Today's Energy Pulse
Scania pilots megawatt‑scale V2G for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, allowing trucks parked at depots to feed electricity back to the grid, with real‑time communication between the truck, charger and energy‑management platform enabling dynamic charging and discharging. The test marks a step toward integrating large‑capacity EVs into grid balancing.
Also developing:
Paladin Targets 2027 Uranium Decision on Patterson Lake South
Paladin Energy said it will decide by the end of 2027 whether to fund the Patterson Lake South (PLS) uranium project in Saskatchewan. The high‑grade Triple R deposit is moving through front‑end engineering, design and permitting after receiving provincial environmental approval. PLS contains about 93.7 million pounds of U₃O₈ at 1.41% grade, targeting 9.1 million pounds of annual production over a 10‑year mine life with first uranium expected in 2031. A judicial review filed by the Métis Nation‑Saskatchewan could delay the Canadian Nuclear Safety Commission’s construction licence.
Iberdrola Wind Farm Hit by Last Minute Stop Work Order – and Not in the US This Time
Iberdrola's 105 MW El Escudo on‑shore wind farm in Cantabria was halted by Spain's Energy Ministry after unresolved administrative appeals triggered an automatic suspension. The project, 92% complete with 23 of 25 Vestas turbines installed, faced appeals from environmental groups that courts...
MoIT to Ensure Power Supply Security for 2026
Vietnam’s Ministry of Industry and Trade (MoIT) announced measures to secure power supply through 2026 amid an early heatwave that pushed northern demand to about 1 billion kWh by end‑March. The agency approved a 2026 supply plan assuming an 8.5% baseline load...
What Can Governments Do when Petrol Prices Rocket?
Petrol and diesel prices in the UK have surged as Middle East supply disruptions push global oil costs higher. Consumers face record pump prices, prompting accusations of profiteering and calls for government action. The article evaluates three policy options—price caps,...
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
5 Big Energy Stories - 4.10.2026: Ceasefire? What Ceasefire?
The Substack post "5 Big Energy Stories - 4.10.2026: Ceasefire? What Ceasefire?" spotlights the heightened uncertainty in global energy markets as ceasefire negotiations falter, especially around Iran’s threats to the Strait of Hormuz. It emphasizes how visual graphics can distill...
San Diego Community Power Prepay First to Involve REIT
Realty Income became the first REIT to fund a prepaid‑energy municipal bond, backing San Diego Community Power's $687.2 million revenue‑bond issuance. The deal, priced on March 10 through the California Community Choice Financing Authority, was heavily oversubscribed despite market volatility from the...
Maine Passes Balcony Solar Law, Virginia and Colorado to Follow
Maine Governor Janet Mills signed LD 1730 on April 6, 2026, legalizing plug‑in, or balcony, solar systems up to 1,200 watts. The law requires UL 3700‑certified panels, rapid‑shutdown inverters, and notification for units over 420 watts, while barring utilities from imposing interconnection fees or approvals....
Snøhetta Adds "Positive Energy Building" To Dunkirk Port
Snøhetta and Santer Vanhoof have completed Écosystème D, a positive‑energy hub in Dunkirk’s port. The 1,200 m² photovoltaic roof produces more power than the building consumes, feeding surplus electricity to the surrounding innovation district. Constructed from a wooden frame clad in metal...
Sodium-Ion Battery Study Claims Zero Thermal Runaway Breakthrough
Researchers at the Chinese Academy of Sciences have demonstrated a polymerizable non‑flammable electrolyte that eliminates thermal runaway in ampere‑hour‑scale sodium‑ion batteries. Published in Nature Energy, the study reports the first zero‑thermal‑runaway performance for sodium‑ion cells using the new PNE material....
India Becomes Third Largest Country for Solar PV Capacity
India has become the world’s third‑largest holder of renewable‑energy capacity, now at 274.68 GW, with solar PV surpassing 150 GW. The FY 2025‑26 year saw a record 44.61 GW of new solar capacity, more than double the previous year’s addition. Domestic solar‑module manufacturing rose...
