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:
UK Unveils Plans to Cut Power Constraint Costs
The UK government released a Reformed National Pricing delivery plan aimed at slashing network constraint costs. Constraint payments hit £1.34bn ($1.8bn) in 2024‑25 and could rise to £7bn by 2030‑31; the plan seeks to remove up to £1bn of that peak and accelerate transmission projects to cut another £4bn. SSE, SP and National Grid will roll out dynamic line rating, projected to save consumers £400mn ($530m) by 2030. Additional measures include better system‑access coordination, battery‑storage incentives and a trial offering free wind power in constrained areas.
California’s Regressive Rooftop Solar Policy Hit with Second Appeal to State Supreme Court
Rooftop solar advocates have filed a petition with the California Supreme Court to overturn the state’s revised net‑metering policy, which slashes customer credits for excess solar generation by up to 80%. The policy, approved by the Court of Appeals for...
Saipem Sees Earnings Growth as Strait of Hormuz Closure Clouds Future
Saipem reported first‑quarter revenue of €3.53 billion ($4.15 billion) and flat profit, while adjusted EBITDA jumped 23% to €434 million ($511 million), matching analyst forecasts. The Italian contractor secured €1.7 billion ($2.0 billion) in new contracts and cut capital spending by 58% to €44 million ($52 million). It...
Reprocessing Gamble Could Drain Nuclear Waste Fund, Raise Electricity Prices
The Department of Energy’s push to bundle spent‑fuel reprocessing with broader nuclear‑lifecycle initiatives threatens to siphon the $47 billion Nuclear Waste Fund. Reprocessing, which aims to extract plutonium and uranium, has repeatedly proven costly, technically fragile, and generates new waste streams...
Data Centers as Dynamic Grid Assets? New Jersey Site Using Solar and Storage for Flexibility
Calibrant Energy has signed a definitive agreement to build, own, and operate a 23 MWh battery energy storage system at Iron Mountain’s NJE‑1 data center in Edison, New Jersey. The storage unit pairs with the facility’s existing 7.2 MW rooftop solar array,...
Energy Stocks Poised for 10x Gains, Ignored
I sat down with @JosefSchachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most...
Georgia Church Adds Solar, Storage and EV Chargers to Campus to Act as Community’s Resilience Hub
New Bethel African Methodist Episcopal Church in Lithonia, Georgia, became one of the state’s first faith communities to install a combined 70‑kW solar array and 41‑kWh battery storage system, complemented by two Level II electric‑vehicle chargers. The project, financed through Georgia BRIGHT,...
Iran Reiterates Interest in Securing Russian Pipeline Gas - Report
Iran reaffirmed its commitment to secure long‑term pipeline gas from Russia after a stalled trial shipment via Azerbaijan. Tehran aims to start with a 2 billion cubic metres per annum (Bcma) trial using legacy pipelines, then scale to 55 Bcma once new...
US Judge Blocks Trump's Efforts to Hinder Renewable Energy Projects
A federal judge in Boston issued a preliminary injunction blocking the Trump administration's new permitting policies that required three senior political appointees to approve most wind and solar projects. The ruling, sought by nine clean‑energy advocacy groups, finds the Interior...
Russia Is Making Bank on Trump’s Iran War
Russia’s oil earnings surged to a two‑year peak in March as the Trump‑led war with Iran pushed global crude prices up more than 50 %. Daily fossil‑fuel revenues hit roughly $777 million and tax receipts topped $8 billion for the month, driven by...
Commodities: Oil Takes the Reins From Gold
Oil has begun to outperform gold as the leading commodity on CME’s trading platforms, driven by stronger demand expectations and tighter supply outlooks. Recent price movements show crude futures gaining momentum while gold prices have softened amid easing inflation concerns....
