Today's Energy Pulse
Scania pilots megawatt‑scale V2G for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, allowing trucks parked at depots to feed electricity back to the grid, with real‑time communication between the truck, charger and energy‑management platform enabling dynamic charging and discharging. The test marks a step toward integrating large‑capacity EVs into grid balancing.
Also developing:
Energy Secretary Chris Wright Touts Cedar Rapids AI Data Center as Job and Rate Win
U.S. Energy Secretary Chris Wright toured QTS’s new AI‑focused data center in Cedar Rapids, Iowa, calling the project a national example of how AI infrastructure can boost employment while keeping electricity rates flat and preserving water resources. The visit underscores federal support for climate‑friendly, high‑performance computing hubs.
Aramco Turns Energy Into AI‑Driven Tech Business
Aramco is making energy a tech business, says @ArjunNMurti AI + energy = control of the next industrial system AI is being used to increase recovery, cut costs, and integrate energy into the next wave of industrial and digital demand. #Energy #AI...
Eurozone Inflation Hits 3% in April, Driven by War‑Fuelled Energy Spike
Euro‑zone inflation is expected to have risen to about 3% in April, the strongest pace in two and a half years, as the Iran conflict pushes energy costs higher. The surge threatens consumer spending, corporate margins and puts the European...
The Commodities Feed: Oil Moves Higher Amid US-Iran Stalemate
Oil prices surged as US‑Iran peace talks stalled, pushing ICE Brent up about 2% after a 17% weekly gain. Washington intensified sanctions, seizing an Iranian‑linked tanker and targeting a Chinese refinery and roughly 40 shipping firms. The tightening market leaves...
Geopolitics and Permitting Delays Push NA Solar Prices Up
Permitting headwinds, geopolitics drive North American solar PPA prices higher in Q1 #energysky -- via pv magazine global: https://t.co/pdbrb8yhcS
Evaluation of Miscible CO₂ Injection and Water-Alternating-CO₂ Injection for Enhanced Oil Recovery in an Algerian Triassic Reservoir
A recent study evaluated continuous miscible CO₂ injection and water‑alternating‑CO₂ (WA‑CO₂) injection in Algeria’s Triassic TAGI reservoir. Continuous miscible flooding achieved the highest oil recovery factor at 8.1%, while WA‑CO₂ delivered a slightly lower 7.9% recovery but improved sweep efficiency...
President's Routine Duties Persist Amid Iran War Energy Shock
This just literally sounds like a pretty core, by this stage routine task of the President of the United States in the 9th week of a war with Iran that has prompted the largest energy supply shock in history. Feels weird...
Manufacturing-Led Growth as Queensland Launches First Graphite-to-Anode Site
Queensland has launched Australia’s first graphite‑to‑anode demonstration plant in Townsville, operated by Graphinex. The facility converts graphite from the Esmeralda project into lithium‑ion battery anodes, targeting electric‑vehicle, drone, and robotics markets. The state streamlined approvals by designating the project a...
War on Iran Squeezes Oil, Singapore Refineries Under Half Capacity
As the US-Israeli war on Iran drags on, crude oil supplies are squeezed, and refineries in Singapore are operating BELOW HALF of their capacity. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/g0FagiJrSv
Alex Honnold Returns to San Francisco to Boost Clean‑Energy Grants
World‑renowned climber Alex Honnold flew to San Francisco this week to champion his eponymous foundation’s clean‑energy mission, delivering a corporate talk at Everpure and joining SF Climate Week. A $5 million donation from billionaire Chris Larsen last year doubled the foundation’s...
Occidental Completes OxyChem Divestiture, Exiting Chemicals Business
Occidental Petroleum announced the completion of its sale of the OxyChem chemicals unit to a private‑equity consortium, ending its involvement in the chemicals sector. The transaction, whose financial terms were not disclosed, underscores a broader shift toward focused portfolios and...
