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:
Nuclear Stock Face-Off: Is Oklo or Cameco the Better Buy Right Now?
Nuclear energy is gaining momentum as AI data centers demand reliable power, prompting tech giants to partner with nuclear firms. Cameco, the largest North American uranium producer, secured a $2.6 billion supply deal with India and holds a 49% stake in Westinghouse, positioning it to benefit from U.S. reactor loan programs. Oklo, an early‑stage developer of the modular Aurora reactor, is fast‑tracking a pilot at Idaho National Laboratory and plans a 1.2‑GW Ohio campus for Meta, but will spend $350‑$450 million this year on construction. Despite Oklo’s growth potential, most analysts recommend buying Cameco now for its established cash flow and near‑term upside.
Stocks Fall, Oil Climbs Amid Uncertainty over US-Iran Talks
Oil prices jumped 3.1% to $98.48 a barrel as Brent rallied on renewed uncertainty over US‑Iran peace talks, while U.S. stocks fell, with the S&P 500 slipping 0.6%. President Trump extended the ceasefire but kept a naval blockade on Iranian...
Myanmar Signs Deal with Chinese Operator to Increase Oil Production
Myanmar’s government has signed a cooperation agreement with a Chinese oil operator to boost output at the on‑shore Htaukshapin‑Kanni field. The partnership will focus on enhanced petroleum recovery techniques to extract additional barrels from the mature reservoir. While the exact...
South Korea to Unveil Green Transition Roadmap Amid Lagging Renewables
South Korea will unveil its "Green Great Transformation Strategy" in June, laying out a roadmap to hit 100 GW of renewable capacity and at least a 20% share of renewables in the power mix by 2030, with a carbon‑neutral target for...
Global Offshore Wind Surges as US Pulls Back
The world is embracing offshore wind — even as the US retreats #energysky -- via Canary Media: https://t.co/pvWoixxNpn
Oil Prices Jump to $97 as US‑Iran Ceasefire Expiry Fuels Supply‑Chain Uncertainty
Brent crude rose 1.6% to $97 per barrel as the two‑week US‑Iran ceasefire nears expiration, stoking supply‑chain concerns. Traders cite the looming truce deadline and possible Strait of Hormuz closure as the main drivers of price volatility.
China and India’s Solar Factory Surge Powers Global Clean Energy Leap by 2025
Solar generation in China and India surged 30% in 2025, pushing clean power growth to 887 TWh—outpacing global electricity demand growth of 849 TWh. The boom, driven by record‑high solar‑module manufacturing, helped renewables reach a 33.8% share of world electricity for the...
Clean Energy Deployment Hits $200B Monthly, Set to Double
At the @Bloomberg NEF conference they are measuring $200B a month of clean energy deployment. That number will likely double by the end of the year. Most reliable way for countries to fill the gap from the loss of Oil...
Silicon Valley Power Teams with Emerald AI on Multi‑Megawatt Flexible Data‑Center Pilot
Silicon Valley Power and Emerald AI have launched a multi‑megawatt pilot at a Santa Clara data center that runs NVIDIA AI workloads. The project will use Emerald AI’s Conductor platform and NVIDIA’s DSX Flex capability to let the facility respond...
Amazon Deploys 75 Electric Trucks From Einride to Boost Zero‑Emission Freight
Amazon has integrated 75 electric heavy‑duty trucks from Sweden’s Einride into its Relay freight platform, targeting three million electric miles per year and expanding charging infrastructure at five sites. The deal showcases Amazon’s broader push to decarbonize its logistics network...
Gulf States Warn U.S.-Iran Talks Could Cement Iran’s Grip on Hormuz
Gulf officials cautioned that the next round of U.S.-Iran talks in Islamabad may lock in Iran’s leverage over the Strait of Hormuz rather than diminish it. They argue the focus on uranium enrichment sidesteps broader security concerns, risking a permanent...
Florida Electricity Shutoffs Rank Among Nation’s Highest
A new U.S. Energy Information Administration report reveals that Florida households experienced 2.1 million electricity shutoffs in 2024, placing the state among the nation’s highest rates. Nationwide, utilities disconnected customers more than 15.1 million times, with electricity accounts accounting for 13.4 million of...
Iran and Russia Boost March Oil Exports Over 5% as Asian Demand Rises
Iran and Russia lifted March crude oil exports by over 5% compared with the prior 12‑month average, as India and other Asian buyers increased purchases. The surge undercuts former President Donald Trump's sanctions strategy and pushes Russian crude above West...
Surging Gas Prices Will Cost Americans $857 More in 2026
The Iran war has pushed global oil prices up more than 30%, driving U.S. gasoline costs up $857 per driver in 2026. Retail data show a 15.5% surge in gas‑station sales in March, the biggest jump since the Census began...
