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:

Is the US Falling Victim to the Resource Curse?
The article questions whether the United States is succumbing to the classic resource curse, a theory that abundant natural‑resource wealth crowds out manufacturing and renewable development. It notes that the premise assumes a zero‑sum relationship between oil‑gas production and other sectors, a claim increasingly echoed in policy circles. By reviewing historical patterns in the U.S., as well as in Australia, Chile, and Norway, the author finds little empirical support for such a trade‑off. The piece argues that resource wealth can coexist with a robust industrial base when managed strategically.
Wylfa's Existing Magnox Infrastructure Accelerates Project
This is great news as the Wylfa site already exists as an old Magnox reactor so the infrastructure is mostly in place
FERC Orders American Efficient to Pay $1.1B for ‘Brazen Fraud’
The Federal Energy Regulatory Commission (FERC) ordered American Efficient, its parent Modern Energy Group, and affiliated firms to pay roughly $1.1 billion for a massive fraud that spanned more than a decade. The agency said the company sold energy‑efficiency capacity it...
EV Convoy Sets Record Across Philippines, Showcasing Sustainable Island‑Hopping Tourism
An organized electric‑vehicle convoy completed a tip‑to‑tip journey from Pagudpud in northern Luzon to General Santos in Mindanao, visiting more than 100 urban centers and seeking Guinness World Records. The expedition demonstrates that the Philippines’ expanding charging network can support...

Rolls-Royce SMRs Signal a Shift Toward Industrialized Nuclear Supply Chains
The UK has approved three Rolls‑Royce small modular reactors (SMRs) at Wylfa, marking a pivot from bespoke, site‑built nuclear plants to a repeatable, industrial production model. The program emphasizes modular construction, standardized components, and off‑site manufacturing, shifting the critical path...

Kier Lands £70m Sizewell C Gateway Civils Job
Kier has secured a £70 million (≈$90 million) contract to build the North Plaza gateway for the Sizewell C nuclear power project, a 15‑hectare site that will manage worker access, deliveries and security screening. The plaza will become the primary entry point to...
Eos Energy's 2 GWh Turbine‑X Deal and Production Ramp Trigger 15% Stock Surge
Eos Energy Enterprises saw its stock rise about 15% after announcing a joint development agreement with Turbine‑X Energy to deliver up to 2 GWh of zinc‑based storage for AI data centers. The company also reported record first‑quarter shipments, a 22% boost...
Intertek Expands Indian Solar Footprint with Ahmedabad Lab Acquisition
Intertek Group plc has purchased the assets of a solar photovoltaic laboratory in Ahmedabad, Gujarat, from Mitsui Chemicals India. The move adds ISO‑17025 accredited testing, BIS and IECEE CB Scheme certification capabilities, and deepens Intertek’s presence in western India as...
Open Hormuz Now to Stabilize Global Oil Markets
I'm so, so ready for this war to be over, for shipping traffic through the Strait to resume, and to spend the next month or two tracking the nitty gritty of how the short-term shock rippled through the global oil...
X‑Energy Targets up to $814 Million in IPO as Amazon Backs Advanced Nuclear Push
X‑Energy has filed an S‑1 seeking to raise as much as $800 million, with a share price range of $16‑$19 that could net $814 million. Amazon, a lead investor, has contributed $500 million and promised to purchase up to 5 GW of the startup’s...

BPRL Controls Majority of IBV, Securing 40% BM‑SEAL‑11
The Joint Venture: BPRL holds a 65.40% stake in IBV Brasil Petróleo Ltda, which in turn owns a 40% interest in the BM-SEAL-11 concession.
Germany Adds Record 1 GWh of Battery Storage in March
Germany is on track to surpass the 1 GWh monthly battery storage milestone in March, driven primarily by residential photovoltaic systems. Energy‑Charts data show 522.9 MW of power and 985.9 MWh of energy capacity added, with figures likely to rise as registrations lag...