China Uses Robots for Live High‑voltage Electrical Work
China Deploys #Robotic Electricians for Live High-Voltage Operations by @XueJia24682 #Robotics #Engineering #Innovation #Technology https://t.co/cK3fXhUWhQ
National Grid Rolls Out “Great Grid Upgrade” To Boost UK Power Resilience
National Grid announced its Social and Environmental Action Plan for 2026‑2031, pledging a 20% efficiency gain across its substation estate and a rapid shift to zero‑emission vehicles. The roadmap, dubbed the “Great Grid Upgrade,” aims to harden the UK transmission...
Baker Hughes Posts Record $8.2B Orders and 12% EBITDA Rise Amid Middle East Tensions
Baker Hughes announced $8.2 billion of total orders and a 12% year‑over‑year jump in adjusted EBITDA to $1.16 billion in its Q1 earnings call. The oilfield services firm said a volatile Middle East environment pressures short‑term revenue, but its record backlog and...
EU Rolls Out Emergency Energy Package to Shield Consumers and Fast-Track Renewables
The European Commission announced an emergency policy package aimed at easing the impact of soaring electricity bills while accelerating investment in electrification, energy efficiency and renewable generation. The dual‑track plan combines short‑term consumer relief with long‑term funding for clean‑energy projects,...
Solaris Energy Infrastructure Inc (SEI) Q1 2026 Earnings Call Transcript
Solaris Energy Infrastructure reported FY2025 revenue of $622 million, nearly double the prior year, and adjusted EBITDA of $244 million. The company secured a new 10‑year, over‑500 MW power agreement with a leading technology firm and completed an acquisition of a...
Alliance Resource Partners LP (ARLP) Q1 2026 Earnings Call Transcript
Alliance Resource Partners reported a 54% year‑over‑year jump in adjusted EBITDA to $191.1 million and net income of $82.7 million ($0.64 per unit) in the first quarter of 2026. Revenue fell to $535.5 million as coal sales and prices weakened, while the royalty...
Better Energy Stock: PlugPower Vs. NextEra Energy
Plug Power (PLUG) has rebounded from a 98% price collapse, climbing from $0.69 in May to just over $3 as it shifts focus from green hydrogen to hydrogen‑power equipment and aims for GAAP profitability by 2028. The company also approved...
Vote NO on a Backdoor Expansion of the Ethanol Mandate
The House Rules Committee is set to consider two amendments—proposed by Rep. Sorensen and Rep. Fischbach—that would allow E15 gasoline to bypass existing air‑quality limits, effectively expanding the federal ethanol mandate. The Sorensen amendment simply lifts the restriction, while the...
Strait in Chaos
The Strait of Hormuz shutdown has cut ship transits by 95%, forcing reroutes around the Cape of Good Hope and driving a sharp rise in jet fuel prices. Jet fuel jumped 132% year‑on‑year to $209 per barrel, squeezing airline margins...
Asian Marco Initial Thoughts: US/Iran Stand-Off the Main Focus; Oil Price Rising. Warsh Nomination for Fed Chair to Be Voted...
Investor focus remains on the escalating US‑Iran standoff as Tehran refuses talks until the US lifts its blockade, undermining President Trump’s narrative. Oil prices rose, with Brent at $105.65 a barrel and WTI at $96.12. The Justice Department dropped its...
Renewable Energy Will Boost National Security and Protect UK From Sabotage, Minister Says
UK energy minister Michael Shanks argued that a decentralized mix of wind farms and solar panels makes the nation harder to target than large fossil‑fuel power stations. He highlighted Ukraine’s experience under Russian attacks as a proof point that dispersed...
Europe Emerges As Key Buyer Of U.S. Strategic Petroleum Reserve Oil
The U.S. Department of Energy has released roughly 80 million barrels from the Strategic Petroleum Reserve, with Europe emerging as the primary buyer. European refiners, led by the UK’s Vortexa, have taken about 50 million barrels at a $5‑per‑barrel discount to Brent,...
