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:
Vertical Rooftop PV Debuts in the U.S.
Norwegian specialist Over Easy Solar has launched its first U.S. vertical rooftop photovoltaic system, a 100 kW bifacial array installed on a green roof in Queens, New York. The lightweight, ballast‑free design delivers an estimated 100,000‑140,000 kWh per year, matching the output of conventional tilted panels while preserving storm‑water retention. The installation uses the xM3 VPV Unit with HJT cells and integrates seamlessly with Sempergreen USA’s pre‑grown vegetation mats. Over Easy Solar also introduced an online yield portal to model performance variables such as albedo and azimuth for vertical systems.
Government Greenlights 'UK's Largest' Solar Power Project in Lincolnshire
The UK government has approved the Springwell Solar Farm, an 800 MW photovoltaic project in Lincolnshire, positioning it as the nation’s largest solar development. The scheme will be built in phases and is slated to reach full capacity before the end...

Grid Bottlenecks Jeopardize 120 GW of European Renewables
Grid bottlenecks threaten 120 GW of planned renewables in Europe #energysky -- via pv magazine global: https://t.co/zwodAIFyvJ https://t.co/Po78YoGDjF

Will an Iran Ceasefire Lower Energy Bills?
A two‑week ceasefire between the United States, Israel and Iran triggered a sharp drop in European gas prices (about 20%) and pushed Brent crude down to roughly $93‑$95 per barrel, down from $100 during the conflict. The deal includes Iran’s...

US Oil Faces Largest Daily Drop Since 2011
Though US oil is gradually creeping back up, the daily candle is still sporting its biggest single day drop outside (outside of the negative price fiasco of April 2020) since the market assurances following the Sep 11 attacks (specifically Sep...

Commonwealth LNG Finalizes Offtake Agreements
Kimmeridge Energy and Mubadala's Caturus joint venture secured long‑term offtake agreements with Aramco Trading, EQT LNG, Glencore, Mercuria and PETRONAS for the Commonwealth LNG project in Louisiana. The project, authorized to export up to 9.5 million metric tons per year (about...

Designing and Testing a Home Energy Management System
Global electricity demand is rising about 4% annually, driven by EVs and AI data centers, straining grid capacity. Home Energy Management Systems (HEMS) coordinate grid power, renewables, batteries, and loads to cut costs, improve resilience, and act as distributed energy...

Qatar Begins Work to Resume LNG Production After Ceasefire
Qatar is mobilizing engineers to restart the Ras Laffan LNG complex, the world’s largest liquefied natural gas export facility, after a cease‑fire in the Middle East conflict. The plant, offline since early March, suffered missile damage that removed roughly 17%...

EG4, OutBack Power Offer Residential Battery Leasing Programs
OutBack Power and EG4 Electronics have launched two residential battery leasing programs—the OutBack Power Advantage Program and the EG4 Advantage Program. Both initiatives let homeowners lease professionally owned and managed battery systems, with options for DIY or installer‑led installations and...
Colorado State Action to #CutMethane
Colorado’s Air Quality Control Commission approved new regulations that align the state’s oil‑and‑gas methane rules with the EPA’s federal framework, making Colorado one of the first major producing states to act. The rules impose best‑practice requirements on high‑emitting facilities such...

US Crude Stocks Rise 3.1 Mb, Diesel Demand Flagged
EIA: US commercial crude oil inventories increased by 3.1 mb to 464.7 mb. Products declined. Watch diesel ... diesel., diesel. https://t.co/1mveIh80Nu
Phillips 66 Sees Nearly $1 Billion in Losses as Oil Prices Surge
Phillips 66 reported an estimated $1 billion loss in the first quarter from its short positions in oil and related commodity‑derivative contracts after the Iran‑triggered surge in crude and fuel prices. The filing shows a $900 million hit on its net‑short exposure across...

EIA Fuel Update Shows Rising Price Trend
The U.S. Energy Information Administration reported that regular gasoline prices climbed to $4.12 per gallon by April 6, up from $3.99 a week earlier and $3.09 a year ago. Regional data show the West Coast leading with $5.40 per gallon, while...
California Has a Neighborhood Decarbonization Law. How Does It Work?
California’s CPUC is drafting guidelines for Senate Bill 1221, a pioneering program that shifts building decarbonization from individual appliances to whole‑neighborhood electrification. The law allows utilities to retire gas pipelines and replace them with zero‑emission alternatives if at least 67 %...
ExxonMobil Anticipates Higher First Quarter Earnings Despite Middle East Disruptions
ExxonMobil expects a stronger first‑quarter earnings report thanks to a sharp March rally in oil prices, which could lift upstream earnings by $1.9‑$2.3 billion and add $200‑$600 million from higher natural‑gas prices. The company also warned that recent attacks on LNG facilities...
Saudi Arabia’s Vital East-West Oil Pipeline Attacked After Ceasefire
Saudi Arabia’s 1,200‑km east‑west oil pipeline, a critical export route after the Strait of Hormuz closure, was struck by a drone at a pumping station on Wednesday. The Saudi defence ministry reported intercepting nine drones, while the UAE shot down...

