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:
Your House Could Loan Power to AI Data Centers with New Span Product
Span unveiled XFRA, a distributed data‑center solution that places AI‑grade compute nodes in homes and small‑commercial spaces. The system leverages Span's smart electrical panel to tap underused residential grid capacity and ships with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Initial rollouts will partner with NVIDIA and homebuilder PulteGroup, aiming for gigawatt‑scale capacity by 2027. By using existing grid infrastructure, XFRA promises low‑latency, cost‑effective AI inference close to end users.
Oil Surge Signals Glut Risks for Grains, Crypto
Oil Surge Flags Glut Risks Amid Bear Bounces in Grains, Cryptos Crude oil's move to about $100 a barrel during the Iran war from roughly $60 last year may echo 2022, with oil taking cues from plunging, well-supplied US natural gas....
Parliament Energy Signs 1.2-GW Tracker Supply Agreement with Ideematec
Parliament Energy, an independent power producer, has signed supply agreements with tracker maker Ideamatec for its Horizon L:TEC 1P trackers across three Texas solar projects totaling 1.2 GW AC. The projects, ranging from 285 MW to 505 MW, expand the company’s 2.1‑GW portfolio and follow...
U.S. Lost Uranium Enrichment, Needs Domestic Revival
.@ScottNolan started his career as employee 30 at SpaceX. He left to join Founders Fund after Peter Thiel recruited him personally in 2011, and spent the next 12 years backing companies like SpaceX, Anduril, Radiant, and Crusoe Energy. The through line...
Eni Completes Acea Acquisitions
Eni’s renewables arm Plenitude completed the purchase of Acea Energia and a 50% stake in Umbria Energy, adding roughly 1.2 million electricity and gas customers and bringing its total retail base to over 11 million. The transaction was priced at €500 million (≈$590 million)...
Why “Mini” Nuclear Reactors Might Not Fix Our Climate Crisis
Small modular reactors (SMRs) promise low‑carbon electricity by delivering up to 300 MW per factory‑built unit, potentially speeding construction and lowering costs compared with traditional nuclear plants. Proponents highlight their ability to retrofit retired coal sites and supply firm power for...
Vestas Wins 70MW Bulgaria Turbine Order
Vestas secured a 70 MW order from Tessa Green Energy for the Strazhitsa wind project in Bulgaria. The deal includes 11 EnVentus V162‑6.4 MW turbines and a long‑term Active Output Management 5000 service contract. Deliveries are slated for Q1 2027 with commissioning in...
TRI Launches Agri-Voltaic Project to Help Farmers Earn Double Income
Transform Rural India (TRI) has rolled out an agrivoltaic micro‑grid program in Jharkhand and Uttar Pradesh, letting farmers generate solar power while cultivating crops on the same land. A 43‑kilowatt system now powers ten irrigation pumps across 100 acres, serving...
Europe Deploys 3.4GWh of BESS in March, 19% of Global Total
In March 2026 Europe brought 1.435 GW of grid‑scale battery energy storage systems (BESS) online, amounting to 3.44 GWh – its strongest month on record and more than the continent deployed throughout 2023. This represents 19 % of the 18.4 GWh of BESS capacity...
Transocean Locks in $445m Petrobras Drillship Extension
Transocean secured a 1,156‑day extension from Brazil’s Petrobras for its ultra‑deepwater drillship Deepwater Corcovado, adding roughly $445 million to its backlog and keeping the rig operational through November 2030. The agreement includes a short‑term $20 million backlog reduction between April 2026 and September 2027 as...
Consolidate to Create Value
The piece uses the 1980s‑1990s oil‑field‑services (OFS) market as a blueprint for today’s shareholders. After the 1986 oil‑price collapse, upstream capex was slashed, many drillers and service firms folded, and the survivors grew through consolidation. By the early 1990s spending...
UKAEA Timeline to Realise ‘Limitless’ Energy to Power UK Grid
The UK Atomic Energy Authority (UKAEA) unveiled a 2024‑2030 strategy aimed at delivering a commercially viable fusion power plant, STEP, with a March 2029 deadline for the development consent order. The government has earmarked over £10 bn (≈$12.5 bn) for the project and...
California Regulators Have Started a Regulatory Push on Diesel TRU Emissions
California’s Air Resources Board (CARB) has quietly stepped up enforcement of its diesel-powered transport refrigeration unit (TRU) rules, demanding registration, labeling and quarterly reporting from both TRU owners and large warehouses. The 2022 amendment requires owners to shift 15% of...
Orsted Braces for UK Supreme Court Ruling with Major Implications for Wind
Orsted is awaiting a UK Supreme Court ruling on a £50 million ($68 million) tax dispute over capital allowances for offshore wind survey costs. The case involves the Gunfleet Sands, Walney and West of Duddon Sands projects, where HMRC denied the relief....
