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:
Europe Moves From Rhetoric to Planning as Paris Summit Weighs Hormuz Security Mission
European leaders gathered in Paris, chaired by Emmanuel Macron and Keir Starmer, to move from rhetoric to concrete planning for a multinational mission securing commercial shipping through the Strait of Hormuz. Around 40 countries, including Germany and Italy, discussed a defensive operation focused on mine clearance, surveillance and escorted transits, while Iran and the United States claim the waterway is open under a coordinated routing scheme. Germany signaled conditional participation, demanding a cease‑fire, UN Security Council mandate and parliamentary approval. The summit marks Europe’s shift toward operational coordination to restore confidence in a critical oil and LNG chokepoint.
Trump Makes The Case For SAF Stronger Than Ever Before
President Donald Trump’s geopolitical stance has sharpened Europe’s fuel crisis, leaving the continent with roughly six weeks of kerosene jet fuel as Iranian tensions choke supply routes. The shortage highlights the fragility of current aviation fuel reliance and the limited...
Solar Developers Face High-Stakes Tax Credit Risks as FEOC Rules Tighten
The Inflation Reduction Act’s One Big, Beautiful Bill has introduced Foreign Entity of Concern (FEOC) restrictions that tie eligibility for Sections 48E and 45Y tax credits to equipment provenance, equity and debt sources, and control provisions. Projects placed in service from 2025...
Brussels Under Pressure as Europe Risks Running Out of Jet Fuel
The European Union will unveil a draft plan on April 22 to address a looming jet‑fuel shortage triggered by the stalled reopening of the Strait of Hormuz. The proposal could introduce bloc‑wide monitoring of airport fuel inventories and a temporary suspension...
Corpus Christi Water Crisis Threatens Long-Term Jet Fuel Supply
Severe water scarcity in Corpus Christi is endangering the South Texas refining hub that produces the bulk of jet fuel for major airports such as Austin‑Bergstrom and Dallas/Fort Worth. Reservoir levels have fallen to historic lows, prompting the city to...
Jet Prices Dip Slightly on Hopes Hormuz Traffic Will Resume Soon
Jet fuel prices slipped modestly as optimism grew that a U.S.-Iran cease‑fire could lead to the reopening of the Strait of Hormuz. European jet‑fuel benchmarks have fallen about 16% from their recent peak but remain roughly 90% above pre‑war levels....
Petrobras Progresses Sao Paulo SAF Plant
Petrobras announced that it will build a 10,000‑barrel‑per‑day sustainable aviation fuel (SAF) plant at its Replan refinery in São Paulo, using locally sourced sugarcane ethanol. The company selected Honeywell UOP’s Ethanol-to-Jet (ETJ) technology to convert the ethanol into low‑cost jet fuel. The...
Cooking Gas Prices Surge by Sh390 in Nairobi
Cooking gas (LPG) prices in Nairobi jumped up to Sh 390 ($3.6) per 13‑kg cylinder as the Middle East conflict drove global propane and butane costs higher. Rubis Energie Kenya now charges Sh 3,530 ($32.5) and TotalEnergies Marketing Kenya Sh 3,510 ($32.4), roughly a 12%...
PH–China Energy Partnership Flagged As Key To Accelerating Renewable Transition
A new study by People of Asia for Climate Solutions and New Energy Nexus proposes a roadmap for deeper Philippines‑China renewable energy cooperation. The report aligns with Manila’s goal to lift renewables to 35% by 2030 and 50% by 2040,...
EU to ‘Play Its Part’ to Restore Energy and Trade Flows From Middle East
The European Union announced it is prepared to send additional warships to protect shipping in the Strait of Hormuz once a ceasefire is secured. EU leaders discussed expanding the Aspides naval mission, which currently operates in the Red Sea, Gulf...
B, N, and O Co‐Doped Nanoporous Activated Carbon With High Surface Area and Hierarchical Porous Structure for Enhanced Li‐Ion Battery...
Researchers introduced a solid‑state co‑activation method that blends boric acid, sucrose and aminoguanidine with potassium citrate to produce boron‑, nitrogen‑ and oxygen‑doped nanoporous activated carbon. The resulting material exhibits a high surface area and hierarchical pore network, enabling a symmetric...
Oil Dip to $60 Could Lift S&P 10%
While oil gurus and geopolitical experts were opining with confidence on the potential outcomes we said we don't know shit. Here is our DSR from 3/22. https://t.co/268Hkj6EKA Herein we just considered scenarios and how they play out in macro based...
WEX’s New Payment Solution Manages At-Home Charging for EV Fleet Drivers
WEX has launched EV At‑Home with Vehicle Fraud Protection, an upgrade to its EV At‑Home payment platform. The new feature automatically validates home‑charging sessions by cross‑checking vehicle, charger, and utility data, ensuring fleets reimburse only legitimate usage. By removing manual claim processes...