WSJ Parrots Chevron as California Refinery Demand Plummets
It's sad to watch the WSJ descend into simply rewriting Chevron press releases. Refiners are shutting in California because the state consumes far less oil than it used to. https://t.co/L0rNc3HvM4
Generac and CPower Launch DER Program for Businesses
Generac and CPower announce DER program for commercial and industrial customers #energysky -- via pv magazine usa: https://t.co/3i3DzZfHhe

Morningstar DBRS Discontinues and Withdraws Issuer and Debt Credit Ratings on Seven Solar Power Projects Owned by Concord Solar Energy...
Morningstar DBRS withdrew both issuer and term‑loan credit ratings for seven solar power projects owned by Concord Solar Energy Inc. The discontinued loans total roughly CAD $374 million (about US $277 million) and mature between 2032 and 2035. The rating removal was...
Altilium Files MHP Patent as Indonesia Clenches Supply
British clean‑tech firm Altilium has filed its tenth patent covering a process that converts end‑of‑life lithium‑ion batteries into a nickel mixed‑hydroxide precipitate (MHP). The technology extracts nickel while recovering other valuable metals, offering a circular alternative to traditional mining. Indonesia’s...

Russia Oil Export Revenues Hit Highest Since Early Ukraine War as Prices Surge, Despite Ukrainian Port Attacks
Russian crude export revenues surged to about $2.02 billion per week, the highest level since June 2022, as global oil prices hit multi‑year highs. The rise was driven by a sharp increase in Urals prices above $116 a barrel and a narrowing...

Only One State Faces Iran-Driven Electricity Hike
Most Americans Won’t See Electricity Prices Rise Because of Iran. This State Will. #energysky -- via Heatmap News https://t.co/gu4pNy9g1B https://t.co/vaUovVpRUC

Freight and Small Food Plants Exempt From Carbon Tax
Dear @TheTorontoSun, you keep publishing this and it remains incorrect. Freight transport is not subject to the industrial carbon tax. Also, almost all food processing plants are too small to be covered by industrial carbon pricing. https://t.co/abpQeVfFMS
Generac and CPower Announce DER Program for Commercial and Industrial Customers
Generac and CPower have teamed up to deliver a distributed energy resources (DER) program for commercial and industrial (C&I) customers across the PJM Interconnection, the nation’s largest grid. The offering lets participants tap demand‑response, virtual power plant (VPP) and on‑bill...

ExxonMobil, Shell Report Big Hits From Iran Conflict
ExxonMobil disclosed that Middle‑East disruptions will cut its global oil‑equivalent output by roughly 6% in Q1 2026, largely due to the Strait of Hormuz shutdown and missile attacks on Qatar’s Ras Laffan LNG plant. The attacks forced a force‑majeure shutdown of...
India Aims for 60% Non-Fossil Power by 2035
India targets 500 GW renewable capacity by 2030 and 60% non‑fossil power by 2035, but achieving this hinges on massive debt financing. The Institute for Energy Economics and Financial Analysis estimates annual clean‑energy investment will rise from $68 bn in 2022‑32 to...

Why Did Petrol and Diesel Prices Go up in Malaysia when Global Crude Oil Prices Went Down? MoF Explains
Malaysia’s weekly retail fuel prices rose this week even as global crude oil prices fell, prompting confusion among motorists. The Ministry of Finance explained that pump prices are calculated from the previous week’s average, not today’s spot price, and reflect...
The Fight Over ‘Critical Minerals,’ Explained
Critical minerals such as copper, lithium, nickel, cobalt and rare earths are essential for electric vehicles, solar panels and wind turbines, and demand is projected to double by 2030. The United States, fearing China’s dominance in refining, launched Project Vault,...
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...

New Circuit Activated for UK's Biggest Hydropower Station
National Grid has energized the second of three new high‑voltage circuits that connect the 1,800‑megawatt Dinorwig pumped‑storage plant to the North Wales transmission network, replacing aging 1970s infrastructure. The upgrade includes a hybrid switchgear solution that combines SF6 and clean‑air...

Fastned Appoints Country Directors for Denmark, France and Switzerland
Fastned has appointed new country directors for Denmark, France and Switzerland to accelerate its European rollout. In France, the firm now runs about 60 charging parks and generated roughly €12.7 million (≈$13.7 million) in revenue last year, making it its fourth‑largest market....
A Shift to EVs Would Lower the Price of Gasoline, Study Finds
A new study published in *Energy Policy* finds that if current fuel‑efficiency standards and California’s zero‑emission vehicle mandate remain, electric vehicles could account for roughly 80% of new car sales by 2035. The resulting drop in oil demand would shave...

