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:
India Mulls Creating 30-Day LPG Strategic Reserve
India is evaluating a 30‑day strategic reserve for liquefied petroleum gas (LPG), which would require roughly 2.4 million tonnes of storage capacity. The country currently relies on two underground caverns – 80,000 tonnes in Mangalore and 60,000 tonnes in Visakhapatnam – that together cover only about 1.5 days of national demand. With daily consumption near 80,000 tonnes and imports supplying 60 percent of the fuel, recent West‑Asia supply shocks have accelerated the push for larger buffers. The proposal has reached the Prime Minister’s Office, signalling a shift toward greater energy security.
Inside AMPERA’s Bet on Subcritical Thorium Microreactors
Florida startup AMPERA is developing a factory‑built, subcritical thorium microreactor that fits in a 40‑foot shipping container and can run for 30 years without refueling. The design uses an external neutron generator to keep the core subcritical, TRISO‑encapsulated thorium fuel, and...
How the Global Energy Crisis Is Shaking Canada From Coast to Coast — and Could Leave a Lasting Legacy
The Iran‑Israel conflict has choked the Strait of Hormuz, driving global oil prices above $90 a barrel and prompting Canadian firms to scramble for supply. Irving Oil secured regulator approval to use a foreign tanker to import up to 680,000...
BYD & KFC Team Up For Flash Charging While You Eat. What Would You Like While Charging?
BYD announced a partnership with KFC to install its second‑generation Flash Chargers—over 1 MW units—at KFC outlets across China. The "dual replenishment" model lets drivers order food via the vehicle app and receive a full meal while the car recharges in...
Wind‑Water‑Solar Combo Powers Record Demand, Cuts Gas
This is why we use a combo of WindWaterSolar Wind breaks new CAISO output record - when it is needed - at night - at 10:40 PM on 4/8: 6.699 GW Ignoring batteries, WWS also met the highest % of 24-h demand...
US Natural Gas Prices Drop to 18‑Month Low
In the middle of what some have described as the worst energy crisis ever (worst than 1973+1979+2022 combined), let me tell you that US natural gas prices are falling toward a 18-month low of $2.6 per mBtu. (And yes, North...
Exxon Mobil Production Falls 6% in Q1 as Gulf Conflict Hits Output
Exxon Mobil said its global oil and gas output slipped 6% in Q1 2026 after missile attacks on LNG facilities in Qatar disrupted its Gulf operations. The shortfall translates into a $3.7 billion earnings hit for its energy products division, prompting...
E-Storage Delivers Battery Storage Solutions: Canadian Solar Subsidiary E-Storage Secures Large-Scale Battery Projects in the UK
Canadian Solar’s energy‑storage arm E‑Storage has secured a £420 MWh battery contract with the UK’s Drax Group, split between a 60 MW/120 MWh system at Marfleet, England and a 150 MW/300 MWh system at Neilston, Scotland. The projects, developed by Apatura, will be built starting...
Iran Proposes Bitcoin Toll for Strait of Hormuz Oil Transits, Targeting $1 per Barrel
Iran announced it will require oil tankers to pay a transit fee in Bitcoin, roughly $1 per barrel, for passage through the Strait of Hormuz. The proposal aims to bypass sanctions‑linked banking channels and could force the shipping industry to...
Government Eyes P60 Billion Fiscal Support for EVs
The Philippine government is drafting a P60 billion (≈$1.1 billion) fiscal incentive package under the new Electric Vehicle Incentive Strategy (EVIS), slated for an executive order before the July State of the Nation Address. EVIS will allocate four slots, each offering P15 billion...
If only We Didn't Need so Much Petrol... The Electrification Plans NZ Has Dreamed up, and Abandoned
Rising diesel prices—now about $4 per litre and up 33 % for households—have revived New Zealand’s stalled electrification agenda. The Clean Car Discount, which collected roughly $71 million USD in levies and paid $173 million USD in subsidies, was terminated in 2023, yet EV...