World Briefs | Nigeria’s Dangote Targets Plastics, Detergents in Honeywell Deal
Nigeria’s Dangote Refinery has signed a technology partnership with Honeywell UOP to expand its petrochemical output. The deal will add 750,000 tonnes per year of propylene and 400,000 tonnes per year of linear alkylbenzene (LAB) using Oleflex technology, extending the...
Jet Fuel Volatility Continues to Weigh on Airline Profitability, Warns IBA
New IBA analysis shows jet fuel prices remain roughly 54% above pre‑conflict levels, with a brief dip to $94 per barrel after a ceasefire but overall volatility persisting. The firm revised its 2026 global airline EBIT margin outlook down to...
Hyundai and TVS Motor Sign Joint Deal to Launch Electric Three‑Wheelers in India
Hyundai Motor Company and TVS Motor Company have signed a Joint Development Agreement to co‑develop and commercialize electric three‑wheelers in India and beyond. The partnership blends Hyundai’s human‑centric design with TVS’s proven electric platform, aiming to expand sustainable last‑mile transport...
A “Good Neighbor” With a Toxic Legacy
In April 2025 a Chevron‑operated well at the Bishop pad near Galeton, Colorado, suffered a catastrophic blowout, spewing over one million gallons of toxic fluids and benzene plumes that forced evacuations and contaminated the local elementary school. Chevron later donated...
Treon Launches AI‑Powered Treon Make on AWS for Prescriptive Maintenance
Treon announced the launch of Treon Make, an AI‑driven prescriptive maintenance solution hosted on AWS, targeting cement, ceramics and other heavy‑industry assets. The fully managed, subscription‑based service combines high‑precision wireless sensors with self‑learning analytics to accelerate fault detection and reduce...
Fossil Fuel Crisis Offers Chance to Speed up Energy Transition, Ministers Say
The Iran‑triggered fossil fuel crisis has highlighted the volatility of oil and gas, prompting energy and climate ministers at the Petersberg Climate Dialogue to call for an accelerated shift to clean power. Over 30 nations, backed by the UN, are...
Stellium Datacenters Slashes Emissions 75% with Hourly‑Matched Renewable Power
Stellium Datacenters, operating a high‑performance computing campus near Newcastle, cut its carbon emissions by 75% after switching to an hourly‑matched renewable electricity model. The move, partnered with Good Energy, lifts its renewable matching score to 95.4%, far above the sector...
Iran-Israel Conflict Triggers $50B Oil Shock, Slashing Emerging Market Growth Forecasts
The Iran‑Israel/US war has knocked more than 500 million barrels of crude offline, pushing Brent above $100 and diesel to $5.61 per gallon. The shock has slashed IMF growth forecasts for emerging Asia to 4.9% and forced the UAE to seek...
Second Drone Strike Hits Russia’s Tuapse Refinery, Sparks Oil Spill in Black Sea
Ukraine launched a second drone attack on the Rosneft‑owned Tuapse refinery and export terminal, killing at least one person and igniting multiple fires. The strike also produced a 10,000‑square‑meter oil spill in the Black Sea, underscoring the vulnerability of Russian...
Treasury Yields Rise as Iran Ceasefire Talks Lift Oil Prices
U.S. Treasury prices fell and yields climbed after renewed ceasefire negotiations between the United States and Iran pushed crude oil higher. The move marked a clear geopolitical catalyst for the bond market, separate from the ongoing Federal Reserve nominee hearing.
EU Transport Chief Says ‘No Need’ to Curb Fuel Use Despite Supply Fears
EU transport commissioner Apostolos Tzitzikostas said there is no need to curb fuel demand even as the war in Gaza and a near‑two‑month closure of the Strait of Hormuz have added roughly $540 million a day to EU energy costs and...
A Drop of 300-400 Thousand Barrels per Day. How Are Ukrainian Attacks Damaging Russian Oil Exports?
Ukrainian drone strikes on Russian ports and refineries forced a sharp cut in crude output, dropping production by 300,000‑400,000 barrels per day in April—the steepest decline in six years. The attacks hit key export hubs in Leningrad Oblast, Primorsk on...
