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:
How the Iran War Is Disrupting Gulf Economies: 5 Key Effects
The Iran‑U.S./Israel war has effectively shut the Strait of Hormuz, cutting global oil flows by roughly 8 million barrels per day and driving war‑risk insurance premiums up to 1,000 %. Gulf Cooperation Council economies are confronting steep GDP declines—up to 14 % in Qatar and Kuwait—and tourism losses estimated at $600 million per day, pushing total output losses toward $200 billion. Damage to oil refineries, LNG plants, desalination facilities and major airports compounds the crisis, while casualties exceed 2,000 dead and millions displaced. The combined economic, security and environmental fallout threatens a prolonged recession across the Gulf region.
US Vows Impartial Hormuz Blockade, Protects Non‑Iranian Navigation
More restrained than Trump’s blanket Hormuz blockade announced this morning. CENTCOM: “The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of...
Your Say: Week Beginning April 13
A reader points out that Australia’s 15.7 million passenger‑vehicle fleet dwarfs the modest goal of 120,000 new electric‑vehicle (EV) sales per year over the next six years. Even a rapid uptake would barely dent the overall fleet, prompting a call for...
Boreal Orders 20 Electric Hydrofoil Ferries to Transform Norway’s Fjord Travel
Norwegian transport operator Boreal has placed an order for 20 Candela P‑12 electric hydrofoil ferries, aiming to replace diesel vessels on fjord routes. The fast‑charging, 25‑knot craft promise 40‑nautical‑mile range and up to 80% lower energy use, marking a major...
India Unveils Incentive Plan to Process Lithium and Nickel Domestically
India's mining secretary Piyush Goyal said the government is finalising an incentive scheme to encourage domestic lithium and nickel processing. The move targets import dependence for electric‑vehicle batteries and seeks to build local refining capacity, a policy first reported by...
Hormuz Offset Claims Exaggerated, Real Capacity Far Lower
Bunch of people have asked so to answer directly: these Hormuz offset numbers are entirely bunk. Absolutely fair to be optimistic about the war ending and Hormuz reopening, but it’s fundamentally flawed to say we’re offset the Hormuz supply loss and...
Senators Push CFTC to Probe $500M‑$950M Oil Futures Trades Linked to Trump Announcements
U.S. Senators Elizabeth Warren and Sheldon Whitehouse have asked the Commodity Futures Trading Commission to investigate $500 million and $950 million oil futures bets that were placed minutes before President Trump announced potential cease‑fires in the Iran conflict. The senators allege possible...
Black Hills Energy to Power Meta’s Wyoming Data Center with Renewable Electricity
Black Hills Energy announced a partnership with Meta to provide renewable electricity for the tech giant's new data center in Cheyenne, Wyoming. The utility will use its Large Power Contract Service tariff to deliver customized, low‑carbon power, while its data‑center...
Saudi Arabia Gets More Oil Flowing as US Blocks Strait of Hormuz. What You Need to Know About Iran Today
US President Donald Trump announced a unilateral blockade of the Strait of Hormuz after Iran refused nuclear assurances in talks held in Islamabad. The move comes as Saudi Arabia’s East‑West pipeline, damaged earlier by an Iranian strike, has returned to...
Mookhey Quietly Orders Stocktake of NSW Council Fuel Supplies
New South Wales Treasurer Daniel Mookhey has initiated a soft audit of diesel fuel reserves held by state councils. The move comes as councils grapple with rising diesel costs and supply uncertainty that threaten essential services such as waste collection....
Europe Expands Gas and Power Trading to 21 Hours, Doubling Market Window
European gas and power markets will move to a permanent 21‑hour trading day next week, more than doubling the current 10‑hour window. The change comes as Middle‑East conflict drives gas prices nearly 40% above pre‑war levels, forcing traders to rethink...
Trump Humiliated as Key U.S. Ally Bails on His New War Plan
President Donald Trump announced a unilateral blockade of the Strait of Hormuz, demanding NATO allies help reopen the vital waterway after Iran mined it. The United Kingdom publicly refused to commit naval or aerial assets, contradicting Trump’s claim that allies...