Lesson From West Asia Conflict Is to Factor-In Adverse Scenarios While Framing Policies: Oil Secretary
India’s petroleum secretary, Neeraj Mittal, warned that the West Asian conflict underscores the need to embed adverse‑scenario planning into the nation’s energy policy. He noted that despite the hostilities, LPG cargoes continue to arrive via the Strait of Hormuz, keeping...
Envision Unveils 12.5 MWh BESS, Begins 790 Ah Cell Output
Envision announced the launch of a 12.5 MWh battery energy storage system (BESS) and the start of production for a 790 Ah lithium‑iron‑phosphate (LFP) cell at the ESIE 2026 expo in Beijing. The AI‑energy‑systems platform bundles battery cells, power conversion, energy‑management software, SCADA...
How Global Conflicts Are Threatening India’s Maritime Trade and Energy Security | Energonomics Podcast | EP 15
The Energonomics podcast examines how escalating geopolitical tensions are jeopardizing India’s maritime trade and energy security. It highlights the vulnerability of critical chokepoints such as the Strait of Hormuz and the Red Sea, where conflict could disrupt oil and cargo...
Deutsche Bank Says China Is Energy ‘Winner’ in Age of War
Deutsche Bank’s emerging‑markets CIO Jacky Tang argues that the Middle‑East war makes China the clear energy winner. While Iran‑linked oil imports pose a test, China’s rapid clean‑tech expansion and near‑40% renewable electricity mix cushion it from oil price shocks. Tang...
Diesel Supplies to Poland's Ports at Record in March
Seaborne diesel deliveries to Poland’s Baltic ports surged to a record 776,000 tonnes in March, eclipsing the previous high of 667,000 tonnes set in May 2022. The spike was driven by a planned turnaround at the 210,000 b/d Gdańsk refinery and...
Trump's Tax Rollback Fuels Surge in Oil Tanker Orders
Massive surge in new oil tanker orders. And no, this isn’t just about the Iran war. The big reason is that Trump and @michaelgwaltz flattened @IMOSecGen’s UN/IMO carbon tax push last year. Remove the green choke collar and capital starts moving again. Of...
CBAM: EU Carbon Border Levy Certificate Price Confirmed for First Quarter of 2026
The European Commission has announced the Carbon Border Adjustment Mechanism (CBAM) certificate price for the first quarter of 2026 at €75.36 per tonne of CO₂. Importers of carbon‑intensive products into the EU will be required to purchase these certificates starting...
Permitting Reform Is the Energy Policy We Need
Senate Democrats have agreed to re‑engage Republicans on a bipartisan permitting reform bill aimed at accelerating energy infrastructure approvals. The legislation seeks to streamline federal and state review processes that have long delayed oil, gas, and renewable projects. By cutting...
ACEN Sees 2026 a Better Year Despite Middle East War
ACEN Corp., the Ayala‑Group renewable energy arm, says 2026 will be a stronger year despite the Middle East war, citing stable operations at its overseas plants and the activation of larger power facilities. CEO Eric Francia noted that fuel‑price spikes...
First Iranian Oil for India in Seven Years
The episode covers three main stories: India’s receipt of its first Iranian oil cargo in seven years following a temporary U.S. sanctions waiver, the ongoing disruptions in the Strait of Hormuz affecting global shipping and energy markets, and BTS’s kickoff...
Matchett in The Economic Times, Hindustan Times, Nepal News, The Express Tribune, on Warning Against US Striking Iranian Critical Infrastructure
Atlantic Council analyst Ginger Matchett warned that a U.S. strike on Iran’s power grid would trigger a humanitarian disaster, disrupting water, health care and food supplies. She and colleague Joseph Webster argued that such an attack would likely provoke Iranian...
Gas Turbine Supply Crunch Set to Raise Prices 195% by 2027: WoodMac
Wood Mackenzie forecasts gas turbine prices to soar to $600 per kilowatt by the end of 2027, a 195% jump from 2019 levels. The surge is driven by specialized labor shortages, hot‑section component bottlenecks, and trade‑related cost pressures, compounded by...
Why Is Anthony Albanese Visiting Singapore Amid Australia’s Fuel Crisis – and What Could Come From It?
