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:
The Best EcoFlow Portable Power Stations, From Camping to Whole-Home Backup
Popular Mechanics tested EcoFlow’s latest portable power stations and identified the Delta 3 Plus as the best overall, the River 2 Max as the best budget option, and the Delta Pro 3 as the top whole‑home backup unit. The review highlights EcoFlow’s shift to lithium‑iron‑phosphate (LiFePO₄) batteries, which promise over 3,000 charge cycles and a decade of reliable service. X‑Boost technology lets smaller models exceed their nominal wattage, while fast‑charging capabilities reduce downtime. Real‑world field trials—from a five‑day off‑grid music festival to simulated home outages—demonstrated seamless switchover and robust performance across the lineup.
Iran Conflict Cuts Oil, Boosts US Petrochemical Edge
The global petrochemical system is built on oil, and the Iran war just pulled a massive chunk of that supply off the table. With roughly 13 million barrels per day knocked offline, countries that rely on refining crude into naphtha...
US Sanctions Giant Chinese Refiner Hengli Over Iran Links
U.S. Treasury’s Office of Foreign Assets Control placed Hengli Petrochemical (Dalian) Refinery Co., one of China’s largest private refiners, on its sanctions list for buying Iranian oil. The action intensifies Washington’s campaign to choke Iran’s oil revenues while signaling a...
Flaring Scrutiny Intensifies at LNG Canada During Export Ramp-Up
British Columbia’s energy regulator has ordered LNG Canada to probe and remediate recent flaring incidents at its Kitimat export terminal. The regulator cited violations of black‑smoke permits stemming from January flaring events and gave the company until October 2026 to...
U.S. Targets Major Chinese Refinery and Ships in Escalating Crackdown on Iran’s Oil Trade
The U.S. Treasury’s Office of Foreign Assets Control sanctioned China’s Hengli Petrochemical (Dalian) Refinery, the nation’s second‑largest independent refinery and a major buyer of Iranian crude, and blacklisted 19 tankers and 18 shipping entities tied to Iran’s shadow fleet. This...
Uncertainty About Jet Fuel Dominates Airline Boardrooms
Airline executives convened at the CAPA Airline Leader Summit in Berlin to confront soaring jet‑fuel costs, which have breached $200 per barrel. The price surge follows the Israel‑U.S. conflict with Iran and Lebanon and the subsequent closure of the Strait...
Supply Vs. Demand Oil Shocks: Asymmetric Realities
Oil demand shocks are one thing; oil supply shocks are another. Nothing is symmetric. Even government policy responses are different. Comparisons among various shocks in the last 50 years are not an easy task. They require detailed knowledge of: 1. history 2. geography 3....
Oil Slump Signals Waning Demand, Not Bullish Optimism
The narrative is that oil crashing is bullish — inflation cools, the consumer wins, rate cuts come sooner. Maybe. Or maybe oil is crashing because global demand is quietly rolling over and nobody wants to say it out loud. Energy...
Advanced Green Technologies Installs 2.2-MW Solar Project on Orlando Convention Center
Advanced Green Technologies has completed a 2.2 MW DC rooftop solar array at Orlando’s Orange County Convention Center, more than doubling the venue’s previous solar output while using the same roof footprint. The project, built with Hanwha Q CELLS modules and SolarEdge...
Futures Settle: Bears Tighten Grip on Natural Gas as May Contract Heads Toward Expiry
Natural gas spot prices fell Friday as a force majeure limited Permian northbound capacity, pushing regional prices toward record lows. The decline fed into NYMEX futures, with the May contract slipping below the $2.50 support level as storage builds and...
Why Crude Prices Won’t Fall Back to Levels Seen Before the Iran War Anyti...
SLB and Halliburton warned that crude oil prices will stay elevated longer as the Iran‑Israel conflict disrupts the Strait of Hormuz, a key chokepoint for global oil shipments. Both companies cited supply interruptions, infrastructure damage and a heightened geopolitical risk...
Bolloré Reports Q1 Revenue Growth Driven by Energy Segment
Bolloré Group posted Q1 2026 revenue of €815 million (≈ $889 million), a 6.5% organic rise driven primarily by its Energy division, which generated €731 million (≈ $797 million) – up 7.9% thanks to higher oil prices despite modest volume declines. The Industry segment slipped 3.2%...
Big Ferries Are Becoming Battery-First Systems
Large vehicle‑carrying ferries over 100 m are beginning to run on batteries, with an operating fleet of just 20 vessels—about 2‑3% of the estimated 700‑900 global large‑ferry stock. The current fleet is hybrid‑heavy; only three ships (15% of the battery‑propulsion group)...
PG&E Prepping Filing Outlining 5,000 Undergrounding Miles by 2037
Pacific Gas & Electric Corp. announced a forthcoming 10‑year plan to underground roughly 5,000 miles of high‑fire‑risk lines between 2028 and 2037, adding to the 1,900 miles slated for completion by the end of next year. The initiative, backed by...
