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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.

Amazon Pledges $200 Billion AI‑driven Data‑center Buildout, Reshaping Power Demand
NewsApr 17, 2026

Amazon Pledges $200 Billion AI‑driven Data‑center Buildout, Reshaping Power Demand

Amazon announced a $200 billion investment in AI‑centric data‑center capacity, shifting to a supply‑led buildout that locks in power, land and silicon ahead of demand. The move raises questions about utilization, grid strain and the pace of sustainable energy procurement.

By Pulse
US BESS Degradation Optimism Collides With Real‑World Data
SocialApr 17, 2026

US BESS Degradation Optimism Collides With Real‑World Data

‘Unfettered optimism’ on US BESS degradation hits wall of operational reality #energysky -- via Energy Storage News: https://t.co/1hcRyBak6s

By Tor “SolarFred” Valenza
Asian Currencies Slide as Oil Tops $110, LNG Soars 143% Amid Crisis
NewsApr 17, 2026

Asian Currencies Slide as Oil Tops $110, LNG Soars 143% Amid Crisis

The US‑Israel‑Iran confrontation has driven oil above $110 a barrel and LNG up 143%, triggering a sharp depreciation of several Asian currencies. The shock is reshaping inflation outlooks and central‑bank policy across the region.

By Pulse
ERCOT Warns Texas Electricity Demand Could Hit 368,000 MW by 2032, but Doubts Forecast Accuracy
NewsApr 17, 2026

ERCOT Warns Texas Electricity Demand Could Hit 368,000 MW by 2032, but Doubts Forecast Accuracy

ERCOT released a preliminary projection that Texas peak electricity demand could climb to 367,790 MW by 2032 – more than four times the 2023 record. Grid officials, however, cautioned the forecast may be overstated and could be revised after further review...

By Pulse
Cr
SocialApr 17, 2026

Cr

12.7 mmb/d is crude + refined products--not oil Crude exports were 5.2 mmb/d About 1 mmb/d more than the 2026 average

By Art Berman Blog
U.S. Sanctions Hit 17 Iranian Oil Entities and 9 Tankers Amid War Talks
NewsApr 17, 2026

U.S. Sanctions Hit 17 Iranian Oil Entities and 9 Tankers Amid War Talks

The United States Treasury blacklisted three individuals, 17 entities and nine oil tankers linked to an Iranian shipping network on April 16, seeking to cut off Tehran's oil earnings amid stalled war‑negotiations. The move escalates pressure on Iran as the...

By Pulse
Oil Surge Tests Wall Street as S&P, Dow Hover Near Record Highs
NewsApr 17, 2026

Oil Surge Tests Wall Street as S&P, Dow Hover Near Record Highs

Brent crude rose 3.1% to $97.83, pressuring U.S. equities that remain near all‑time highs. The S&P 500 edged down 0.1%, the Dow lost 66 points, and the Nasdaq fell 0.3% as investors weigh oil‑driven volatility against hopes for a diplomatic...

By Pulse
US Oil Exports Surge, but Can’t Replace Hormuz
SocialApr 17, 2026

US Oil Exports Surge, but Can’t Replace Hormuz

12.7 mb/d—record U.S. exports. Impressive… but not a replacement for Hormuz. The U.S. can cushion the shock, not carry the system. #OilMarkets #USOil #EnergyCrisis #Geopolitics

By Art Berman Blog
Oil Execs Warn Trump: Reopen Hormuz or Global Collapse
SocialApr 17, 2026

Oil Execs Warn Trump: Reopen Hormuz or Global Collapse

Oil execs tell Trump to cut the crap & get Hormuz open No Hormuz, no energy system. This is not a political game. Reopen it or the world goes down. https://t.co/Ra1U6b3vo3 #OilMarkets #Hormuz #EnergyCrisis #Geopolitics

By Art Berman Blog
How Much of California’s High Gas Prices Related to War in Iran?
NewsApr 16, 2026

How Much of California’s High Gas Prices Related to War in Iran?

