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:
Vietnam Plans to Extend Fuel Tariff Suspension, Extend Tax Incentives for EVs
Vietnam's Finance Ministry will extend the suspension of import tariffs on fuels until June 30, a measure aimed at stabilising domestic production amid an uncertain Middle East conflict. The extension will cost the state roughly 2.02 trillion dong (about $77 million) in lost revenue. The ministry also plans to pause tariffs on naphtha, reformate and condensate for the same period. In parallel, the government seeks to prolong the special consumption tax cut for electric vehicles through 2030, after a dramatic rise in EV sales to nearly 175,000 units last year.
Energy Innovation Shifts Toward Security, Competitiveness, Resilience
The IEA says energy innovation is now driven more by security, competitiveness, and supply-chain resilience. https://www.metalnomist.com/2026/04/energy-innovation-security-needs-are.html
IOC, BPCL to HPCL: PSU Oil Stocks Show Resilience Against Rising Crude Oil Prices
India's state‑run oil marketers—IOCL, BPCL and HPCL—showed modest declines as Brent crude jumped about 7% to $96.85 per barrel, staying under the $100 threshold. BPCL fell the most at 1.55%, while IOCL and HPCL each slipped less than 1%. Analysts...
Australian Battery Storage Manufacturer Secures $2.3 Million Grant From ARENA to Scale up Capacity
PowerPlus Energy, Australia’s largest domestic battery‑module maker, received a $2.3 million Australian‑dollar grant (≈$1.5 million USD) from the Renewable Energy Agency (ARENA) to expand its production capacity. The funding backs a $6.7 million AUD (≈$4.4 million USD) plan to semi‑automate manufacturing and lift annual...
“The Scores Are Going Off the Charts”: Iran Conflict Boosts Support for Renewables and Energy Independence
The Iran‑Hormuz conflict has amplified Australian consumer enthusiasm for energy independence, pushing renewable‑focused messaging to record levels, according to Populares CEO Ed Coper. While overall support for the renewable transition holds steady at 52%, negative sentiment rose to a historic...
Monday’s Headlines Should Wean Themselves Off Fossil Fuels
The United States’ dependence on diesel for freight has translated into a $71 annual cost per household after Iran’s closure of the Strait of Hormuz, even for non‑diesel drivers. Meanwhile, higher gasoline prices are being partially offset by stricter fuel‑efficiency...
Ed Miliband to Double Down on Net Zero with Measures to Combat Iran Energy Shock
UK Labour energy secretary Ed Miliband will unveil a new net‑zero package aimed at insulating the UK from the Iran‑related energy shock. The plan accelerates the Warm Homes scheme, expands solar on public land and proposes delinking electricity prices from...
Southeast Asia Must Pursue Energy Sovereignty, Not Just Security, Says Civil Society
Civil society leaders are urging Southeast Asian nations to move beyond mere energy security and pursue energy sovereignty by relying on domestically generated renewables. The call comes ahead of the First Conference on Transitioning Away From Fossil Fuels in Colombia,...
Using Today’s Futures, Don’t Expect Gasoline Prices to Soon Return to Antebellum Levels*
The article uses a log‑difference regression linking Brent futures to regular gasoline prices, finding a conditional forecast that gasoline will stay above pre‑conflict levels. The model (1990‑2026) explains 56% of price movements, but the author warns that futures have underperformed...
Adani Power Steps Into Nuclear Energy with New Subsidiary CMAEL
Adani Power has created a wholly‑owned step‑down subsidiary, Coastal‑Maha Atomic Energy Ltd (CMAEL), to develop nuclear generation, transmission and distribution. CMAEL was incorporated on April 13, received its certificate on April 18, and carries an authorized capital of ₹5 lakh (≈ $6,000) fully funded...
SRJ Technologies Lands US$4.4m Three-Year UAE Robotic Inspection Contract
SRJ Technologies Group Plc announced that its UAE subsidiary, Air Control Entech (ACE), has won a three‑year, US$4.4 million (≈A$6.1 million) contract to provide robotic leak‑detection and emissions‑inspection services for a government‑owned upstream oil and gas operator in the United Arab Emirates....
