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:

Ayala-Led Data Center Builder Inks Supply Deal with Meralco
STT Telemedia Global Data Centers (STT GDC), a joint venture of Ayala Corp., Globe Telecom and STT Global, signed a 10‑year agreement with Meralco’s retail arm MPower to supply up to 40.5 MW of renewable electricity for its Philippine data‑center portfolio. The deal underpins the rollout of the Fairview facility, slated to become the country’s largest data center with a potential 124 MW capacity and a $1 billion construction cost, alongside the Cavite site. By locking in clean power, STT GDC aims to meet rising AI and cloud computing demand while pursuing carbon‑neutral operations. The partnership signals a strategic push to make the Philippines a preferred hub for digital investment.
Iran Threatens to Cut Gulf Energy Cables over US Pressure
🚨 IRAN AGAINST WORLD 🚨 Iran has threatened to sever the Gulf countries submarine energy cables in response to the US’s ongoing threats. Iran has stated that no negotiating team is being sent to Pakistan yet due to the US blockade, despite...

Trump's Energy Boss: Gas May Stay Above $3-per-Gallon Into 2027
U.S. average gasoline prices have hovered around $4 per gallon, with a recent high of $4.16, according to AAA data. Energy Secretary Chris Wright told CNN that prices likely peaked and could dip below $3 per gallon, but not until...
Japanese Group Proposes $2-Billion Gas-Fired Power Plant for Hawaii
Japan’s largest power generator JERA announced a $2 billion proposal to build a 500‑MW combined‑cycle natural‑gas plant on Oahu. The project would replace aging oil‑fired units, cut electricity costs by about 20 % and be supported by offshore LNG infrastructure, including a...

Nippon Express, Nikon Renew SAF Air Cargo Agreement
Nippon Express and Nikon have renewed their sustainable aviation fuel (SAF) agreement for air cargo, extending the partnership from May through December 2025. The deal leverages Nippon Express’s NX‑GREEN SAF Program to generate CO₂ reduction certificates for Nikon’s shipments, directly...

Energy Prices Set to Floor as Cheap Oil Ends
An important reminder for the weekend: The oil-to-gold ratio remains near historically low levels, and the era of cheap energy is likely coming to an end. It’s hard to imagine countries not becoming far more aggressive in building strategic reserves after the...

Britain’s Renewable Energy Glut
Britain is now generating record wind and solar power, with solar output peaking at 14.4 GW and wind output hitting new highs, occasionally surpassing grid demand and forcing curtailments. To absorb the surplus, the government has launched a scheme offering free...
Congress Presses DOE’s Wright on Energy Star
Energy Secretary Chris Wright faced a House Energy and Commerce Committee hearing on April 16, 2026, where lawmakers questioned the Department of Energy’s 2027 budget. The budget omits a dedicated line item for the Energy Star program, which EPA transferred to DOE in...

TLT Outperforms USO Tenfold Amid Oil Price Shifts
Is TLT vs. USO a 10x? From the 2018 low to 2020 high, TLT advanced about 10x vs. USO (total return). From the 2008 low to this year's nadir so far, TLT/USO is up about 10x (was up roughly 130x to...
3 Oil Stocks to Watch After Trump's Raid in Venezuela
U.S. forces captured Venezuelan President Nicolás Maduro on Jan. 3, 2026, sparking speculation of a revival in Venezuela’s oil output. The country holds roughly 303 billion barrels, about 17% of global reserves, and crude prices rose 1% as investors eyed a potential...

Shockwaves: How an Energy Crisis Spreads Across Commodities
A geopolitical flare‑up in the Strait of Hormuz has knocked out roughly 17% of global LNG capacity—about 12‑13 million tonnes per year—creating a multi‑year supply squeeze. The disruption ripples into aluminum, where gas shortages and physical damage delay output for six...