California’s gasoline prices have surged to some of the nation’s highest levels, driven in part by the war in Iran that has tightened global crude supplies. Analysts estimate the conflict adds roughly 10‑15 cents per gallon to the baseline price....

By KQED MindShift
LHM Guidance Revision – Increase FY2026 Production Range
NewsApr 16, 2026

LHM Guidance Revision – Increase FY2026 Production Range

Paladin Energy reported that its Langer Heinrich Mine produced 3.6 million pounds of U₃O₈ in the first nine months of FY2026 and has revised full‑year production guidance to 4.0‑4.4 million pounds, down from 4.5‑4.8 million. The company kept the cost‑of‑production guidance at $3 per...

By Financial Post — Deals
What Do China’s Provincial Plans Signal for Carbon Emissions?
NewsApr 16, 2026

What Do China’s Provincial Plans Signal for Carbon Emissions?

China’s 2026 provincial work reports reaffirm a green‑development agenda that is tightly coupled with economic growth. The plans spotlight expanding battery storage, scaling hydrogen and nuclear projects, and integrating solar‑wind power with AI‑driven industrial zones. Zero‑carbon parks are slated for...

By Eco-Business
New Rules to Boost Data Centre Power
NewsApr 16, 2026

New Rules to Boost Data Centre Power

Thailand's Energy Regulatory Commission (ERC) finalized draft rules that require investors in data centres to post bank guarantees or collateral of 4.5 million baht (about $122,000) per megawatt of power purchased. The measure, aimed at preventing projects from shifting to rival...

By Bangkok Post – Investment (subset within Business)
Will the Next Great Alaska Pipeline Happen?
NewsApr 16, 2026

Will the Next Great Alaska Pipeline Happen?

Alaska is evaluating an 800‑mile natural‑gas pipeline that could move up to 200 trillion cubic feet of North Slope gas for LNG export. The proposal aims to tap rising global demand, lower energy costs for Alaskans, and generate billions in state...

By RealClearEnergy
AER CEO Dismisses Accountability Questions, Sparks Criticism
SocialApr 16, 2026

AER CEO Dismisses Accountability Questions, Sparks Criticism

Alberta Energy Regulator Under Fire Over Wells, Accountability Failures Alberta NDP MLA Marlin Schmidt describes AER CEO Rob Morgan's indifference to questions and requests for information during an AB Leg public accounts meeting. #ableg #abpoli https://youtu.be/dbSzOgTCpJ0

By Markham Hislop
Welcome RFS Rule Will Boost Iowa's Economy
NewsApr 16, 2026

Welcome RFS Rule Will Boost Iowa's Economy

President Trump and EPA Administrator Lee Zeldin unveiled the 2026‑2027 Final Renewable Fuel Standard rule during the White House Great American Agriculture Celebration. The rule raises the biodiesel mandate to 2.5 billion gallons, a significant increase from the previous year. Iowa’s...

By RealClearEnergy
US Crude Net Imports Hit Record Low on Export Surge
NewsApr 16, 2026

US Crude Net Imports Hit Record Low on Export Surge

U.S. crude oil net imports plunged to a historic 66,000 barrels per day in the week ending April 10, the lowest level recorded since weekly data began in 2001. At the same time, exports surged to 5.23 million barrels per day,...

By Argus Media – News & analysis
Ministry Mulls Shelving Fuel Loan
NewsApr 16, 2026

Ministry Mulls Shelving Fuel Loan

Thailand's Energy Ministry is reconsidering a planned 150 billion baht (~$4.2 bn) loan to shore up its Oil Fuel Fund after successful talks with six refineries cut the ex‑refinery diesel price by 2 baht per litre. The fund, which recorded a 60 billion...