Australian Prime Minister Anthony Albanese arrived in Singapore ahead of schedule to discuss fuel security with Singaporean Prime Minister Lawrence Wong. The leaders will focus on ensuring uninterrupted supplies of petrol, diesel and LNG amid a regional fuel crunch sparked...
H55 Delivers Certifiable Battery Modules to BRM Aero for Electric Aircraft Trainer Program
H55 has delivered certifiable battery modules to BRM Aero for its electric trainer, the Bristell B23 Energic. The modules meet aviation certification standards, allowing the program to move into mechanical integration and aircraft‑level validation. First aircraft deliveries are planned for...
Hormuz Toll Debate: China Experts Propose ‘Innovative’ Solutions as Impasse Persists
The long‑standing dispute over toll collection in the Strait of Hormuz remains unresolved, with shipping firms and governments still lacking a unified fee framework. Chinese analysts have floated two novel ideas: tying toll rates directly to global oil prices and...
How, Exactly, Has Trump Gone After EVs?
The Trump administration and Congress have dismantled the federal framework supporting electric vehicles. A 2025 tax bill stripped away the $7,500 new‑EV credit, the $4,000 used‑EV credit, and commercial incentives, while also removing penalties for fuel‑economy violations. Simultaneously, EPA rescinded...
Brazil Hikes Ethanol Blend; Argentina Lifts Corn Forecast
In case you missed it, some pertinent news came out of South America Wednesday afternoon. 🇧🇷Brazil wants to raise ethanol's mix in gasoline to 32% from 30% by the end of June 🇦🇷Argentina's Rosario exchange raised the 25/26 corn crop to 67...
Trump and Netanyahu Cede Hormuz, Making Iran Toll Road
Trump and Netanyahu have handed Iran the strategic high ground –– the control of the Strait of Hormuz. As I told @SeanPmathews: “The Strait of Hormuz was a freeway. Now it’s an Iranian toll road.” https://t.co/dGLBi5V6KE
Novar Acquires 100MW Solar PV Plant in Germany, Potential to Co-Locate 160MWh BESS
Novar, the Dutch solar developer, has purchased a 100 MW photovoltaic plant in Baden‑Württemberg from German firm Stromernte. The acquisition includes a prospective 160 MWh battery‑energy‑storage system that could be co‑located with the solar assets. Stromernte will stay on board under a...
Oil Volatility Soars as US‑Iran Ceasefire Uncertain
Volatility remains exceptionally elevated for oil today. Back and forth in the headlines around whether the ceasefire will hold between US-Iran. The 10-day ATR has 'settled' at 9% - which very volatile. The US-Brent spread is still positive - which is...
Empowering Nigerian Women and Youth with Clean Energy
Bringing Clean Energy Opportunities to Women and Youth in Nigerian Agriculture #energysky -- via RMI https://t.co/hRzMrMeISf
New Edie Extra Podcast: Will the UK’s Accelerated Energy Transition Be Climate-Resilient?
The latest edie Extra podcast features a live panel from the edie 26 conference discussing the UK’s accelerated Clean Power 2030 transition and its climate‑resilience challenges. Zurich Resilience Solutions’ Sean Grundy and Daniel Keir argue that insufficient adaptation—26% of outcomes rated inadequate—poses financial risks if...
JPMorgan Backs Carbon Removal Startup that Also Prevents Wildfires
Exclusive: @jpmorgan strikes carbon removal deal with startup Graphyte @CarbonCasting that doubles as wildfire prevention https://t.co/MCp67lxMCt via @axios
AI Boosts Sustainable Energy Through Policy, Infrastructure, Clean Power
AI can drive sustainable energy management. Leaders highlight that it needs three things: efficiency-focused policies, energy-efficient infrastructure, and cleaner electricity. Tech can secure energy and boost sustainability. https://t.co/jmV7eLsSHS
Framatome Joins Four Utilities to Advance VVER 440 Nuclear Fuel Design
Framatome and four European utilities—ČEZ, Fortum, MVM Paks NPP, and Slovenské elektrárne—have signed a contract to develop a 100% European VVER 440 fuel design called VERA‑440. The first phase focuses on fuel‑assembly design and transport containers, followed by a Lead Test Assembly program to...