Structural Gas Demand Destruction Threatens Global LNG Market
The ongoing Middle East conflict is sharply curtailing LNG imports in Asia, with April volumes falling to 19.03 million tonnes, the lowest in six years. U.S. LNG is stepping in to replace Qatari shipments, while African producers remain under‑utilized, leaving a...
Back to Square One: The EU's Endless Energy Dependency Trap
Iran’s de‑facto closure of the Strait of Hormuz has halted roughly 20% of global oil and LNG shipments, sending European gas prices up more than a third within days. While strategic oil reserves soften immediate supply shocks, the natural‑gas market...
Goldman Sachs Raises Q4 2026 Oil Forecasts. Mid East Output Loss Drive Big Inventory Draw
Goldman Sachs lifted its fourth‑quarter 2026 oil price outlook, raising Brent to $90 a barrel and WTI to $83, up from $80 and $75 respectively. The revision reflects an estimated 14.5 million barrels‑per‑day loss of Middle East crude output, which is...
US Futures (Globex) Are Open. Oil up, Stocks Down on US-Iran Talks Stalling
U.S. futures opened lower on the Globex exchange as investors digested stalled talks between Washington and Tehran, while oil prices climbed on heightened geopolitical risk. No substantive progress was reported in the diplomatic channel, and a cargo ship attack in...
Iran Could Weaponize Oil Spill to Break US Blockade
Note that the US response to Ghalibaf's threats below is that Iran is three days away from "tank top," as Trump said this morning on Fox News. This means they are running out of oil storage (because they cannot ship due...
Iran Threatens Quadruple Oil Retaliation, Negotiations Stalled
🇮🇷 Iran Intel Brief | Pre-Asia ─────── Iranian energy official threatens quadruple damage to aggressor-supporting countries' oil infrastructure if Iran's oil wells are hit. Iran refuses to negotiate its nuclear program or the Strait of Hormuz until the war ends. US deploys Iron Dome...
After the L.A. Wildfires: Why Vegetation Management Can’t Afford to Stay on a Fixed Cycle
The January 2025 Los Angeles wildfires, which caused up to $275 billion in damages, exposed the shortcomings of traditional, fixed‑cycle vegetation management. Although utilities collectively spend about $7 billion annually on trimming and clearing, fragmented systems prevent them from responding to rapid climate‑driven fuel...
Oil Prices Climb as Hormuz Blockade Persists
#Oil rises as Hormuz stays shut for 3rd month after talks stall. A ceasefire has mostly held in place since early April, but a blockade of the Strait of Hormuz has made the key energy chokepoint virtually impassable. https://t.co/RM5epjYMNh https://t.co/rB4WeDZmel
Hormuz Blockade Fuels Global Refining Crisis Amid Policy Missteps
No quick or easy answers to the global refining crisis as Hormuz blockade continues - Physical damage to facilities in Gulf & Russia - Insufficient price rises for full demand response - Export bans, tax cuts & other counterproductive govt policies @TheNationalNews @QamarEnergy...
Chevron CEO Says Venezuela Must Do More for Oil Industry Revival
Chevron CEO Mike Wirth said Venezuela’s recent oil‑policy reforms, including tax cuts, signal progress toward attracting foreign capital but fall short of what’s needed for a meaningful production boost. He praised the Trump administration’s stance after the U.S. ousted Maduro...
California Powers Water Pumps with 105‑MW Solar Array
California powers its massive water pumps with 105 solar project #energysky -- via pv magazine global: https://t.co/pNmx6biIvF
Followers Fuel Double Growth in Nine Weeks
Holy wow, folks—that’s a big round number, and roughly double where we stood nine weeks ago. 🙏🏻 Immensely and eternally grateful for all of you who follow, share, laugh, debate in good faith, and otherwise enthusiastically watch and analyze the oil...
Liberia Tables a Pragmatic Net Zero Proposal for the IMO
Liberia, backed by Argentina and Panama, will introduce a revised net‑zero emissions proposal to the IMO Marine Environmental Protection Committee at its 84th session. The new draft removes the controversial compliance‑fine fund and replaces penalties with incentives for low‑carbon fuels,...