Viridi RPSLinkIN Energy Storage System Receives UL 9540 Listing
Viridi’s RPSLinkIN 480‑V battery system earned UL 9540 listing after passing the rigorous UL 9540A indoor residential test conducted by TÜV Rheinland. The 50 kWh pack met five performance criteria with no smoke, gas or fire, proving it can operate safely without additional fire‑suppression equipment....
Community Benefits Aren’t Impossible – They Just Take Work
California is moving toward its 2045 net‑zero goal by advancing offshore wind projects, and a new Statewide Strategy for the Coexistence of California Fishing Communities and Offshore Wind Energy outlines how community benefits funds will mitigate residual impacts on fishermen,...

March Sees Almost 50% of Electricity Generated by Renewables with New Records for Grid Scale Solar
New provisional data from EirGrid shows that renewables supplied 49% of Ireland’s electricity in March, matching February’s 48% share. Wind remained dominant, providing 40% of the fuel mix and generating 1,258 GWh, while grid‑scale solar set a record 983 MW output, approaching...

Lightshift Energy Lands BESS Portfolio for Virginia Electric Co-Ops
Lightshift Energy has secured a portfolio of five 5‑MW battery‑energy‑storage systems for Blue Ridge Power Agency and its member co‑ops in Virginia. The projects, located at three CVEC sites, one CBEC site and the City of Salem, are under construction...

Europe Has Six Weeks of Jet Fuel Left Caused by 'Dire Strait' Crisis, IEA Chief Warns
The International Energy Agency warned that Europe has roughly six weeks of jet fuel left as the Strait of Hormuz remains blocked by the Iran war. Airports Council International Europe says shortages could begin in early May if tankers cannot...
Maine’s Plug-In Solar Law Takes Effect in July and some Companies Are Already Selling Products in the State
Maine’s new plug‑in solar law, LD 1730, becomes effective July 15, 2026, allowing residents to install portable solar systems up to 420 W on their own or up to 1,200 W with a certified electrician. The legislation requires UL 3700 certification or...

Heavy Industry Could Cut Energy Use by 45% by 2050
A new report from the Energy Transitions Commission and Mission Possible Partnership finds that heavy‑industry sectors could cut energy use by 25‑45% by 2050 through improved energy productivity. Energy accounts for 30‑50% of costs in these sectors, so efficiency gains...

Centrica Tackles Difficult Terrain to Deliver Sustainable Solar Solution for Derbyshire Manufacturer
Centrica Business Solutions has completed a custom‑engineered solar farm for Derbyshire‑based Carpenter Ltd, installing 1,666 panels on a 14.6% sloped bank that was previously deemed unsuitable. The ground‑mount array will produce about 1,025 MWh of renewable electricity each year, cutting the...
Heat Pumps May Help Boost Residential Solar in France
France unveiled an electrification plan that seeks to install one million heat pumps per year by 2030, backed by €200 million in public funding. Subsidies of €12,000‑€14,000 aim to deliver a three‑year return on investment for units costing €10,000‑€15,000. The rollout...

Price Caps Risk Shortages; Pay‑more Ensures Fuel Access
Forget the oil & gas profits debate, I’d like to be reliably able to fill up my family vehicle and price caps at the pump are a slam dunk recipe for shortages Fuel is a global commodity, and those willing to...
India Imports LNG From US, Oman, and Nigeria in March as Qatar, UAE Supplies Dry Up
India’s LNG imports fell 20% year‑on‑year to 1.2 million tonnes in March 2026 after Qatar and UAE cargoes stopped amid escalating Middle‑East tensions. The shortfall, equivalent to about 47.4 MSCMD of gas, was partially offset by higher shipments from the United States, Oman and...

