Today's Energy Pulse
Scania pilots vehicle‑to‑grid charging for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid (V2G) systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked at depots. Real‑time communication between the truck, charger and energy‑management platform enabled dynamic charging and discharging.
Also developing:
Australia Shortlists Renewable Hydrogen Projects for Funding Support
The Australian Renewable Energy Agency (ARENA) has shortlisted a group of large‑scale renewable hydrogen projects for Round 2 of its Hydrogen Headstart Program, covering ammonia, alternative fuels and other end‑uses across several states. The federal budget for the program was cut to A$1 bn ($722 m) in 2026, half of the original allocation. ARENA previously committed over A$1.2 bn ($866 m) in Round 1 and has funded 68 projects with A$396 m ($286 m) since 2017. Shortlisted applicants must submit full proposals by early September 2026 for ministerial approval.
Tesla Solar Roof Is on Life Support as It Pivot to Panels
Tesla’s Solar Roof, once touted as a game‑changing residential solar solution, has stalled after installing roughly 3,000 systems—far short of the 1,000‑per‑week target set for 2019. Deployment peaked at 2.5 MW per quarter in Q2 2022 and then fell, with Tesla ceasing...
Energy Security & Affordability in a New Geopolitical Era: A Future-Proof Post-2030 EU Energy Framework
European civil society and industry are urging the EU to adopt a binding post‑2030 energy framework that accelerates the exit from fossil fuels. The proposal calls for reinforced renewable and energy‑efficiency targets, a new electrification pillar, and stronger enforcement mechanisms,...
Daily Energy Report
Saudi Arabia’s western ports are now exporting an average of 4 million barrels per day (mb/d) of crude, a level that has steadied after recent fluctuations. The crude is moved from eastern fields through the East‑West pipeline, which can handle up...
Record Power Burn Expected This Summer as Coal Retirements and Data Centers Drive Gas Demand
U.S. natural‑gas supply is set to hit a record 117 billion cubic feet per day this summer, while total demand climbs to 108.7 Bcf/d, driven by LNG exports, data‑center load, and a surge in power‑burn. Power‑burn alone is forecast at 40.3 Bcf/d, the...
Casella Waste Systems and Waga Energy Unveil RNG Facility at Ribbon Cutting
Casella Waste Systems and Waga Energy inaugurated a renewable natural gas (RNG) plant at the Chemung County Landfill in Elmira, New York. The facility, operating since January 2026, uses Waga’s patented WAGABOX® technology to upgrade landfill gas into pipeline‑quality RNG....
U.S. Ships Millions of Reserve Oil Barrels Overseas Amid War
The United States has shipped roughly 13 million barrels of crude from its Strategic Petroleum Reserve (SPR) to Europe and other markets, accounting for about 40% of the oil released so far. The release is part of a broader Trump‑admin plan...
China Launches $1.28 Bn 500‑MW Solar Hub to Power Data Centers Directly
China has commissioned a 500‑MW photovoltaic power station in Ningxia that will feed renewable electricity straight to a high‑performance computing base. The project, part of a 2‑GW first phase worth 8.7 billion yuan ($1.28 bn), showcases a point‑to‑point green‑power model that could...
Grid Operator PJM Interconnection Aims Changes to Speed New Capacity Adds
PJM Interconnection, the United States’ largest grid operator, announced a revamped interconnection review process to speed the addition of new generating capacity. The updated queue contains 811 projects totaling 220 GW, spanning coal, natural gas, nuclear, hydro, battery storage and renewables....
Germany Allocates €1 Bn ($1.08 Bn) to Build Commercial EV Truck Charging Network
Germany's Federal Ministry of Transport announced a €1 bn ($1.08 bn) four‑year program to install commercial electric‑truck charging stations nationwide. The move aims to accelerate the shift of the $66 bn road‑freight market to battery‑electric vehicles and support the country's 2030 renewable‑energy targets.
Mild Weather Masks Upside for ANR SE Amid Prolonged Pipe Work, Looming Summer Heat
Mild weather has kept natural‑gas price upside limited for ANR SE, even as the ANR Pipeline’s Midwest repairs stretch into late June. The ANR SE premium over REX Zone 3 Delivered peaked at 26.2 cents in March, slipped to 18.9 cents in May,...