BLADE2CIRC Project Advances Reversible Polymers, Bio-Based Fibers and Enzymatic Recycling
The EU‑funded BLADE2CIRC project has reached the midway point of its 42‑month program, delivering the first batch of high‑performance, circular wind turbine blades. The consortium has advanced reversible polymer chemistry, scaled lignin‑based reinforcement fibers, and piloted enzymatic recycling methods. Regulatory...
Germany: New Electric Car Incentive Clears Key Hurdle
Germany's Bundestag approved the Act on Promoting Climate‑Neutral Mobility, creating a legal framework for a new electric‑vehicle grant that will apply retroactively to cars first registered after 1 January 2026. The scheme offers up to €6,000 (about $6,540) for battery‑electric models and...
Virginia Governor Amends Bills that Shift Costs Onto Data Centers. Critics Say Her Tweaks Weaken Them.
Virginia Governor Abigail Spanberger signed dozens of bills this week and introduced amendments to Senate Bill 253 and House Bill 1393, which were intended to shift certain utility costs onto high‑load users such as data centers. Her changes remove the...
California’s Gas System Is Crumbling. SB 1359 Charts a Path to a Clean Energy Future.
California’s aging natural‑gas network is draining over $10 billion of ratepayer funds each year, prompting lawmakers to act. Senate Bill 1359, introduced by Sen. Henry Stern, directs the CPUC to align gas system planning, ratemaking, and capital investments with the state’s...
Solar Asset Managers Talk Underperforming Systems, Catastrophic Losses and AI at SAMNA 2026
The 2026 Solarplaza Summit Asset Management North America (SAMNA) convened more than 650 solar professionals in San Diego for three days of training, networking, and deep‑dive sessions. Attendees highlighted three urgent themes: underperforming assets, heightened catastrophic‑risk exposure—especially hail—and the accelerating...
American Uranium Enlarges Lo Herma ISR Uranium Project, Powder River Basin, Wyoming
American Uranium Ltd. has acquired roughly 1,040 acres of new uranium mineral rights and 29 Bureau of Land Management lode claims covering about 490 acres at its Lo Herma ISR project in Wyoming’s Powder River Basin. The parcels abut existing Mine...
Congress Presses DOE’s Wright on Energy Star, Permitting Reform
Energy Secretary Chris Wright testified before the House Energy and Commerce Committee, where lawmakers questioned the Department of Energy’s handling of the Energy Star program after its transfer from the EPA. Rep. Paul Tonko highlighted the program’s historic $35 million annual cost...
Boston Eyes Water-Based Thermal Network to Ease Grid Strain
Boston and the Mass Clean Energy Center are committing $500,000 to a year‑long study of a closed‑loop water‑sourced thermal energy network, dubbed BosTEN. The system would harvest heat from the Charles and Mystic rivers, Boston Harbor, the Fort Point Channel,...
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
Kiwa PVEL Revises Testing to Curb Solar Failures
Kiwa PVEL updates solar module testing protocols to address field failures #energysky -- via pv magazine usa: https://t.co/DcofZeEPv1
An Ultrathin Solid Electrolyte Keeps Lithium Metal Batteries From Catching Fire
Researchers have created a 20‑µm composite solid electrolyte that embeds trimethyl phosphate inside a copper‑based MOF cage, releasing the flame‑retardant only above 120 °C. The ultrathin electrolyte delivers ionic conductance 880‑times higher than conventional PEO membranes while raising the lithium‑ion transference...
Strait of Hormuz Reopens, Physical Oil Prices Converge to Futures
The blockade called Iran's bluff and the reopening of the Strait of Hormuz in response is a remarkable success in very little time. Physical oil prices (white) will now converge down to futures prices (orange), a scenario most didn't think...
Trump Administration Sells 400,000 Alaska Refuge Acres for Drilling
The Trump administration plans to offer at least 400,000 acres in Alaska’s Arctic National Wildlife Refuge for oil and gas drilling rights in June, marking its first such sale in the rugged area prized for its rich wildlife https://t.co/hPJIgWgLso
Shanghai Electric Reports Strong 2025 Performance, New Orders Hit Record High
Shanghai Electric reported a strong 2025 performance, with revenue climbing 9.0% to RMB 126.68 billion (about $18.6 billion) and net profit surging 60.4% to RMB 1.206 billion (roughly $176.9 million). New orders reached a record RMB 172.81 billion ($25.35 billion), up 12.5% year‑on‑year, driven by growth...
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
Sana Ouji Leaves Google for Anthropic's New Energy Team, to "Responsibly and Rapidly Scale an Ambitious Data Center Portfolio"
Sana Ouji, a former Google data‑center energy strategist, has joined Anthropic’s newly formed energy team to craft a global strategy for scaling its data‑center portfolio. The hire follows a wave of ex‑Google talent, including data‑center architects, engineers, and operations leaders,...
What Trump Doesn’t Understand About Oil and Gas: It Ain’t No Dimmer Switch
Senior Trump administration officials, including Interior Secretary Doug Burgum and Energy Secretary Chris Wright, met with CEOs of ExxonMobil, Chevron and other major producers to demand a rapid increase in U.S. oil output after the Iran‑linked Strait of Hormuz disruption...
