to acquire ARC Resources Ltd. in a cash‑and‑share transaction valued at roughly $16.4 bn enterprise value. The deal, expected to close in the second half of 2026, will add more than 1.5 million net acres...
TCS and Siemens Energy Sign MoUs to Accelerate AI‑Led Industrial Ops and Data‑Center Build‑out
Tata Consultancy Services and Siemens Energy have signed two memoranda of understanding to embed artificial‑intelligence solutions in industrial processes and to develop AI‑ready data‑center infrastructure in India. The deal builds on a 20‑year relationship and comes as TCS reports FY26...
Data Centres Hijack Australia’s Green Energy Megaprojects
A few weeks back I wrote about how data centres are preying on what's left of Australia's dream of massive green energy exports https://www.crikey.com.au/2025/12/23/data-centres-renewable-energy-projects-sun-cable/ Now: Andrew Forrest's clean megaprojects are turning to data centres, too: https://reneweconomy.com.au/cheaper-and-faster-fortescue-to-spend-nearly-1-billion-on-new-green-grid-to-power-data-centres/
50+ Nations, Including Australia, Chart Orderly Fossil Fuel Exit
More than 50 countries, including Australia, meet to thrash out an orderly path away from fossil fuels #energysky -- via Renew Economy: https://t.co/aj8GYpEeSn
TotalEnergies Greenlights $1.2 Bn 1 GW Mirny Wind‑plus‑storage Project in Kazakhstan
TotalEnergies announced a final investment decision for the Mirny project, a 1 GW onshore wind farm paired with a 600 MWh battery storage system in southeast Kazakhstan. The $1.2 bn development will generate roughly 100 TWh over 25 years, supplying electricity to about one million...
Officials Warn Two‑month Blockade Could Cripple Tehran's Energy Sector
“Some administration officials believe that continuing the blockade for 𝘁𝘄𝗼 𝗺𝗼𝗿𝗲 𝗺𝗼𝗻𝘁𝗵𝘀 would cause significant long-term damage to Tehran’s energy industry” (emphasis mine) https://t.co/ez3cPo2Ydb
Oil Rebounds as Clean‑tech Export Slump Accelerates Transition
Is oil king again? According to some global analysts, China's clean tech exports were gonna fall and there'd be a slowdown in global deployment Anybody that's awake to the rapid energy transition not surprised Oil crisis made it faster https://t.co/BMbEUch3Ox @ConversationEDU https://t.co/Xyx8yRhklD
Philippine Business Confidence Plummets to 25‑Year Low as Fuel Prices Surge
The Bangko Sentral ng Pilipinas reported its March business confidence index slid to -24.3%, the lowest level since 2001, after fuel-price spikes from the Middle East conflict squeezed consumer demand. The drop signals tighter credit, weaker hiring outlook and a...
Immersion Cooling: The Next Evolution for BESS
EticaAG contends that immersion cooling is the next evolution of BESS cooling systems #energysky -- via Energy Storage News: https://t.co/DEmCH4Edls
Indonesia Accelerates 50% Palm Bio‑Diesel Amid Rising Energy Costs
With energy bills rising due to the Iran war, Indonesia is fast-tracking the rollout of a diesel blend comprised 50% of biofuels from its vast palm plantations https://t.co/jhhlMYg4h0
Sungrow Rolls Out Full‑Scenario PV Inverter and Storage Platform to Meet 4,000 TWh Demand by 2030
Sungrow introduced a full‑scenario PV inverter and energy‑storage platform at the Global Renewable Energy Summit in Hefei, aiming to serve mining, hydrogen production, EV charging and microgrid sectors whose combined electricity demand could hit 4,000 TWh by 2030. The move positions...
Will Asean’s Scramble for Russian Oil Fuel Shift in Regional Alliances?
Southeast Asian nations are turning to Russian oil to fill shortages caused by the Strait of Hormuz blockage. Countries including Vietnam, Indonesia, Malaysia, the Philippines and Myanmar have secured U.S. sanctions waivers and signed energy deals with Moscow. The move...
General Motors Co (GM) Q1 2026 Earnings Call Transcript
CMS Energy reported adjusted earnings per share of $1.13 for Q1 2026 and reaffirmed its full‑year EPS guidance of $3.83‑$3.90. The utility secured approval of more than 65% of its electric rate increase request, maintaining a 9.9% allowed ROE, while...
Enterprise Products Partners L.P (EPD) Q1 2026 Earnings Call Transcript
Enterprise Products posted a 10% jump in Q1 EBITDA to $2.7 billion and a 6% rise in net income, underscoring an "exceptional quarter." Record operating volumes across gas processing, NGL fractionation and export docks were driven by new assets such as...