Jinko Power Launches 1 GW Data‑Center Project in China
Jinko Power enters data center business with 1 GW project in China #energysky -- via pv magazine global: https://t.co/gCyWsuPl19
Chinese Researchers Unveil Zero‑CO₂ Coal‑Powered Battery, ZC‑DCFC
A team led by Xie Heping at Shenzhen University and the Chinese Academy of Sciences announced a zero‑carbon‑emission direct coal fuel cell (ZC‑DCFC) that converts coal to electricity electrochemically, eliminating CO₂ emissions. The breakthrough could reshape coal‑based power generation if...
Global Fossil‑Fuel Subsidies Deepen Africa’s Energy Vulnerability
The International Institute for Sustainable Development reports that the world’s nine biggest fossil‑fuel importers spent $313.6 bn on subsidies in 2024, a level that is intensifying price volatility and inflation in African economies such as Ghana. Analysts warn the imbalance between...
Where Will Brent Futures Open Today?
A market‑based forecast predicts Brent crude futures will open near $111 per barrel today. The estimate combines data from the Kalshi prediction market with the Economic Policy Uncertainty (EPU) index, assuming the index remains unchanged from the previous session. The...
EU Moves to Fund Alternative Energy Corridors as Hormuz Crisis Hits Energy Bills
European Commission President Ursula von der Leyen announced the bloc will finance new energy corridors in the Gulf to bypass the Strait of Hormuz, citing a €25 bn ($29.3 bn) jump in the EU’s energy bill over the past 43 days. The...
Oil Prices Top $105 as Strait of Hormuz Blockade Tightens
Brent crude surged to $105.73 a barrel and U.S. WTI hit $96.17 as the Strait of Hormuz blockade deepened. International Energy Agency chief Fatih Birol warned of an unprecedented energy‑security threat, while U.S. President Donald Trump touted a cease‑fire extension...
Brent Oil Nears Bullish Breakout Amid Tight EMA Cross
#BrentOil Comp Doji Candle & Sideways. Resistance $103.9, $112.1. Support $91.4, $86.1, $80. Lining up MACD Bull Cross. RSI 55.5 near Neutral. Just done 13/21 day EMA Bull Cross but Lines tight. Up Candle on Wkly. Top Bollinger Band $103.5....
AI Data Center Surge Pushes U.S. Power Bills Up 267% and Sparks Environmental Backlash
The rapid growth of AI‑focused data centers is inflating residential electricity bills—up to 267% in some states—and prompting scrutiny of projects like Google's planned Arkansas facility. Stakeholders from homeowners to utilities and state officials warn of mounting costs and ecological...
Chernobyl Disaster: 1986 ABC News Report Highlights
#ThisDayInTechHistory. April 26, 1986. The Chernobyl Nuclear Disaster. This News Report is From April 28, 1986. (ABC News) https://t.co/9fVXnVwrwE
Predicted 2007 Crisis Still Unfolding Today
and therefore, just the like the nuclear claims, this is a never ending crisis.. .. Exactly as I predicted in 2007: https://t.co/hiYrrc9i5B
Monday: Way Cleared for Warsh to Be Fed Chair
The episode covers the ongoing closure of the Strait of Hormuz, the stalled Iran‑Pakistan peace talks, and the clearing of Kevin Walsh’s path to become Federal Reserve Chair. ANZ senior commodity strategist Daniel Hines explains how oil production shut‑ins in...
US NatGas Stocks Up 13 BCF, Prices Slip to $2.77
U.S natural gas comparative rose 13 bcf to a surplus of 103 bcf week ending April 17 Spot price fell $0.08 to $2.77 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/Nhnr9dgPa6
Refined Product Prices Surge, Gap with Crude Hits Record
GS: The Gap Between Refined Product Prices and Crude Prices Is Record Large 'record large' ... good phrase.. using that https://t.co/TpdQfUMb7r
Philippines Boosts 2025 Solar Capacity by 899 MW
Philippines adds 899 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/SulKnMlSYE