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:
First Solar Project Backed by EU’s Cross-Border Tender Starts Operating
The EU’s first cross‑border renewable tender has funded the 20 MW Loukkaanaro solar park in northern Finland, granting €2.35 million (about $2.7 million) toward a €10 million (≈$11.5 million) project. Managed by regional cooperative Oulun Seudun Sähkö, the park—featuring roughly 30,000 panels—will supply about 4% of the region’s electricity. It marks the inaugural commissioning under the EU Renewable Energy Financing Mechanism (RENEWFM), with Luxembourg providing the grant and a local bank covering the balance. Completion is slated for the end of 2025, paving the way for 15 more projects through 2028 and a €54.9 million (≈$59 million) third‑round tender.

ENI Urges EU to Postpone Russian LNG Ban.
Italy’s top gas importer has proposed delaying the EU ban on Russian LNG to help ease the fallout from the Hormuz closure 🇮🇹🇷🇺 "I think it's necessary to suspend the ban that will come into effect on January 1, 2027 ,"...
Dynagas LNG: Mispricing Risk, Undervaluing Cash Flow
Dynagas LNG Partners (DLNG) is trading at distressed levels because of its exposure to Russian sanctions and an aging LNG carrier fleet, yet its cash flow remains strong. The company has been actively deleveraging, redeeming $55 million of preferred stock and...

Brazil’s Electricity Regulator ANEEL Delays Energy Storage Rulemaking, Approves Hybrid Solar-BESS
Brazil’s electricity regulator ANEEL approved the country’s first co‑located solar‑battery project—a 1 MW/5 MWh lithium‑ion system attached to the Sol de Brotas 7 solar farm in Bahia—on 2 April. The hybrid plant shares a single grid connection, uses a 2.3 MW power conversion system and...

FPSO Goes Back Into Operation Mode in Eastern Mediterranean
London‑based Energean has brought its FPSO Energean Power back online off Israel’s coast after a 48‑hour restart authorized by the Ministry of Energy. The vessel’s return follows the reopening of the Strait of Hormuz, which was closed during the U.S.–Israel attack...
Oil Prices Rise as Failed Deal Between U.S. and Iran Raises Risk of Prolonged War
Oil prices surged above $100 per barrel on Monday after the United States and Iran failed to reach a deal in 21 hours of negotiations. West Texas Intermediate May futures jumped 8% to $104.39, while Brent June contracts rose to...

Oil Tycoon Funds Far-Right Candidate Challenging Texas Oilfield Regulator
Incumbent Railroad Commissioner Jim Wright, who led the first major overhaul of Texas oilfield waste rules in four decades, faced a strong primary challenge from Bo French, a far‑right candidate backed by billionaire oil tycoon Tim Dunn and fellow magnate...

Blockading the Hormuz Strait Blockade: How Does This Work, Exactly?
The episode dissects the escalating geopolitical tension surrounding a potential U.S. blockade of the Strait of Hormuz, its impact on oil flows, and the ripple effects on global markets. Hosts highlight how Iran’s oil exports to China, possible Houthi retaliation...

Borr Drilling Anticipates Step-Up in Rig Contracting Game
Borr Drilling, the Bermuda‑based offshore driller, announced that its four rigs operating in the Middle East – Arabia III, Groa, Arabia II and Forseti – are set to resume work in April 2026 after recent geopolitical disruptions. The company’s Odin jack‑up, delayed by...
Between War and Wishful Thinking
The United States has hinted at closing the Strait of Hormuz, a move aimed at both Iran and China, heightening geopolitical risk for oil supplies. Iranian crude is increasingly sold at a discount and settled outside the dollar system, adding...

First LNG Shore-to-Ship Bunkering Operation at South Florida Port
Sawgrass LNG & Power completed its first shore‑to‑ship LNG bunkering at Port Everglades on March 26, 2026, fueling the Ritz‑Carlton Yacht Collection vessel Ilma. The operation demonstrates the viability of LNG as a low‑carbon marine fuel for both cruise and cargo traffic in South Florida....
Cooling Solar Modules with Nanofluids Based on Graphene Oxide, Mxene
An international research team combined a three‑dimensional oscillating heat pipe (3D‑OHP) with a surfactant‑free hybrid graphene‑oxide (GO) and MXene nanofluid to passively cool photovoltaic (PV) modules. Field tests on a 50 W panel in Mashhad, Iran, achieved temperature reductions exceeding 24 °C,...