By Bangkok Post – Investment (subset within Business)
Renewable Generation Records Fall Across the UK, as Imported Gas Consumption Tumbles
NewsApr 16, 2026

Renewable Generation Records Fall Across the UK, as Imported Gas Consumption Tumbles

The UK’s electricity mix is now dominated by renewables, with renewable generation reaching a record 52.5 percent of total output in 2025. Imported primary energy fell to 46 percent, the lowest share since 2004, as North Sea gas production continues to decline....

By RenewEconomy
Making Solar Truly Sustainable: The Case for Recycling End of Life Panels
NewsApr 16, 2026

Making Solar Truly Sustainable: The Case for Recycling End of Life Panels

Corporate sustainability drives rapid solar adoption, but a looming wave of end‑of‑life panels threatens waste management. The EPA estimates 0.17‑1 million metric tons of PV waste by 2030, rising to 10 million tons by 2050, with about 1.7 million tons of recoverable aluminum....

By POWER Magazine
FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand
NewsApr 16, 2026

FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand

The Federal Energy Regulatory Commission (FERC) set a June 2026 deadline to rewrite rules governing the interconnection of large loads—defined as 20 MW or more—to the U.S. interstate transmission system. The move follows a Department of Energy advance notice that highlights the...

By POWER Magazine
Rural Co-Ops Navigate a New Era of Load Growth, Rising Costs, and Policy Pressure
NewsApr 16, 2026

Rural Co-Ops Navigate a New Era of Load Growth, Rising Costs, and Policy Pressure

Rural electric cooperatives, which power 42 million customers across more than half of the United States, are confronting an unprecedented surge in electricity demand driven by heat‑pump adoption, electric‑vehicle charging, and AI‑powered data centers. At the same time, supply‑chain bottlenecks and...

By POWER Magazine
Understanding Material Degradation in Solar Cells
BlogApr 16, 2026

Understanding Material Degradation in Solar Cells

A Helmholtz‑Zentrum Hereon team repurposed operando spectroscopic ellipsometry to monitor photoelectrode degradation in real time. The technique measures nanometer‑scale thickness changes across the entire surface while the cell operates under realistic illumination and electrochemical conditions. Testing ultrathin titanium‑dioxide layers revealed...

By Nanowerk
Global Energy Crisis Hits Developing Nations Hardest, Europe Barely Notices
SocialApr 16, 2026

Global Energy Crisis Hits Developing Nations Hardest, Europe Barely Notices

iea: this is the largest energy crisis we have ever faced. europe: ~6 weeks of jet fuel. flight cancellations coming. developing countries in asia, africa, latin america: already hit harder, heard less.

By Ian Bremmer
Skepticism Grows Over Reported 4 MMb/D Oil Flow
SocialApr 16, 2026

Skepticism Grows Over Reported 4 MMb/D Oil Flow

What are the numbers for oil @Amena__Bakr ? The report sounds optimistic but I doubt flows are even 4 mmb/d

By Art Berman Blog
Energy Officials Pressured to Expand Grid as AI Demand Surges
NewsApr 16, 2026

Energy Officials Pressured to Expand Grid as AI Demand Surges

U.S. Energy Secretary Chris Wright told the House Energy and Commerce Committee that exploding AI and data‑center workloads are driving a "huge demand for electricity" and forcing a rapid expansion of generation and transmission capacity. He said the Department of...

By Broadband Breakfast
New England’s Grid Batteries Finally Accelerating
SocialApr 16, 2026

New England’s Grid Batteries Finally Accelerating

Big grid batteries are finally on a roll in New England #energysky -- via Canary Media: https://t.co/gp9MRV65Yf

By Tor “SolarFred” Valenza
Gas Prices Surge, Hyundai EV Sales Jump 40%
SocialApr 16, 2026

Gas Prices Surge, Hyundai EV Sales Jump 40%

Gasoline is going to $5/gallon on average throughout the USA in 2 weeks. -JP Morgan

By Jigar Shah
Brazil Soy Demand for Biodiesel May Rise by 72pc
NewsApr 16, 2026

Brazil Soy Demand for Biodiesel May Rise by 72pc

Brazil's soybean demand for biodiesel could surge 72% to 74 million tonnes by 2035, driven by a planned increase in the biodiesel blending mandate from 15% to 24%. The soybean oil share of biodiesel feedstock, about 70%, would push oil demand...

