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:
America’s Bid for Energy Supremacy Is Being Forged in War
The United States is leveraging the geopolitical turmoil of the Russia‑Ukraine war and Middle‑East conflicts to fast‑track its quest for energy supremacy. By expanding domestic fossil‑fuel output, securing strategic mineral supply chains, and investing in next‑generation clean‑energy technologies, Washington aims to reduce reliance on foreign oil and gas. New policy incentives, such as tax credits for domestic drilling and subsidies for battery‑grade lithium, are reshaping the energy landscape. The strategy reflects a broader view that energy dominance underpins national security and economic competitiveness.
Solar & Storage Industry Statement on U.S. Court Order Blocking Interior Memo Slowing Permitting of Solar & Storage Projects
A federal judge has blocked the Department of the Interior’s memo that slowed permitting for solar and storage projects, a move hailed by the Solar Energy Industries Association (SEIA). SEIA interim CEO Darren Van’t Hof called the ruling a win...
US-Iran War to Fuel Petrol, Diesel Prices. How Can Stock Market Investors Make Money From It?
The US‑Iran conflict has lifted global crude oil above $80 per barrel, prompting analysts to expect a delayed rise in India’s retail petrol and diesel prices after key state elections. While state‑run marketers have kept retail rates steady at roughly...
EVs Cut 13% US Oil Production, Signal Engine Extinction
In 2025, EVs displaced 1.8m barrels of oil every single day. That’s 13% of total US crude production just wiped out by electrons - while EV sales just smashed through 25% of the global market It’s an extinction event for the...
UK Solar Peaks at 15.1 GW as Gas Generation Drops to 1.2% of Mix
British grid operator NESO reported a new solar record of 15.1 GW on April 23, accounting for 42% of total generation, while gas‑fired plants supplied just 1.2% of the mix. The milestone highlights the accelerating transition to renewables and prompts expanded demand‑flexibility...
Silver Soars 129% YoY, Lithium Up 148% as Metal Prices Surge in April
Silver surged 128.62% year‑over‑year, lithium rallied 147.85% and gold rose 41.56% in April, marking the sharpest multi‑metal rally in over a year. The gains reflect soaring demand for battery‑grade metals and renewed investor appetite for precious metals as inflation hedges.
Hybrid SECCM‑Raman System Captures Nanoscale Changes in Lithium‑Ion Battery Materials
Akichika Kumatani’s team unveiled an operando platform that merges scanning electrochemical cell microscopy (SECCM) with Raman spectroscopy, delivering simultaneous electrochemical and structural data on lithium‑iron‑phosphate cathodes. The breakthrough promises atomic‑scale insight into battery charge‑discharge mechanisms and broader electrochemical interfaces.
Woodchuck, Walbridge Turn Waste Into Clean Energy
Woodchuck, an AI‑driven climate‑tech startup, has teamed with construction giant Walbridge to manage wood waste at Ford Motor’s new Marshall, Michigan plant. In the first three months the joint program delivered real‑time visibility into discarded materials and captured 40% of...
Iran’s Oil Revenue Persists After Export Shutdowns
Important nuance. Most observers are focused on a countdown to Iran’s storages filling up and oil fields shutting down. But the physical and the financial flows move in different cycles, especially for Tehran under the sanctions regime. Revenues will continue to flow...
AI Data Centers and Ukraine Undermine Renewable Momentum
Ukraine & AI data centers were body blows to renewables Hormuz could be the knockout punch. They were always fossil fuel extenders. Now fossil fuels are over-extended. Renewables may not be down for the count But they're no longer a heavyweight contender. https://t.co/C5pS1P6Vdp
New Global Panel Aims to Accelerate Move Away From Fossil Fuels
A new global science panel was launched at the Santa Marta climate conference to give countries technical guidance on phasing out oil, gas and coal. The panel, chaired by Vera Songwe, Ottmar Edenhofer and Gilberto Jannuzzi, will produce policy briefs, roadmaps...
Protesters Disrupt AGM as CEO Receives $17M Bonus
“More gas will cook our planet:” Protestors disrupt oil and gas giant AGM as new CEO lands $17m package #energysky -- via Renew Economy: https://t.co/5upYLVdrKU https://t.co/rRtB9O4EMn
Geothermal Gains Momentum, Yet Subsidy Skepticism Persists
I like geothermal energy, I do not like the subsidies. Geothermal energy bill advances at the Colorado Capitol https://t.co/rcZo3dAey4 via @coloradosun
Canadian Investors Face Mixed Market Signals as Oil Shock Looms
Canadian investors were briefed on a volatile market outlook as the TSX fell 0.05% to 33,896.07. Desjardins’ chief economist warned that a temporary oil‑price shock could reshape risk calculations, while U.S. benchmarks posted gains.