US Grid Power Prices Surge 76% YoY in Q1
Power prices on the largest electric grid in the US jumped 76% YoY on average in Q1 2026 - Bloomberg
Hormuz Oil Flows Creep Higher as More Supertankers Exit
The number of supertankers exiting the Strait of Hormuz has risen, with four VLCCs—each carrying roughly 2 million barrels—departing since May 10, approaching a flow of about 2 million barrels per day. This is a modest increase compared with pre‑war traffic of roughly...
Russian Crude Exports Fall in First Half of May
Russian crude oil exports surged by roughly 400,000 barrels per day in April, but the first two weeks of May saw a sharp reversal as Ukrainian drone attacks disrupted shipment routes. The attacks have not only cut export volumes but...
Fervo Energy's $10 B Clean‑Energy IPO Marks Largest Geothermal Offering to Date
Fervo Energy completed a $1.89 billion upsized IPO, pricing 70 million shares at $27 each and closing at $36.54, which pushed its market value past $10 billion. The record‑size offering underscores investor appetite for geothermal power, especially as AI data centers seek reliable,...
Alsym and Juniper Deploy 500 MWh of Sodium‑Ion Battery Storage in California
Alsym Energy has teamed with Juniper Energy to install 500 MWh of sodium‑ion battery energy storage systems across California and neighboring states. The partnership emphasizes fire‑safe technology, UL9540A certification and a shift away from traditional lithium‑ion chemistries.
Oceanside’s Energy Infrastructure Project Earns Smart Cities Award, with $26 Million in Projected Tax Savings
The City of Oceanside, California, earned a Smart 20 award for its Energy Infrastructure Upgrade Program, which bundles solar, battery storage, LED lighting, HVAC upgrades and smart controls. The initiative is projected to save $26 million in taxes, cut electricity use by...
Al Gore Warns AI Data Centers Could Spike U.S. Power Demand by 10% as Climate Fight Intensifies
Former Vice President Al Gore told Inside Climate News that the rapid expansion of AI data centers, exemplified by Alabama’s Project Marvel, could lift statewide power demand by up to 10 percent. He urged renewable‑energy co‑location and stronger policy to...
Qatar Boosts Economic Resilience with LNG Expansion and Global Investment Push
Qatar is strengthening its economic resilience by raising North Field LNG output to 126 million tonnes per year and accelerating overseas investments through the Qatar Investment Authority, targeting technology assets in the United States, Europe and Asia. Analysts say the sovereign...
New Mexico Lawmakers Mull $850 Million Oil Windfall Amid Iran Conflict
New Mexico’s budget office projects an $850 million boost to state revenue as oil prices climb due to the Iran‑Houthi conflict. Democratic contenders for governor are sparring over whether to channel the money into expanded tax credits, direct cash payments or...
OPG’s Darlington Project Proves the SMR Modular Thesis for Investors
Ontario Power Generation installed the first prefabricated basemat module for its Darlington New Nuclear Project, marking the debut of a grid‑scale Small Modular Reactor in the G7. The module, built off‑site and lowered by crane, demonstrates the time‑saving modularity that...
Global Wind Installations Surge as OEMs Pass 100GW
Global wind turbine installations jumped to a record 178 GW in 2025, a 40% year‑on‑year rise, with 28,395 turbines deployed. Five manufacturers—Vestas, Goldwind, Siemens Gamesa, GE Vernova and Envision—each surpassed 100 GW of cumulative capacity, cementing a new industry milestone. Chinese OEMs captured the...
Panasonic Raises EV Battery Outlook Based On Tesla's Sales Bounce
Panasonic raised its U.S. EV battery sales outlook for the fiscal year ending March 2027, projecting an 18.9% increase to 46 GWh, driven by Tesla’s rebound. Tesla’s Q1 market share jumped to 54% even as overall U.S. EV sales fell 27%, prompting...
Q1 Saw Net Loss of 5,900 Renewable Energy Manufacturing Jobs: EDF Report
The Environmental Defense Fund reported that Q1 2026 saw a net loss of 5,900 renewable‑energy manufacturing jobs despite a $1.1 billion increase in overall investment. Canceled projects accounted for $1.4 billion, while new commitments added $2.5 billion and created 2,200 positions. The job decline...