Virginia Public Power Providers Embrace Megawatt-Scale, Distribution-Connected Batteries
Virginia’s Blue Ridge Power Agency and Lightshift Energy announced a plan to install roughly 25 MW of distribution‑connected battery storage across five sites owned by three member utilities. Each 5‑MW system is slated to be operational this year, charging during off‑peak...
Meta Reserves up to 100GWh of US ‘Multi-Day’ Energy Storage Startup Noon Energy’s Technology
Meta has signed an agreement to reserve up to 1 GW of long‑duration energy storage (LDES) capacity, equivalent to 100 GWh, from U.S. startup Noon Energy. The partnership will start with a 25 MW/2.5 GWh pilot slated for completion by 2028, after which Noon...
Svitzer Balder Completes Sea Trials of Electric Escort Tug with 6 MWh LFP Battery System
Svitzer Balder, a harbor tug built in Turkey, has completed sea trials using AYK Energy’s 6 MWh LFP battery system, which the company touts as the world’s most powerful electric escort tug and the first battery‑methanol hybrid. The AriesA battery pack offers...
World Briefs | EU Warns Against Early Nuclear Plant Closures
The European Commission is urging EU members to keep existing nuclear plants operating, warning that premature closures would undermine low‑cost, low‑emission power amid rising energy prices linked to the Iran war. In India, the Competition Commission has escalated AB InBev...
1500km EV Battery Charges in Six Minutes, Ends Range Anxiety
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes That's: >Faster than a coffee break >Longer than almost any petrol tank >The...
Redwood Materials Introduces Open-Air Grid Storage Batteries
Redwood Materials has unveiled an open‑air grid‑storage system that mounts second‑life EV battery packs on above‑ground cable trays. A pilot near Reno combines a 20 MW solar array with 12 MWh of repurposed batteries to power four Crusoe data centers, eliminating the...
$2.3bn+ Sable Oil Pipeline Restart in California Tentatively Blocked Despite Federal Backing
The $2.3 billion Sable oil pipeline restart on California's Central Coast has been halted by a federal judge, who upheld a preliminary injunction requiring compliance with state and local regulations. The Trump administration invoked the Defense Production Act to force the...
Renewables Mean Energy Security: Turkey, Australia
Turkey and Australia argued that true energy security comes from strong decarbonisation and renewable deployment, warning that fossil fuels cannot guarantee supply amid geopolitical turmoil. The ministers highlighted the Middle East shipping crisis as proof that reliance on oil and...
To Avoid COP Mistakes, Santa Marta Conference Must Be Shielded From Fossil Fuel Influence
The Santa Marta conference in Colombia will convene dozens of governments to design a comprehensive phase‑out of fossil fuels, marking the first multilateral summit dedicated solely to this goal. Organizers emphasize shielding the talks from fossil‑fuel lobby influence, a criticism...
CSMC Secures $1.2M Government Grant for Nuclear Microreactor Manufacturing
Canadian Strategic Missions Corporation (CSMC) secured a $1.2 million CAD (≈$0.9 million USD) federal grant, representing 40% of a $3 million project, to build an advanced manufacturing cell for its LEUNR microreactor. The initiative, part of NGen’s Advanced Manufacturing Technology Program, partners with...
Lithium Shortage Threatens 100% Renewable Energy Goal
Does the world have enough lithium to power all the electric vehicles and stationary batteries needed to transition the world to 100% clean, renewable energy and storage for everything? More info https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-lithium.pdf https://web.stanford.edu/group/efmh/jacobson/WWSStillNMN/StillNMN.html Video: https://www.youtube.com/watch?v=XKBTnj1nTWo
Solar Supplies 75% of New Power Demand in 2025
Global solar generation met three-quarters of new power demand in 2025 — Ember #energysky -- via pv-tech: https://t.co/bG42GJOln8
GasEntec Secures Contract for LNG Terminal in Senegal
GasEntec has been awarded a contract by ELTON Logistics to build a jetty‑based LNG regasification terminal in Dakar, Senegal. The facility will include a 137,000 m³ storage tank, two 15 km subsea pipelines and ten truck‑loading bays, feeding the country’s largest 300 MW...
