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:
Market To Pullback By May, Then Race To New Summer Highs | Mark Newton, Fundstrat
Fundstrat’s Head of Technical Strategy Mark Newton says the market will experience a material pullback by May before launching into a summer rally that could set new highs. He cites a V‑shaped snapback driven by improving technical breadth, lower oil prices and easing risk‑off sentiment, despite the ongoing Iran‑Israel conflict. Newton’s earlier forecasts—10% equity correction, a precious‑metal pullback and an oil bottom—proved accurate, reinforcing his bullish bias for the remainder of the year.
Australian Billionaire's $900 Million Waste‑to‑Energy Plant Faces Fiji Opposition
Australian billionaire Ian Malouf has unveiled a $900 million waste‑to‑energy incinerator at Vuda Point that could supply up to 45% of Fiji’s electricity. The plan has ignited fierce opposition from local chiefs and community groups, who label it “waste colonialism” and...
Oil Crude Tops $100, Pulling Asian Markets Back From Record Peaks
Brent crude surged to $103 per barrel as Iran seized vessels in the Strait of Hormuz, prompting Japan’s Nikkei, South Korea’s Kospi, Taiwan’s Taiex and India’s Nifty to retreat from fresh record highs. Analysts warned that the oil shock and...
AI Power Buildout Becomes Reality with Massive Backlog
AI-Power Deep Dive — April 23, 2026. GE Vernova just told the Street its gas turbine backlog jumped from 83 GW to 100 GW in ONE quarter. Customers are now booking 2030 delivery slots. NextEra today disclosed 12 GW in advanced-stage...
EPRI Launches Data Center Flexibility Framework to Speed up Grid Connections
The Electric Power Research Institute (EPRI) has unveiled Flex MOSAIC, a voluntary classification framework for data‑center flexibility, developed through its DCFlex initiative. The framework standardizes how large loads like data centers quantify flexibility across magnitude, timing, duration, and frequency. More than...
Dutch Startup Resilicon Granted NZIA Support for New European Polysilicon Plant
Dutch startup Resilicon has secured Net Zero Industry Act (NZIA) strategic‑project status for a 13 GW polysilicon plant in Groningen, Netherlands. The EU designation promises streamlined permitting, rapid administrative treatment and access to financing advice. The facility will be powered entirely...
In New Jersey, We’re Leading by Example, Tackling Energy Affordability Head-On
New Jersey’s Board of Public Utilities (BPU) is confronting the nation’s steepest electricity price jump—a 16.9% rise, roughly $260 per household—by deploying a three‑pronged strategy. The plan expands bill‑assistance to 3.9 million accounts, accelerates storage and solar projects (355 MW Tranche 1 and...
Chemical Conversations: South Korea BTX Rationalisation and Global Impact
In this episode, Argus analyst Santosh and senior aromatics reporter Junlee dissect South Korea's sweeping petrochemical rationalisation, driven by persistently low benzene NAFTA spreads, China’s self‑sufficiency surge, and a global economic slowdown. The government has mandated a 20% cut—about 2.7‑3.7 million...
How Will Rising Gas Prices Impact My Electricity Bill?
Rising natural‑gas prices are pushing wholesale electricity costs higher, which will translate into roughly a 4% increase in average residential electricity rates in 2026. Natural gas fuels about 41% of U.S. power generation, so its 10.9% year‑over‑year price jump directly...
Leading Carbon Credit Registries Expand Into Supply-Chain Decarbonization
Two leading carbon‑credit registries, Isometric and Verra, are broadening their scopes to issue environmental attribute credits (EACs) that capture supply‑chain emissions reductions. Isometric will create a standard for low‑carbon steel and cement, while Verra targets a Q3 2024 launch of...
The Smarter E Europe: Special Exhibition “Renewables 24/7” Highlights Around-the-Clock Renewable Energy Supply
The smarter E Europe trade fair in Munich (June 23‑25) is spotlighting the “Renewables 24/7” exhibition, which presents integrated solutions to deliver a fully renewable power system around the clock. A Fraunhofer Institute study presented at the event will quantify supply security as global...