Why Singapore’s Property Slowdown Is the Envy of the Rest of Asia
Singapore faces an energy shock, prompting a S$1 billion ($784 million) aid package to offset fuel costs and support households. Despite the macro backdrop, the city‑state’s housing market remains resilient, with private and HDB resale prices still rising year‑on‑year. The HDB resale...

System Integrator Guoxia’s Revenue and Profits Surge over 100% Amidst Shift to Utility-Scale
Guoxia Technology (02655.HK) posted FY 2025 operating revenue of RMB 2.057 billion (≈$301 million), a 100.6% jump from the prior year, and net profit of RMB 103 million (≈$15 million), up 109.5%. The company’s revenue mix shifted dramatically toward utility‑scale storage, which now accounts for 76.6%...

AESC and NEXTES Sign 1.5 GWh Strategic Supply Agreement, Marking Japan's Largest Energy Storage Cell Order of 2026
AESC and NEXTES have signed a three‑year agreement to supply 1.5 GWh of battery cells for grid‑scale energy storage, the largest single ESS cell order in Japan for 2026. The deal leverages AESC’s 14 gigafactories and its JIS, IEC and UL...

30-Meter Steel Suction Wing System for Oceangoing Vessels Comes to Market
Dutch firm Econowind has launched the 5-series VentoFoil, a 30‑meter steel suction wing designed for deep‑sea vessels. The first commercial unit will be fitted on Boomsma Shipping’s new ship Frisian Future this May, with eight additional wind‑ready vessels slated for...
MyNu Energy Launches Mobile Solar and Battery Energy Storage System
MyNu Energy has introduced the PowerQub‑M, a trailer‑mounted solar and battery energy storage system that pairs a 3 kW demountable solar array with configurable battery packs ranging from 60 kWh to 240 kWh. The unit can supply between 25 kVA and 160 kVA of power...

Hormuz Crisis Signals New Era of Risk for Gulf Energy
The six‑week Iran‑Israel‑U.S. war culminated in Iran’s unprecedented closure of the Strait of Hormuz, halting roughly one‑fifth of the world’s oil supply. The shutdown and missile strikes knocked out about 11 million barrels per day of regional production, including Saudi Arabia’s...
“Birds Avoid Turbines:” Two New Studies Suggest Wind Farms Are Not “Killing Machines” After All
Two recent European studies found that wind turbines pose a far lower risk to birds than previously thought. The German offshore study tracked over four million bird movements and recorded avoidance rates of 99.87% at night and 99.86% by day,...

What's Different This Cycle, Oil Update and RE Build ?S From E-Mail
The oil market experienced extreme volatility this week, with Brent climbing from roughly $90 to $120 per barrel before settling near $105. The price swings coincided with a rapid escalation in Middle‑East tensions, moving from a tentative cease‑fire to threats...

Hormuz: Disrupted — Not Yet Defined
The United States announced a naval blockade targeting Iran‑linked shipping, causing a sharp slowdown in traffic through the Strait of Hormuz. Vessels that were already operating at reduced rates have now paused or turned back, effectively halting most commercial flow....

Climate Change Forces Austria’s Hydropower Economy to Rethink
Austria’s economic model has long been anchored in Alpine water flowing through turbines to generate power for homes and businesses, but as climate change redraws the country’s hydrological map, it faces a structural shift, and geopolitical tensions have heightened the...

Stryten Launches E-Series AGM Batteries for Telecom and Utility Reliability
Stryten Energy has launched the E‑Series AGM160 and AGM190 multi‑terminal batteries, targeting telecom and electric‑utility backup power. The sealed, maintenance‑free VRLA units can operate at up to 80% depth of discharge and charge rapidly, offering long discharge cycles for harsh...

Oman Offers 5 Oil and Gas Leases
Oman's Energy and Minerals Ministry announced the opening of bidding for five new oil and gas concession areas, covering more than 53,000 square kilometres across the Greater Barik, Sharqiyah Sands Basin, and Eastern Flank provinces. The blocks—12, 16, 42, 45,...

