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:
India's Fast Breeder Reactor Goes Critical- Why It Matters
India’s first Prototype Fast Breeder Reactor (PFBR) at Kalpakkam reached criticality on April 6, 2026, marking the activation of the second stage of its three‑stage nuclear programme. The 500 MW sodium‑cooled unit is designed to generate more fissile material than it consumes, using plutonium from existing reactors. Prime Minister Narendra Modi hailed the milestone as a step toward leveraging India’s vast thorium reserves in the forthcoming third stage. Commercial operation is expected by late 2026 to early 2027 after low‑power testing and regulatory approval.
PG&E Is Overcharging Californians to Keep Diablo Canyon Open, Report Alleges
A new UC Santa Barbara white paper alleges Pacific Gas & Electric overstates costs to keep the Diablo Canyon nuclear plant open, creating a $658.6 million shortfall on the $1.4 billion state loan. The report finds that mandatory customer fees are unnecessary; removing...
Greening of Streaming Names Board of Directors
Greening of Streaming (GoS) has moved from an informal initiative to a formally governed organization, establishing a Board of Directors and a lab‑based research model. The new structure includes dedicated labs for measurement, policy, communication, technical standards, and more, each...
Markets Price Future, Not Just Current Data
As we navigate the next couple of weeks it’s quite important to delineate in your brain between energy analysts/economists who focus on static known variables vs traders that are focused on market impact and rates of change into the future...
Oil Prices Plunge Below $100/Bbl After US, Iran Agree on 2-Week Ceasefire
Oil prices plunged about 14% on Wednesday as Brent fell to $95.17 and WTI to $96.41, both slipping below the $100 per barrel threshold. The drop follows a two‑week cease‑fire agreement between the United States, Israel and Iran and a...
Coal Demand at Power Plants Seen Rising 11.5%
India’s coal‑based power sector expects an 11.5% jump in coal consumption to 233 million tonnes in the April‑June quarter, driven by a 13.3% rise in electricity generation to 341 billion units. Full‑year demand is projected at 906 million tonnes, up from 826 million tonnes...
Oil Prices Dip After US‑Iran Ceasefire News
Please see the CNBC chart below for the initial oil market reaction to the US-Iran ceasefire announcement. #economy #oil #energy #markets
Here's What Smart People Are Saying About Trump's Ceasefire Deal with Iran
President Donald Trump announced a two‑week ceasefire with Iran, contingent on reopening the Strait of Hormuz, a vital oil corridor. Reactions split along partisan lines, with business leaders and foreign‑policy experts debating its durability. Analysts suggest the move is aimed...
Stoves to Cars: India Expands Ethanol Use Amid West Asia War
India faces a roughly 20 billion‑litre ethanol surplus, prompting officials to seek new demand channels beyond the E20 petrol blend. Pilot projects are testing ethanol‑powered cooking stoves, diesel blends for generators, and flex‑fuel buses in Karnataka. Automakers such as Maruti Suzuki,...
Australian Utility-Scale Solar and Wind Generation Reaches 4.7TWh in March 2026
Australia’s utility‑scale solar PV and wind farms generated 4.7 TWh in March 2026, a modest 2 % year‑on‑year increase after February’s 11 % jump. Queensland and Western Australia dominated the top‑performer list, while southern states saw lower capacity factors as the country moved from...
Whale's Timed Oil Short Nets $4M After Ceasefire
🚨THIS CAN'T BE A COINCIDENCE Just hours before the US-Iran ceasefire, a whale started going heavily short on Oil. He built a $30,000,000 Oil short position with 3x leverage. After that, US-Iran ceasefire was announced, and Oil crashed nearly 25%. In a few hours,...
DOE Chief: Damage to Oil Sites to Keep Prices High
Philippines Energy Secretary Sharon Garin warned that damage to oil infrastructure in the Middle East will keep fuel prices elevated even if the Strait of Hormuz reopens. The country imports 98% of its crude oil from the region, and diesel...
Colorado River Drought Endangers Lithium Mining and Farming in Imperial Valley
Imperial Irrigation District officials say a historic drought on the Colorado River could cripple the valley’s agriculture and emerging lithium mining projects, which rely on more than a million gallons of water per minute. The water shortfall, down nearly 33%...
New Homefront Crisis Ministerial Committee to Support Businesses, Workers & Households Amidst Disruptions and Rising Cost Pressures
Singapore has formed a Homefront Crisis Ministerial Committee to mitigate the fallout from the Strait of Hormuz closure, which has doubled Brent crude to $141 per barrel and LNG to $22 per MMBtu. The committee will secure essential fuels, bolster...
Republican‑Led States Pass 15 Laws Shielding Oil and Gas Firms From Climate Lawsuits
Republican‑controlled legislatures in 11 states have enacted or are debating 15 statutes designed to bar climate‑change lawsuits against oil and gas companies. The bills are part of a national strategy orchestrated by groups linked to conservative activist Leonard Leo, who...
