Today's Energy Pulse
Policy ambiguity stalls Germany's battery storage growth
German BESS developers say unclear regulations are hampering expansion even after the government granted grid‑fee exemptions through 2029. The absence of a legal definition forces operators to shoulder multiple taxes and levies, creating financing uncertainty for projects.
Also developing:
By the numbers: FuelCell Energy raises $156.6M in secondary share offering
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 network environments. Front and top terminal options provide installation flexibility in cabinets, rack trays and remote enclosures. The products aim to improve uptime for wireless networks, broadband systems, SCADA and industrial UPS deployments across Europe and beyond.
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...
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...
Pure/AVK Self-Powered Dublin Datacentre Dodges Grid Constraints
Pure Data Centres (PureDC) and AVK‑SEG have finished Europe’s first microgrid‑powered datacentre in Dublin, supplying 54 MW from a hybrid LNG and sustainably sourced hydrotreated vegetable oil (HVO) system. The site achieved 100 % decarbonisation of its natural‑gas use in 2025 by...
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
“100 Pct Renewable, 74 Pct of the Time:” How Australia’s Most Advanced Grid Plans to Be an Energy Powerhouse
ElectraNet chief Simon Emms announced a plan to expand South Australia’s transmission network to 25 GW, supporting a projected peak demand rise from 3.3 GW to over 6.5 GW within 15 years. The state already averages 74 % renewable generation and hits 100 % renewable...
Action, Not Ads, Drives Global Electrification Shift
Sustainability expert Prof @PeterNewmanCUSP @CurtinUni says adverts for behavioural change don't work What will work is action to speed up the transition to electric transport A "no-brainer" Let's lead the world in electrification, not in how much fossil fuel we store https://t.co/kfoBW5GXA4
ACME Solar Share Price Jumps 7% After HSBC Assigns ‘Buy’ Call, Sees up to 30% Upside Potential
ACME Solar Holdings shares jumped nearly 7% after HSBC launched coverage with a Buy rating and a target price of ₹350 (≈ $4.2), implying about 30% upside. HSBC highlighted that the company currently runs roughly 3 GW of solar capacity and has...
Oil Spikes Above $100, Fueling Inflation and Tighter Monetary Policy
💥 OIL JUMPS ABOVE $100 US-Iran talks broke down, so Trump ordered a naval blockade of the Strait of Hormuz which carries about 20% of the world’s oil. Oil prices shot up fast. Higher oil = higher inflation = tighter money. https://t.co/GRzeLLPize
White House Delays Hormuz Reopening, No Rush
As I was saying weeks ago… the White House is in no rush to reopen Hormuz
ADX Energy Eyes Near-Term Drilling Catalyst with HOCH-1 Shallow Gas Well Mobilisation Underway
ADX Energy (ASX:ADX) has begun mobilising the HOCH-1 shallow‑gas well in Upper Austria, targeting the Miocene Hall formation. The well is slated to spud on April 16, 2026 and is the first of three shallow‑gas wells planned for the year. Prospective...
Department of Energy’s Tech Incubator Doubles Down on Fusion Power
The Department of Energy’s Advanced Research Projects Agency‑Energy (ARPA‑E) announced a $135 million infusion for fusion research over the next 18 months, matching the total it has spent on the technology in the past 12 years. The funding aims to accelerate...
Why Trump’s Latest Threat Could Turn a Crisis Into an Emergency
President Donald Trump announced that the U.S. Navy could block vessels from Iranian ports in the Strait of Hormuz, reviving a high‑risk escalation in a six‑week conflict. The threat sent Brent crude futures up roughly 8%, to $102.80 a barrel,...
Thai Developer Sends New Big Battery Project to EPBC as Storage Takes Centre Stage in Old Coal Country
Banpu Energy Australia, a coal‑mining offshoot, has lodged its largest ever battery project—a 500 MW, two‑hour Pinecrest storage facility—with the federal EPBC review, marking its first such referral. The site sits adjacent to the 1,430 MW Mt Piper coal plant and the decommissioned...
HPCL, BPCL and IOCL Shares Slide up to 4% as Crude Oil Reclaims $100. Where Are Prices Headed?
Crude oil prices rebounded 8% on Monday, climbing back above $100 per barrel after the U.S. Navy announced a blockade of the Strait of Hormuz, limiting Iranian exports. The surge sent Indian fuel‑retailer stocks—HPCL, BPCL and IOCL—down 3‑4%, with HPCL...