Qatar Vows to Remain Reliable Energy Supplier to India Amid West Asia Tensions
Qatar’s Energy Minister Saad Sherida Al‑Kaabi pledged to remain a reliable supplier of LNG and LPG to India during a two‑day visit by Indian Oil Minister Hardeep Singh Puri. Qatar accounts for 45% of India’s LNG imports and 20% of its LPG, making it...
Iberdrola Nears Full Takeover of Brazil's Neoenergia
Iberdrola has increased its stake in Brazil’s Neoenergia to 98%, moving toward a full takeover that could be completed within weeks via a squeeze‑out right. The latest purchase added 14.2% of shares at BRL 33.77 per share (about $6.6), amounting to...
Clean Energy Champions Win Control of Arizona’s Top Utility
Liberal‑aligned Clean Energy Team captured an eight‑to‑six majority on the Salt River Project board, Arizona’s largest public utility that provides power and water to millions. The election, framed as a showdown between the Sierra Club and Hollywood activist Jane Fonda...
Australia Backs Proposed LNG Terminal to Stave Off Victoria’s Gas Supply Crunch
Viva Energy has obtained federal environmental clearance under the EPBC Act for a new liquefied natural gas (LNG) terminal at Geelong Refinery Pier. The approval follows a positive state assessment and allows the project to proceed subject to conditions. Viva...
Iran Confusion Makes the Case for Causal Modelling
Risk managers are grappling with the tangled uncertainties of the Iran‑US conflict, where traditional scenario testing—relying on past crises—fails to capture the unique dynamics of oil prices and prolonged infrastructure damage. Alexander Denev showed that Anthropic’s Claude LLM can construct...
Japanese Rail Operator to Procure 98 MW of New Solar via Corporate PPA
Japanese transport conglomerate Tokyu Corp. announced a corporate power purchase agreement to supply Tokyu Railway with approximately 98 MW (DC) of newly built solar power. The PPA, managed with Tohoku Electric, will begin delivering electricity in fiscal 2026 and run for...
DHL Express Norway Adopts Spirii Charging Platform
DHL Express Norway has fully migrated its depot charging infrastructure to Spirii’s end‑to‑end platform, securing reliable 24/7 power for its electric fleet. Spirii, majority‑owned by Edenred, offers real‑time monitoring, billing, RFID and app‑based access, and integrates public chargers along routes....
Array to Supply OmniTrack Solar Trackers for Pekintas’ 260MW Solar Project
Array Technologies will install its OmniTrack terrain‑following solar trackers on Pekintas’ 260 MW photovoltaic plant in Karaman, Turkey. The project, a joint venture between Turkish developer Pekintas and Germany’s Schmid Group under the YEKA programme, will also use TOPCon+ solar cells...
Deals of the Week: RWE, Nordex, TenneT and Galp
RWE announced a major divestiture of its Nordic renewable assets, marking one of the week’s headline deals. The week also saw a UK floating wind project sold for a nominal £1 after a contract was cancelled, and a high‑profile dispute...
Big Tech Is Going Nuclear
Big Tech is injecting capital into the nascent small modular reactor (SMR) market to secure low‑carbon power for AI‑intensive data centres. Meta pledged funding for two Terrapower units totalling up to 690 MW and a 1.2 GW Oklo campus in Ohio, while...
Tata Power Partners with CORE Academy to Train Renewable Energy Workforce
Tata Power has engaged CORE Academy, the specialised training arm of POWERCON Group, to upskill its wind turbine operations and maintenance workforce. The curriculum spans theoretical safety and system modules, hands‑on field training, and advanced troubleshooting, data analytics, and remote‑command...
Oil Prices Climb Toward $100 as Ceasefire Uncertainty Shakes Markets
Oil prices surged toward the $100 level as doubts grew over a fragile cease‑fire between the United States, Iran and Israel. On April 9 U.S. crude jumped 6.8% to $100.79 a barrel while Brent rose 3.7% to $98.24, still well above...
Half of Aldi's UK Stores Expected to Feature Solar Panels by End of 2026
Aldi announced it will install solar panels at an additional 62 UK supermarkets this year, bringing the total to over 500 stores with on‑site renewable generation. The rollout aims to cover roughly half of the chain’s UK footprint by the...