More than 20 Vessels Pass Strait of Hormuz on Saturday, Kpler Data Shows
More than 20 vessels crossed the Strait of Hormuz on Saturday, the highest number since March 1, according to Kpler shipping analytics. The fleet included five ships that last loaded cargoes in Iran, three LPG carriers bound for China and India,...
Pacific Energy to Deliver 81MWh Battery Storage Systems to Australia’s Northern Territory
Pacific Energy has secured a contract from Territory Generation to deliver 33.5 MW/81 MWh of utility‑scale battery energy storage systems for the Alice Springs and Darwin‑Katherine power networks in Australia’s Northern Territory. The project, part of the Territory Generation Battery Energy Storage...
No Customers: Plans for Townsville Hydrogen Project Scrapped After Failing to Find Buyers for the Product
Edify Energy has abandoned its Townsville green‑hydrogen project after failing to secure any off‑take agreements, despite receiving roughly $33 million USD in federal grant funding and a $0.8 million USD ARENA grant for design work. The planned 17.6 MW electrolyser and 21 MW solar‑storage...
Recurrent Energy’s 600MWh Sundown Energy Park Clears Australia’s Rigorous Grid Connection Process
Recurrent Energy Australia secured AEMO’s clause 5.3.4 grid‑connection approval for the Sundown Energy Park in New South Wales. The hybrid project pairs 443 MW of solar PV with a 600 MWh battery energy storage system, linking to the existing 330 kV transmission line. Approval...
Confidence in Carney’s Pipeline Promise Sinks: Energy Industry Survey
A new ATB Cormark Capital Markets survey shows confidence that a new Canadian oil pipeline will receive fast‑track federal approval has slipped to 46%, down from 52% a year earlier. At the same time, belief that the Liberal government will...
Request for Proposal (RFP)
Ratchaburi Power Company Limited (RPCL), a 1,400 MW independent power producer in Thailand, has issued a request for proposals (RFP) for a long‑term diesel fuel supply. The contract is slated to start on 1 November 2026 and run through 30 June 2033, covering the plant’s...
Logisteed and REXEV Team Up to Accelerate Electric Truck Adoption
Logisteed and REXEV have announced a partnership to advance electric truck electrification, aiming to speed up zero‑emission freight solutions. The collaboration signals growing momentum in the EV truck market as logistics firms seek greener fleets.
EU and China Adopt Divergent EV Battery Policies, Shaping Global Supply Chains
A comparative analysis released this week finds that the European Union and China are pursuing opposite policy mixes for electric‑vehicle batteries. The EU leans on subsidies and standards, while China pushes scale and domestic raw‑material control, creating distinct supply‑chain footprints.
Study Finds Green Innovation Boosts Profitability in Critical‑Mineral Mining Firms
Researchers analyzing 150 critical‑mineral mining companies across 12 nations report a positive link between green‑innovation strategies and financial performance. The findings suggest that sustainability can enhance profitability, influencing investors and policymakers.
Kinetiko Energy Unveils Rolling Cluster Strategy Targeting 2027 for First Gas Revenue
Kinetiko Energy (ASX: KKO) announced a Rolling Cluster Development Strategy (RCDS) to move from exploration to production, aiming for first gas sales in Q2‑Q3 2027. The four‑phase plan scales from compressed natural gas (CNG) to full‑field liquefied natural gas (LNG) across...
Washington's Renewed Russian Oil Sanctions Waiver Will Help Their Shared Indian Partner
The U.S. Treasury Department renewed its waiver on Russian oil sanctions, allowing India to continue importing Russian crude for another month. India’s purchases jumped to roughly 1.98 million barrels per day in March, bolstering its 6.5% GDP growth trajectory. The move...
Iran‑Hormuz Standoff Sends U.S. Stocks Tumbling as Oil Nears $90
Traders brace for volatility as Iran warned ships in the Strait of Hormuz would be treated as cease‑fire violators, sending oil prices toward $90 and eroding gains in the S&P 500.