JPMorgan CEO Dimon Warns of Oil Shocks, Inflation and Tax‑driven Exodus in Shareholder Letter
In his annual shareholder letter, JPMorgan Chase chief Jamie Dimon warned that the Iran‑Israel conflict could trigger sustained oil and commodity price shocks, pushing inflation higher and forcing the Federal Reserve to consider rate hikes. He also warned that New...
Hormuz Ceasefire Permits Mere 10‑15 Ships Daily
From account close to Tehran—not saying it’s correct, but it’s the first real colour we’re getting on what any interim Hormuz reopening during the ceasefire could look like: “During the two-week ceasefire, only about 10 to 15 ships will be permitted...
Fuel Stocks Steady as More Diesel Arrives
New Zealand’s national fuel inventories remain robust, with at least three weeks of petrol, diesel and jet fuel on land and additional supplies en route. Total days of supply—including on‑water stocks—stand at 62.6 for petrol, 51.7 for diesel and 53.5 for...
Oil Prices Plunge Following U.S.-Iran Ceasefire
Crude oil prices plunged on Tuesday after President Trump announced a two‑week U.S.-Iran ceasefire, sending Brent futures down about 13% to roughly $95 a barrel and WTI about 14% to $96. The drop marks the steepest one‑day decline since the...
Spot Brent Lags Futures Yet Set to Drop Quickly
It takes an oil tanker between 2 and 4 days to go from the Persian Gulf to India, which is where the most severe shortfall exists. The spot Brent oil price (white) will be slower to fall than the futures...
US and Iran Worlds Apart; Iran Insists on Enrichment Rights
The US and Iran "are not even in the same universe" on terms, says @wendyrsherman Iran is clear that it will keep its "right to enrichment" Nothing is going to be resolved in two weeks. https://t.co/AWcU3uMSZJ
EV Fast Charging Queues Are Back. Could a Kerbside Charger Network Help?
Australian EV sales jumped 40‑50% in March, reigniting concerns over charging capacity, especially for the 60% of Sydney residents living in apartments or townhouses. Public fast‑charging queues have resurfaced, prompting calls for a robust kerbside charging network that offers slower,...
Solar Project Abandoned After Missed Start Deadline
Contentious solar project scrapped after work fails to start on time #energysky -- via Renew Economy: https://t.co/wqgJPtE1lm https://t.co/lgGiaLncUS
Ceasefire Limits Oil Flow, Iran Holds Economy Hostage
The terms of the ceasefire indicate that the rush will be a trickle of 5 mmb/d @Amena__Bakr Once things start moving as you say. Iran keeps the global economy hostage. Art of the Deal. https://t.co/V5mSMD8qOx
Oil Prices Plunge Below $100 After Iran Agrees to Safe Passage Through Strait of Hormuz During Ceasefire
U.S. West Texas Intermediate crude plunged 15% to $95.63 per barrel after President Donald Trump agreed to suspend attacks on Iran for two weeks in exchange for safe passage through the Strait of Hormuz. The cease‑fire, brokered with Pakistan’s prime...
IRGC Slashes Hormuz Flow to a Quarter
15 ships per day thru Hormuz 5 mmb/d of oil (vs 20) 2.5 bcf/d LNG (vs 10) That's a starvation diet. Controlled by the IRGC #LNG #NaturalGas #EnergyMarkets #OilMarkets #Geopolitics https://t.co/ej80nFO2XR
Ceasefire May Reopen Hormuz, 800 Ships Await Release
Shipowners are now scrambling to understand the fine print in a ceasefire that could temporarily open up the Strait of Hormuz 🚢🚢🚢 There are currently more than 800 vessels trapped in the Persian Gulf https://t.co/cDsoyn09pr
VanEck's Rare Earth and Strategic Metals ETF Gains 125% as Critical Mineral Demand Surges
VanEck's Rare Earth and Strategic Metals ETF (REMX) has risen more than 125% over the past year, with a 0.42% gain on the latest trading day. The fund’s 0.58% expense ratio and 34‑stock portfolio, many of which are foreign, underscore...
Iran's Hormuz Threat Exposes US Weakness, Endangers Taiwan
Nothing has changed with Hormuz @acranberg Iran makes Hormuz too risky for most tankers to use That's fact. What "everyone" says is wishful thinking Back to the status quo wasn't worth depleting US weapons systems Taiwan is a sitting duck now thx to Trump
Hormuz Closure Irreversible: Once Shut, No Reopening
The Strait of Hormuz May have been “shut” like a tap. It cannot be turned back “on” like a tap.
Israel and U.S. Ramp up Strikes on Iran as Trump Pauses Civilian‑target Threats Pending Ceasefire
Israel and U.S. forces launched fresh attacks on Iranian bridges, railways and the Kharg oil hub, prompting a public warning against train travel. President Donald Trump then announced a two‑week pause on threats to hit civilian infrastructure, tying the suspension...