Coal India Absorbs Price Shock Despite Sharp Rise in Operational Costs
Coal India said it will absorb a sharp rise in input costs, including a 44% jump in ammonium nitrate to ₹72,750 per ton (≈$877) and a 54% surge in industrial diesel to ₹142 per litre (≈$1.71). Explosives costs rose 26%...
Strait of Hormuz Control Key to Iran’s Deterrence Strategy
Iran’s Islamic Revolutionary Guard Corps has formalized control over the Strait of Hormuz, requiring vessel‑by‑vessel clearance and tolls paid in Chinese yuan or cryptocurrency. The move leaves roughly 175 fully‑laden tankers—about 150 million barrels of crude and products—stranded in the Arabian...
Gulf of Suez Oil Output on the Rise as New Well Joins in on the Action
GUPCO has brought the South Wasl BB exploration well online in Egypt’s Gulf of Suez, adding roughly 2,500 barrels of oil and 3 million scfd of gas per day. The new well is tied directly into existing facilities, pushing GUPCO’s total output...
Diesel Spike Cuts Pay for China's 38 Million Long‑Haul Truckers
China’s long‑haul trucking sector faces a sharp earnings squeeze as diesel prices jump 26% to about $4.60 per gallon. Drivers like Zhuang Wenxi say fuel alone now costs over $580 per fill, threatening the livelihood of the nation’s 38 million truckers...
Costco Rolls Out Standalone Gas Station Model to Boost Fuel Sales and Membership
Costco announced its first standalone gas station, a 40‑pump site in Mission Viejo, California, that will operate without an attached warehouse. The move seeks to increase fuel‑only capacity, ease traffic bottlenecks, and deepen the retailer’s membership value proposition as gasoline...
Why a Hormuz Toll Makes Economic Sense
The episode examines President Trump's mixed signals about imposing a $1‑$2 per barrel toll on oil tankers transiting the Strait of Hormuz, noting that such a fee would likely shift costs to Gulf producers and ultimately benefit U.S. suppliers, while...
European Stocks Slip as Fragile US‑Iran Ceasefire Sparks Oil and Inflation Fears
European equities retreated Thursday, with Germany's DAX down 1.1% and France's CAC 40 off 0.2%, after doubts surfaced over the two‑week US‑Iran ceasefire. Traders cited the risk of renewed Strait of Hormuz closures, higher oil prices and lingering inflation pressures...
Forties Crude Hits Record $147, Supply Squeeze Persists
NORTH SEA FORTIES crude prices closed at a record $147 per barrel on April 9. Forties is one of the principal streams in the Brent complex and prices have doubled since before the war between the United States and Iran...
India Postpones Coal Plant Upkeep Amid LNG Shortage
India is delaying maintenance on its coal power plants because of a gas supply crunch 🇮🇳 ⚠️ India’s LNG imports have dropped because of the war in the Middle East And with hot summer weather coming fast, India needs more coal...
Nordex Secures Orders From Turkey and Germany at the End of the Quarter - Nordex Stock Among Top 3 in...
Nordex secured two new wind‑energy contracts worth 160 MW at the end of March 2026, including a 120 MW order in Turkey’s Balıkesir region and a 39.9 MW repowering project in Germany’s Schleswig‑Holstein. The Turkish deal involves 18 N175/6.X turbines with a ten‑year...
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
Discussing Strait of Hormuz on CNN with Laura Coates
My appearance last night on @CNN with @thelauracoates talking about the Strait of Hormuz. https://t.co/8c9CNwMekq
Energy-Hungry Nova Scotia Companies Nearly Doubled Their Solar Power Capacity in 2025
Nova Scotia’s commercial solar capacity surged 82% in 2025, nearly doubling the sector’s output. New net‑metering rules now permit installations up to one megawatt, and a federal tax credit covering 30% of capital costs has spurred larger projects. The province...