Gas Prices May Not Drop Below $3 a Gallon Until Next Year: Energy Secretary Wright
U.S. Energy Secretary Chris Wright told a House subcommittee that gasoline prices, which have risen to an average of $4.04 per gallon since the February 28 war with Iran, are unlikely to fall below $3 per gallon until next year....
JinkoSolar Launches Light Diamond Module, 32.7% Tandem
JinkoSolar introduced the Light Diamond lightweight, high‑strength PV module and simultaneously disclosed three Nature Energy papers that set new efficiency records for TOPCon and perovskite‑tandem cells. The moves aim to cut balance‑of‑system costs and accelerate high‑performance solar manufacturing.
Illinois Poll Shows 68% Back Regulated Data‑Center Expansion to Guard Utility Bills and Climate
A mid‑March survey of 800 likely Illinois voters found 68% favor legislation that would tightly regulate new data‑center construction to limit impacts on electricity rates, water resources and greenhouse‑gas emissions. The poll, commissioned by the Illinois Clean Jobs Coalition, shows...
53.5 Lakh LPG Cylinders Delivered in a Day, Govt Assures No Fuel Shortage
The Indian government reported that 5.35 million LPG cylinders were delivered in a single day, confirming uninterrupted household fuel supply despite heightened tensions in West Asia. It highlighted a sharp rise in auto‑LPG consumption, reaching 305 MT per day in April, and...
10th Indian Ship Crosses Strait Amid Firing by Iranian Gunboats
Amid sporadic Iranian gunboat fire that forced two Indian‑flagged tankers to turn back, the tenth Indian‑flagged vessel, Desh Garima, successfully crossed the Strait of Hormuz en route to Mumbai. Iran continues to block the strategic waterway, permitting only limited Indian...
Deendayal Port Facilitates LNG Tank Shipment for Bahamas Terminal Project
Deendayal Port Authority in Kandla facilitated the shipment of INOX India Limited's first batch of 1500 m³ cryogenic LNG tanks for a mini‑LNG terminal in the Bahamas. The dispatch includes ten high‑capacity, double‑walled vacuum insulated tanks and a regasification system, marking...

SWELECT Energy Evaluates Entry Into Wafer Manufacturing Business
SWELECT Energy Systems, a Chennai‑listed solar solutions firm, is evaluating entry into solar wafer manufacturing, aiming to launch within six months. The move aligns with the Ministry of New & Renewable Energy’s proposal to add wafers to the Approved List...

How the AI Boom Is Fueling the US Copper Race
The surge in AI‑driven electricity use is turning copper into a strategic bottleneck for the United States. Domestic production has stalled, forcing reliance on imports while demand is projected to rise over 40% by 2040. Projects like Rio Tinto’s Resolution Mine...

Repsol, Venezuela Agree Terms for Production Increase
Repsol announced a new framework with Venezuela’s state oil firm PdVSA to lift its Venezuelan crude output by 50% within a year and triple it over three years, targeting roughly 135,000 barrels per day. The deal restores operational control of...
Vipboss Pledges Earth Day Push for LiFePO4 Batteries, Signaling Rising Lithium Demand
On April 18, 2026 Vipboss launched an Earth Day sales campaign and reiterated its commitment to lithium‑iron‑phosphate (LiFePO4) battery packs. The move highlights the accelerating demand for lithium as the industry seeks safer, cobalt‑free energy storage solutions.
Solar ETFs Outshine Global Clean‑Energy Funds as S&P 500 and Nasdaq‑100 Slip
ESG and clean‑energy ETFs posted a split performance on April 16, 2026: solar‑focused funds rose as much as 1.8% while global clean‑energy ETFs slipped up to 1.0%. The divergence came as the S&P 500 fell 0.3% and the Nasdaq‑100 dropped...
Nexio Power Launches NexioTrucks.com, Projecting $2.6M Annual Fleet Savings
Nexio Power, Inc. rolled out NexioTrucks.com, a rebuilt website that gives fleet operators detailed vehicle data, a fleet‑economics calculator and a full service network. The platform estimates $2.6 million in yearly savings and up to 97% lower NOx emissions versus diesel,...
Iranian Gunboats Fire on Tanker as Strait of Hormuz Closed, Threatening Global Oil Flow
Iran’s Revolutionary Guard navy fired on a tanker and re‑imposed a full closure of the Strait of Hormuz on Saturday, reversing a brief reopening. The move halted passage for vessels carrying roughly 20% of world oil, prompting India to summon...
Trump‑Led Iran Conflict Boosts Stock Crash Odds as Fuel Prices Surge
A new analysis finds the likelihood of a U.S. stock‑market crash climbing as President Donald Trump’s war with Iran spikes oil prices to $4.16 per gallon. Higher energy costs are feeding inflation, forcing the Federal Reserve into a tighter stance...
Yogi Government to Supply 34,000 MW Power to Consumers Across UP
Uttar Pradesh’s government, led by Chief Minister Yogi Adityanath, has readied roughly 34,000 MW of electricity to meet the state’s extreme summer demand. All newly built thermal units at sites such as Ghatampur, Khurja, Panki, Obra and Jawaharpur are now operational,...

