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:
EQT Warns of Exit Risks for Alternative Energy Assets Held by PE
EQT AB warns that private‑equity firms are hitting a wall when trying to exit clean‑energy developers and operators, which have ballooned from 1‑2 GW to as much as 8 GW of assets. Traditional buyers can no longer absorb such scale, and IPOs remain under‑developed because many of these companies still run negative cash flows. Without clearer exit pathways, capital may dry up for future projects, even as EQT continues to fund and creatively monetize deals, highlighted by its recent $10.7 bn acquisition of AES Corp.
Comesa Okays Green Hydrogen Energy Plan
The Common Market for Eastern and Southern Africa (COMESA) approved a 2026 Action Plan and Green Hydrogen Roadmap to diversify its power mix and address chronic supply gaps. The plan establishes a regional Centre of Excellence on Green Hydrogen to...
Larry Kudlow Hosts April 16 Roundtable on Market Rally Amid Hormuz Blockade Concerns
Larry Kudlow anchored a Fox Business roundtable on Thursday, April 16, focusing on a naval blockade in the Strait of Hormuz, its ripple effects on global oil supplies, and a concurrent rally in U.S. equity markets. The 41‑minute episode featured...
Strait of Hormuz Reopening Eases Oil Shock but Plastics and Fertilizer Costs Stay High
Iran announced the Strait of Hormuz is fully open for commercial traffic, prompting an 8% drop in global oil prices. At the same time, polyethylene resin prices have nearly doubled and fertilizer costs stay elevated, tightening supply chains for plastics,...
EU Jet Fuel Imports From Nigeria and the U.S. Jump in April as Middle East Supplies Falter
European airlines have accelerated jet‑fuel imports from Nigeria and the United States in April, seeking to offset a sharp drop in Middle‑East deliveries after the Strait of Hormuz closure. The shift comes as the International Energy Agency warns Europe may...
High Oil Prices, Explained by an Expert
Gasbuddy’s petroleum analyst Patrick De Haan explains the surge in U.S. gasoline prices, citing tighter refinery margins, geopolitical supply constraints, and lingering pandemic demand rebounds. He argues that President Trump’s rhetoric oversimplifies the market, ignoring the complex interplay of crude costs,...
Iran-Israel War Sends Asian Nations Rethinking LNG Expansion as Prices Double
The Iran‑Israel conflict has driven LNG prices in Asia up more than 100% and pushed imports to six‑year lows, prompting governments from India to Bangladesh to scale back or delay new liquefied natural gas projects. Analysts warn the shock could...
Bolivia Drafts New Hydrocarbons Law to Lure Foreign Oil and Gas Investment
Bolivia's government, led by President Rodrigo Paz, has finalized a draft hydrocarbons law designed to attract foreign investors and revive its oil and gas sector. The proposal promises competitive fiscal terms, streamlined contracts and a stronger role for state‑owned YPFB,...
Iran Reopens Hormuz, Ten-Year Treasury Yield Falls to One-Month Low
Iran's announcement that the Strait of Hormuz is open for commercial traffic pushed the benchmark 10‑year Treasury yield down 6.3 basis points to 4.246%, its lowest in a month. The move lifted bond prices, buoyed equities and reignited debate over...
Geelong Refinery Fire Deepens Australia's Fuel Crunch
A fire at the Geelong oil refinery has halted production, intensifying an already tight fuel market in Australia. The incident comes as the government’s recent measures—underwritten shipments, tax cuts and reserve releases—were beginning to lower gasoline prices by more than...
3 ETFs to Benefit From Oil Price Surge Without Direct Investment
Oil prices have surged, prompting investors to seek indirect exposure through specialized ETFs. The Invesco Dynamic Oil & Gas Services ETF (PXJ) delivered roughly 40% YTD return with a 2.26% dividend yield, while the iShares U.S. Oil Equipment & Services...