Midea Launches PV‑compatible Indoor Heat Pump for Tight Homes
Midea unveils PV-compatible indoor heat pump for space-constrained residential applications #energysky -- via pv magazine global: https://t.co/APeN9HA8jx
South Australia Launches First‑ever Renewable Tender Under New Law
South Australia opens tender for large-scale renewables under Australian-first legislation #energysky -- via pv-tech: https://t.co/zUfY2iuDw8
Electrofuels Are Slipping Through The Trump Chopper
Electrofuels are emerging as a viable alternative to conventional jet fuel, and Boston‑based startup Sora Fuel announced a $14.6 million financing round to accelerate its low‑cost direct‑air‑capture (DAC) technology. The company claims it can capture CO₂ for under $50 a ton—about...
Revolutionary Silicon Anode Battery Technology for Drones & Robotics
Silicon‑nanotech firm Sila Nanotechnologies has joined Unmanned Systems Technology’s supplier ecosystem as a Platinum Partner, offering its Titan Silicon anode for lithium‑ion batteries. The anode delivers up to five times the gravimetric energy and twice the volumetric capacity of conventional...
'Gas-to-Gas' Transition Bonds Show Dangers of Japanese Strategy, Thinktank Says
Japanese corporations have begun issuing transition‑labelled “gas‑to‑gas” bonds intended to fund the replacement of existing gas infrastructure with new gas‑based assets. A recent think‑tank report warns that such financing could create a dangerous precedent, delivering only marginal emissions cuts while...
Japan's Oil Outlook Improves, but SPR Usage Persists
Japan updates on its oil situation (And it looks better that I had expected; but note that the country is signalling continues use of its SPR)
Energy Vault Acquires 850 MW BESS Project Portfolio to Enter Japan’s Energy Storage Market
Energy Vault announced the acquisition of an 850 MW battery energy storage systems (BESS) portfolio in Japan, marking its formal market entry. The deal comprises 350 MW of advanced‑stage projects slated for construction in the second half of 2027 and commercial operation...
Anker Solix Launches 7 kWh Plug-In Battery Targeting Rooftop Solar Retrofits
Anker Solix introduced the Solarbank Max AC, a 7 kWh plug‑in home battery with a 3.5 kW bidirectional inverter that can be expanded to 42 kWh. Priced from €2,229 ($2,657) in Germany, it targets retrofitting existing rooftop PV systems without replacing the whole...
India’s Worrying Plans for Dams on Transboundary Rivers Shared with Bangladesh
India’s northeastern state of Meghalaya is accelerating a suite of hydropower projects on the Myntdu and Kynshi rivers, including the 210 MW Myntdu‑Leshka Stage II and several upstream schemes. The detailed project reports are finished and the state government is seeking central...
States Are Already Working on Solutions to Large-Load Challenges
The Virginia State Corporation Commission is tackling a surge of large‑load interconnection requests as Dominion Energy reports 70 GW of new demand—nearly triple its historic peak—primarily from data centers. The influx threatens reliability and could shift costs to residential consumers. State...
US Urges NATO to Guard Hormuz—Absurd Like Piloting Passengers
The U.S. is pushing NATO to secure Hormuz ABSURD Imagine the pilot announcing mid-flight: There's a serious problem with the plane. Any passengers want to drive? https://t.co/4VFEiDtunB
Mexico's Climate‑scientist President Backs Controversial Shale Gas
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Rehlko, INNIO Have Deal For 1.25 GW of Gas Engine Capacity
Rehlko has signed a multi‑year strategic framework with INNIO Group to secure roughly 1.25 GW of gas‑engine capacity over the next three years. The agreement, executed through Rehlko’s Clarke Energy platform, is aimed at powering hyperscale, colocation and enterprise data‑center projects...
£86.5m Hydrogen Project Planned for South Yorkshire
ITM Power announced a £86.5 million investment to expand its Sheffield site, funded by £40 million from Great British Energy and a £46.5 million grant from the Department for Energy Security and Net Zero. The expansion will install an automated line to manufacture...