Ahead of Russian Gas Ban, Europe Buys Almost All Cargoes From Yamal LNG
Europe bought 97 percent of Yamal LNG cargoes in Q1 2026, receiving 69 of 71 shipments, amounting to 5.07 million tons and $3.33 billion in payments. The bloc’s dependence on Russian gas has surged, with over $230 billion spent on Russian oil and gas imports...
Net Zero by 2050? This Decade's Fuel Choices Will Decide
Green‑hydrogen based synthetic fuels face a coordination deadlock that threatens the shipping sector’s net‑zero pathway. Shipping alone would need 100‑150 million tons of green hydrogen each year, requiring $2‑3 trillion in upfront capital, while hard‑to‑abate industries collectively demand 500‑600 million tons and $9 trillion...
Op-Ed: The War Is Turning Iran Into a Major World Superpower by Pape: If Iranians Control of the Hormuz Continues...
The op‑ed argues that the current Middle‑East conflict is accelerating Iran’s rise as a strategic superpower, chiefly through its leverage over the Strait of Hormuz and a potential nuclear breakthrough. Citing political scientist Robert Pape, the author notes Iran could...
Trump Pitches Iran Blockade as Boon to U.S. Oil
President Trump used the Iran‑related Strait of Hormuz blockade as a sales pitch, urging nations—especially China—to buy more U.S. oil. He claimed empty tankers were heading to American ports, but the United States exports only about 3.5‑4.5 million barrels of crude...
The Islamabad Collapse: What the US-Iran Negotiation Failure Means for Gulf Stability and Global Supply Chains
Negotiations between the United States and Iran in Islamabad collapsed, leaving the Strait of Hormuz effectively sealed by both sides. Tehran refused to abandon its nuclear enrichment program and to relinquish control of the waterway, while Washington demanded total dismantlement...
Colombia’s Energy Crisis Deepens as Oil Output Falls and Imports Rise
Colombia’s oil production slipped to 734,924 barrels per day in February, a 2.7% year‑over‑year decline and the lowest level since July 2021. Natural‑gas output also fell, pushing imports to roughly 20% of total consumption, up from under 4% a year earlier....
Ola Electric’s Stock Jumps Over 90% on Cheaper Model and Battery Push
Ola Electric’s shares surged from ₹21.21 to ₹40.88 after the company announced a 30% price cut on a flagship scooter and a renewed focus on battery production. The rally lifts the firm’s market value to roughly $1.9 billion, but analysts warn...
The Perfect Storm in Energy Infrastructure: High-Density Hydro, Cost Deflation, and Geopolitical Security
The energy transition is now driven by security concerns as grids strain under intermittent renewables, making long‑duration energy storage (LDES) the prime source of infrastructure alpha. High‑Density Hydro, pioneered by UK‑based RheEnergise, uses a 2.5‑times denser R‑19 fluid to slash...
Bangladesh’s Three‑Week Fuel Shortage Strains Transport, Power and Fisheries for 170 Million
Bangladesh is grappling with a three‑week fuel shortage that has forced rationing, early shop closures and a hybrid schooling plan, affecting an estimated 170 million residents. The crisis has immobilised more than 1,000 trawlers, left over 100,000 fishermen idle and put...
New Mexico Qui Tam Suit Targets ExxonMobil, Empire Petroleum Over $200 Million Accounting Fraud
A federal court in New Mexico has received a qui tam lawsuit accusing ExxonMobil subsidiary XTO Energy and Empire Petroleum of deliberately undervaluing the cleanup liabilities of hundreds of old oil wells. Plaintiffs claim the alleged accounting fraud could saddle...
US‑Iran Islamabad Talks Collapse, Leaving Emerging‑Market Oil Shock
U.S. Vice President JD Vance led a 21‑hour delegation to Islamabad that ended without an agreement on Iran’s nuclear programme. The failure leaves the fragile cease‑fire and the strategic Strait of Hormuz in limbo, threatening oil‑price stability for emerging markets.