Asian Marco Initial Thoughts: Things to Know Before Trading Asia on Monday. If the Straits of Hormuz Are Closed Markets...
Iran announced the Strait of Hormuz is closed after three tankers were attacked, reigniting fears of an energy shock in Asia. The closure, coupled with North Korea’s missile launches, is expected to push Asian equity markets lower on Monday unless...
20% DME-LPG Blend Can Cut Imports by 6.3 MT, Save Around ₹34,200 Cr Yearly: Report
A new EY‑Parthenon and New Era Cleantech report finds that blending 20 percent dimethyl ether (DME) with LPG could slash India’s LPG imports by roughly 6.3 million tonnes each year. The reduction would translate into foreign‑exchange savings of about $4.04 billion (≈₹34,200 crore) annually....

Global Shock Feared as Iran Tightens Grip on Hormuz, Qatar Says Impact “Not Far Away”
Qatar’s finance minister warned that Iran’s tightening grip on the Strait of Hormuz could trigger a broader energy and commodity shock within months. The narrow waterway carries about one‑fifth of global energy supplies, a third of fertilizer trade and supports...
Malaysia's Fuel Crisis: Import Reliance Contradicts Official Optimism
The Prime Minister of Malaysia says 85% of Malaysians aren’t affected by the fuel crisis. The MOF says Malaysia consumes 700,000 barrels a day and produces 350,000. It imports the rest — and nearly 40% of those imports travel through...
India’s LPG Consumption Drops 12.8% in March as West Asia Turmoil Disrupts Supply
India’s LPG consumption dropped 12.8% in March, falling to 2.379 million tonnes, as West Asia tensions disrupted imports that pass through the Strait of Hormuz. Household demand slipped 8.1% while non‑domestic and bulk usage plunged 48% and 75.5% respectively. The government...

'It Would Break My Heart' - Wind Farm Plans Leave People Divided
The Welsh Labour government is fast‑tracking on‑shore wind projects to meet its 2035 goal of 100% renewable electricity, unveiling schemes that could add up to 27 turbines in some locations. Proposals such as the 13‑turbine RES development near Abercarn promise...

How 50 Days of the Iran War Led to the Loss of $50 Billion Worth of Oil
The Iran‑Israel war has knocked roughly 500 million barrels of crude and condensate off the market in just 50 days, erasing about $50 billion in revenue at $100 per barrel. Production in Gulf Arab states fell by 8 million barrels per day in March,...
Electricity Projects Totalling 221GW Removed From Britain's Grid Connection Queue
More than 221 GW of proposed electricity projects have been cleared from Britain’s grid‑connection queue after regulatory reforms aimed at easing long‑standing bottlenecks. The backlog, which once stretched beyond 30 GW, threatened the UK’s 2030 net‑zero goals by delaying wind, solar and...
Graphene-Based Interlayer Boosts Li-S Battery Performance
Researchers at Cochin University of Science and Technology have introduced a bifunctional polyaniline/reduced graphene oxide (PRGO) interlayer integrated into a lithium‑sulfur battery separator. The composite simultaneously anchors polysulfides and provides a conductive network, mitigating the shuttle effect that limits Li‑S...