Contentious $1bn+ Northeast Supply Enhancement Gas Pipeline to Break Ground in New York City
The $1 billion‑plus Northeast Supply Enhancement (NESE) natural‑gas pipeline, led by Williams Companies, is set to break ground this week in New York City after the Trump administration secured state permits. The offshore project will expand the Transco system, delivering roughly...
Job at US Gulf Coast LNG Project Comes Honeywell’s Way
Honeywell has been contracted to supply its coil‑wound heat exchanger (CWHE) and C3MR liquefaction process technology for NextDecade’s Rio Grande LNG Train 4 and Train 5 in Brownsville, Texas. The additional trains will lift the plant’s capacity from 18 mtpa to 30 mtpa, a...
DHL and IAG Cargo Deepen Collaboration with Major Multi‑year SAF Agreements
Logistics giant DHL Group and IAG Cargo have expanded their sustainable aviation fuel partnership with a new five‑year agreement that secures about 240 million liters of SAF at London Heathrow through 2030. The deal delivers a lifecycle emissions reduction of roughly...
GAIL Invests in 700MW Solar, 572MWh Storage Projects Across India
GAIL, the Indian state‑owned gas utility, is investing INR 38 billion (≈$408 million) to build 700 MW of solar capacity and 572 MWh of battery storage across Uttar Pradesh and Maharashtra. The flagship project in Jhansi will combine 600 MW of solar with a 550 MWh BESS, while...
France Boosts Electrification Funding to $10.8 Billion Through 2030
France announced a €10 billion ($10.8 bn) annual electrification package through 2030, doubling its previous support. The plan bans gas heating in new builds, phases out gas in social housing, and funds heat pumps, electric vehicles and trucks, signaling a national push...
Arevon Energy Elevates Narayanan and Rand to Senior Ops Roles as Portfolio Hits 6 GW
Arevon Energy announced the promotion of Anand Narayanan to senior vice president of Asset Management and Operations and Jeremy Rand to senior vice president of Project Execution, effective April 1, 2026. The moves come as the company’s operating portfolio expands from 2 GW...
US Petroleum Exports Rise as Refined Product Shipments Surge
U.S. PETROLEUM EXPORTS accelerated by 0.6 million barrels per day (b/d) in March compared with the same month a year earlier as the war between the United States and Iran triggered a worldwide scramble for replacement crude and fuels. Crude...
Routing Energy, VENSYS Agree Wind Pact
Routing Energy and VENSYS Energy have signed a strategic cooperation agreement to boost wind‑energy projects. VENSYS will supply more than 150 turbines, with delivery and commissioning slated for completion within 14 months. The deal expands Routing Energy’s manufacturer network, giving...
Germany: NGEN Starts Building 100MWh BESS, Harmony Energy Secures 3GWh Pipeline Financing
NGEN, a Slovenia‑based owner‑operator, has broken ground on a 50 MW/100 MWh battery energy storage system in Wilhelmshaven, Germany, in partnership with Uniper. The BESS will be commissioned in Q4 2026 and forms the core of the Energy Transformation Hub Nordwest, a renewable‑energy...
Experts Weigh in on Navigating Supply Chain Bottlenecks in US Energy Storage
At the Energy Storage Summit USA 2026, industry leaders warned that new U.S. tax and foreign‑entity rules are forcing battery storage developers to take over procurement traditionally handled by EPC firms. The shift aims to capture a combined 40% investment...
Commission Approves €3.7 Billion Czech State Aid Scheme for Sustainable Biomethane Production
The European Commission has cleared a Czech state‑aid programme worth €3.7 billion (about $4 billion) to fund new and upgraded biomethane plants through 2030. The scheme uses a two‑way contract‑for‑difference that guarantees a 15‑year price premium for each megawatt‑hour of sustainable biomethane...
Oil Prices Climb as US Prepares Hormuz Blockade, Brent Near $98.40
Brent crude futures jumped back to $98.40 a barrel after a brief dip, driven by the United States’ decision to enforce a naval blockade of the Strait of Hormuz. The move has tightened tanker traffic, lifted oil prices and sent...
IEA Cuts Oil Outlook on ‘Largest Disruption in History’
The International Energy Agency slashed its 2026 oil demand forecast by 730,000 barrels per day, citing the sharpest demand drop since the Covid‑19 pandemic. Conflict after the US and Israel attacked Iran has crippled Middle‑East energy infrastructure and effectively closed...
Using Regional-First Planning to Streamline Large Load Interconnection
RMI proposes a regional‑first planning framework that merges large‑load interconnection queues with system‑wide transmission planning. The approach centralizes requests, identifies necessary system projects first, then targets incremental local upgrades. By coordinating these processes, utilities can achieve right‑sized investments, lower total...
U.S. Hormuz Blockade Hits India Just as Russian Oil Purchase Waiver Expires, Deepening Energy Worries
The United States began blocking ship traffic through the Strait of Hormuz, cutting off Iranian crude that India had just begun importing after a seven‑year hiatus. At the same time, a U.S. waiver that allowed India to purchase 1.5 million barrels...