By Argus Media – News & analysis
Diesel Prices Surge 60% Year‑Over‑Year
SocialApr 16, 2026

Diesel Prices Surge 60% Year‑Over‑Year

Diesal prices are up almost 60% from a year ago https://t.co/BZjCIh8l7U Too bad Trump can't find out about this.

By Dean Baker
Solar PPA Prices Drop in Europe, Climb in North America
SocialApr 16, 2026

Solar PPA Prices Drop in Europe, Climb in North America

Solar PPA prices in Q1 2026 fall in Europe, rise in North America #energysky -- via pv-tech: https://t.co/JXT68e55VS

By Tor “SolarFred” Valenza
FERC OKs Transmission Deal to Power 1 GW Data‑Center Campus in Greater Chicago
NewsApr 16, 2026

FERC OKs Transmission Deal to Power 1 GW Data‑Center Campus in Greater Chicago

The Federal Energy Regulatory Commission approved a Transmission Security Agreement between Commonwealth Edison (ComEd) and data‑center developer Tract, clearing the way for a 1 GW, 2.9 million‑sq‑ft campus at Morris Technology Park. The deal ties upgrade costs to the new load, protecting...

By Pulse
Governance and Decision‑Making Drive Green Energy Transition
SocialApr 16, 2026

Governance and Decision‑Making Drive Green Energy Transition

Power dynamics: Why governance, and how we make decisions, is central to the green energy transition #energysky -- via Renew Economy: https://t.co/35nw4gv7m9 https://t.co/ttrTgEvXsp

By Tor “SolarFred” Valenza
Australia's Rooftop Solar Surges Amid Battery Boom
SocialApr 16, 2026

Australia's Rooftop Solar Surges Amid Battery Boom

Australia rooftop PV hits record as battery rush accelerates #energysky -- via pv magazine global: https://t.co/HeRwktkBBJ

By Tor “SolarFred” Valenza
Foreign Investors Dump $1.5 Bn of Thai Assets as Iran War Spurs Energy Shock
NewsApr 16, 2026

Foreign Investors Dump $1.5 Bn of Thai Assets as Iran War Spurs Energy Shock

Foreign investors withdrew $823 million from Thai equities and $705 million from bonds in March, driving the baht lower amid an energy shock from the U.S.-Israeli war on Iran. The outflows, the biggest since October 2024, highlight Thailand’s vulnerability to rising oil...

By Pulse
Scale U.S. Grid Tech to Cut Bills 10%
SocialApr 16, 2026

Scale U.S. Grid Tech to Cut Bills 10%

This number has gone up 40% since last year. This is nothing to brag about when we could actually reduce bills 10% while growing load if we deployed American grid utilization technologies at scale.

By Jigar Shah
DOE Proposes 52% Cut to Rocky Mountain Lab
SocialApr 16, 2026

DOE Proposes 52% Cut to Rocky Mountain Lab

Trump DOE proposes 52% budget cut for National Laboratory of the Rockies #energysky -- via pv magazine usa: https://t.co/apWY6g2TVV

By Tor “SolarFred” Valenza
Trump List of Saved Projects Spares $5B Hydrogen Hubs
NewsApr 16, 2026

Trump List of Saved Projects Spares $5B Hydrogen Hubs

The U.S. Energy Department released a 39‑page list preserving roughly $5 billion in funding for five hydrogen hub projects across Texas, Appalachia, the mid‑Atlantic and the Midwest. The list also reinstates $1.2 billion for two direct‑air capture initiatives and retains $1 billion in...