Oil Prices Surge Above $100 After Peace Talks Fail and Trump Threatens Blockade
Oil prices surged above $100 per barrel after U.S.-Iran peace talks collapsed and President Trump announced plans to blockade the Strait of Hormuz. The announcement triggered a sell‑off in equities as investors priced in heightened geopolitical risk. Trump’s threat mirrors...
A Closer Look at U.S. Electricity Rate Trends
A new Charles River Associates report, using five years of EIA and FERC data, shows that national retail electricity price growth is driven largely by outliers in California and the Northeast. While those regions experienced sharp spikes—California due to $40 billion...
Despite Subsidies, Diesel Price Is Affecting Malaysian Hauliers – Credit Limits Are Being Exhausted Earlier
Malaysian hauliers are feeling the strain of a sharp diesel price surge, which climbed from RM3.12 (≈$0.69) per litre in early March to RM6.72 (≈$1.48) per litre this week. Although the government’s fuel subsidy cushions end‑consumer prices, credit limits with...
Trump Claims Windmills Kill Birds. Here Are the Facts.
President Trump asserted that wind turbines are a major cause of bird deaths. Fact‑checking shows turbines do kill birds and bats, but mortality rates are modest compared with buildings, vehicles, and cats. A 2023 peer‑reviewed study found no statistically significant...
Zen Says Sale Talks Progressing Well, All Parties “Deeply and Strategically Aligned” On Renewables
Zen Energy, the Adelaide‑based gentailer focused on baseload renewables, says it is deep into sale negotiations with a preferred strategic buyer, amid reports that Swiss trader Gunvor Group is the exclusive contender. The company disclosed a $133.6 million AUD (≈$88 million USD)...
Gazprom EU Exports Surge 21%, Russia Hits 15% Share
Gazprom Exports to the EU Jump 21% Y/Y in March as Hormuz Crisis Tighten LNG Supply Russia's gas share in EU gas imports jumps to 15.1% (with 8 Charts) https://t.co/0WqJLzqydw
Korea's Mars Sour Market Is Tiny and Competitive
Just because there’s a market for Mars medium heavy sour in Korea, the supply is small & competive @dlawbailey That means the demand is irrelevant If by “GoM” you mean light crude, there’s no “big market” in Korea.
Gazprom Exports to the EU Jump 21% Y/Y in March as Hormuz Crisis Tighten LNG Supply
Europe’s gas storage fell to 27.7% of capacity by the end of March, the lowest seasonal level since 2022, yet the continent avoided a supply shortfall through the winter. In March, Gazprom boosted its exports to the EU by 21%...
US Solar Module Prices Under Upward Pressure
US solar module prices face upward pressure #energysky -- via pv magazine global: https://t.co/hQnlUC5cFa https://t.co/bVLXutrRD4
Invest in Renewables to Permanently Curb Fossil Dependence
Two fun facts When we invest heavily and consistently in electrification and renewables, successes like the solar rebate and the battery program permanently bend the curve away from fossil dependence Sadly, right now, we're instead defending and subsidising fossil use @simonahac
Malaysia Seizes US$1.37 Million Worth of Diesel in Illegal Fuel Transfer Off Penang
Malaysia’s Maritime Enforcement Agency (MMEA) detained two tankers off Penang after an intelligence tip revealed an illegal ship‑to‑ship transfer of roughly 700,000 litres of Euro 5 diesel. Authorities seized about 800,000 litres in total, valued at approximately US$1.37 million, and arrested 22 crew members...
Diesel Export Tax Hike May Align Prices of State OMCs, Private Comapnies
India raised its diesel export duty to $95 per barrel, up from $37, prompting a sharp narrowing of the pricing gap between state‑run oil marketing companies (OMCs) and private refiners. OMCs, which dominate about 90% of the domestic fuel retail...
GUSH: Immediate Uncertainty And Conflict Risks Dominate
The Direxion Daily S&P Oil & Gas Exploration & Production 2X ETF (GUSH) provides leveraged exposure to the E&P sector, but its daily reset makes it suitable only for short‑term trades. Recent collapse of cease‑fire talks and a U.S.-backed blockade...
Tanker Owners Shift Any Crude, Paid for Floating Storage
Thanks exactly right @dlawbailey Tanker owners need to move crude. It doesn't matter if it's US light that's not fit for purpose. They're getting paid. Some if it will be used. The rest is floating storage. https://t.co/IW1YHmy5g5