China’s Q1 2026 Battery Exports Reach 27.3 GWh
China’s energy storage battery exports hit 27.3GWh in Q1 2026 #energysky -- via Energy Storage News: https://t.co/MljJ3I22MK
State Fast-Tracks Oil Project After Green Battery Push
“I’ll sign, you drill:” State puts oil and gas project on fast-track, one day after “calling in” another big battery #energysky -- via Renew Economy: https://t.co/QUkcx7xsXy https://t.co/1vBy68Kqo4
CATL Unveils 6‑Minute Charge Battery, Cutting BYD Lead
CATL announced its third‑generation Shenxing Superfast battery can charge from 10% to 98% in just over six minutes, outpacing BYD's latest LFP Blade battery. The breakthrough promises faster EV turn‑around and new architecture choices for technology leaders.
AI Data Center Power Demand 45‑55 GW by 2030
Appreciate the effort here. With all of the overlapping constraints it looks like no one that has actually run the math sees AI data centers load growth above 45-55GW by 2030. That is easily tucked into our existing grid with...
Iran Conflict May Trigger Oil Crisis, Global Collapse by May
Amid the Iran war, a major warning about the deepening oil crisis, the global economy could collapse by May https://t.co/kpHXhifaXs
Coalition of Building and Climate Groups Sets First Global Standards for AI Data Centres
Nine leading building and climate organisations have launched the Greening AI Data Centres Coalition to develop the first internationally aligned sustainability standards for AI‑intensive data centres. The coalition targets a sector that now consumes up to 2% of global electricity...
Zinc‑Doped Tin Oxide Matches ITO in Tandem Cells
Perovskite–silicon tandem solar cells using zinc-doped tin oxide achieve comparable performance to indium tin oxide counterparts #energysky -- via pv magazine global: https://t.co/Mpz8WZZ3s4 https://t.co/6Q7tr34wZP
Bunnings Expands Zero‑upfront Solar Deal to Three States
Bunnings extends zero up-front home solar and battery deal to three new states #energysky -- via Renew Economy: https://t.co/ieBo82BLFj https://t.co/1YbKZkH1AH
Meta Teams with Noon Energy on 1 GW Ultra‑Long‑Duration Battery Project for AI Data Centers
Meta and renewable‑energy firm Noon Energy have agreed to build a 1‑gigawatt ultra‑long‑duration battery system to supply clean power to Meta’s AI‑driven data centers. The partnership aims to address the soaring electricity demand of generative‑AI workloads while cutting carbon emissions.
74% of Australia’s 33.2GW Storage Pipeline Uses Grid
Grid-forming inverters feature in 74% of Australia’s 33.2GW NEM battery storage pipeline #energysky -- via Energy Storage News: https://t.co/VdokHBygeV
EU's €660 Billion AccelerateEU Plan Triggers Wave of Investment‑Banking Deals
The European Commission announced the AccelerateEU package, calling for €660 billion ($711 billion) of annual clean‑energy investment through 2030. The policy, prompted by a €24 billion ($25.6 billion) surge in import costs, is expected to generate a flood of green‑bond issuance, project‑finance mandates and...
Renewables Cost 53% Less Than Nuclear Power
New metric shows renewables are 53% cheaper than nuclear power #energysky -- via pv magazine global: https://t.co/GZ6XO9SVS7
Oil Execs Predict Minimal US Output Rise Amid Iran War
Most oil executive expect limited US production increase in response to the Iran War Most likely increase is only about 0.25 mmb/d https://t.co/tAfbtRENxE
What Actually Causes Gas Prices To Jump Overnight?
In March 2026, U.S. gasoline prices jumped 11 cents overnight, the biggest rise since 2022, after crude oil spiked following a U.S. attack on Iran and the closure of the Strait of Hormuz. Traders had already lifted crude by about...
Oklo, NVIDIA, And Los Alamos Working On Plutonium-Powered AI
Oklo, NVIDIA, and Los Alamos National Laboratory announced a joint effort to develop AI‑driven validation tools and plutonium‑bearing fuel research for resilient, round‑the‑clock power generation. The collaboration will create physics‑based AI models for fuel verification, materials science, and grid reliability...
Fossil Fuel Promoters Tied to Campaign to Keep Ohio County Renewable Ban
Richland County, Ohio, is voting on a May 5 referendum to overturn a ban that blocks utility‑scale wind and solar projects in 11 of its 18 townships. The pro‑ban campaign is led by Richland Farmland Preservation, which spent over $12,400 on...
Solar Power Surged Last Year and Keeps Climbing
Solar power soared last year — and it’s not slowing down #energysky -- via Canary Media: https://t.co/HO8WkXqaLB
Oil Execs Predict $2‑$6 Permanent Premium Post‑Crisis
Oil executives expect a PERMANENT $2-$6 premium on oil prices AFTER the Persian Gulf crisis is resolved Insurance, freight costs, and tolls are the main factors #OilMarkets #Brent #Geopolitics https://t.co/WQCvwSWvRX
Questerre Energy Corporation Issues Clarification to Press Release From April 24, 2026
Questerre Energy Corp issued a clarification to its April 24 press release, correcting the post‑disposition production figure. The company now estimates corporate output at roughly 5,700 boe per day after selling its Kakwa Central assets, up from the previously cited 4,500 boe/day which...