Oando Plc Launches $750 Million Funding Drive for Oil Drilling Expansion
Oando Plc disclosed a $750 million funding initiative aimed at financing an aggressive oil drilling expansion. The move represents the company's biggest capital‑raising effort this year and puts CFOs at the center of a complex financing mix. Details on the debt‑equity...
UAE Ministry of Energy Rolls Out First Nationwide Microgrid Project for Federal Buildings
The UAE Ministry of Energy and Infrastructure has launched a strategic microgrid programme for federal government buildings, promising a 362,000 kWh drop in electricity use, roughly AED 110,000 ($30,000) in yearly savings and a 76‑ton cut in carbon emissions. The initiative expands...
Petrobras Leverages Pre‑Salt Fields for 11% Production Rise Amid Lower Oil Prices
Petrobras posted an 11% increase in oil output in 2025, driven by its pre‑salt fields despite a backdrop of softer crude prices. The company’s pre‑salt assets now supply 82% of total production and attract roughly 60% of its exploration and...
An Iran War Winner: China’s Green Industrial Complex
China's renewable energy exporters are seeing a surge in demand as the Iran war disrupts Middle East oil and gas supplies. Nations across the region are turning to Chinese-made solar panels and wind turbines to secure power stability. The conflict...
From Mountains to Cities, More Pinoys Shift to Solar
Filipino families are increasingly turning to solar power to curb soaring electricity bills and mitigate frequent blackouts caused by severe weather. In the remote barangay of Laiban, Rizal, the elementary school now runs entirely on solar, enabling uninterrupted classes and...
Buildout Continues of Emerging Category of CO2 Carriers for CCS
A new class of purpose‑built CO₂ carrier ships is scaling to meet the logistics demand of carbon capture and storage (CCS). Northern Lights, a partnership of Equinor, Shell and TotalEnergies, launched its first commercial vessel in 2025 and plans to...
US Oil Export Shift Requires Double Tanker Fleet, Years
Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the...
Annealing Boosts Efficiency of Copper-Plated Heterojunction Cells
The impact of annealing on copper-plated heterojunction solar cells #energysky -- via pv magazine global: https://t.co/DM37J5KaRF https://t.co/POFNPoUMby
Trump Orders Blockade of Strait of Hormuz
On April 12, 2026 President Donald Trump announced that the U.S. Navy would immediately begin blockading the Strait of Hormuz and clearing suspected sea mines, escalating pressure on Iran over alleged threats to global shipping. In response, Iran’s Islamic Revolutionary...
China's Quiet Push Toward Energy Independence Accelerates
China is the most at risk and oddly silent during all of this chaos 🤔 Solar, nuclear and EV investments are obviously paying off for them. Expect them to redouble their already staggering efforts to be energy independent https://t.co/d92Cg4sy4B
Net‑Zero's True Cost: Inflation Risks Explored with ECB Governor
For this week's episode of @cleaninguppod I sat down with Pierre Wunsch, Governor of the National Bank of Belgium and member of the Governing Council of the European Central Bank. What is the real cost of net zero? Is it...
Trump Announces Blockade of Strait of Hormuz as Vance Leaves Pakistan Talks with No Deal. How Financial Markets Are Reacting.
President Donald Trump announced an immediate U.S. naval blockade of the Strait of Hormuz, aiming to pressure Iran. The move sparked a sharp rise in crude oil prices while equity and cryptocurrency markets fell, with S&P 500 futures and Bitcoin both...