Eswatini Projects to Boost Energy, Spur Growth: Lin
Taiwan’s foreign minister Lin Chia‑lung announced two joint projects in Eswatini: a Strategic Oil Reserve Facility designed to secure a 60‑day fuel stockpile, and the Taiwan Industrial Innovation Park aimed at expanding Taiwanese manufacturing into African markets. Construction of the...
Enphase Energy Inc (ENPH) Q1 2026 Earnings Call Transcript
Enphase Energy reported Q1 2026 revenue of $282.9 million, a GAAP loss of $7.4 million, and a non‑GAAP gross margin of 43.9%. U.S. revenue fell 23% sequentially after the 25D tax credit expired, while European revenue jumped 36% as battery...
Expand Energy Corp (EXE) Q1 2026 Earnings Call Transcript
Expand Energy Corp reported strong Q1 2026 results, highlighting $400 million of synergies in 2025 and a target of $500 million by year‑end 2026. The company eliminated roughly $1 billion of gross debt, including $440 million in the first quarter, and secured investment‑grade ratings...
ONEOK Inc (OKE) Q1 2026 Earnings Call Transcript
ONEOK reported adjusted EBITDA of $1.98 billion, a 12% sequential rise, and net income of $841 million, up more than 30% quarter‑over‑quarter. The company cut senior notes by roughly $600 million, moving toward a 3.5‑times leverage target for 2026, and reaffirmed its 2025...
Cheaper Home Batteries 2.0: How the Rebate Changes Will Affect Prices and Consumer Choices
The Australian federal government’s Cheaper Home Batteries rebate is being adjusted from May 1. After 350,000 installations delivering over 6.5 GWh, the new rules lower the Small‑Scale Technology Certificate (STC) factor and tier the discount, giving the full rate only up to...
Fossil Fuels Depend on Geopolitics, Not Affordability
If fossil fuels were truly the answer to affordable energy, affordability wouldn’t be reliant on geopolitics. fossil fuels are a self-inflicted womb to our economic prowess and energy independence, tied to broader geopolitical conflicts and commodity markets.
One Nation Consumes Half of World’s Dirtiest Coal
Coal is the world’s dirtiest energy source and half of it burned by one country. Source: Visual Capitalist https://www.visualcapitalist.com/ranked-who-uses-the-worlds-coal/
GBP K.K. to Establish Renewable Energy Manufacturing Hub in Japan
GBP K.K. announced a 50,000 m² domestic manufacturing and product‑development hub in Yamaguchi City, Japan, slated to begin phased operations in May 2026 with full capacity by 2027. The facility will produce solar generation components, battery storage systems, and interconnection hardware, integrating...
Germany’s Energy ‘Own Goal’ a Warning for Australia
Germany’s rapid nuclear phase‑out, completed in 2023, removed roughly 22 GW of capacity that had supplied over 160 TWh of carbon‑free electricity each year. The country has since leaned heavily on solar and wind, but intermittent generation and rising gas imports have...
☢️ 40 Years on, Chernobyl Reconsidered
The article marks the 40th anniversary of the 1986 Chernobyl disaster, recalling the worst nuclear accident in history and its terrifying potential for a steam‑explosion akin to a small nuclear weapon. It references the HBO miniseries that dramatized the crisis...
Oil Returns as a Problem
For the past two weeks sell‑side analysts have largely gone silent on oil, with few new research notes or market commentary. The silence reflects a shift toward unwinding existing oil positions rather than generating fresh investment ideas. This retreat suggests...
Study: Fossil Fuel Power Generation Has Peaked in Every OECD Country
A new study finds that every member of the Organisation for Economic Co‑operation and Development (OECD) has already peaked in electricity generation from oil, gas and coal. Since the 2007 high‑water mark, fossil‑fuel power output across the 38 economies has...
Can the UK's Data Centre Boom Go Green?
The UK’s data‑centre sector is expanding rapidly, with capacity expected to double by 2030, raising concerns about its electricity demand. Analysts argue that the growth can be aligned with the nation’s net‑zero goals if power‑intensive facilities are powered by renewable...
Escrow and Russian Oil Super-Profits: Revisiting an Old Sanctions Tool
Russia is raking in super‑profits as oil prices hover around $100 per barrel, far above the $44.10 price‑cap intended to curb its war financing. Recent designations of Lukoil and Rosneft have done little to stop Moscow’s earnings, and European attempts...
U.S. LNG Faces Limits Replacing Lost Qatari Supply
U.S. LNG exporters have temporarily filled the gap left by Qatar’s shutdown, pushing U.S. shipments up 28% year‑over‑year to a record 32.15 million tonnes between January and April. Despite this surge, U.S. plants face maintenance schedules and the upcoming hurricane season,...
Interior Gives Energy Companies Over 1.8 Billion in Taxpayer Dollars to Cancel Their Offshore Wind Leases in Public Waters
The Interior Department, led by Secretary Doug Burgum, allocated more than $1.8 billion in taxpayer money to cancel offshore wind leases for TotalEnergies, Bluepoint Wind and Golden State Wind. The agreements cover leases in North Carolina Long Bay, New York Bight...