China's Gasoline Consumption Could Plunge 5.5% in 2026 as Oil Prices Surge
China’s gasoline demand is projected to fall 5.5% in 2026, slightly deeper than the 5.2% decline forecast earlier. The drop follows a 30% surge in retail fuel prices triggered by the Iran‑Israel conflict and accelerating electric‑vehicle adoption. Overall oil demand...
Germany Revamps Its Energy Laws, but Risks Locking Itself Into Decades of Costly Gas Import Dependence
Germany is revising its electricity market rules, including the pending Electricity Supply Security and Capacity Act, which will launch capacity auctions for backup power starting September 2026. Energy think‑tank Ember warns that the draft favors new gas‑fired plants, risking a...
UK Go-Ahead for 3GW Dogger South, 1GW North Falls
The UK government has granted development consent for two offshore wind projects: RWE and Masdar’s 3 GW Dogger Bank South and the SSE‑RWE 1 GW North Falls extension of Greater Gabbard. Dogger South, a 200‑turbine array, secured a £91.20 /MWh contract‑for‑difference in Allocation...
Tide Is Turning in Favor of Clean Energy Stocks
Clean‑energy equities are gaining momentum as the energy sector leads the S&P 500, driven by the Iran‑related oil shock. The ALPS Clean Energy ETF (ACES) has risen over 18% year‑to‑date and attracted $3 billion of fresh capital in the latest month, the...
Permian Gas Glut Means Producers Are Paying Buyers to Haul It Away
The Permian Basin is experiencing a severe natural‑gas glut, pushing spot prices to a record low of –$9.60 per MMBtu and even forcing producers to pay buyers to take the gas. Companies such as Diamondback Energy and EQT have curtailed...
Security Beyond CIP: When ‘Low Impact’ Doesn’t Mean Low Risk
The article argues that NERC CIP’s “low impact” classification is a reliability label, not a cyber‑risk rating, and that utilities are increasingly treating these sites as security priorities. As the grid incorporates more distributed energy resources, simultaneous failures of multiple...
Canadian Solar Begins Trial Production at Flagship Indiana HJT Solar Cell Factory
Canadian Solar has begun trial production at its flagship heterojunction (HJT) solar cell factory in Jeffersonville, Indiana, with Phase I delivering 2.1 GWp of capacity. The plant is slated for commercial operation in July 2026, and a second phase will add another 4.2 GWp...
How the Federal Solar Tax Credit Is Changing in 2026 and What Texas Homeowners Should Know
The federal solar Investment Tax Credit (ITC) currently offers a 30% credit, turning a $20,000 residential system into roughly a $6,000 tax reduction. While the credit is expected to stay at 30% through 2026, eligibility criteria—especially for battery storage—could evolve,...
How Suspending The Federal Gas Tax Could Affect Your State's Fuel Prices
The article examines President Trump’s proposal to temporarily suspend the federal gasoline tax, which currently adds 18.4 cents per gallon of gasoline and 24.4 cents per gallon of diesel. Even if Congress approves the pause, the reduction in pump prices would be...
Germany Bets Big on Industrial CCS with Carbon Contracts
Germany has secured European Commission approval for a revised €5 bn (US$5.85 bn) Carbon Contracts for Difference (CCfD) scheme aimed at decarbonising cement, steel and chemicals over 15 years. The program will subsidise the extra cost of emissions‑reduction technologies, with producers repaying the...
Delegates Say OPEC+ Has Plan to Complete Series of Quota Hikes
OPEC+ delegates say the alliance will complete a series of oil‑quota hikes by September, adding back the remainder of a 1.65 million‑barrel‑per‑day cut that began in 2023. The plan calls for three incremental increases, despite the Iran‑Israel war blocking actual output...
Trump’s Push to Keep Coal Plants Open Is Costing Hundreds of Millions
Since May 2025, the Trump administration has issued a series of 90‑day emergency orders to keep five aging coal‑fired power plants operating beyond their planned shutdown dates. The Energy Department’s directives have already forced the J.H. Campbell plant in Michigan...
