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:
ICYMI: Iran War Forces Asia Refiners to Slash Runs, Putting Diesel and Jet Supply at Risk
The Iran‑Israel conflict has shut the Strait of Hormuz, slashing Asia’s crude imports by about 22% year‑on‑year to a 10‑year low of roughly 20.4 million barrels per day in April. Refinery runs are projected to dip to around 28.5 million bpd through May, prompting a sharp shift toward light‑sweet crudes. Because lighter grades yield less diesel and jet fuel, the region faces a potential loss of 1.8‑2.0 million bpd of middle distillates, chiefly diesel. Recovery hinges on a resolution to the Hormuz blockage, with any delay deepening supply strains.
Clean Tech Cuts Fossil Demand Beyond India's Coal Use
In 2025 alone, solar, wind, EVs and heat pumps erased 800m tons of coal demand, more than the entire coal use of India. It also wiped out 260 billion cubic meters of gas, nearly half the global LNG market Clean tech...
Ceasefire Holds, Yet Energy Flows Remain Stalled
Good morning Asia, It's Day 56 and the ceasefire is on, but oil and gas (as well as aluminum, helium, sulfur etc) are still not flowing. Crude oil is up now to 105/barrel and markets end the week with trepidation. Asia...
Form Energy CEO on the Potential for a 100-Hour Battery
Form Energy CEO Mateo Jaramillo highlighted the strategic value of a 100‑hour iron‑air battery, a duration that can replace or compete with thermal generators on the grid. The company is rolling out its first overseas project in Ireland and recently...
Poilievre Flips From Carbon Price Supporter to Emissions Skeptic
Fun fact: @PierrePoilievre ran on an industrial carbon price rising to roughly the same rates being talked about today and an effective oil sands emissions cap. Now, more than a decade later, he's telling you that meeting any emissions reduction...
Advocates Overstate Oil Industry's Precarious Pipeline Risks
The oil industry's biggest advocates are always keen to tell Canadians how precarious the industry is. If you think the industry is thst close (carbon tax costs are generally <$1/bbl) to not being able to fill a pipeline, the pipeline...
Gearing up for MEPC 84
Shipping industry bodies including BIMCO, CLIA and INTERTANKO reiterated their commitment to the IMO’s 2023 GHG reduction strategy, despite the October 2025 postponement of new IMO emissions regulations following U.S. pressure. They have collectively invested billions in alternative‑fuel trials and...
Inside the Hottest Geothermal Startup You’ve Missed
Everything We Didn’t Know About the World’s Buzziest Geothermal Startup #energysky -- via Heatmap News https://t.co/fgEhXuT6uP https://t.co/rqu4UcROdF
U.S. Reluctant to Reopen Strategic Hormuz Strait
As I’ve been saying. For better or worse, practically nobody in America is in a rush to reopen the Strait of Hormuz. Definitely not the Commander in Chief.
Japan FinMin Katayama Warns of Decisive Action on Speculation
Japan’s Finance Minister Shunichi Katayama warned that speculative trading in oil markets has risen sharply and said Tokyo will take decisive action in coordination with the United States. He emphasized that the existing Japan‑U.S. currency swap lines remain unchanged, providing...
China’s Oil Independence Prioritizes Security Over Climate
As the U.S. debates energy strategy amid the Strait of Hormuz closure, China has spent decades cutting oil dependence. On @Poli_Climate @Securing_Energy CEO @averyaash explains why this move is about resilience and national security, more than climate. 🎧 https://t.co/eFLD8MCGHu https://t.co/Z5GrGBFZ9P
SF Funds Child‑care Centers to Ditch Gas
San Francisco helps home child care centers wean off gas #energysky -- via Canary Media: https://t.co/B21gEk9Oqy
Tokyu Fudosan Launches Japan’s First 100% Renewable Data Center in Hokkaido
Tokyu Fudosan announced the completion of Ishikari Renewable Energy Data Center No. 1, Japan’s first data centre powered entirely by renewable electricity. The facility, built with the city of Ishikari, will start partial operations in August 2026 and exemplifies the company’s...
Permitting Delays Keep Coal Alive Despite Abundant Gas
Indeed, considering we are burning off natgas at the same time. Coal plants are easy to convert to natgas + we are swimming in it. The only reason that coal is an answer for energy is that our slow permitting processes...
Andurand Capital's Levered Oil Bet Crashes 52% in Early April
Pierre Andurand’s flagship commodity fund lost roughly 52% in the first two weeks of April after a 5x leveraged long oil position turned sour. The drawdown erased a 31% March gain and left the fund down about 37% for the...
NuScale SMR Stock at Crossroads in 2026: Hype vs Execution Risks
NuScale Power's shares closed at $13.58 on April 22 after a 16.28% jump, reflecting renewed investor optimism ahead of its May 7 earnings. The rally follows a year‑to‑date decline of roughly 22% and underscores the tension between the company's NRC‑approved...