U.S.-Iran Ceasefire Sends Wall Street Soaring, with Crude Oil Prices Down 16%
Wall Street rallied sharply after the United States and Iran announced a two‑week ceasefire that reopens the Strait of Hormuz, sending U.S. crude prices down about 16 percent. S&P 500 futures jumped 2.7%, Dow futures 2.6% and Nasdaq futures 3.4%...
Iran's New Strait of Hormuz Leverage Sparks Bypass Investments
Hormuz went from free passage to controlled chokepoint overnight, writes @JavierBlas That gives Iran real leverage now—but it also guarantees massive investment to bypass it. https://t.co/3R0l6Irxud #Energy #Geopolitics #Oil
Centre to Provide up to 200 Tonnes/Day LPG to Ceramics, Pharma, Specialised Industries
India's Ministry of Petroleum & Natural Gas has ordered a 70% LPG allocation, capped at 200 tonnes per day, for critical sectors such as ceramics, pharmaceuticals, polymers and other specialised industries that cannot shift to piped natural gas. The allocation...
Australia's Utility Solar and Wind Hit 4.7 TWh
Australian utility-scale solar and wind generation reaches 4.7TWh in March 2026 #energysky -- via pv-tech: https://t.co/KdahDOa0NM

High Fuel Prices Could Persist for 'Months,' Despite U.S.-Iran Ceasefire
Diesel prices jumped to a national average of $5.64 per gallon, more than $2 above last year, while gasoline rose 13 cents to $4.12 per gallon. The West Coast saw diesel near $7 per gallon, the highest regional level. Although...

Oil Near Support Level; Buyers May Return Amid Ongoing Conflict
Oil is coming into a level of interest that has been support since the conflict began. $CL_F $USO It would not surprise me to see it find buyers in this area again as the conflict has not been solved just...

Go-Ahead for Aker BP to Use Accommodation Facility at North Sea Field
Norwegian regulator Havtil approved Aker BP to install Macro Offshore Management’s mobile living quarters, the Macro Haven jack‑up facility, at the Valhall field in the North Sea. The Valhall field, producing since 1982, is slated for a new development phase that could...

Untitled
Emerson has launched the Fisher IC2 Cryogenic Top‑Entry Control Valve, targeting cold‑box applications in air‑separation, hydrogen liquefaction and LNG production. The valve operates down to –452 °F (–269 °C) and limits leakage to 100 ppm, meeting EPA standards. Its narrow extension, fluid baffle, ENVIRO‑SEAL™...

Asian Markets Jump, Oil Plunges on News of Iran-US Ceasefire
The United States and Iran agreed to a temporary cease‑fire, reopening the Strait of Hormuz, which triggered a sharp market reversal on Wednesday. Oil benchmarks tumbled about 15% to just under $100 a barrel, while Asian equities surged—Nikkei up 5.4%...

US Ceasefire May Boost LPG, LNG Supplies to India in Short Term
The United States announced a two‑week ceasefire with Iran, easing the immediate bottleneck in the Strait of Hormuz that has stranded dozens of LPG and LNG carriers. Analysts expect India’s LPG and LNG imports to restart within weeks, while crude...
Xcel Minnesota Launches Pioneering Virtual Power Plant
Xcel Minnesota is building a first-of-its kind virtual power plant #energysky -- via Canary Media: https://t.co/ze8g7Dcead
IMF and World Bank Warn Middle East War to Spike Inflation and Slow 2026 Growth
The International Monetary Fund and the World Bank issued coordinated alerts that the war in the Middle East will tighten oil supplies, lift worldwide inflation and dampen global economic expansion in 2026, raising recession risks.
Iran Mobilizes Human Chains Around Power Plants as Trump’s 8 PM Deadline Looms
Iranian officials urged citizens to form human chains around power plants, bridges and other critical energy sites as President Donald Trump’s 8 PM ET deadline approached. The move follows Trump’s threat to wipe out an entire Iranian civilization and comes amid...

The Alarm That Went Silent
On August 14, 2003 a high‑voltage line in Ohio sagged into trees, triggering a cascade that left roughly 55 million customers without power across the U.S. Northeast and Canada. The cascade was accelerated because FirstEnergy’s Energy Management System lost its alarm...
Iran‑Linked Hackers Exploit Rockwell Automation PLCs, Disrupt U.S. Critical Infrastructure
Federal agencies including the FBI, CISA, NSA and DOE issued a joint advisory that Iranian‑affiliated advanced persistent threat actors are exploiting Rockwell Automation’s Allen‑Bradley programmable logic controllers. The activity has already caused operational disruptions and financial loss across energy, water,...
ClearVue Earns IEC Certification for Metal-Backed Panels
ClearVue secures IEC certification for metal-backed solar panels #energysky -- via pv magazine global: https://t.co/XtGcP97nYv

Shell Balances Gas Weakness with Oil Trading Gains
Shell reported weaker first‑quarter gas output and a $10‑15 billion hit to working‑capital, but said stronger oil trading would partially offset the short‑term liquidity strain. Brent crude surged to near $120 a barrel after the U.S.–Israeli strikes on Iran and the...
NERC Is ‘Actively Monitoring the Grid’ Following Iran-Linked Cyber Threat
The Cybersecurity and Infrastructure Security Agency (CISA) warned that Iranian‑linked hackers are exploiting programmable logic controllers (PLCs) used in U.S. power, water and government facilities. The attacks manipulate software configurations and human‑machine interfaces, causing operational disruptions and potential financial loss....