The New Energy Priorities Emerging From This Moment of Chaos
U.N. Secretary‑General António Guterres warned that the erosion of international law is creating chaos that threatens global energy supply chains. Executives, from JPMorgan’s Jamie Dimon to board members, are now prioritising energy security and redundancy over cost efficiency. Companies are...
US Slaps 123% Anti-Dumping Duty on Indian Solar Imports
The U.S. Department of Commerce announced a preliminary anti‑dumping duty of 123.04% on solar cells and modules imported from India. The duty, added to existing countervailing tariffs of over 125%, pushes the total tariff burden above 200%, effectively sidelining Indian...
Republican Lawmakers Propose Bill to Preserve Commercial Solar Tax Credits
Four Republican lawmakers introduced the American Energy Dominance Act to extend key clean‑energy tax credits, including the 45Y production tax credit and 48E investment tax credit for commercial and qualifying residential solar projects. The legislation seeks to lengthen credit terms...
Fortescue to Invest $680M in Pilbara Green Energy
Fortescue Metals Group announced a $680 million investment to build a 200 MW Pilbara Green Energy Project, expanding its off‑grid renewable capacity beyond the Real Zero by 2030 target. The system will combine solar, wind, large‑scale battery storage and 620 km of transmission...
Renewables Dominate CAISO, Gas Share Drops 60%
To date in 2026, fossil gas has met only 16.7% of demand on the CAISO grid, versus 41.6% in 2023. -->Gas is down 60% since 2023. In 2026, WindWaterSolar has met 51.5% of demand, three times that of gas 23 straight...
Colombia’s Oil Industry Eyes Comeback as $100 Crude Revives Investment Case
Colombia’s oil output has slumped to a multi‑year low of about 735,000 barrels per day, driven by left‑wing policies that banned fracking, halted new licences and raised taxes. A sudden Brent price surge above $100 per barrel, sparked by geopolitical...
ABB Unveils M-Series High-Performance EV Charging Infrastructure
ABB unveiled its M-Series EV charging platform, a modular split‑system that separates a central power cabinet from up to 24 ChargePost dispensers. The architecture delivers 200 kW to 1.2 MW with dynamic load sharing, allowing real‑time power allocation across multiple vehicles. With...
Iran Keeps Exporting One Million Barrels Daily Despite Blockade
despite the us blockade, iran remains on track to export about one million barrels of oil per day in april. half of what they exported in march. but still a lot of money.
UK Move to Delink Gas and Power ‘Overdue’
The UK government announced a voluntary long‑term fixed‑price contract scheme for low‑carbon generators, covering roughly 30% of the nation’s power supply, and raised the Electricity Generator Levy to 55% on revenues above $104/MWh. The measures aim to decouple electricity prices...
New All-in-One Metal-Organic Framework Makes Solar Hydrogen Production Simpler
Researchers at Tohoku University created a two‑dimensional metal‑organic framework (Co‑HHTP) that functions as an all‑in‑one cocatalyst for photocatalytic overall water splitting. By coating aluminum‑doped strontium titanate (SrTiO₃:Al) with Co‑HHTP through a single self‑assembly step, the system drives both hydrogen and...
Two Months In, Hormuz Closure Signals Escalating Fallout
This week marks the war’s two-month anniversary. The Strait of Hormuz has been closed most of that time. But we’re only now transitioning from the f*ck around phase to the find out phase. Read my thoughts about the fallout headed...
Hyke GFRP Electric Urban Ferry Demonstrates 8X Efficiency versus Diesel
Norwegian startup Hyke Electric Ferries completed a 14‑month pilot of its 50‑passenger F‑15 electric shuttle on Fredrikstad’s 225‑meter river crossing. The GFRP‑hull vessel, powered by a 196 kWh battery, logged over 41,000 passengers and demonstrated up to 88% lower energy consumption...
Baker Hughes Q1 Revenue Beats Estimates by $260 Million as LNG Orders Surge
Baker Hughes reported first‑quarter 2026 revenue of $6.59 billion, topping analysts' forecasts by $260 million. The Industrial & Energy Technology (IET) segment drove growth, posting a 14% year‑over‑year increase to $3.35 billion, while the Oilfield Services segment fell 7% amid Middle‑East tensions. Orders...
EU to Consider E20 Gasoline Blend
The European Commission announced it will study authorising a 20% ethanol blend (E20) in gasoline, up from the current 10% limit. The move follows a proposal from German MEPs and aligns with the EU’s Renewable Energy Directive targets. While the...
SAF Insights: European SAF Market Holds Breath on Jet Price Surge
The episode examines how the Middle East conflict has driven European jet fuel prices from about $800 to over $1,900 per tonne, more than doubling them and widening the gap with crude and diesel. SAF (HEFA-SPK) prices also rose, but...
Fusion Energy: The $50/MWh Target
Fusion energy is racing toward a $50 per megawatt‑hour cost target that would make it competitive with solar and combined‑cycle gas. Private capital has exceeded $10 billion and governments are accelerating programs, but the economic hurdle is tighter than the scientific...