Fossil Fuel Subsidies, High Costs Slow Energy Transition in Rural Indonesia
Indonesia’s Village Energy Transition Readiness Index shows solar adoption among households fell 26% between 2021 and 2024, while solar‑powered street lighting rose 20%. The decline is linked to high upfront costs, weak incentives and persistent fossil‑fuel subsidies. Regional gaps persist,...
Lithium Supply Tightens as Low Prices Stall New Projects
Lithium supply is tightening, with analysts warning of a potential global deficit as early as 2024 that could extend to 2035. Prices have plunged about 80% year‑over‑year to mid‑2025, eroding miner margins and stalling new projects. Production cuts are evident...
Examining Opportunities and Obstacles Facing Central Asia’s Quest to Reach Sea
A Capitol Hill forum hosted by the New Lines Institute highlighted the Silk Seven Plus (S7+) initiative, which envisions a Greater Central Asian economic community linking the Caspian Basin to the Arabian Sea. Experts stressed Afghanistan’s pivotal role as the...
Fuel Scab Albo Crushes Gas Tax Hopes
Australian Prime Minister Anthony Albanese is leaning against a proposed gas export tax, citing volatile global fuel markets and the need to preserve diplomatic ties with key LNG partners such as Malaysia, South Korea and Japan. He highlighted that gas...
Western Australia: Digital Logistics Power Energy Security
Western Australia has added 8 million litres of diesel to its strategic reserves, bringing total state‑owned stock to 12 million litres. The expansion supports the state’s digital and industrial sectors, ensuring continuous power for data centres, automated logistics and IoT‑driven agriculture. Fuel...
Fox ESS Ranks No. 1 Globally in Residential Energy Storage
Fox ESS was ranked No. 1 worldwide for residential energy‑storage shipments in 2025, according to S&P Global’s Market Tracker. The company’s global market share jumped 50 % year‑over‑year, putting it ahead in Germany and the UK. Headcount doubled to over 5,000 employees, with...
BC Gas Prices Free of Carbon Tax, Impact Minimal
There is no carbon tax imposed at the pump in BC right now. The impact of the industrial carbon tax on fuel prices is tiny compared to the impact of the removal of consumer prices, so the total tax impact...
Trump Says Americans Should Expect Higher Gas Prices for 'a Little While'
President Donald Trump warned that U.S. drivers will face higher gasoline prices for "a little while" as the Iran‑Israel conflict drags on, though he downplayed the impact on stocks and oil markets. Brent crude rose to $105 per barrel and...
California’s Public Utility Commission President Talks Affordability With Heatmap
California’s Public Utilities Commission (CPUC) president John Reynolds highlighted affordability as a top priority during Heatmap House at San Francisco Climate Week. He noted that California’s electricity prices are the nation’s second‑highest, driven by wildfire‑related grid upgrades and costly rate structures....
ARENA Backs Lithium Refining Manufacturing Trial in Western Australia
The Australian Renewable Energy Agency (ARENA) is committing up to AUD 38.1 million (about US$25 million) to fund a low‑emissions lithium‑phosphate demonstration plant in Western Australia. Led by PLS Group, the pilot will use Calix Limited’s electric‑kiln technology to cut calcination emissions by...
Evaluation and Assessment Measures for Carbon Peaking and Carbon Neutrality; Crackdown on Cambodian Scam Centers?; AI Distillation; US as a...
China’s Politburo approved new evaluation measures that tie provincial cadres’ promotions to meeting 2030 carbon‑peaking and 2060 neutrality targets, making climate performance a formal criterion. Beijing also secured a joint crackdown with Cambodia on online gambling and telecom fraud, deepening...
‘Beneficiary Pays’ Model Gains Traction With Lawmakers
Lawmakers at Data Center World urged Congress to adopt a “beneficiary pays” model, requiring companies that drive demand for new transmission lines—such as data centers—to foot the bill. Rep. Julie Fedorchak (R‑ND) and Rep. Scott Peters (D‑CA) highlighted cost allocation...
Solid‑state EV Batteries Promise 80% Charge in 7.5 Minutes
JUST IN: A Chinese company just recharged an EV from 0 to 80% in 7.5 minutes. Most people have no idea what this means. Greater Bay Technology just rolled its first all-solid-state EV battery cells off a production line. These cells hit 260-500...
EnBW and Noveria Push Forward Germany BESS Projects
EnBW and Noveria advance construction on 1- and 4-hour BESS projects in Germany #energysky -- via Energy Storage News: https://t.co/SCw9rta1gY
New Jersey Admits Defeat on Offshore Wind (at Least for Now)
New Jersey’s Board of Public Utilities has terminated its 2021 transmission agreement with PJM Interconnection, effectively halting the Larrabee Pre‑Built Infrastructure intended to move offshore wind power onto the state grid. The decision follows the collapse of key offshore projects,...