Referral of the Proposed Subsidy to EP Lynemouth Power Limited by the Department for Energy Security and Net Zero
The Department for Energy Security and Net Zero (DESNZ) has proposed a Low‑Carbon Dispatchable Contract for Difference (LCD CfD) for EP Lynemouth Power Limited, covering 1 April 2027 to 31 March 2031. The deal would provide a strike price of £110 /MWh (about $140 /MWh) and an estimated...

Prepaid Leases Provide Pathway to Home-Owned Solar Projects
The residential solar market is reverting to third‑party ownership (TPO) after the 25D residential tax credit expired, but prepaid leases are emerging as a bridge to home ownership. Prepaid leases let homeowners pay the lease amount up front and buy...
Innovation Awards: CTC Also Recognised for Its LeiWaCo Lightweight Tank for Liquid Hydrogen in the Pipes, Tanks and Hydrogen Category
The JEC Composites Innovation Awards named CTC GmbH – an Airbus company for its LeiWaCo lightweight liquid‑hydrogen tank in the Pipes, Tanks and Hydrogen category. LeiWaCo tackles the long‑standing cryogenic microcracking problem by using a tough thermoplastic matrix, thinner laminates,...

Super Typhoon Sinlaku Plunges Northern Mariana Islands Into ‘Darkness’
Super Typhoon Sinlaku, the most powerful storm of 2024, slammed into the Northern Mariana Islands, causing island‑wide blackouts for the territory’s roughly 45,000 residents. Saipan and Tinian were reported to be in total darkness, while overloaded cellular networks struggled to...
War‑torn Iran Forced Into Negotiations over Collapsing Economy
"Iran’s War-Shattered Economy Means It Has an Urgent Reason to Negotiate," @WSJ You mean the experts commenting on the unbreakable will of the Islamic regime could be wrong? https://t.co/ednHa2MMNq Damage done by U.S. and Israeli attacks will take years to repair...
China Sets Record Coal Output, Exceeds U.S. Annual Use
China's coal production reached in March its highest ever monthly level, according to official data. Beijing said it digged 440.62 million metric tons last month, up a tiny bit from the old peak of 440.58m a year ago. (For context, that's more...

Wright Said ‘Over 80%’ of DOE Grants Are Moving Forward. That Number Is Misleading.
Secretary of Energy Chris Wright told the House Appropriations Committee that more than 80% of the 2,270 DOE grant awards under review are moving forward, citing a list of roughly 1,950 retained or modified projects. Critics note the list omits...
Red Sea Ports Can't Match 7 M Bpd Pipeline Capacity
just because East-West pipelines can carry ~7 million bpd doesn't mean Red Sea ports can handle that volume of exports
100 M L Diesel Sounds Massive—Actually Just One Day
Australia is getting 100 million liters of diesel from Brunei & Korea Sounds like a lot It's only 628,000 barrels That's about 1 day of supply

Acciona Energía Signs Italy Industry Deals
Acciona Energía has entered bilateral agreements totaling 800 GWh of renewable electricity with Italy’s energy‑intensive firms, including steelmaker Acciaierie Venete. The contracts, under the government‑run Energy Release 2.0 scheme, lock in a fixed price of €65 per megawatt‑hour (about $71) for three...
Europe Turns to Canadian LNG Amid Iran Conflict
Europe Eyes Canada LNG as Iran War Rewires Energy Routes. If & when, Hormuz reopens, how much business will Canada retain. Supplier diversification and supply chain risk mitigation. A lesson leaned? https://t.co/WXCrXRH8SW
Insurers Blame War for Nord Stream Blasts to Dodge Payouts
The strange case of Nord Stream > Nord Stream blasts due to war, say insurers seeking to avoid pay out https://t.co/UUFSILeW34