Short-Term Diesel Supply at ARA Good, Tightness Ahead
Diesel at the Amsterdam‑Rotterdam‑Antwerp (ARA) hub is currently well‑supplied thanks to strong refinery runs, inventory draws and rare barge imports from Germany. Refining margins, though down from a record $79.22 per barrel, remain high at $53.93 per barrel, encouraging continued...
New York Launches Fresh Renewables Procurement
New York’s NYSERDA has opened a new procurement round for large‑scale, land‑based renewable projects, focusing on on‑shore wind, solar and hydroelectric assets ready to start construction. The drive seeks to capture expiring federal Production and Investment Tax Credits, with eligibility...
Editor's Choice: Energy Crisis Drives India Toward EVs as Asia's Auto Map Shifts
The Iran‑Russia conflict has tightened oil supplies to Asia, prompting Indian consumers to seek cheaper mobility alternatives. In March 2026, Indian electric‑vehicle (EV) registrations surged 82% year‑on‑year to 24,148 units, lifting the fiscal‑year total to 233,246 units. Local manufacturers Tata...
Wärtsilä's New Gas Turbine Emits Grid‑level Pollution
A warm congratulations to Wärtsilä, whose brand new fossil fuelled data centre gas turbine deal will pump out the same emissions each year as the entire power grid of Alaska, or New Hampshire (don't worry folks, the press release says "Wärtsilä...
Chaberton Energy Seeks Maryland Farming Partners for Agrivoltaics
RFP Alert: Chaberton Energy seeks farming partners for Maryland agrivoltaics projects #energysky -- via pv magazine usa: https://t.co/S7UvMyrQqr
Iran Publishes List of Potential Energy Targets
How do you say TACO in Farsi? Iran lists energy infrastructure it will (but won't) target when shooting begins again (but won't) Abqaiq, Safaniya,Khurais, RasGas, Ras Laffan, Das and Zirku gas hubs, Burgan Maybe the Permian too?
Fuel Costs Set to Slow Shipping in Coming Months
Ships are moving. But slower, tighter, and more expensive, writes @freightos The real risk isn’t lanes—it’s fuel. No spike yet. But give it 2–3 months. #Shipping #EnergyCrisis #OilMarkets #SupplyChains https://t.co/BSJxx69pZ3
Switzerland Funds Recycling Research for PV, Batteries, Heat Pumps
Switzerland to fund research on PV module, battery, heat pump recycling #energysky -- via pv magazine global: https://t.co/fGLOZvehP2
Advanced Green Deploys 2.2 MW Solar at Orlando Convention Center
Advanced Green Technologies installs 2.2-MW solar project on Orlando convention center #energysky -- via Solar Power World: https://t.co/bZ32psfJoo
Ex-ABC Editor Leads Fundraiser for New Nuclear Campaign
Former ABC political editor to host fund-raiser to help launch new nuclear campaign #energysky -- via Renew Economy: https://t.co/iMAOXQ0wtn https://t.co/csckGVOqIa
Exam Problem Shows Carbon Tax Raises Oil Production Costs
Lots of people talking about the industrial carbon tax impact on oil production costs. Here's a problem I used on my final exam this week in my energy economics class (yes, I know 100% capacity factors aren't realistic, but I...
Form Energy CEO Highlights 100‑Hour Battery Potential
Form Energy CEO Discusses the 100-Hour Battery’s Potential With Heatmap #energysky -- via Heatmap News https://t.co/ahw8OwgPQm https://t.co/poZ8utKTfs
Investors Prefer Brent Dates, Futures Marriages Mislead Markets
Investors and media have often dated Brent but married futures (thanks, I'll be here all week). A lucid new @CSIS primer explores this dynamic and why it sends false signals — a hot topic these days. Link in next post....
Republicans Push Bill to Protect Commercial Solar Tax Credits
Republican lawmakers propose bill to preserve commercial solar tax credits #energysky -- via Solar Power World: https://t.co/ndh1a3g5my
Europe’s High Energy Prices Cause Rationing, Not Demand Destruction
Goldman says Europe is seeing “demand destruction” from high energy prices. Not quite — this is rationing, not demand responding to price. That distinction matters more than it sounds. 🧵
US Oil Rig Count Drops 3: Real Decline or Relocation?
US oil-directed rig count declined by 3 last week. Is this actual decline or "relocation"?
Duke Energy's Grid Upgrades Face Criticism From Co‑ops
Duke Energy’s proactive grid upgrades under fire from electric co-ops #energysky -- via Canary Media: https://t.co/Te1L43wWVa
China Polysilicon Prices Hit Floor as Output Drops
China polysilicon hits cost floor as producers curb output amid weak demand #energysky -- via pv magazine global: https://t.co/jGWoOcYhf9
Clean Energy Ready at Scale, Rationing Replaces Demand Destruction
We don’t have demand destruction, this is rationing. As JPMorgan noted, “demand destruction has already begun” This time clean energy is ready at scale. Our costs are down, supply chains built, now inertia is not in the way. It can’t...
AaloAtomics: Nuclear’s Henry Ford, a Generational Leap
Doing for nuclear what Henry Ford did for automobiles. @AaloAtomics is going to be a generational company. https://t.co/2F9k9eqqSu