Iran Closes Strait of Hormuz Again
Iran’s Islamic Revolutionary Guard Corps announced a renewed closure of the Strait of Hormuz, placing the waterway under strict military management. The move follows Tehran’s accusation that the United States continues to restrict Iranian ports and impede freedom of navigation....
Iran Says that Strait of Hormuz Is Closed Once Again, Situation Returns to Previous State
Iran announced that the Strait of Hormuz will revert to strict control, effectively re‑closing the waterway after a brief, limited reopening. Tehran blames the United States for not guaranteeing full freedom of navigation, demanding vessel approvals for any transit. Shipping...
CPC to Leave Domestic Gasoline, Diesel Prices Unchanged for Next Week
Taiwan’s state‑run oil supplier CPC Corp. will keep its recommended retail gasoline prices at NT$32.4, NT$33.9 and NT$35.9 per litre and premium diesel at NT$31.0 per litre for the week of April 22‑26. This marks the third straight week of...
Tankers Transit Hormuz Despite Iran Blockade Warning
Two tankers transited the Strait of Hormuz eastbound on April 18, marking the first crude shipments since Iran announced a temporary reopening of the waterway. The VLCC FPMC C Lord, partially loaded in Qatar and Saudi Arabia, headed toward Fujairah...
Oil Plunges, Stocks Jump as Iran Declares Hormuz Open
Iran announced the Strait of Hormuz is fully open, ending a blockade that had disrupted one‑fifth of global oil flows. The news sent Brent and WTI crude prices below $90 a barrel, a 9 percent drop from their recent highs near...
Greek, Indian Tankers U-Turn Before Hormuz Amid Reopening Doubt
Several Greek and Indian crude tankers reversed course in the Persian Gulf on Saturday after Iran sent mixed messages about the Strait of Hormuz’s openness. The six vessels, holding roughly 8.3 million barrels of non‑Iranian crude, were heading toward the strait...
Who’d Have Thought a Fossil-Fuel Shill Like Trump Would Be the One to Spark a Green Revolution? | George Monbiot
George Monbiot argues that Donald Trump’s war on Iran, despite its intent to protect fossil‑fuel interests, has unintentionally accelerated the global energy transition. Oil prices have spiked, enriching executives like Chevron’s CEO with $104 million this year, while governments and consumers...
LNG Ships Move Toward Hormuz After Iran Says Strait Is Open
Iran announced the Strait of Hormuz is open for commercial shipping, prompting several LNG tankers to approach the waterway. Two empty Abu Dhabi‑owned vessels and three Qatari‑laden ships were spotted near the eastern side of Hormuz, potentially marking the first...
Assam LPG, Fuel Supply Fully Stable, Adequate Stocks Available: IndianOil AOD
IndianOil’s Assam Operations and Distribution (AOD) division reports that LPG, petrol and diesel supplies are fully stable across the state, with adequate stocks covering 21 days of petrol and 46 days of diesel demand. Around 9.3 million consumers are served by...
Oil Prices Retreat While Stock Indices Surge Following US-Iran Ceasefire
Oil prices fell sharply after a US‑Iran cease‑fire, while US equity indices surged. Brent slipped 7.6% to $91.87 a barrel and WTI dropped 9.6% to $85.57. The Dow Jones rose 1.8% to 49,447 points, the S&P 500 gained 1.2% to 7,126,...
Google Declines Comment on Natural Gas, Clean-Energy Strategy
"Asked by Axios last week at an energy conference in Houston about how natural gas jives with the company’s clean energy goals and overall strategy, Google’s head of advanced energy, Michael Terrell, said: “We don’t have anything to say on...
NT Councils Could Cut Access to Pools, Street Lights Due to Power Price Hike
Northern Territory's electricity tariff reform, set to begin on 1 July, will raise power prices for local councils. Darwin City Council estimates the increase will add roughly $330,000 USD to its annual budget, translating to a half‑percent rate rise for ratepayers. To...