TotalEnergies Finds More Hydrocarbons Offshore Congo
TotalEnergies EP Congo announced a new hydrocarbon discovery on the Moho license offshore Congo, where the MHNM‑6 NFW well intersected a 160‑metre column of high‑quality Albian oil and gas. The find sits near the existing Moho production infrastructure, allowing a...

IESO Signs 20-Year Contracts for 14 Renewable Energy Projects
Ontario’s Independent Electricity System Operator (IESO) has awarded 20‑year contracts to 14 renewable projects—12 solar and two wind—under its Long‑Term 2 Energy Stream 1 RFP. The projects will deliver more than three terawatt‑hours of electricity each year, a capacity aimed at meeting...
TechnipFMC: Get Out While The Getting Out Is Good
TechnipFMC plc provides offshore and subsea services to the oil‑and‑gas sector, an industry known for sharp cycles and rapid technology shifts. Despite a long‑term trend of demand contraction, the stock trades at a premium with a price‑to‑earnings multiple above 20....
Jupiter, AMPIN Open 1.3 GW Solar Factory in India
Jupiter International and AMPIN Energy Transition have opened a 1.3 GW solar cell and module manufacturing plant in Bhubaneswar, Odisha, under their joint venture AMPIN Solar One. The facility, inaugurated by Odisha’s chief minister, was developed under India’s Production‑Linked Incentive (PLI)...
This Ohio County Put a Ban on Wind and Solar. Will Voters Reverse It?
Richland County, Ohio, used Senate Bill 52 to ban large‑scale wind and solar projects in 11 of its 18 townships last July. A grassroots coalition gathered thousands of signatures to place a referendum on the May 5, 2026 primary ballot, letting voters...
Critical Fires up Hunt for Hidden Lithium in Canada
Critical Resources is launching a focused lithium exploration program across a five‑kilometre corridor at its Corona pegmatite field in Ontario. The campaign aims to uncover concealed spodumene systems that could expand the flagship Mavis Lake deposit, which already hosts 8 million...

Webinar: Energy Security Under Strain - Why Cutting Europe’s Gas Dependency Won’t Be Easy
A webinar on 17 April will examine Europe’s heavy reliance on imported gas—about 70 % of its consumption—against the backdrop of renewed Middle‑East tensions. Speakers from ING will assess short‑term tools to mitigate supply risk and explain why a swift shift to...
Ather Energy Shares Rally 8% While Eicher Motors, Hero MotoCorp Shares Drop up to 4%. Here's Why
Delhi’s draft EV Policy 2026‑2030 proposes up to $360 (₹30,000) subsidies for electric two‑wheelers and $600 (₹50,000) for electric auto‑rickshaws, plus tiered per‑kWh incentives and tax exemptions. The incentives have already reshaped market sentiment, sending Ather Energy’s shares up more than...

Petrobras Gives Out $56 Million Contract Extension to Solstad CSV
Brazilian state oil giant Petrobras has extended its bareboat contract with Solstad Maritime’s construction support vessel Normand Fortress for two more years, worth about $56 million. The vessel will continue providing accommodation services for offshore production on the continental shelf starting...

Asia Markets Trade Lower as Oil Surges After U.S. Moves to Blockade Iran Ports
Asian equity markets slipped on Monday as the United States moved toward a naval blockade of Iranian ports, reigniting fears of a protracted U.S.–Iran conflict. Crude prices surged, with West Texas Intermediate up 8.5% to $104.82 a barrel and Brent...

Rolls Royce Signs Small Nuclear Plants Contract
Rolls‑Royce SMR has secured the UK government’s preferred technology contract for small modular reactors, backed by £2.6 billion (≈ $3.3 billion) allocated in the 2025 Spending Review. The first project will be built at Wylfa on Anglesey, targeting peak construction employment of around...

USA Compression Partners (USAC) Guides 2026 EBITDA at Texas Capital Event
USA Compression Partners (USAC) guided 2026 adjusted EBITDA to $770‑$800 million after acquiring J‑W Power, expanding its fleet to 4.4 million horsepower. Management highlighted $10‑$20 million of cost synergies, a 3.75× leverage target, and a shift to a shared‑services model in Dallas. Texas...