Hormuz Rerouting Offsets Shortfall, yet 13 MMbpd Remains
Flow through the Strait of Hormuz doesn't need to re-reach pre-war levels to normalize global balances thanks to rerouting (and constant Iran flow) But we still have ~13 MMbpd of production shut-in That's how much more we'll need to push through Hormuz...
US Small-Scale Solar Sets Record 1.9 GW Q4 2025
US small-scale solar hits record 1.9 GW in Q4 2025 #energysky -- via pv magazine global: https://t.co/OvwLuYKllp https://t.co/ecXbteT5Fz
Tokyo and Seoul Stocks Climb as Oil Rises Amid Middle East Conflict
Japan's Nikkei and South Korea's Kospi closed higher on Monday even as Brent crude rose to $109.77 a barrel amid the escalating Middle East war. Analysts say the rally reflects a regional appetite for risk despite soaring energy costs and...
US‑Israeli Strike Provoked Hormuz Closure, Not Iranian Aggression
Why was the Strait of Hormuz shut down? It’s because Israel & the United States attacked Iran. In the Western media, the story is spun as if Iran initiated the closure. Iran is just counterattacking. The original cause is clearly the US-Israeli attack...
Tomorrow’s Hormuz Tanker Count Cuts Through Market Noise
Let’s see how many tankers cross the Strait of Hormuz tomorrow. Literally everything else is noise.
Iran Updates: Pakistan Seeks 2-Week Pause After Trump Warns 'Whole Civilization Will Die' If No Deal by Deadline
U.S. President Donald Trump warned Iran that a missed deadline would trigger massive strikes, claiming a "whole civilization" could die if Tehran does not reopen the Strait of Hormuz. Pakistani Prime Minister Shehbaz Sharif appealed on X for a two‑week...
California Lawmakers Weigh VPPs and Solar Battery Compensation
California legislature considers VPPs and solar-charged battery compensation #energysky -- via Solar Power World: https://t.co/6QpFVGqK9g
Coal-to-Liquids Plan: Coalition’s Most Outlandish Energy Idea
Coal to liquids: Coalition’s latest energy brain-fart is their craziest yet, and that takes some doing #energysky -- via Renew Economy: https://t.co/9h52og8eza https://t.co/Y4KAgkWSwk
Fuel Desperado Chases Tankers
Australian Prime Minister Anthony Albanese pledged to take every action to protect consumers from oil‑driven inflation and announced a meeting with Singapore’s leader to discuss securing supplies of petrol, diesel and LNG. While Singapore holds no domestic oil reserves, it...
Crude's 15% Drop Fueled by Emotion, Not Fundamentals
Why has crude crashed almost 15%? Not because of any rational assessment of the normalisation of Hormuz oil flows. That will take time. The knee-jerk sell-off is 💯 driven by pure emotion and sentiment. This is a market that has been desperately...
LNG Ships Stalled; None yet Navigating Hormuz
I'm not seeing any LNG ships moving to go through Hormuz yet 🚢🚢 Those two Qatari LNG ships that had aborted an attempt earlier this week are sitting tight (pic below) But of course it is very early days. It will take...
Iran, Oman Authorized to Charge Strait of Hormuz Fees
JUST IN: Iran and Oman can now impose fees on ships transiting the Strait of Hormuz under the ceasefire deal, per a regional official.
Iran Holds Strait of Hormuz Despite Trump Cease‑Fire Claim
JUST IN: Iran's regime is persisting with its grip on the Strait of Hormuz despite President Trump's cease-fire announcement.
Strait Reopening Will Eliminate Dark Ship
Heads up that if that Strait *actually* reopens, ships will be crossing with their AIS transponders on so we can cut it with all the contested dark (ie AIS off) transit estimates.
EVs, Renewables Boost Energy Security and Cut Oil Dependence
EVs, renewables and storage not just climate action They’re strategic assets that bolster energy security Charged on Aus solar and wind, EVs reduce oil imports and cut household fuel costs Past scare campaigns on EVs delayed opportunities for Australia to reduce oil dependence...
Iran's Oil Pressure Backfires, Trump Gains From Ceasefire
Iran’s strategy all along has been to impose an unbearable economic cost on the US if Trump continued the war via oil and the closure of the Strait of Hormuz. Now, oil is down ~20% well below $100 a barrel. From...
Oil's Steepest One‑day Drop Since 1991 Gulf War
Excluding Covid, we're looking at the biggest one day plunge in oil since the first Gulf War in 1991 https://t.co/gjT5CUgwkE
WTI Crude Plunges 15% in Two Hours, Unprecedented Move
WTI - US benchmark - crude is down around -15% after the news alone. Outside of the negative oil prices from 2020, I can't find a 2-hour bearish move of that magnitude... https://t.co/4h8brCQFAk
Iran Offers Two‑Week Safe Passage Through Hormuz, Coordination Required
Iran says safe passage via Hormuz is “possible” for two weeks 🚨 … but must be via coordination with Iran's Armed Forces and with due consideration of technical limitations (So far, no loaded LNG tanker has gone through Hormuz in over...