Fast‑tracked Spinning Reserves Raise Grid Protection Costs
Higher bill presented for 10 spinning machines fast-tracked to protect “heartbeat” of grid #energysky -- via Renew Economy: https://t.co/7h76J06Xuq https://t.co/bbgfEResEP
Hoshine Silicon Reports $411 Million Loss in 2025
Chinese PV Industry Brief: Hoshine Silicon posts $411 million loss for 2025 #energysky -- via pv magazine global: https://t.co/vFfnwmzcbe
Infrastructure Funds Now Capture 77% of New Climate Capital
Infrastructure funds now command 77% of all new climate‑related capital, according to Sightline Climate. The surge is driven by soaring power demand from the AI boom and a heightened focus on energy security amid geopolitical volatility. While the influx supports...
Trump Confirms US Desire to Close Hormuz Strait
💥President Trump has admitted he wanted the Hormuz Strait closed. 💥We knew from June/July and later in November that Washington wanted it closed. 💥We know the largest beneficiary from closing it is the U.S. And I told you that since day one. ...
AEMC Proposes “Google Maps” For Grid Visibility
Like Google Maps for the grid: AEMC seeks to boost network visibility of solar, batteries and EVs #energysky -- via Renew Economy: https://t.co/xRUYdZhQNl https://t.co/1dmdkBQ0uq
Global Commodities: Running the Numbers on Gas
In this episode of At Any Rate, JP Morgan gas analyst Atar Kavuadza explains how the ongoing Middle East conflict has crippled LNG flows through the Strait of Hormuz, leaving roughly 16 vessels idle and cutting about 300 million cubic metres per...
NYSERDA Requests RECs for Land‑Based Renewable Projects
RFP Alert: NYSERDA seeks RECs from eligible land-based renewable energy projects #energysky -- via pv magazine usa: https://t.co/eB4hp3aC1H
RFP Alert: NYSERDA Seeks RECs From Eligible Land-Based Renewable Energy Projects
New York’s energy agency NYSERDA has launched its tenth large‑scale renewable energy solicitation, RESRFP26‑1, seeking Tier 1‑eligible Renewable Energy Certificates from mature land‑based projects. The agency set an eligibility deadline of May 19, with non‑price bids due June 25 and price bids July 30,...
Grok Misstates Cancelled BC Carbon Tax, Raises Misinformation Concerns
Here's @grok making mistakes on BC carbon taxes. BC carbon tax was cancelled last year. Weaponized misinfo or incompetence? https://t.co/5sqdnrKsfq https://t.co/wlhhs6jBEe
Oil Market Imbalance Drives Prices Higher
The oil market is not in equilibrium. ~14 mbd of supply has been disrupted. Inventories are being drawn at an extreme pace. Demand is falling — but not enough. There’s still a gap. This only clears one way: higher prices. Outstanding report by JPM. H/t to @HFI_Research...
Oil Prices, Apr. 24, 2026
Crude futures surged on April 24 as escalating tensions between the United States and Iran heightened concerns over the Strait of Hormuz, pushing Brent back above the $100 per barrel mark. The geopolitical risk reverberated across the energy sector, prompting...
Cyclones and Polar Winds Skew Australia's March Solar Output
Cyclones and unseasonal polar winds shape Australia’s solar resource in March #energysky -- via pv magazine global: https://t.co/lVfHasjVio https://t.co/D9tn9WxoBf
Baker Hughes Sees Continued Growth in Power, LNG
During its first‑quarter earnings call, Baker Hughes reported a record $4.9 billion in orders for its Industrial and Energy Technology (IET) business. The surge was primarily fueled by demand for power systems, liquefied natural gas (LNG) equipment, and gas‑infrastructure projects. Executives...
Crude Prices Tread Water Heading Into Weekend
Crude futures were largely unchanged on Friday, trading within a tight band as traders focused on diplomatic efforts to end the Middle East war. Attention centered on the potential reopening of the Strait of Hormuz, a critical chokepoint for global...
Automatic Logic Receives Title 24 JA18 Certification
Automated Logic, a Carrier subsidiary, announced that its WebCTRL® building‑automation control‑sequence library has earned Title 24 JA18 certification from the California Energy Commission, effective February 20 2026. The certification confirms the library’s HVAC sequences meet the state’s latest energy‑code requirements. Certified logic is...
SLB Sees Mideast Supply Crunch Driving Investment
SLB reported a first‑quarter earnings decline tied to the ongoing Middle East crisis, which disrupted oil‑field service supply chains. The company said the regional supply crunch is prompting operators to accelerate capital spending on new projects. While short‑term results were...
Range Thinks Globally, EQT Acts Locally as Cash Flows Soar
In Q1 2026 Appalachian gas producers Range Resources and EQT reported soaring cash flows. Range attributed its 45% year‑over‑year increase to higher natural‑gas prices driven by geopolitical tensions, while EQT posted a 30% rise to $1.2 billion thanks to record production despite...