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:
Crude Futures Rise as Banks Price In Longer Disruptions
Crude futures climbed on Monday as traders priced in a longer‑than‑expected near‑closure of the Strait of Hormuz. The market shift reflects stalled US‑Iran negotiations that keep the strategic waterway’s status uncertain. Futures rose roughly 2% across benchmark contracts, signaling heightened risk premiums. Analysts say the price move underscores how quickly geopolitical friction can translate into tangible commodity price changes.
Billion-Barrel Hormuz Oil Shock Threatens Demand as Supply Losses Mount
Prolonged blockage of the Strait of Hormuz has erased roughly one billion barrels of oil, equivalent to about 10% of global Gulf‑origin shipments. The loss now exceeds the emergency inventories released earlier in the crisis, forcing markets to curb consumption rather...
Halliburton Awarded Greenland Energy Arctic Drilling Contract
Halliburton secured a contract from Greenland Energy Company to provide integrated well planning, drilling and logistics for a 2026 on‑shore exploration campaign in the Jameson Land basin of eastern Greenland. The deal places Halliburton at the core of one of...
ADNOC L&S Takes Delivery of Sixth LNG Carrier to Expand Global Supply Fleet
ADNOC Logistics & Services plc has taken delivery of its sixth new‑build LNG carrier, a 175,000‑cubic‑meter vessel, continuing a fleet‑expansion program launched in 2022. The ship incorporates advanced efficiency technologies that lower emissions compared with older tankers. The expanded fleet...
Rubio: U.S. Will Not Accept Iran Control of Key Oil Chokepoint Hormuz
U.S. Secretary of State Marco Rubio warned that Washington will not tolerate Iran’s attempt to control navigation and tolls in the Strait of Hormuz. The statement follows President Donald Trump’s decision to cancel the latest round of U.S.–Iran talks, leaving...
Maximizing the Efficiency of Clean Steel Production and Achieving Cost Competitiveness
Clean steel production will require gigawatt‑scale clean electricity, prompting a search for energy‑saving solutions. Researchers at the University of Wisconsin‑Madison’s HERD Lab, together with Cleveland‑Cliffs, FuelCell Energy and other partners, have built a solid‑oxide electrolyzer (SOE) system that recycles CO₂‑rich...
State Creates $1.4 Billion Fund to Connect More Wind and Solar Ahead of Coal Power Exit
Western Australia’s Labor government will allocate a $1.4 billion Clean Energy Fund in the 2026‑27 budget to finance transmission upgrades that link new wind and solar projects to the grid. The fund backs the Clean Energy Link (CEL) – East expansion,...
Gas and LNG Markets, Apr. 27, 2026
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Act Now: Spare Oil and LNG Offer Canada Advantage
Canada’s Moment? Opportunity and Risk in a Shifting Global Energy Order Countries with spare oil, LNG capacity NOW = great opportunity. Countries that take 5-10 years to build capacity, infrastructure = not a great opportunity. #cdnpoli https://youtu.be/dFElKHGy03o
AEMO Looks to EVs, Data Centres and Industry to Help Ease Overload of Rooftop PV in Middle of Day
The Australian Energy Market Operator (AEMO) has launched a tender for Minimum System Load Type 2 Transitional Services, seeking technologies that can create demand in the middle of the day when rooftop solar generation overwhelms the grid. The program targets electric‑vehicle...
Natural Gas Spot Prices, Apr. 27, 2026
On April 27, 2026, U.S. natural‑gas spot prices edged lower despite the inaugural cargo from Golden Pass LNG, signaling modest price softness amid rising export volumes. Shell announced a $16.4 billion acquisition of Arc Resources to expand Canadian shale assets and...
Taipei’s Scooter Market Accelerates Toward Full Electrification in 2026
Gogoro announced 665,000 battery‑swap subscribers as Taipei’s two‑wheel market pushes toward full electric adoption in 2026. Sales data shows electric scooters climbing to about 8% of the 1.4 million‑unit fleet, while legacy manufacturers scramble to adapt.
GenusPlus Wins $200 MW Battery Contract in South Australia, Boosting Renewable Grid
West Australian construction firm GenusPlus has been awarded the engineering, procurement, construction and commissioning contract for the 200 MW, four‑hour Koolunga battery energy storage system in South Australia. The project, developed by Singapore‑based Equis Development, will add firm capacity, create up...
Stonepeak and Bernhard Capital Near $6 Billion Deal to Acquire Louisiana Utility Cleco
Stonepeak and Bernhard Capital Partners have agreed to buy Cleco Group LLC for roughly $6 bn, bringing the utility’s 1,200‑employee, 298,000‑customer operation under new private‑equity ownership. The transaction underscores the role of investment banks in structuring large‑scale utility deals and signals...
The Renewable Shield: Energy Lessons From the Iran War
A Reuters analysis shows that European nations with robust renewable and nuclear portfolios insulated themselves from the sharp rise in wholesale electricity prices triggered by the Iran war’s disruption of natural‑gas markets, while gas‑reliant economies such as Germany and Italy...