Pipeline Protection Firm Says After $226bn Loss in Ogoni, Time to Resume Oil Production Is Now
Pipeline Infrastructure Nigeria Ltd (PINL) urged the federal government to restart oil production in Ogoni’s OML 11, citing an estimated $226.7 billion loss from 96 idle wells over 32 years. The region could yield over 500,000 barrels per day, boosting national revenue...

China Stockpiles Cheap Russian Oil; India Overpays
China's Q1 Russian crude imports hit a record high — way above past levels. Thanks to Indian refiners yielding to Trump’s pressure and cutting back, Beijing was stockpiling that oil on the cheap. Is this important? Yes, China is energy-secured. India...
Gobi Solar Farm Catalyzes Emerging Desert Ecosystem
Solar Farm in the Gobi Desert Sparks the Rise of a New Ecosystem by @_fluxfeeds #Sustainability #RenewableEnergy #CleanEnergy #TechForGood https://t.co/imEp0558C1
Could Australia Make Enough Biofuel to Keep Us Flying?
Rising jet‑fuel prices—up 150% since the Middle East conflict—have forced Qantas and Virgin to slash domestic routes, spotlighting Australia’s reliance on imported fuel. The government’s $1.1 bn Cleaner Fuels Program aims to jump‑start sustainable aviation fuel (SAF) production from canola, sugar‑cane...
Energy Secretary Warns Iran May Block Hormuz Oil Routes
Energy Secretary Chris Wright tells @CNN's @jaketapper that future oil blockades on Iran are possible after this conflict if Iran tries to close the Strait of Hormuz in the future. #energy #OOTT #IranWar (1/3)

Oil Experts Wrong: Dated Brent Drops $20 Overnight
Most oil "experts" are industry shills. They told us that Dated Brent can't fall because the physical shortage is too great. Well, Dated Brent fell $20 in one day on Friday. The stuff from these guys is just scare-mongering. Same...

U.S. Household Energy Use Hits Historic Low
Energy consumption as percentage of total household consumption (%) U.S. Energy Consumption Is at a Historical Lows https://t.co/l0SGdTtv94
Strait of Hormuz Remains Closed, Trump Remains Uninformed
Looks like Strait of Hormuz is still closed https://t.co/iO1163dhmL Too bad Donald Trump can't find out about this.

Over 40% of Ships Haul Fossil Fuels, Run on Them
More than 40% of ships globally transport fossil fuels. Nearly all of them run on fossil fuels too. https://t.co/8Ma1on6zVW

India's IOC Logs Second‑largest Weekly Russian Crude Imports
🇮🇳 India’s IOC just recorded the second-highest weekly volume of Russian crude imports ever — only behind the record set in third week of June 2023 https://t.co/slsuYNxtUf
Strait Blockage Triggers Unprecedented Global Energy Supply Shock
And the greatest energy disruption must include derivatives, distillates., and other commodities not moving because of the Strait. The global E2E supply chain effect may go beyond points we have never seen.

EU Expands Energy Crisis Plan: Remote Work, EVs, Heat Pumps
EU’s energy crisis response is broader than expected: remote work mandates, heat pump subsidies, EV leasing schemes — plus electrification targets and new laws to tax electricity below fossil fuels. https://t.co/vcy8KFcbHi

Solar Production Now Outpaces Global TV Set Output
More solar making electricity than TV sets using electricity Look where we are today The world now makes seven times more solar panels than TV sets Look at the surge from 2020 as China ramps it's domestic installation rate https://t.co/eKt7fjddvp

India Switches to Yuan for Iranian Oil Purchases
This reported now in BT but the news several days old. We discussed it in the Daily Energy Report: Iran set the conditions for LPG and oil imports. Desperation is relative. India settles Iranian oil...

US Expands Energy
I have to admit it — it genuinely scares me when my predictions turn out to be right U.S. seeks bigger energy foothold in India.