Airlines Fear Jet-Fuel Rationing Due to Middle East War
IATA head Willie Walsh warned that the blockage of the Strait of Hormuz could force jet‑fuel rationing in Europe within weeks. An International Energy Agency study suggests fuel inventories may run dry in six weeks, potentially triggering flight cancellations by...
Trump Eyes "Historic" China Summit as Xi Welcomes Hormuz Reopening
President Donald Trump announced an imminent summit with Chinese President Xi Jinping, branding it "historic" as both leaders discuss reopening the Strait of Hormuz and bolstering regional energy security. Trump highlighted Xi’s satisfaction with mine‑clearance efforts and signaled that the...
China Uses Humanoid Robots for Power Grid Maintenance
China Deploys Humanoid Robots To Maintain Power Grid | Future Of Energy https://t.co/TnqjCgv6ye via @YouTube #electricity #energy #powergrid #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros...
How Biomass Processing Is Becoming a Scalable Platform
RenX Enterprises Corp. is repositioning biomass processing as a repeatable, deployable platform rather than a single, capacity‑driven operation. By pairing a proven German milling system with low‑cost green‑waste feedstock, the company creates engineered growing media that rivals traditional inputs. Recent...
What PLAN-B NET ZERO Does and What Neobanking Has to Do with It
PLAN‑B NET ZERO, a Swiss‑founded digital electricity provider, launched in Germany in 2023 offering 100 % certified renewable power with fixed weekly tariffs, no contracts and a ten‑minute digital sign‑up. Leveraging a neobank‑style app, the Neo‑App delivers real‑time consumption data, CO₂...
US Again Allows More Russian Oil Sales to Help Control Prices Amid Iran War
The U.S. Treasury issued a temporary license on April 17 allowing the sale of Russian crude already loaded on tankers before that date, extending the waiver until May 16. The move is intended to ease the surge in global fuel prices triggered...
Australia’s Energy Minister Stays Home Amid Fossil‑fuel Phase‑out Fallout
Australia's energy minister is skipping global meetings on accelerating the phase-out of fossil fuels because he has to stay in Australia to deal with the fallout from not phasing fossil fuels out fast enough.
Iran Attacks Tanker, Re‑closes Strait of Hormuz
Busy and chaotic morning in the Strait of Hormuz > handful of ships make it across the Strait this morning > then at least one Indian tanker reports it was attacked by Iran, forced to turn back > Iran declares the Strait is...
U.S. Coal-Fired Generating Capacity Retired in 2025 Was the Least in 15 Years
In 2025 the U.S. power sector retired just 2.6 GW of coal‑fired capacity, the lowest level since 2010. Operators had originally slated 8.5 GW for retirement, but 4.8 GW were postponed and 1.1 GW cancelled, largely due to Department of Energy emergency orders aimed...
Brent Dips Below $100 as Hormuz Conflict Wanes
Dated Brent (white) yesterday fell below $100 for the first time in over a month. There's conflicting headlines on the Strait of Hormuz, but the direction of travel is clear: this war is basically over. Both sides - for different...
Futures Shift Risk; Physical Oil Now Scarce
Futures markets transfer price risk & price expectations months to years ahead Physical barrels price scarcity now Paper supply is unlimited. Physical supply isn’t. Any questions? https://t.co/STPJkffl5A #Oil #EnergyMarkets #CrudeOil #Commodities #Trading
Riding the LNG Wave
The second half of 2025 saw global LNG supply rise nearly 7%, driven largely by new U.S. projects such as Louisiana LNG and Corpus Christi Trains 8 & 9. These investments push the United States to about a 33% share of the world’s...
Iran Shuts Hormuz Strait, Threatening Global Oil Flow
‼️ HAPPENING NOW: Iran closes the Strait of Hormuz again after US refuses to end blockade. Global oil supply route could be at risk again https://t.co/yrGUN6Izcw
Iran Vows to Keep Hormuz Closed Amid US Port Blockade
Iran has rowed back on its decision to reopen the Strait of Hormuz, warning that it would continue to block transit through the hugely important waterway as long as the U.S. blockade of Iranian ports remained in effect.