Petrobras Makes FID for Brazil’s Deepwater Scheme, Picks SBM Offshore for FPSOs
Petrobras has issued a final investment decision for the SEAP I deepwater project in Brazil’s Sergipe‑Alagoas Basin, joining the previously sanctioned SEAP II module. The combined development will cost over $12 billion (about $11.4 billion) and aim to produce more than 1 billion barrels of oil...
Vietnam’s GG Power Opens 5GWh BESS Factory, Government Emphasises Support for Local Supply Chain
GG Power inaugurated a 5 GWh battery energy storage system (BESS) plant in Hung Yen, Vietnam, backed by a US$12 million investment and a technology‑transfer deal with Chinese firm Goldwind. The factory, over 90 % automated, aims to localise more than half of...
Oil Prices Edge Lower On Hopes Of Potential US-Iran Peace Deal
Oil prices slipped on Tuesday as renewed hopes of a U.S.–Iran peace deal lifted market sentiment. Brent June futures fell more than 1% to $98.31 a barrel and WTI May contracts dropped 2.2% to $96.93. President Donald Trump said the...
EU Plans Temporary Market Measures to Address Iran War Impact
The European Commission is consulting EU members on a draft State Aid Temporary Crisis Framework that would relax state‑aid limits to offset soaring energy costs caused by the Iran‑related war. The proposal would let governments subsidise fuel, fertilizer and electricity...
IMF/WB Summit Likely Triggers Further Oil Price Drop
The IMF/WB meetings are happening this week in DC. My best guess is that they'll be a catalyst for oil prices to fall further. A lot of people are coming to DC from across the world and will realize the...
Nordics Lead with Heat Pumps, Ditching Heating Oil
Heating oil prices are sky-rocketing around the world. The Nordics have understood the risks of using fossil fuels for heating early on and transitioned away from heating oil almost entirely whilst phasing in heat pumps. https://t.co/gvLYlMORck
Grab These 3 Energy Mutual Funds for Marvelous Returns
Oil mutual funds are gaining attention as global energy demand rebounds and oil prices stay resilient despite volatility. Geopolitical tensions, OPEC+ production cuts, and under‑investment in new projects have created a supply‑demand imbalance that benefits the sector. Zacks highlights three...
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
80
Dec CL Crude is 77.5 If spot crude never trades below 80 for the balance of 2026 what will be the low for equities SPX Cash from here
Best Locations to Run an EV Named by E.ON UK
E.ON UK has identified Wakefield in West Yorkshire as the UK’s most EV‑friendly town, scoring 79.74 thanks to 94.97% of homes for sale having off‑street parking, 61.5 public chargers per 100,000 residents and 65.91% of those chargers offering 50 kW+ power....
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
UK Grid May Prompt Consumption During Renewable Surplus
British grid operator considers asking customers to use more electricity when there are periods of low demand and high solar and wind output. https://t.co/TosvcV1oXF
TGS Wins Third Offshore Wind Contract for Summer Season in Europe
Norwegian data firm TGS has landed its third offshore wind site‑characterisation contract for the European summer, deploying its seismic vessel Ramform Vanguard. The agreement runs about one and a half months, with data acquisition slated to begin in the second...
HSBC CEO: War‑era Oil Price Hit $286 per Barrel
HSBC CEO Georges Elhedery said he’s seen the all-in price of oil reach as high as $286, for a barrel received by Sri Lanka, during the war https://t.co/KccLLhDePj (in conversation with @DavidInglesTV) https://t.co/v3TnBx0bsB
Solar Surge Overloads Grid, Paying Users Highlights Flaws
Nothing screams broken energy grid than this. Paying households to use excess power. Utterly bonkers Solar power threatens to overwhelm electricity grid https://t.co/pb9kRcxfRZ
Europe Is Desperate for More Energy. Can Norway Come to the Rescue?
Europe’s energy security is under renewed pressure as the war in Iran drives oil prices higher, echoing the 2022 Russian‑Ukraine crisis. The continent has turned to Norway, its largest Western European oil producer, for a reliable supply of oil and...
Fund Managers Forecast Oil at $84 by 2026
"FMS investors expect oil to trade at $84/bbl by the end of 2026" - BofA April Global Fund Manager Survey https://t.co/Q8YqzLL8TR
US Blockade Hits India as Russian Oil Waiver Ends
JUST IN: US blockade in the Strait of Hormuz affects India as the Russian oil purchase waiver expires, escalating energy supply concerns.
Oil and Global Semiconductors Lead Most Crowded Trades
"Long oil & long global semicondutors are tied for #1 most crowded trade" - BofA Global Fund Manager Survey https://t.co/y6qMael0UA
Global Oil Production Plunges 10.1 Million Bpd in March
JUST IN: Global oil output dropped 10.1 million barrels per day to 97 million in March, one of the biggest monthly declines ever.
Oil Prices Dip as US Blocks Iranian Ports
JUST IN: Oil prices are falling as the US starts blocking Iranian ports, amid growing talk of negotiations.