Malaysia and Australia Strike Energy Supply Pledge to Bypass Iran War Disruptions
Malaysia and Australia pledged to keep oil and gas flowing as Iran’s war disrupts Middle‑East shipments, signing a joint energy‑security statement. Australia supplies nearly all of Malaysia’s LNG imports, while Malaysia provides refined fuel and urea for Australian transport and...
UK Drops Carbon Tax on Gas to Cut Bills
The UK will eliminate a carbon tax on gas generators and industry as the government tries to slash energy bills while also decarbonizing the power grid https://t.co/zyUAcTQXdm
PM Boasts 628 Kbbl Diesel—Just One Day’s Supply
Everything is fine. That's why the Prime Minister of Australia just made a national address proudly announcing that the Australian government just secured 628 kbbl of diesel—just more than one day of Australian diesel demand.
Solar Self-Generation Could Outperform PPAs in Brazil, Delivering up to 32.9% Savings
A new study by the Federal Universities of Ceará and São João del‑Rei shows that large industrial consumers in Brazil’s free‑contracting market can save up to 32.9% by financing, building and operating their own photovoltaic plants instead of signing long‑term power purchase...
Trump Administration Offered Waivers to Dozens of US Plants
The move comes after the Trump administration offered waivers to dozens of plants across the US. https://t.co/npg1H5CxRq

Cheaper U.S. Natural Gas Cuts Manufacturing Costs, Boosts Competitiveness
38% of manufacturing costs come from energy and in America that energy is natural gas. Natgas continues to get cheaper, boosting American industrial competitiveness https://t.co/G3XH3E1afH

Bunker Fuel Prices Begin to Stabilise – but Not at All Ports
Bunker fuel prices are beginning to stabilise at Singapore, the world’s largest bunkering hub, after an early surge that saw very‑low‑sulphur fuel oil (VLSFO) breach $1,000 per tonne. The stabilisation reflects ample local stocks and fierce competition that keeps margins...
Paper Brent Futures Risk Complacency, Investment, and Mispriced Consumer Costs
Counterpoint: this is not smart because: 1 - Creates complacency and defers inevitable and necessary demand reduction 2 - Deters US shale producers from investing now to boost production 3- Consumers don't pay paper Brent futures price - they pay physical crude/product price
Iran's Job and Inflation Data Drive Oil Analysis
The key known unknown (to me) to analyse oil is the true state of the Iranian economy: jobs and inflation. I hear lots of tales, but I have little confidence on any. Reporting from inside Iran is extremely difficult. Economic damage...

Less Gas, More Sun and Wind. Europe Is Handling the New Energy Crisis Better than the Russian Invasion One
Europe has reduced its gas consumption by roughly 20% since 2020, with electricity generation and district heating seeing cuts of up to 30% as renewables replace fossil fuels. The shift is driven by higher wind and solar capacity, especially in...
China
China is among the war’s winners (alongside Russia, Iran and Texas oil and gas exporters).

Midday Fast Charging Leverages Low Solar Prices, Reducing Cost Exposure
Fastned: "Fast charging peaks at midday, exactly when solar generation pushes electricity prices to their lowest. ⚡️throughput naturally avoids the costly morning & evening peaks, creating a structural hedge: more MWh delivered doesn't mean proportionally higher cost exposure." https://t.co/HO96yJFNhp

Tokamak Energy Joins UK’s Fusion Partnership
Tokamak Energy has been selected as the Magnet Systems Partner for the UK’s STEP fusion programme, securing a £70 million (≈$90 million) contract from UK Fusion Energy. The company will design, build and test high‑temperature superconducting (HTS) magnets through its TE Magnetics...

US‑Iran Talks Lift Latin American Commodity Exporters
Now that Iran and the US are negotiating, fear that war may escalate out of control is leaving markets. That's lifting EM oil and commodity exporters, especially across LatAm. Good news for Colombia, Argentina and Brazil. A replay of 2022...

Molecular Lock Design Pushes Perovskite Solar Cell Efficiency Past 26 Percent
Researchers at SUSTech and PolyU introduced a rigid‑backbone molecule that locks the interface of inverted perovskite solar cells, pushing power conversion efficiency to a record 26.54 % and retaining 90 % of output after 1,000 hours of stress testing. The same report highlighted...