Chile's Renewable Surge Overtakes Fossil Power
In just over a decade, Chile went from no utility-scale wind or solar at all to having more electricity from these sources than from all fossil fuels combined: 2000: wind+solar provided 0% of Chile's electricity, fossil fuels 45% 2025: wind+solar 36%, fossil...
Hormuz Oil Flows Too Low to Impact Markets
Bottom line on Hormuz tanker traffic The Signal: Not enough oil is moving to make a difference Whether the few making transit are sanctioned or not is noise
Signing Boosts Nigeria’s Energy Projects Under Mission300
At the #WBGMeetings, I joined @bosuntijani, @IFC_org and partners for a ceremonial signing to support energy projects in #Nigeria. Nigeria is a priority #Mission300 country, and the DARES programme and IFC’s private sector-led approach will be key to accelerating impact. https://t.co/yePmbqeqNj
Physical vs Financial Oil: Why Prices Diverge Globally
WEEKEND READ: What is the price of oil — the real one? My attempt to shed light into the PHYSICAL and FINANCIAL oil markets, and why you can pick up a barrel of crude for $78 in Kansas or $286 in...
Mixed Traffic Persists as New Iranian Lanes Dominate
Strait of Hormuz observations: 1) Clearly, there's some movement: ~10 LPG / products / oil tankers are crossing (but includes dark fleet) 2) At the same time, other oil tankers have stopped after approaching 3) All the (vissible) traffic is via the...
CATL's Battery Delivers 12‑Minute Charge, 1.8M
Charge in 12 Minutes. Drive for 1.8 Million km. CATL Just Changed #EVs by @IntEngineering #Innovation #Sustainability #CleanEnergy #Technology https://t.co/av6jYJVUNE
Oil Price Slump Fuels Tech Rebound, Says Ray Wang
MyPOV: Oil price drop 'great news' for for tech rebound: R 'Ray' Wang Catch the live interview on @foxbusiness @varneyco @SimonettiLauren https://t.co/5VHnaItqdN
US Renews Russian Oil License, Boosting Putin Amid Iran War
Having said two days ago that the U.S. wouldn’t renew a general license easing Russian oil sanctions, the @USTreasury did exactly the opposite: renew it. Vladimir Putin keeps benefiting from the U.S.-Iran war: higher prices and American sanctions waivers. Double...
IRGC’s ‘Open’ Hormuz Is Extortion, Not Access
IRGC grants Hormuz permission, writes @Amena__Bakr That’s not “open.” That's a crime family extortion racket. #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #Chokepoints #GlobalTrade #Maritime #RiskPremium https://t.co/yBGb7oTJma
Six Weeks Redefined the Global Energy Landscape
The Six Weeks That Changed the Global Energy Economy #energysky -- via Heatmap News https://t.co/X0yljDlDR2 https://t.co/jb6qgak7hJ
Latin America's New Oil Supply Offers Marginal, Uneven Boost
Latin America's new supply matters at the margin but it's hardly a "boom for energy security" It arrives slowly, unevenly & with plenty of political uncertainty It also has substantial oil quality mismatches for refineries https://t.co/JTh0Pvf1pH @SantiagoAuFund
Switzerland Targets 40 GW Solar Capacity by 2050
How Switzerland plans to integrate 40 GW of solar by 2050 #energysky -- via pv magazine global: https://t.co/FTMZflpQAl https://t.co/7z6NTyODb9
Backwardation Stalls Shale Drilling Despite Price Spike
Shale isn’t chasing the spike because the curve says it won’t last, writes @Ole_S_Hansen Backwardation limits hedging, so producers can’t lock in returns No price certainty, no rush to drill. #OilMarkets #Shale #EnergyCrisis #Geopolitics