Global Banks Brace for 1974‑Scale Oil Shock as Policy Space Shrinks
Global banks are confronting an oil‑price shock of a magnitude not seen since 1974, raising credit‑risk concerns and squeezing central‑bank policy levers. The surge threatens loan portfolios, inflation outlooks and the ability of regulators to support growth.
Oil Prices Jump After Strait of Hormuz Setbacks
Oil markets surged about 6% on Sunday as the United States and Iran escalated tensions, prompting a renewed closure of the Strait of Hormuz. Brent crude rose to $95.42 a barrel and WTI to $89.77, reflecting fears of constrained tanker...
EcoGraf and Mitsubishi Chemical Sign Commercialisation Deal for Epanko Natural Flake Graphite
EcoGraf and Mitsubishi Chemical have signed a non‑binding MoU to supply and qualify natural flake graphite and spherical graphite for Mitsubishi’s anode material operations. The agreement envisions up to 10,000 tonnes per year of unpurified or purified spherical graphite, or roughly...
Taiwan May Miss 2030 Renewable Target as Gas Capacity Grows, Minister Says
Taiwan’s renewable share sits at just 15% of electricity, far short of the 30% goal for 2030. Economy Minister Kung Ming‑hsin warned the target may be missed as new natural‑gas plants dilute the renewable mix. The government is refocusing on...
China’s Oil Stockpile Fuels Profit Amid Global Price Surge
In speaking with oil traders (and checking the data) it is clear that China went on a buyer's strike due to the ongoing high crude and LNG prices. Which means that Beijing loaded up its storage with low oil prices...
NYMEX Oil Futures Quotes Delayed After Globex Restart
Yeah @OuncesApp "Almost 5 hours since Globex trading resumed and NYMEX still isn’t broadcasting oil futures quotes and volumes" Seems to be bullshit claim by @DarioCpx Or maybe there was some delay or glitch but it's up now. https://t.co/1Lr9enzoRB
Canada Sets Four‑Year Deadline for Port of Churchill LNG Expansion
Manitoba Premier Wab Kinew says Prime Minister Mark Carney has given the province a four‑year timeline to expand the Port of Churchill and start liquefied natural gas (LNG) exports by 2030. The deadline ties into Canada’s goal of 50 million tonnes...
China Pushes Tighter Solar Capacity Controls Amid Overproduction
Chinese authorities have called for “every effort” to strengthen capacity controls in the solar industry, as the sector continues to struggle with excess production https://t.co/WOvHTDwkMV
Iran Demands Payment for Hormuz Security, Echoes Trump Tactics
“Hormuz security isn’t free,” Iran says. I'd say "Hormuz security doesn't exist" But if Iran can extort some cash from tanker companies, so much the better Sounds like a Trump industry https://t.co/dY0KSweqYJ
Senate Energy Committee Schedules Hearing on FY 2027 DOE Budget Request
The U.S. Senate Energy Committee announced a hearing to examine the President’s FY 2027 Department of Energy budget request. The session will be streamed live and will provide early access to witness testimony, signaling congressional scrutiny of upcoming federal funding...
Oil Spike Highlights Balance‑of‑Payments Shock Over Dollar
With oil rising again (alas), my Odd Lots episode from last week gains new relevance -- tis at least as much about the balance of payments impact of an oil shock as about the dollar https://t.co/JtgH1nPC0z
Three LNG Shipments Stalled, Pakistan Faces Heat‑driven Blackouts
There are at least *three LNG shipments* stuck in the Persian Gulf that are supposed to go to Pakistan, according to ship-tracking data 🇵🇰🚢 Pakistan hasn't received an LNG shipment in over a month due to the Hormuz closure. That risks...
Black Hills Energy to Supply Low‑Carbon Power for Meta’s New Wyoming Data Center
Black Hills Energy announced a partnership to deliver customized, low‑carbon electricity to Meta’s upcoming data center in Cheyenne, Wyoming. The deal leverages the utility’s Large Power Contract Service tariff and is expected to double the data‑center segment’s contribution to earnings...