Mova Launches Integrated Plug‑in Solar‑storage System
Mova unveils all-in-one plug-in solar and storage solutions #energysky -- via pv magazine global: https://t.co/qubnhUum8G
China’s Shipyards Secure Wave of Oil Tanker Orders as Iran War Drives Demand
China’s shipyards are capitalizing on the U.S.-Israeli conflict with Iran, which has blocked the Strait of Hormuz and tightened global crude transport. Shipping firms are scrambling for very large crude carriers (VLCCs) to bypass the chokepoint, prompting new orders from...
Qld Invests in Renewable Diesel to Support Fuel Security
The Queensland Government is committing A$25 million (≈US$16.5 million) to convert Ampol’s Lytton refinery for renewable diesel production, marking Australia’s first domestic second‑generation low‑carbon fuel project. Construction is slated to start by mid‑2027 with an initial output of up to 20 million litres...
Russia Stops Flow of Kazakh Oil to Germany
Russia has restarted oil deliveries to the EU via the Druzhba pipeline after a months‑long interruption caused by infrastructure attacks. Simultaneously, Moscow halted Kazakh oil shipments to Germany, officially citing technical constraints but widely seen as geopolitical retaliation. Kazakhstan says...
Oceaneering International Inc (OII) Q1 2026 Earnings Call Transcript
Oceaneering International posted its most profitable quarter in nearly a decade, generating $743 million in revenue (up 9 percent) and $111 million in adjusted EBITDA, the strongest since 2015. Segment performance was broad‑based, with Subsea Robotics maintaining a 36 percent EBITDA margin, Manufactured Products...
Quantumscape Corp (QS) Q1 2026 Earnings Call Transcript
QuantumScape reported its Q1 2026 earnings, confirming shipment of initial QSE-5 battery samples and a schedule to begin field testing in 2026. The company announced that its next‑generation Cobra ceramic separator process will reach baseline production in Q2, promising an...
Helix Energy Solutions Group Inc (HLX) Q1 2026 Earnings Call Transcript
Helix Energy Solutions Group reported Q3 2025 results that marked a sharp rebound, delivering $377 million in revenue and $22 million of net income, the first profit after a prior loss. Adjusted EBITDA rose to $104 million, the highest level since 2014, and...
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...
Iraq Turns to Risky Overland Routes as Oil Exports Collapse
Iraq’s oil exports have slumped about 80 % to roughly 1.2‑1.3 million barrels per day after the Strait of Hormuz became effectively closed. The government, which depends on oil for up to 95 % of its budget, is confronting a severe fiscal shortfall....
Tiny Pacific Nations Face Tough Choices on Food, Fuel Posed by Iran War
Pacific island nations are feeling the fallout of the U.S.-Israeli war with Iran, which has choked the Strait of Hormuz and pushed diesel, petrol and kerosene prices up to 70% in Papua New Guinea. The region, heavily dependent on imported diesel...
It's Not Your Imagination, Diesel Prices Are Going Up Faster Than Gas Or Oil
Diesel prices in the United States have surged to an average $5.55 per gallon in April 2026, outpacing gasoline’s $4.10 per gallon and creating a $1.45 gap. Since the start of 2026 diesel has risen roughly $2.05 per gallon, nearly double...
New Treaty to End the Fossil Fuel Era Is Needed More than Ever (Commentary)
A coalition of more than 50 nations will convene in Santa Marta, Colombia, to launch the first International Conference on Transitioning Away from Fossil Fuels, aiming to lay groundwork for a global Fossil Fuel Treaty. The conference follows soaring oil prices—over...
Should California Keep Its Last Nuclear Power Plant Running?
California’s sole operating nuclear facility, the Diablo Canyon Power Plant, is slated to shut down in 2030 under state law. Lawmakers are debating an extension to keep the plant running amid rising electricity demand from the tech sector and climate...
Gina Rinehart-Backed Miner Achieves Remarkable 95.7 Pct Renewable Share in March Quarter, Slashing Diesel Costs
Australian rare‑earth miner Lynas Rare Earths reported that its off‑grid Mt Weld operation ran on 95.7 % renewable electricity in the March quarter, far above the 70 % target. The hybrid system—7 MW solar, 24 MW wind and a 12 MW/12 MWh battery—allowed the site to...
The Gulf War: Hidden Vulnerabilities and Strategic Failures
The Iran‑U.S. conflict in the Gulf has choked the flow of crude, refined products and LNG, creating immediate fuel shortages from Western Australia to South Korea. The disruption exposed a decade‑long rise in strategic vulnerability, with 11 of 13 major...
US, China Forge Rival Fusion Chains as Europe Weighs Role
The United States and China are intensifying their rivalry by racing to commercialize fusion energy, a potentially limitless, carbon‑free power source. Beijing has invested $6‑13 billion in a suite of projects, while Washington is accelerating domestic capabilities through public funding and...
The Strait of Hormuz Closure Forces a Choice: Ration Oil Now or Pay a Steep Price Later
The Strait of Hormuz closure after the U.S. counter‑blockade has removed roughly 13% of global oil supply, pushing Brent crude to about $95 a barrel and draining strategic inventories. Daily production outages now exceed 13 million barrels per day, with an...