Will Clean Energy Ever Deliver a UK Jobs Boom?
The UK government’s clean‑energy jobs plan targets up to 860,000 positions by 2030, including 400,000 brand‑new roles. The Office for National Statistics reports 652,000 green‑job workers in 2024, a 25% rise since 2015, but the UK still lags behind Germany,...
Newsroom Edition: We Are in a ‘Fossil-Fuel Crisis’. Is Labor Meeting the Moment? - Podcast
The Guardian podcast examines how the war launched by the US and Israel against Iran has ignited a fresh fossil‑fuel crisis, driving oil prices to multi‑year highs. The conflict’s economic fallout has unexpectedly sharpened attention on renewable energy as governments...
Golden Pass Ships First LNG Cargo, Launching Major New U.S. Export Supply
Golden Pass LNG, a QatarEnergy‑ExxonMobil joint venture, shipped its first export cargo from Sabine Pass, Texas, marking the transition from commissioning to commercial trade. The three‑train terminal aims to export about 18 million tonnes per annum, positioning it among North America’s...
3,000 Fast EV Chargers Were Installed In The US In Q1
Parens reports that roughly 3,300 new fast‑charging ports were installed in the United States during the first quarter of 2026, keeping pace with seasonal trends. Utilization held at about 15.6%, suggesting the added capacity is being absorbed without oversupply. High‑power...
IEA Says World Has Entered The “Age Of Electricity”
The International Energy Agency’s 2025 Global Report, released on April 20, 2026, shows solar photovoltaic (PV) accounted for more than 25% of worldwide energy‑demand growth—the first time a renewable source led the increase. Natural gas contributed 17%, while renewables and nuclear together...
Solar Power + Energy Storage Transform Church Into Resilience Hub
New Bethel AME Church in Georgia installed a 70.11‑kW solar array paired with a 41‑kWh battery storage system, funded at no upfront cost by Hive Fund, Black Voters Matter and Georgia BRIGHT. The installation is expected to cut utility expenses by...
Africa Must Turn Climate Targets Into Green Strategies
Africa’s renewable‑energy potential is prompting a surge in climate ambition, with 47 nations filing second‑round NDCs and 23 submitting third‑round plans under the Paris Agreement. In 2023 the continent attracted roughly $15 billion in renewable‑energy financing—more than double the previous year—yet...
ABS, Marinteknik, Seatech, and VINSSEN Launch Hydrogen Fuel Cell Harbor Craft Pilot Study in Singapore
ABS, Marinteknik Shipbuilders, SeaTech Solutions International and VINSSEN have signed a research collaboration to develop a hydrogen fuel‑cell powered harbor craft in Singapore. The consortium will start with desktop feasibility studies covering vessel concept design, techno‑economic analysis, risk assessment and...
U.S. Pioneered Solar, Policy Lapses Ceded Lead to China
Just to set the history right. USA went for solar before China did. Jimmy Carter installed them on the White House in 1979. USA led the technological and commercial landscape until the mid 80s but because of lack or state...
Everged’s Zero Cost Deployment Program Helps Contractors and Solar Companies Enter the EV Charging Market
Everged has introduced a Zero Cost Deployment Program aimed at electrical contractors, EPC firms, and commercial solar companies seeking to enter the EV charging market. The initiative offers three participation models—CapEx purchase, hardware financing, and an Everged‑owned approach—allowing partners to...
PJM Market Monitor Opposes Waivers for Constellation’s Three Mile Island Nuclear Restart
The PJM Interconnection market monitor has rejected Constellation Energy’s request for waivers that would let it transfer Capacity Interconnection Rights from retiring fossil‑fuel plants to the 835‑MW Crane nuclear unit, formerly Three Mile Island Unit 1. Constellation aims to restart Crane...
Daybreak April 23: E15 Hopes Stay High Despite Pushback From Mid-Sized Refiners
A House farm‑bill amendment would codify an E15 biofuel blend and preserve waiver options for refiners under extreme financial stress, drawing cheers from farm and biofuel groups but sharp opposition from mid‑size oil processors worried about losing exemptions. At the...