Huge $74.5M Leveraged Oil Short Near $115 Liquidation
Someone has opened a $74,543,000 oil short position with 4x leverage. Liquidation Price: $115.06👀 https://t.co/wQYzazJF4F
Geopolitical Crisis Finally Drives Mass EV Demand
The Strait of Hormuz crisis is doing something a decade of subsidies and mandates struggled to achieve: making millions of people want an EV who previously discounted them. https://t.co/q4BJ7iKHE3
Oil Prices Likely to Top $115, Stay Long
According to @Polymarket, there is now a 64% chance that US oil prices will exceed $115/barrel this month. I agree. Stay long oil. AMERICANS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/NCKsBE3xYX
Seven Nations Generate Over 99.7% Power From Renewables
Albania, Bhutan, Nepal, Paraguay, Iceland, Ethiopia and the Democratic Republic of Congo produced more than 99.7 per cent of the electricity they consumed using geothermal, hydro, solar or wind power. https://t.co/vEn1zZFxEb
All Tanker Types Mapped: Dirty, Clean, Gas Carriers
Since folks seem to love tanker maps, here's ALL the tankers, courtesy of @Vortexa. Blue are dirty tankers (crude, fuel oil, etc.), white are clean product tankers (gasoline, diesel, etc.) and orange are gas carriers (LNG, LPG, etc.) https://t.co/FNC46mr4l2
Saudi Arabia Gains as Oil Prices Surge, Rival Vanishes
The House of Saud wins with higher oil prices and the elimination of a regional competitor
Hormuz Blockade Threatens Oil Supply, Markets Await China or Trump
Strait of Hormuz blockade is live 🚢❌ 20% of world oil = gone 🛢️ Equities gap down 📉 Oil gap up 📈 $115 WTI on the table 🎯 One question matters: does China blink first or does Trump? 🇨🇳🇺🇸 Trade...
Blockading Hormuz: Massive Costs, Cheap Disruption Wins
A Hormuz blockade is a complex ACT OF WAR It demands MASSIVE NAVAL RESOURCES & constant coordination You commit carriers, fleets, allies…and still get undermined by mines, drones, CYBER, and fear BIG POWER VS CHEAP DISRUPTION Does anyone hear an echo from the last...
Hormuz Blockade Threatens US Humiliation and Warship Losses
Attempting a Hormuz blockade will be a humiliating defeat for the US Iranian drones and anti-ship ballistic missiles will potentially damage or destroy US warships #StraitOfHormuz #OilMarkets #EnergySecurity #NavalWarfare #Geopolitics #MiddleEast #GlobalRisk #EnergyCrisis #ShippingLanes #MilitaryStrategy
Institution Holds Massive Oil Shorts Near $115/$121
An institution is heavily shorting Oil. They have opened: - $74,388,000 Crude Oil short with liquidation at $114.98 - $24,678,000 Brent Oil short with liquidation at $121.2 https://t.co/vARO0PhagV
Key US Maritime Dilemmas in Gulf and Red Sea
Three questions: 1) Would the US stop Chinese-flagged vessels going in-and-out the Persian Gulf? And if the tankers don’t stop? 2) What’s the plan if the Houthis of Yemen blockade the Bab al-Mandeb? 3) Would the U.S. stop Iranian tankers...
China’s EVE Energy Announces Massive 110 GWh Battery Capacity
A must-follow: @RonStoop1 His Latest Global Cleantech Tracker is staggering: "🔋 The volumes baffle the mind: China goes big with no less than 110 GWh of manufacturing capacity announced by a single company, EVE Energy (!)" #alwaysbecharging #battchat https://t.co/qV7HTBLBgt https://t.co/ZTcDaogWqs
Let Texans Choose Power Sources Over Uniform Regulation
"To help Texas stay ahead, customers should be able to bring their own power or buy it from third parties rather than forcing every project through the same regulatory process" https://t.co/jXRHk6ojV6 https://t.co/SmAYls8D4P
Naval Blockade Beats Bomb Threats in Iran Oil Standoff
I’m not saying this is a GOOD thing, but the situation was never going to be resolved while IRAN could still get its oil out and no one else could. A naval blockade is much more effective than threatening to...
US NatGas Futures Slip to $2.65, Outlook Flat
U.S. natural gas futures price fell $0.15 from $2.80 to $2.65 for the week ending April 10 Price is likely to move sideways or fall slightly on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/61URlYt6Lw