How Asia-Pacific Is Fighting a Fuel Shock that Could Get Worse
Asian economies are scrambling to blunt a fuel shock triggered by the ongoing Middle East conflict that has largely shut the Strait of Hormuz. Governments have deployed subsidies, export curbs and work‑from‑home mandates while hunting alternative oil and gas sources,...
Trump Administration Will Pay to Cancel More Wind Farms
The Trump administration will reimburse energy firms $885 million to cancel two offshore wind leases—one off New York/New Jersey and another off California—after they paid those fees under the Biden administration. In exchange, the companies must invest the money in oil, gas and...
Engie JV Strikes Deal to Abandon US Offshore Wind Leases
The U.S. Department of the Interior reached an agreement with Ocean Winds, the 50‑50 joint venture of Engie and Energias de Portugal, to relinquish two offshore wind lease rights. In exchange, the JV will channel investments into fossil‑fuel projects. The...
Oregon Boosts EV Road Trips with 24 New Fast-Charging Sites
Oregon’s Department of Transportation approved a second round of NEVI funding, allocating $16.7 million to install 24 new fast‑charging stations along Interstate 84 and several US highways. The sites will provide roughly 126 DC fast‑charging ports, each co‑located with rest‑area amenities to...
Shell Beefs Up Canadian Shale Gas to Bolster Reserves, LNG Plans
Shell announced a $16.4 billion acquisition of Canadian shale producer Arc Resources. The deal is designed to shore up Shell’s dwindling reserve base and extend its production runway. It also underpins the company’s ambition to double the capacity of its LNG...
Trump Administration Pays Wind Developer to Walk Away From California Offshore Lease
The Trump administration agreed to pay $885 million to two developers to abandon offshore wind leases off California, with Golden State Wind receiving $120 million after matching oil‑gas investments and Bluepoint Wind committing $765 million to a new LNG facility. The settlement follows a $1 billion...
Airlines Navigate Jet Fuel Price Volatility
Jet fuel prices have surged to $4.30 a gallon, a 72% jump since February, as the US‑Israel conflict with Iran disrupts the Strait of Hormuz. The spike has added $340 million in fuel expenses for United Airlines and driven a 17%...
Bab Al-Mandeb Oil Traffic Halves After Houthi Attacks
The Bab al-Mandeb Strait is a strategic waterway just 30km wide and about 100km long, connnecting the Red Sea to the Gulf of Aden and the Indian Ocean. As such, it is one of the busiest shipping lanes in the...
EVs Reveal How the Energy Market Is Rigged
The Energy Market Is Rigged. And EVs Expose It | Greg Jackson & me with the great Robert Llewellyn off the telly. https://t.co/1BcdlvW9uJ via @YouTube
Bipartisan Permitting Reform Needed to Level Energy Playing Field
The only way to pass permitting reform is to pass bipartisan permitting reform. Dems need to acknowledge that this means making it easier to move forward with fossil projects as well. Trust that economics will drive clean energy forward if...
Data Centres Surge, Raising Grid Demand for Top Retailer
Data centres drive significant boost in grid demand for Australia’s biggest energy retailer #energysky -- via Renew Economy: https://t.co/KGhi2anIgs
Community Solar Goes Live Amid Heavy Snowfall
Distributed Energy Infrastructure installs community solar projects through heavy snowfall #energysky -- via Solar Power World: https://t.co/3I4Ew9uL0Q
Carbon Taxes Unchanged; only Consumer Price Set to Zero
This is just feeding into a conspiracy theory. No carbon taxes have been "renamed" in any way. The Clean Fuel Regulations have been in place since 2022, the carbon price schedule and legislation for longer than that. The only change...
Expand Grid Capacity and Optimize Existing Infrastructure
There's no real debate— we need to build more grid infrastructure AND use the existing grid better. On the latest @Poli_Climate: the technologies & policies needed to get more out of the power grid we already have w/ @IanMagruder @utilizegrid...
European Power Costs Climb Even As Gas Prices Drop
European electricity prices increase despite falling gas prices #energysky -- via pv magazine global: https://t.co/yh6Ywee30g https://t.co/ktltUXCLZn
Independent Study Confirms Corporate Clean Electricity Procurement Findings
This is a great paper from @EPRINews researchers that independently replicates all of the core findings of our earlier ZERO Lab modeling on the impact of various corporate clean electricity procurement strategies. You can find that work summarized here https://t.co/FzZuZFrbpi...
Batteries Shift From Footnote to Core Market Role
From footnote to feature: How batteries are evolving on the national electricity market #energysky -- via Renew Economy: https://t.co/6ngnxj9ZYp https://t.co/CMxwNMOkDD