U.S. Treasury Scrambles 2025 Budget as Hormuz Oil Shock Deepens
The U.S. Treasury has just two weeks to finalize the 2025 federal budget while the Strait of Hormuz remains shut, threatening oil supplies and inflating global commodity prices. Treasury officials must model a budget without reliable oil‑price inputs, even as...
EBRD Mulls Funding 189‑MW Ukrainian Onshore Wind Farm to Boost Post‑War Energy Security
The European Bank for Reconstruction and Development (EBRD) is evaluating financing options for a 189‑MW onshore wind project in Ukraine. The prospective investment aligns with Kyiv’s push to rebuild its power system and diversify away from fossil fuels after years...
Oil Rises as Iran Talks Stall
Oil prices jumped as stalled Iran‑US peace talks left the Strait of Hormuz virtually impassable, tightening global supply. West Texas Intermediate settled at $96.37 a barrel, up 2.1%, while Brent closed at $108.23, up 2.8%. The cease‑fire remains fragile, and...
China's Oil Demand Set to Fall Before 2030
What they know, but aren't saying, is that oil demand in China is set to decline soon, probably before 2030. Other Asian countries will follow soon after. Why don't ABDanielleSmith and BrianJeanAB know this? Wrong answers only. Let's have some fun with...
Duke Energy Approved to Continue Operating Robinson Nuclear Plant Through 2050
Duke Energy received regulatory approval to keep its Robinson nuclear power plant operating until 2050, extending the facility’s license by 18 years. The 2,200‑megawatt pressurized‑water reactor in Indiana will continue providing baseload electricity, avoiding the high costs of early decommissioning....
Zimbabwe Just Changed the Lithium Game in Africa with First-Ever Sulphate Shipment
Arcadia Technology Zimbabwe has shipped the continent’s first lithium sulphate, marking a shift from raw concentrate exports to higher‑value battery material production. The $400 million plant, owned by Zhejiang Huayou Cobalt’s Prospect Lithium Zimbabwe, can produce about 80,000 metric tonnes annually...
NRC Unveils Part 57: A Streamlined Path for High-Volume Microreactor Licensing
The U.S. Nuclear Regulatory Commission has proposed Part 57, a new licensing framework that streamlines approval for high‑volume microreactors. The rule could shrink construction‑permit and operating‑license timelines to six months‑one year and generate $3.8‑$11.8 billion in industry savings. It introduces fleet‑licensing, limited...
Scott Was Already Working Late on Fuel Supply when a Call Stopped Him Cold
Viva Energy chief executive Scott Wyatt stayed on a midnight call on April 15 to finalize the purchase of 100 million litres of diesel, split between two tankers from Brunei and South Korea. The deal, worth roughly $115 million USD, comes as...
Europe Using US Jet A Far From Taking Off
Europe’s jet fuel supply is tightening after Iran shut the Strait of Hormuz, cutting off roughly 40% of the continent’s imports. U.S. exporters have stepped in, delivering over 500,000 tonnes of Jet A in April, double the previous record. Aviation groups...
US Natural Gas Storage Surplus Set for Mixed Impacts in Next EIA Report
NGI projects the EIA weekly natural‑gas storage report for the week ending April 24 will show a 73 Bcf injection, trimming the year‑over‑year surplus to about 110 Bcf from 142 Bcf. Despite the lower surplus, the stock will sit 10 Bcf above the five‑year average,...
Ulsan Port Claims an Ammonia Bunkering World First
South Korea’s Ulsan Port Authority completed the world’s first ammonia bunkering operation on April 23, 2026, supplying roughly 600 tons of clean ammonia to a 45,000‑ton dual‑fuel gas carrier via a port‑to‑ship (PTS) method. The fuel was provided by Lotte Fine...
Daily Energy Report
U.S. diesel exports surged to a record high in April 2026, driven by a global shortage sparked by the Hormuz crisis. Monthly export volumes have risen sharply since 2017, with a 35% year‑over‑year increase since the crisis began. The spike...
Rubio: Iran Won’t Control Access to Hormuz Strait
US Secretary of State Marco Rubio on Hormuz: “If what they mean by opening the straits is, ‘yes, the straits are opened, as long as you coordinate with Iran, get our permission, or we will blow you up and you...
The POWER Interview: Solving the Problem of Fuel for Nuclear Reactors
Molten Salt Solutions, a New Mexico startup led by Dr. John Elling, is developing a continuous solvent‑exchange process to produce isotopically enriched lithium‑6 at industrial scale. The technology promises 100‑fold cost and capital efficiency improvements over legacy methods, and the...
Brent Holds Above $100/Bbl; US Shale Response Remains Restrained
Brent crude remained above $100 per barrel on April 27, while WTI traded in the high $90s, underscoring tight physical supplies and heightened geopolitical risk from the Iran‑Hormuz standoff. The market priced the disruption mainly into prompt contracts, leaving longer‑dated...