Daily Energy Report
China’s oil inventories have surged to a record high as firms tap cheap barrels bought for about $50 per barrel from Iran, Russia and Venezuela, rather than purchasing current imports priced above $100. The rise runs counter to market expectations...
Oil Holds Advance as Trump Extends Truce But Maintains Blockade
Oil prices continued their two‑day rally after President Donald Trump announced an extension of the cease‑fire with Iran, even as diplomatic talks collapsed. Brent crude climbed almost 9% in two sessions, settling just under $99 a barrel, while U.S. West...
UN Calls for Global Platform to Align Energy Transition
The UN wants a global platform to align fossil fuel transition, energy security, and climate investment. https://www.metalnomist.com/2026/04/fossil-fuel-transition-platform-gains.html
War's Energy Surge Signals Higher Prices Ahead
No matter how long you expect the war to last, the chart below doesn’t look like the end of a move. If anything, the setup still appears quite explosive. This marks the beginning of a new regime of structurally higher energy prices,...
Gasoline Users Left Out of Fuel Price Cut
Thailand’s Oil Fuel Fund Office cut retail diesel to 41.70 baht per litre (about $1.17), a 1.2 baht ($0.03) reduction, while gasoline and gasohol prices remain unchanged at roughly 10.85 baht ($0.30) per litre. The move follows a sharp decline in global crude...
Energy Crisis Will Scar Oil Analyst Charts Forever
It’s important to remember the lasting damage this crisis is going to do to oil market analyst charts. https://t.co/P1anQ3KIgM
China's Oil Wells at Risk Without Immediate Iranian Flow
Iran is without revenues, but way more important is that the oilwells that China relies on might be permanently damaged if oilflows does not start again within a short time
Valero Progresses Port Arthur Refinery Restart After March Fire
Valero Energy has partially restarted its 380,000‑barrel‑per‑day Port Arthur refinery after a March 23 explosion and fire. The 115,000‑b/d AVU‑147 crude distillation unit is back online, while the larger 210,000‑b/d AVU‑146 unit remains shut for heater‑tube repairs. State regulators continue...
Whyalla Steelworks Needs Sustainable Solution Beyond Gas
Whyalla steelworks needs long-term viability. It won’t find it with gas #energysky -- via Renew Economy: https://t.co/0MajhpEYYE https://t.co/8wuRq4Fmn7
China’s Record Oil Stockpiles Signal Hidden Market Insight
China's oil inventories are at record high.. What do the Chinese know that we don't? Daily Energy Report Link: https://t.co/yJIG1S9GHe
Egypt Seeks IOC Upstream Boost to Offset Dwindling Gas Supplies
Egypt is confronting a second gas shortage in ten years as fuel prices surge due to the Middle‑East conflict. The government is urging international oil companies (IOCs) to accelerate upstream projects in its Mediterranean offshore basins to close the supply...
War Drives Oil and Rates, Not Stocks, Heatmap Shows
This heatmap shows vol-adjusted moves 25FEB26 (pre-war) to yesterday's close. Matches today's short-term price action. Oil and rates are the war trades... FX kinda... Stocks not at all. https://t.co/NHgKcH2x8z
Energy Secretary’s View Highlights Overlooked Global Demand Issue
He'll probably be wrong in this prediction, but I have more sympathy for where the Energy Secretary is coming from (than most of the folks eager to dunk on him). Gets at a substantive issue that otherwise goes missing in...
U.S. Is Negotiating to Cancel More Offshore Wind Leases
Engie confirmed it is negotiating with the Trump administration to cancel three offshore wind leases in the United States, following the administration’s recent reimbursement of TotalEnergies for a similar lease. The leases – Southcoast Wind in Massachusetts, Bluepoint in the New York...
2026 US Gulf Coast Oil & Gas Infrastructure Map
Endeavor B2B’s MAPSearch, in partnership with the Offshore editorial team, has published the 2026 US Gulf Coast Oil & Gas Infrastructure map. The visual tool charts pipelines, terminals, refineries, and offshore platforms across the Gulf Coast region. It is distributed...
Sterling & Wilson Launch 875MW Rajasthan Solar Project
Sterling and Wilson to build 875MW solar project in Rajasthan #energysky -- via pv-tech: https://t.co/GDZUzNL1Wo
Oil Prices Creep Higher Ahead of Ceasefire Decision
Oil futures nudged higher on Tuesday as President Donald Trump announced an indefinite extension of the U.S. cease‑fire with Iran. The move lifted sentiment in the market, but analysts warned that the cease‑fire does not guarantee a durable peace. Prices...
Sodium Batteries Breakthrough Amid Lithium Price Volatility
Volatile lithium prices and advances in technology mean sodium batteries are finally making a decisive breakthrough https://t.co/IRqZeUwuGz
How the Iran Energy Crisis Is Supercharging Southeast Asia’s EV Transition
The Iran‑driven energy crisis has pushed fuel prices to record highs across Thailand, Vietnam and the Philippines, prompting motorists to consider electric vehicles as a cheaper alternative. At the Bangkok Auto Show, Chinese EV maker BYD secured the most orders,...