By Rigzone – News
Oil Supply Adequate Despite Current Price Concerns
SocialApr 16, 2026

Oil Supply Adequate Despite Current Price Concerns

When will people realize there is no shortage in the oil market at current prices?

By Anas Alhajji
Australian Solar Portfolio Sale Requires Battery Storage Upgrade
SocialApr 16, 2026

Australian Solar Portfolio Sale Requires Battery Storage Upgrade

Australia solar portfolio marked for sale this year, but will likely need to add battery storage #energysky -- via Renew Economy: https://t.co/tIR8zs9tcj https://t.co/a65FoB05Iq

By Tor “SolarFred” Valenza
BBC Inside Science
NewsApr 16, 2026

BBC Inside Science

Marking the 40th anniversary of the Chernobyl disaster, scientists like Professor Jim Smith of the University of Portsmouth continue to study the exclusion zone’s environmental recovery. Recent observations show pockets of lingering radiation but also robust wildlife populations thriving in...

By BBC News – Science & Environment
Brent Hits $98.2, US Crude Climbs to $93.5
SocialApr 16, 2026

Brent Hits $98.2, US Crude Climbs to $93.5

JUST IN: Brent crude surged 3.5% to $98.2, and US crude climbed 2.5% to $93.5.

By David Gokhshtein
EU Probes Romania's Funding of Cernavoda 1 Reactor
SocialApr 16, 2026

EU Probes Romania's Funding of Cernavoda 1 Reactor

JUST IN: EU's launching a deep probe into Romania's state funding for the Cernavoda 1 nuclear reactor.

By David Gokhshtein
Top 10 Utility Stocks to Buy Now
NewsApr 16, 2026

Top 10 Utility Stocks to Buy Now

The S&P 500 Utilities index has surged 7% year‑to‑date and 33% over the past 12 months, outpacing the broader market as demand from data centers, electric vehicles and manufacturing fuels growth. Morningstar analysts note that earnings are expected to keep...

By Insider Monkey
Lightweight 8 kW/Kg Motor Powers Hydrogen Hybrid Aircraft
SocialApr 16, 2026

Lightweight 8 kW/Kg Motor Powers Hydrogen Hybrid Aircraft

The 12.5kg gas cylinder-sized motor achieves 8 kW per kilogram with a fault-tolerant design, targeting hydrogen hybrid regional aircraft under Project AMBER. https://t.co/vk6CdOCVvD

By TechRadar
Rye Development Pushes 2,128 MWh Pumped Hydro at Ex‑coal Site
SocialApr 16, 2026

Rye Development Pushes 2,128 MWh Pumped Hydro at Ex‑coal Site

Rye Development advances 2,128MWh pumped hydro project at former Kentucky coal mine #energysky -- via Energy Storage News: https://t.co/Nv3TOPGpLY

By Tor “SolarFred” Valenza
The War Premium — Defense, Insurance, and the New Cost of Global Trade
BlogApr 16, 2026

The War Premium — Defense, Insurance, and the New Cost of Global Trade

In February 2026 the U.S. and Israel’s airstrikes on Iran triggered a rapid collapse of traffic through the Strait of Hormuz, not by missiles but by a spike in war‑risk insurance premiums. Premiums surged from under 0.25% to 5% of...

By Macro Notes
Gasoline Futures Hold Strong, AAA Avg Near $4.10
SocialApr 16, 2026

Gasoline Futures Hold Strong, AAA Avg Near $4.10

Gasoline future remain bid up pretty well.. $3.15 on RBOB will keep the AAA average near $4.10. https://t.co/frWo9xgFHU

By Mike Zaccardi
Closing Strait of Hormuz Sparks Global Oil Market Panic
SocialApr 16, 2026

Closing Strait of Hormuz Sparks Global Oil Market Panic

The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS https://t.co/3W14TCT5OI

By Daniel Yergin