Why some Countries Give Away Free Electricity and Even Pay Consumers to Use It
Rising solar and wind generation in Germany, Australia and other markets is creating periods where supply far exceeds demand, prompting wholesale electricity prices to plunge into negative territory and even become free for consumers on flexible tariffs. In 2024, Europe...
Mild Winter Averted Gas Price Spike Amid Hormuz Closure
Northern hemisphere’s mild winter averted worse gas crisis Global gas prices would have surged much higher as a result of the closure of the Strait of Hormuz if last winter had not been among the warmest on record across the northern...
690 MW LSS5+ Solar Project in Malaysia Awards Solarvest EPCC Contract Through Developer Malakoff
Solarvest Holdings has secured a MYR 1.06 billion (≈USD 267 million) EPCC contract from Malakoff to build a 690 MWp solar farm on a 1,400‑acre site in Perak, Malaysia. The plant, part of the government‑backed Large‑Scale Solar 5+ (LSS5+) programme, is slated for commercial operation in...
Getting Beyond Data Center Construction: Designing for Grid Reliability
Global investment in data centers is set to hit $580 billion by the end of 2025, outpacing new oil‑supply spending. As the sector expands, grid‑reliability standards are emerging as a critical design constraint. IEEE’s Industry Connections group released a review recommending...
Enercon Wins 140MW Türkiye Turbine Deal
Enercon has signed a contract with RT Enerji to supply 20 E‑175 EP5 E2 turbines for the 140 MW Aydın‑Denizli wind farm in Turkey, part of the YEKA 5 tender. Each turbine delivers 7 MW of power with a 175‑metre rotor, marking the model’s first entry...
Clean Energy Future Depends on Near‑Term Decisions
"The data does not tell us that a transition to cleaner energy is impossible. It tells us that it is not yet inevitable – and that the difference between those two outcomes will be determined by decisions made in the...
Thermal Coal Update
Thermal coal markets have lost the tailwinds they enjoyed after the Strait of Hormuz blockage, sending both spot prices and related equities sharply lower. Over the past two months, benchmark thermal coal contracts have slipped to roughly $70 per metric...
Forecasting Solar Irradiance in Urban Environments with Just One 360° Image
U.S. researchers at Columbia University have unveiled a technique that forecasts solar irradiance using a single high‑resolution 360° hemispherical image captured on‑site, eliminating the need for detailed 3D city models. The method extracts sky, sun and surrounding‑scene geometry, trains a...
Cuba’s First Biomethane Plant: Renewable Fuel for Buses and Electricity
Cuba’s state oil firm Cupet announced that its first biomethane plant in Martí, Matanzas, is entering final assembly and production. Funded by the European Union through UNDP, the modular facility will purify 150 cubic meters of raw biogas per hour into...
Solar and Wind Take over Global Power Growth in 2025
In 2025 solar and wind added roughly six times more new generation capacity than all other power sources combined, supplying nearly all the additional electricity needed worldwide. The surge was led by Australia, several European nations, China, Chile, Finland, the...
There Are Fixes for AI’s Toll on the Power Grid. Here’s Why They’re Not Happening
AI’s rapid evolution into autonomous agents is straining the United States’ aging power grid, as data centers require ever‑greater electricity for compute. Companies such as Microsoft, Amazon, Alphabet and Meta are racing to secure additional capacity, while OpenAI warned of...
New Jersey Scraps Grid Build Out Plan
New Jersey’s Board of Public Utilities has abandoned its pioneering plan to weave offshore‑wind targets into the state’s grid‑planning process. The decision follows the collapse of Invenergy’s 2.4 GW Leading Light Wind project and TotalEnergies‑Corio’s 1.3 GW Attentive Energy 2 proposal, leaving the...
The Reciprocity of Virtual Power Plants and Energy Justice
Virtual power plants (VPPs) aggregate distributed energy resources such as solar, EVs, and demand‑response devices to provide grid services and lower bills. A Clean Energy States Alliance webinar highlighted how VPPs can advance energy justice, citing Vermont Electric Cooperative’s Income‑Qualified...