Raymond James Raises TXO Partners (NYSE:TXO) Price Target to $23
Raymond James raised its price target on TXO Partners (NYSE:TXO) to $23 from $18, maintaining a Strong Buy rating. The upgrade follows a $200 million Cross Timbers divestiture, including a $123.5 million sale to CTOC Energy, which is expected to generate about $100 million in...

JPMorgan Raises Sunoco (SUN) Price Target to $73
JPMorgan raised its price target on Sunoco LP (NYSE:SUN) to $73 from $66, keeping an Overweight stance after the company’s fourth‑quarter results. The investment bank cited improved earnings visibility and a stronger balance sheet. Sunoco completed a $1.2 billion private placement...

Pakistan's Rooftop Solar Beats Oil Crisis
Energy security isn't a pipeline or a tanker: it's a rooftop - and Pakistan proves it While experts panic over the Strait of Hormuz and oil shocks from the Iran war, Pakistan is quietly winning. How? A massive, bottom-up solar revolution...

Trump’s Strait of Hormuz Blockade Risks New Costs for the Global Economy
President Donald Trump announced via Truth Social that the U.S. Navy will begin a blockade of all vessels entering or leaving the Strait of Hormuz, a waterway that carries roughly one‑fifth of global oil and gas. Iran has effectively shut...

The True Cost of Oil and Gas
Economists from the World Bank and IMF estimate that explicit subsidies for fossil fuels total $725 bn, while implicit environmental and health costs add another $6.7 tn—about 5.8% of global GDP. Their analysis of retail fuel prices versus true societal costs shows...

We Lost £3,000 After Collapse of Ikea’s Solar Panel Installer
Ikea’s partnership with European solar installer Soly collapsed, leaving customers like the author out of pocket for a £3,000 (~$3,800) deposit. Although Ikea continued to advertise the partnership, Soly’s UK arm entered liquidation in January 2026 and the retailer offered...
Beetaloo Locks in $66.3M to Fast-Track to First NT Gas
Beetaloo Energy Australia secured a A$66.3 million (≈US$44 million) capital raise and expanded its A$45 million (≈US$30 million) mid‑stream facility, positioning the company to deliver its first pilot gas from the Carpentaria project by Q4 2026. A follow‑on share plan targets an additional A$5 million (≈US$3 million)...

Adani Power, Tata Power to Jaiprakash Power: Why Are Power Stocks Rising Despite the Stock Market Crash?
Power stocks in India are climbing as summer approaches, boosting electricity demand. Companies like Adani Power, Tata Power and Jaiprakash Power are posting notable gains, driven by expectations of higher consumption. The rally occurs despite a broader market decline caused...

Trump's Limited Port Blockade Unlikely to Deter Iran
Not sure if Trump understands the difference between the US blockading the Strait of Hormuz and blockading ships going into and out of Iranian ports. In about 12 hours, he has retreated from announcing a FULL US blockade of SoH to...

Satellite Shows Iran Loading Multiple Oil Tankers at Kharg
PHOTO OF THE DAY: Fog of war over Kharg Island (literally). Iran was loading two oil tankers on Saturday (April 11th) as seen on this @CopernicusEU Sentinel 2 🛰️ satellite picture. Another tanker is seen near the jetty, plus another two...
NG Maintains Guidance Despite US
#NG. says in line with guidance at HY, apart from a small hit due to US Federal Energy Regulatory Commission ruling meaning customer refunds and higher than expected storm costs in US. ShareScope has fwd Dividend Yield 3.6% rising to...
EU to Cut Energy Taxes, Grid Fees for Clean Tech
The European Commission is set to recommend lowering energy taxes and power grid charges to boost the uptake of clean technologies https://t.co/ObeTZGDVZt

Energy Efficiency Cuts EU Energy Costs by 31%
Without energy efficiency, the EU would need — and pay — 31% more for energy today. Since 2000, efficiency has removed 265 Mtoe of demand from the market entirely. The best protection against a price shock is not...

China Emerges Dominant in EVs, Batteries, Solar
Thanks to the US-Israeli war on Iran, China had ended up a big winner. Now, to diversify away from oil, everyone wants more EV’s, more battery storage, and more solar panels. CHINA DOMINATES IN EV'S, BATTERY STORAGE AND SOLAR PANELS. https://t.co/U6TRMZlyBj