Singapore Adds 504 MW Solar Capacity in 2025
Singapore installs 504 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/S0cx3XfOSF https://t.co/fZLScUnC77
Pre-Markets Very Happy About Middle East Developments
A cease‑fire between Israel and Lebanon has reopened the Strait of Hormuz, sending oil prices down about 8% and lifting pre‑market futures sharply—+540 points on the Dow, +54 on the S&P 500, +230 on the Nasdaq, and +36 on the Russell 2000....
Proposed Scottish Nuclear Study Unlikely to Be Published Before Election
The UK Department for Energy Security and Net Zero has tasked Great British Energy – Nuclear with a £80,000 (≈$100,000) feasibility study to locate new nuclear sites, including SMRs and AMRs, at existing Scottish facilities such as Torness and Hunterston. The study...
Energy Price Cap: Household Bill Spike Could Be Lower than Originally Feared
The UK energy price cap for July is now forecast at £1,837 (about $2,335), a 12% rise from April, lower than the previously warned surge to £1,973 ($2,506). The downgrade follows the de‑escalation of the Iran‑US standoff, which sent Brent...
Haizea Profits Jump 11%
Haizea Wind Group posted 2025 revenue of €417 million (about $455 million), a 12% year‑on‑year increase, and net profit rose 11% to €20 million (≈ $22 million). The company said it met its strategic targets despite geopolitical tensions and growing Asian competition, and it...
WTI Oil Slides Below $90, Approaching $78 Benchmark
WTI oil back below $90 and nearing the key Landman Billy Bob benchmark: $78 https://t.co/9eqlZpaiPw
Reopened Week in Review
Iran’s foreign minister announced the Strait of Hormuz fully open for the remainder of the Lebanon cease‑fire, prompting Brent crude to tumble below $80 a barrel. The drop in oil prices coincides with a 3.6% decline in existing‑home sales in...
Never Trust Oil Price Forecasts, They’re Always Wrong
Just to be safe I'm going to assume every time an energy analyst predicts $200/barrel oil they will be wrong for all of eternity
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
Global LPG Conversations: Could the UK’s Renewable Heat Obligation Secure LPG’s Future?
In this episode, Waldemar Jasczyk talks with George Webb, CEO of the Liquid Gas UK Association, about the UK’s push for a Renewable Heat Obligation (RHO) to secure a future for renewable liquid gases (RLG) in off‑grid heating. Webb explains...
400 Oil Tankers Resume Transit After Hormuz Reopens
POV: The 400 oil tankers stuck in the Gulf transiting the waters now that Strait of Hormuz is back open. https://t.co/jmhUZYYjld
⛽ Iran’s Smartest Move Yet Wasn’t Closing Hormuz — It Was Reopening It. Let Me Explain.
Iran reopened the Strait of Hormuz immediately after a temporary cease‑fire between Israel and Lebanon, linking the maritime opening directly to the cease‑fire terms. The narrow waterway carries roughly one‑fifth of the world’s oil and LNG, making its status a...
Asset Unfreeze Tied to Hormuz Strait Opening
"unfreezing Iranian assets has been part of the agreement to open the Straight of Hormuz". --Iran $USO
Markets React as Labour Looks at Decoupling Gas and Electricity Prices
UK Chancellor Rachel Reeves announced plans to break the link between gas and electricity wholesale prices, ending the marginal pricing model that ties electricity costs to gas‑fired generators. The proposal aims to reflect the growing share of low‑carbon generation and...
Trump Administration Seeks Scaled-Back Building Efficiency Money
The Trump administration’s FY2027 budget request trims the Department of Energy’s Office of Energy Efficiency and Renewable Energy from $3.1 billion to $1.1 billion, slashing the Building Technologies Office to $20 million—a 93% cut. While the request earmarks a $4 billion increase for nuclear...
Why Diesel Prices Surge Faster Than Gasoline in Every Energy Crisis
Diesel prices rise faster than gasoline during energy crises because the diesel market is structurally tighter, with lower inventories and limited refinery flexibility. Since the Iran conflict began, diesel has climbed $1.75 per gallon versus $1.11 for gasoline. The fuel’s...
EIA Raises USA Fuel Price Projections for 2026, 2027
The U.S. Energy Information Administration raised its short‑term outlook for gasoline and diesel in 2026‑27. It now projects average regular‑gasoline retail prices of $3.70 per gallon in 2026 and $3.46 in 2027, up from $3.34 and $3.18 in the March...
Russia’s Main Black Sea Port Resumes Loading Crude at Key Berth
Russia’s largest Black Sea port, Novorossiysk, resumed crude loading at berth 1 of the Sheskharis oil terminal on April 17, 2026. The Samos crude tanker, a Suezmax‑class vessel, moored at the berth and began loading later that afternoon. The berth is specifically designed...
Control, Not Capacity, Could Be the Next Driver of U.S. Residential Storage Investment
Investors are moving beyond the sheer number of residential batteries installed and are focusing on platforms that can control and monetize fleets through virtual power plants and aggregation. Software‑driven models that dispatch thousands of assets promise recurring revenue streams, positioning...