Philanthropy Needs a New Grassroots Strategy for Clean Energy
A coalition of Wisconsin groups secured approval for the 118‑megawatt Badger Hollow wind farm after a flood of 456 public comments, emphasizing the project’s $600,000 annual revenue for local towns. The effort illustrates how targeted grassroots outreach can overcome traditional...
Canadian Solar Module Shipments Fall to 2.5GW in Q1 2026 as Colin Parkin Transitions to CEO
Canadian Solar reported a sharp decline in Q1 2026 module shipments, falling 42% to 2.5 GW and marking the lowest first‑quarter volume since 2020. Net revenue slipped 11% quarter‑on‑quarter to $1.1 billion as the company continued to shift manufacturing from China to...
USA Crude Oil Stocks Drop More Than 4MM Barrels WoW
U.S. commercial crude oil inventories, excluding the Strategic Petroleum Reserve, fell by 4.3 million barrels to 452.9 million barrels in the week ending May 8, according to the EIA. The Department of Energy announced a 53.3 million‑barrel SPR exchange from four storage sites, part...
Hormuz Crossings Offer Minor Relief, Not Production Recovery
It's important to mentally separate eastbound (i.e., exiting) Hormuz ship crossings from the restart of shut-in Middle Eastern production. There's ~175 million barrels of petroleum on tankers floating, tapped in the Middle East Gulf (MEG). That's effectively a quasi-strategic stock at this...
China TOPCon Solar Prices Stabilize Amid Holiday Slowdown
China TOPCon solar cell prices stabilize as holiday lull slows trading #energysky -- via pv magazine global: https://t.co/VdfLa3E4rb
NERC Inverter-Based Resource Registration Initiative Enters Final Stretch for Asset Owners
NERC’s Inverter‑Based Resource (IBR) Registration Initiative reaches its final phase as the May 15 2026 deadline approaches. Solar and storage owners previously exempt must now register as Category 2 generators and operators under the expanded bulk power system compliance framework. The process, governed...
Canadian Solar Expands Texas Factory to 10 GW Capacity
Canadian Solar to boost Texas panel factory to 10-GW capacity #energysky -- via Solar Power World: https://t.co/FBgoafYXWK
Geopolitics Accelerate Global Shift to Solar‑Battery Power
Trump and the Iran war are, somewhat paradoxically, accelerating the worldwide transition to renewables - mainly the solar + battery route. Here Cuba. Pakistan is another example, where DIY solar+battery competes very well with a sclerotic fossil-fuel-powered utility system.
Fervo Energy’s $1.9B IPO Powers Geothermal Surge for AI Data Centers
Fervo Energy completed an upsized $1.89 billion IPO, pricing shares at $27 and sending the stock 33% higher to a $10 billion market cap. The debut underscores investor appetite for enhanced geothermal systems that can supply baseload electricity to AI‑driven data centers.
UAE Leaves OPEC, Redrawing Oil‑Market Power and West Asia Security
The United Arab Emirates announced its exit from OPEC and the OPEC+ alliance, ending its adherence to collective output limits. The move gives Abu Dhabi the freedom to boost production, but it also threatens price stability and adds a new...
Lavrov Says U.S. Aims to Revive Nord Stream at Ten‑Fold Discount
Russian Foreign Minister Sergey Lavrov warned that Washington is negotiating to purchase the European‑owned sections of the Nord Stream pipelines at a price ten times lower than the original outlay. The allegation, made in a televised interview, underscores a fresh...
How Long Can the US Be the Oil Supplier of Last Resort?
The United States has surged to a record‑high net export of 5.9 million barrels of crude and refined products per day, up from 3.3 million a year ago, as the shale boom meets a global oil shortage. To sustain the flow, the...
China’s Gotion and Richardson Electronics Partner for US-Made BESS
China‑based Gotion and U.S. electronics firm Richardson Electronics have formed a technology partnership to produce battery energy storage systems (BESS) at their Illinois facilities. The collaboration will launch a 760 kWh system for commercial‑industrial use and a 5 MWh system for utility‑scale...
Renewables and EVs Must Accelerate Amid Oil Crisis
How renewables and EV industries should respond to the oil crisis #energysky -- via Renew Economy: https://t.co/KvvV7ya4XI https://t.co/MZsQLbNaNC