Solesca Launches ‘Engineering Mode’ on Solar Design Platform
Solesca has introduced Engineering Mode, a new workflow that lets commercial solar teams generate a full, stamp‑ready interconnection plan in minutes instead of weeks. The feature consolidates design, bill of materials, single‑line diagram and DXF exports within the platform, eliminating...
Anterix, Benton PUD Agree To Deploy Private Wireless To Pacific Northwest Utility District
Anterix has signed an agreement with Utility District No. 1 of Benton County to provide a 10 MHz slice of 900 MHz private LTE spectrum, enabling the first utility‑owned private wireless broadband network in the Pacific Northwest. The network will cover Benton PUD’s...
AI Data Centers Drive 50
$OKLO +50% in a month The actual thesis: AI data centers need 24/7 baseload power that solar and wind cannot provide. Sodium fast reactors fit that gap Last Wednesday Nvidia and Los Alamos confirmed it by partnering with them on AI-designed reactor...
Clean Steel Production Can Be Efficient and Cost‑competitive
Maximizing the Efficiency of Clean Steel Production and Achieving Cost Competitiveness #energysky -- via RMI https://t.co/aFrhY6YxYA
Modern Gas Crisis Far Less Severe than 1979
Why This Gas Crisis Isn’t Hitting Like 1979 #energysky -- via Heatmap News https://t.co/EtZvmxCi20 https://t.co/ZE4aZ1dk3N
Strait of Hormuz Traffic Vanished After War Began
A reminder ... This is what Strait of Hormuz traffic looked like the day before the war started (February 27). Now compare it to the repost below. @mercoglianos @johnkonrad https://t.co/IS4MCRm6PB
Brazil Faces Loss as Russian Diesel Rerouted to Asia
Russian diesel shipments are being diverted from Brazil to other destinations, possibly Asia. 🇧🇷What would Brazil do?
Snowy 2.0 Faces Cost Surge, No Turning Back
Too big to fail? Snowy 2.0 critics predict fresh cost blowouts, while others say it’s far too late to turn back #energysky -- via Renew Economy: https://t.co/XLDVpvJkuS https://t.co/ZzOBNIGemm
Global 100% Renewable Roadmaps Cut Costs and Save Lives
Infographic map linking roadmaps for transitioning 150 countries to 100% WindWaterSolar for all energy purposes while reducing annual energy costs, social costs, energy use, and mortalities and morbidities. https://t.co/8j5oVvZeUu Here's the paper: https://t.co/yt6XQ531Fu
Offshore Wind Firms Abandon Leases, Fund Fossil Projects
Two offshore wind developers will give up federal leases and instead commit funds to fossil fuel projects under agreements with the Trump administration, the Interior Department said Monday https://t.co/qR24IBBHRH
Iran Must Deploy Old Tankers or Shut Wells
"Iran needs to use these old oil tankers. Otherwise, they need to shutter the wells. It will cause significant damage if they are forced to shut down wells." 🛢️ -- @ramahluwalia https://t.co/V2FDkHgzi2
Oracle, BorderPlex Deploy Bloom Fuel Cells for 2.45 GW AI Microgrid
Oracle and BorderPlex tap Bloom Energy (BE) fuel cells to power 2.45 GW AI data center microgrid in New Mexico $BE $ORCL
Clean‑Energy Surge Propels First Trust Smart Grid ETF
Clean energy stocks have been generating enormous market gains, and no exchange-traded fund has benefited more than the First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund https://t.co/CSwC67stWo
Permitting Reform: The Last Barrier to U
Permitting reform - from local to state to federal, and inclusive of transmission - continues to be the key bottleneck on clean energy in the US. Let clean energy build and it will win.
Global Moves Challenge Oil Bearish Narrative
NEW POST: Going Global to Undermine the Oil Bear Case https://t.co/iKjmDX8sHF $USO $BHP $RIO $PKX $VALE
Nuclear Stocks Show Low Correlation with S&P 500
BofA: Nuclear power stocks have a low correlation to the S&P 500 $NUKZ $XLU https://t.co/t2mtNnwmGQ
Europe Faces $32 B Extra Energy Costs From US‑Israel War
Since the start of the US-Israeli war on Iran, European countries have been forced to pay $32 BILLION MORE for oil and gas imports, according to the European Commission US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/KypyJy56DS
America’s Electricity Crisis: Underrated, Requires Federal‑state Clarity
America's electricity crisis is the most underrated issue of our time — and very smart people are laying out completely different playbooks for fixing it. I think this is because the confusion on what Governors control and what a competent...
Hormuz Closure Would Upend Global Finance and Economics
If they pull this off with the Strait of Hormuz closed for say 3+ months you can throw out everything you know about finance/economics https://t.co/nPZzQHiw9o
Germany’s Output Fell; Economy Can’t Ignore 7‑10% Oil Loss
A chart that discredits two current common views at once: 1. "Germany output didn't suffer during the 2022 oil/energy shock." 2. "The global economy can do just fine without 7-10% of its oil supplies indefinitely." https://t.co/ghhZPrhApE