IMF Graphic Reveals Iran War’s Massive LNG Impact
😬Known info but still a stunning #IranWar #LNG graphic via the IMF's wider analysis of the war's impact. Link in next post. https://t.co/KokCb7gPBa
Novorossiysk Port Partially Restarts Oil Shipments After Drone Attack
April 10 (Reuters) - Russia's Black Sea port of Novorossiysk partially resumed oil and fuel loadings from its Sheskharis terminal late on Thursday after this week's suspension following a drone attack, said two sources familiar with the port's operations.
Oil Rebounds Toward $100 as US‑Iran Ceasefire Doubts Spark Supply‑risk Fears
Oil prices surged toward the $100 mark after doubts resurfaced about the two‑week US‑Iran ceasefire, with Brent at $99.3 and WTI at $101.5 per barrel. Traders cite a still‑closed Strait of Hormuz, Israeli strikes in Lebanon and mixed signals from...
Higher Crude Delivery Costs Keep $4 Gasoline Persistent
"$4 gasoline looks like it’s here to stay" (for a while, at least) https://t.co/J5FTsSS3ko "The more refiners have to pay for crude deliveries, the more they have to charge for fuel, even if contracts for future oil shipments are cheap by...
Iran’s Pipeline Strike Turns Chokepoint Into Pricing Leverage
Iran didn’t just hit barrels—it hit the workaround. ~700K bpd knocked out of the Saudi bypass pipeline and ~600K bpd off production Both flow and supply are under pressure. That’s how chokepoints turn into pricing power. https://t.co/8MpkdDc8Q3 #Oil #Energy #Hormuz
Solar Project Twice the Size of Paris to Produce Green Fuels
China’s Xinjiang region launched a massive green‑hydrogen project powered by a 13.5 GW solar array, the world’s second‑largest. The solar farm, covering 230 sq km—more than twice the size of Paris—will generate up to 3.6 million tonnes of methanol annually from 675 000 tonnes of green...
France Offers Ultra‑Cheap 360kW Charging via Lidl App
France = Winning 360kW charging from € 0,29/kWh Caution: this is not an adhoc price, you need the LIDL app to unlock this, which makes the sign, illegal perhaps?! :D #AFIR #alwaysbecharging #fairadhoc #now 🇫🇷🇫🇷🇫🇷 ⚡️⚡️⚡️ #alwaysbecharging photographer: @weelyke https://t.co/EuDNxvBvld
European Gas and Power Prices Slide to One-Month Lows
European wholesale natural gas (TTF) and power prices (Germany) are heading toward a 1-month low. The German 1-year forward electricity contract is now at the same level it was back in November. Meanwhile, TTF gas is at the level it...
Chinese Module Trading Slows After Export Tax Rebate Cancellation
OP IS reported a modest dip in the FOB China TOPCon spot price to $0.119/W, down 0.83% amid post‑Lunar New Year slowdown. The decline follows China’s removal of export tax rebates on PV products effective April 1, prompting manufacturers to absorb higher...
Iran Ceasefire Won't Solve Global Energy Crisis
@Rory_Johnston explains why the Iran ceasefire hasn't ended the global energy crisis, and what likely comes next on Shift Key with @robinsonmeyer. https://t.co/XDyvPxc4wn
CBAM Targets Half of EU ETS Emissions
CBAM currently applies to sectors such as cement, steel, aluminium, fertilizers, electricity, hydrogen, and certain intermediate products. Together, these sectors account for approximately 50% of emissions covered under the EU Emissions Trading System https://t.co/qKRttXlmeE
Scoop: Iran War Has Already Cost Americans $17 Billion At the Pump
A new analysis by Brown University researchers estimates that the Iran‑Israel war has cost the United States about $17 billion in higher gasoline and diesel prices. The price shock translates to roughly $129 extra per household, with diesel accounting for nearly...
‘The Wrong Signals’: Tony Blair Urges Government to Approve New Oil and Gas Fields
Former prime minister Tony Blair’s think‑tank, the Tony Blair Institute, released a paper urging the UK government to approve new North Sea oil and gas licences, including the Rosebank and Jackdaw projects, while also accelerating electrification of heating, transport and...