Cybersecurity Becomes Critical for Decentralized Energy Systems
Managing cyber risks in the era of decentralized energy #energysky -- via pv magazine global: https://t.co/DN7O7RH2jq
Fuel Crisis Demands Immediate Shift to Renewable Energy
The fuel crisis could last for a while. It’s time for a new approach to fossil fuel use – end it Let's base our energy systems on renewables, and stop burning stuff Prof @PeterNewmanCUSP @CurtinUni and @ProfRayWills @uwanews & @FSS_Au...
Harbour Energy Gets Consensus Moderate‑Buy as JPMorgan Raises Target to GBX 318
A group of research analysts have issued a consensus "Moderate Buy" rating on Harbour Energy plc, while JPMorgan raised its price target from GBX 278 to GBX 318. The upgrade comes as insiders sold roughly £154 million of shares, highlighting both optimism and...
Iranians May Be Behind Pre‑War Crude Trades, Not Washington
Can you imagine if its actually the Iranians........ Everyone thinks it's Washington insiders trading Crude Oil right before significant price moving news connected to the war with Iran and Strait of Hormuz.
AES Deploys Maximo Robots to Install 100 MW Solar in Mojave, Cutting Build Time in Half
AES tapped Maximo’s autonomous robots to install 100 MW of solar at the Bellefield complex in California’s Mojave Desert, achieving roughly double the installation speed of traditional crews. The move highlights how automation is addressing labor shortages and lowering costs across...
Diesel Prices Jump $1.75/Gallon, Outpacing Gasoline as Middle East Tensions Hit Supply
U.S. diesel prices surged $1.75 per gallon, outpacing gasoline's $1.11 rise, as heightened Middle East tensions choke tanker traffic through the Strait of Hormuz. The gap reflects diesel’s commercial demand elasticity and thin global inventories, signaling higher freight and logistics...
Proposed Solar Project Could Convert over 800 Acres of Farmland in Rural Michigan
DTE Energy has filed a proposal for a large‑scale solar farm in Ingersoll Township, Midland County, that could cover 600 to 800 acres of privately owned farmland. The development is slated to produce up to 129 megawatts, enough to power...
The Power Shift: Why the Future of the Electric Grid Will Be Software-Defined
The electric grid is moving toward a software-defined architecture, where hardware becomes a commodity and protection, analytics, and AI reside in the software layer. Utilities face a talent gap because OT engineers are not equipped to manage modern IT stacks,...
Dated Brent Ticker Reveals Strong Market Vibes
The trouble with listing the BBG Dated Brent ticker is that people will chart it and see that it, too, is trading on some serious vibes https://t.co/ofq7O5OWSr
Wasps Nest Inside 28-Year-Old Solar Junction Box
Dismantled 28-year-old PV system reveals wasps nest in junction box #energysky -- via pv magazine global: https://t.co/IzKWLsDvrp https://t.co/l5aPSdgX8J
Oil Rising Again as US, Iran Fire on Commercial Traffic While Peace Talks Are Disputed
U.S. forces and Iran’s Revolutionary Guard exchanged fire on commercial vessels in the Gulf of Oman and the Strait of Hormuz, reigniting geopolitical tension in the region. The confrontations pushed Brent crude above $95 per barrel and WTI near $90,...
Hormuz Tensions Lock Gas Prices Through 2027
Strait of Hormuz uncertainty isn't just pushing up today's gas prices — it's lifting futures through 2027 and beyond. The energy secretary's optimism may already be outdated. Until we get resolution, expensive gas isn't going anywhere soon. https://t.co/NZ4lVvoG5p
Battery Recycling Startup Renewable Metals Charges up on $12 Million Series A
Australian battery recycling startup Renewable Metals closed a $12 million Series A round, led by the Clean Energy Finance Corporation and joined by European Metal Recycling, Investible and Climate Tech Partners. The funding will launch a 2,000‑tonne‑per‑year demonstration plant in Kewdale, Western...
Europe's Electrification Push Exposes Gaps in Grids and Policy
The European Union is accelerating its electrification agenda to meet a 2050 net‑zero target, but existing transmission networks are already strained. Grid operators report that capacity gaps could impede the integration of up to 1,200 GW of renewable generation. Policy frameworks...