2026 Oil Bull Market: A Long Shot From the Start
It’s really hard to overstate just how much of a long shot an oil bull market in 2026 was heading into the year. And, yet
China's PV Exports Soar, Speeding Fossil Fuel Phase‑out
“Solar surge:” China smashes PV export records as energy crisis fast-tracks fossil fuel exodus #energysky -- via Renew Economy: https://t.co/HLsTGPenfA https://t.co/LqXD9M3CV5
Solid-State Batteries Hold More Juice, but Keep Cracking Up. Now Researchers Know Why
Researchers at the Max Planck Institute identified mechanical stress as the primary driver of dendrite‑induced cracking in ceramic solid electrolytes, debunking the electron‑leak theory. Using cryogenic vacuum experiments, they showed that lithium dendrites act like a high‑pressure water jet, fracturing the...
China's Clean Energy Lead Becomes US Security Threat
Was just reading this amazing @RiponSociety piece from @jharrell on US clean energy strategy. The core diagnosis — China has a decade head start on clean energy manufacturing and now we have a national security issue. 1/🧵
Flow Batteries Promise LDES, Yet Industry Faces Mixed Results
Flow batteries hold potential for LDES but industry shows mixed fortunes so far #energysky -- via Energy Storage News: https://t.co/V1R1sVBgQ6
Spot Prices Wrap: West Texas Natural Gas Stumbles as Oversupply Outweighs Warm Weather
West Texas natural‑gas spot prices slipped into negative territory on Thursday as mild spring weather dampened heating demand and pipeline constraints limited take‑away capacity. The oversupply situation outweighed any seasonal warm‑weather boost, driving the Waha hub to trade below $0...
Pisgah Energy Adds Solar to Six NC Airport Buildings
Pisgah Energy installs solar on 6 buildings at North Carolina airport #energysky -- via Solar Power World: https://t.co/2bgnI21iQk
Tesla Launches In‑house Solar Panels, Aims 100 GWh/Year
This flew under the radar on the earnings but Tesla said on Tesla Solar: “We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York” That's a start of a 100 GWh/year business there. Not...
Trump Administration Extends Jones Act Waiver for Another 90 Days
The Trump administration, after issuing a 60‑day waiver to ease coastwise transport of petroleum and fertilizer, is weighing a further 90‑day extension of the Jones Act exemption. About 40 foreign‑flagged vessels have already moved products between U.S. ports, delivering gasoline...
How Corporate Energy Buyers Are Reshaping the U.S. Grid: CEBA CEO Rich Powell on Data Centers, Nuclear, and Permitting Reform
Corporate energy buyers, organized through the Corporate Energy Buyers Association (CEBA), have locked in 143.8 GW of clean‑energy contracts since 2014—roughly the capacity of the Texas grid. The surge is powered primarily by data‑center and AI demand, which helped drive a...
Can The US Really Offset Lost Persian Gulf Crude Oil Production?
President Donald Trump urged nations to buy U.S. oil after the Iran conflict began, but the United States remains a net importer of crude, taking in about 1.5 million barrels per day. In the week of April 17, 2026, U.S. exports of refined...
Duke Energy’s Robinson Nuclear Plant Gets NRC Approval to Operate Until 2050
The Nuclear Regulatory Commission approved a subsequent license renewal for Duke Energy’s Robinson Nuclear Plant, extending its operating life to 2050. The 759 MW facility, which powers roughly 570,000 homes, will continue providing carbon‑free electricity for another 20 years. The renewal...
Commerce Releases Prelim Antidumping Tariffs in India, Indonesia, Laos Solar Case
The U.S. Department of Commerce released preliminary antidumping duties on solar cells from India (123.04%), Indonesia (35.17%) and Laos (22.46%). Combined with preliminary countervailing duties, India faces the steepest overall tariff burden. The Alliance for American Solar Manufacturing and Trade,...
Gas Prices Now About $0.50 Higher Than Under Biden
Since it seems to come up here a lot, the average price of gas under Biden was $3.55 a gallon, according to Grok https://t.co/oTBSuRDu7E That's about 50 cents less than we are paying now.
Data Centers Turn to Self‑Power Amid Utility Delays
"As data center developers face long waits for connections to traditional utilities, and amid mounting... resistance to the possibility of higher energy bills, making their own power is becoming an increasingly popular option" Max power, min accountability https://t.co/XZBADSC8dE
Stellium’s Hourly‑matched Renewable Power Slashes UK Data‑centre Emissions by 75%
Stellium Datacenters has moved to an hourly‑matched renewable electricity model for its Newcastle‑area high‑performance computing site, achieving a 95.4% renewable match and a 75% drop in carbon emissions. The strategy, built with Good Energy, is set to rise to 97‑98%...
Solar Supporters Often Block Nearby Renewable Projects
The solar support gap: Why do pro-solar citizens reject local projects? #energysky -- via pv magazine global: https://t.co/GsriEpFny7
Dallas Fed Survey Shows Low Confidence in Quick SoH
. @DallasFed energy survey update is out and respondents aren't betting the ranch on a quick resolution of the SoH situation. Source: https://t.co/GgBMaWPY6g https://t.co/cgZXdCutmv
NextEra Energy Sets Record 4 GW Renewable‑Storage Backlog
NextEra Energy adds record 4 GW of renewables and storage backlog in Q1 #energysky -- via pv magazine usa: https://t.co/hdTjSmFc6V