China May Follow Iraq Model for Gulf Deals
Wait for things to shake out and then make deals with Gulf states on the other side, leveraging its own offerings? Iraq, where China is a dominant player in the upstream, maybe an instructive precedent for China ...
Ex‑Greens Minister Quits After Achieving 100% Renewables
“Green gold:” Former Greens energy minister who delivered 100 pct renewables calls time on political career #energysky -- via Renew Economy: https://t.co/wdRPQuMJ9e https://t.co/xqt5CmOe7I
Ultrabulk Handymax Makes First Transatlantic Biomass Delivery
Ultra Yorkshire, an Ultrabulk handymax carrier, completed its first transatlantic voyage delivering 29,000 tonnes of biomass pellets from Baton Rouge to Liverpool for Drax Power Station. The trip used B100 biofuel, cutting CO₂ emissions by roughly 90 % versus conventional marine fuel....
Electro‑thermal Storage Surges to $2.5 Bn Industry
Electro-thermal storage is on a roll 🔥 My take for @Reuters: Five years ago: a handful of pilots. Today: a $2.51bn industry with dozens of companies across multiple use cases. https://t.co/ZAFC3nyvfV
Oil Prices Set to Surge After Gulf Shipments End
My take w/ @WallStBullion on why OIL is about to SPIKE: "By the end of April, all pre-war Gulf oil shipments will be delivered. Then, oil prices will spike again. Soon, the paper market will be mugged by reality & converge.” STAY LONG...
DIY Hydrogen Production Using Recycled Solar Panels
How to generate hydrogen at home with recycled solar panels #energysky -- via pv magazine global: https://t.co/d7aGltojRx
UK’s Gas‑electricity Price Split: Incremental, Not Revolutionary
NEW: How is the UK govt aiming to "break the link between gas and electricity prices" – and will it work? While headlines “suggest a decisive shift", says Aurora's Marc Hedin, "the reality is more incremental” + comments from UKERC, Regen & more https://t.co/Vkf5BCYFW9...
Iran's Hormuz Threat Lacks Leverage without Clear Economic Damage
If Iran wants its future threats to re-close the Strait of Hormuz to be seen as serious leverage vs a future US administration, it's going to be tricky for Tehran to reopen the Strait before we see more acute—and truly...
Market Discounts Unseen Risks, Not Just Trump Talk
The market will discount whatever it can't see today @Flexbitcoin I wish it was Trump numb but last week's crude price swoon on nothing but Trump BS argues it's not.
IREN Should Remain Power Landlord, Not Neocloud
Lot's of people harping on $IREN because of this, and it's fair. In my report on neoclouds/power landlords, you can argue $IREN should just be a power landlord, not try and be a neocloud. https://t.co/ZqN97xWAFI
Diverse Storage Tech Thwarts China's Supply Chain Dominance
The sheer range of technologies for long duration storage could make it hard for China to dominate the supply chain. https://t.co/91YChhaEzP
WTI May Futures Expire; Prompt Spread Squeezed
WTI May futures contract expiring today. Prompt time spread getting squeezed this morning into expiry. https://t.co/ngZp1l2e18
Markets Expect Peace, Yet Escalation Threatens Energy Crisis
The markets have decided peace will be the outcome in the Middle East, writes @TheMichaelEvery But markets will be wrong The options are really limited IMO A fragile pause before escalation or escalation. But escalation has many faces. None averts an energy disaster. #OilMarkets...
Caelux and Tandem PV Advance US Perovskite Modules
Caelux, Tandem PV announce progress on US perovskite solar modules #energysky -- via pv-tech: https://t.co/7inV1W4WKy