Oil Prices Climb Above $103 as US‑Iran Tensions Keep Strait of Hormuz Closed
Brent crude rose 1.7% to $103.60 a barrel and U.S. WTI jumped 1.8% to $94.60 as the strategic Strait of Hormuz stayed closed amid stalled U.S.–Iran talks. The rally, reinforced by a drop in U.S. fuel inventories, raises concerns for...
The Trust Challenge: Why Local Protests and Fake News Threaten Wind’s €5 Trillion Expansion
WindEurope’s Madrid summit underscored a unified call for stable, fast‑track policies, but the industry faces a parallel battle against misinformation and local opposition that could jeopardize the projected €5 trillion (≈$5.4 trillion) investment in new wind capacity over the next 25 years....
Middle East Blockades Ripple Through Global Supply Chains, Boosting Green Hydrogen Interest
Iran's seizure of two commercial vessels and the U.S. naval blockade in the Strait of Hormuz have tightened global supply chains, pushing oil prices above $100 a barrel and inflating shipping costs. The energy shock is narrowing the cost gap...
Sonnedix, Copec EMOAC Sign PPAs for Chilean BESS Project
Sonnedix has signed three power purchase agreements with Copec EMOAC for the Librillo battery energy storage system, a 117 MW, 643.8 MWh project in Chile’s Antofagasta region. The stand‑alone BESS will operate five hours per day, delivering nighttime renewable power and improving...
PureDC Unveils Europe’s First Microgrid-Powered Data Center in Dublin
PureDC has commissioned a 54 MW microgrid‑powered data center on Dublin’s Orion Business Park, delivering five‑nine reliability without reliance on the public grid. The facility blends 9.8 MW Wärtsilä engines, high‑voltage battery storage and 72‑hour HVO reserves, marking a new model for...
Nuclear Stocks Rally on SMR, Enrichment Gains
Nuclear – Daily Gainers & Losers (04/22/26) Nuclear names ripped higher as SMR developers and enrichment plays surged, while large defense contractors and diversified utilities saw mild profit‑taking. – Eagle Nuclear Energy (NUCL) jumped 17.55% to $12.46, extending its post‑SPAC momentum after...
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Why Dale Vince’s Heat Pump Claims Are Wrong
There are literally 10s of thousands of reasons why Dale Vince is wrong about heat pumps and energy bills https://t.co/KR3JUI0Ujl https://t.co/O9qAbcNLk9
Read The Prize to Decode Global Energy Markets
If you are trying to understand what is happening in global energy markets I highly recommend “The prize” by @DanielYergin Literally one of my top ten books ever.
Interviewing T1 Energy CEO on Texas Renewable Boom
Looking forward to this event. I'll be interviewing T1 Energy CEO Daniel Barcelo about the Texas renewables boom. #energy #solar
Taiwan's Energy Shortage Threatens Global AI Supply
Powering the Silicon Shield – Taiwan’s Looming Energy Crisis and the Fate of AI https://t.co/zPfdZlBan8
Andurand's 52% April Loss Highlights Ceasefire Risk
*ANDURAND LOST 52% IN APRIL FIRST HALF AS CEASEFIRE HURT OIL BET Are people paying 20% performance for Pierre Andurand to be max levered long oil always? It seems like it
Low Crude Prices Persist Amid Historic Supply Shock
🚨 NEW POST 🚨 𝗦𝗮𝗻𝗴𝘂𝗶𝗻𝗲 𝗦𝘁𝗿𝗮𝗶𝘁 𝗦𝘁𝗼𝗽𝗽𝗮𝗴𝗲 Making sense of relatively low crude prices through nearly two months of the largest oil supply shock in history https://t.co/1E2OX8hn8t
Oil Prices Reflect Cash Bets, Not Absolute Value
Oil prices are NOT too low @RKelanic Front-month Brent is for late June contracts. It’s neither right nor wrong It’s what people are willing to bet real cash $103 price includes a 20% price urgency risk premium Think about how YOU would price a...