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:
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, cheaper power directly on streets. Federal funding of A$40 million (≈ $26 million USD) is slated to accelerate rollout, while recent council data shows drivers prefer higher‑power DC units that deliver five times more energy than traditional AC chargers.
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...
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.
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...
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.
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...
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...
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...
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...
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...
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...
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...
The Global Energy Supply in a Decade ‘Is Not a World We’re Going to Recognize’
A panel of energy experts warned that the United States’ war on Iran could cripple the Strait of Hormuz, a vital oil conduit, and reshape global energy consumption patterns. Their new report, Global Energy Outlook 2026, argues that the world has...
Australia: Smart Data Mapping Enhances Solar Infrastructure
University of New South Wales researchers have unveiled a global mapping tool that quantifies ultraviolet (UV) exposure on solar installations, exposing a hidden degradation risk especially for single‑ and double‑axis tracking systems. The model shows that in high‑irradiance regions like...
How Caldera Is Using Industrial Steam to Tackle an Energy Transition 'Blind Spot'
Caldera, a heat‑battery startup, is turning excess industrial steam into stored thermal energy to address a long‑overlooked gap in the clean‑energy transition. Founder and CEO James Macnaghten, a mechanical engineer, says the company draws inspiration from Victorian‑era engineering principles, emphasizing...
The US Refinery Now Processing Venezuelan Oil
Chevron’s Pascagoula refinery in Mississippi is now processing about 250,000 barrels of heavy Venezuelan crude each day, with plans to lift volumes toward 350,000‑400,000 barrels. The refinery was specifically designed for sour, high‑sulfur oil, giving Chevron a domestic pathway from...
Ceasefire Triggers Oil and Bond Yield Declines
Two-week ceasefire leads to drops in oil and bond yields. #oil #bonds #economics #mortgagerates #chartdaddy
Qld Premier Says Federal Government Should Fast-Track Oil Projects
Queensland Premier David Crisafulli urged the federal government to fast‑track approvals for oil projects in the Taroom Trough, a 750‑square‑kilometre exploration area in central Queensland. He argues the development is essential for national fuel security and could shave years off...
Iran War; Ma Xingrui; Industrial and Supply Chain Security; PLA Political Rectification; MSS Warns About Foreign Dinner Guests
China and Russia vetoed Bahrain's UN Security Council resolution that sought multilateral cooperation to reopen the Strait of Hormuz, a critical oil chokepoint. Beijing’s ambassador argued the draft was influenced by President Donald Trump’s recent remarks, framing it as provocative....
Trump Administration Releases Guidance on Clean Energy Tax Credit Restrictions
The Treasury and IRS issued Notice 2026‑15 to clarify how clean‑energy tax credits under sections 45Y, 48E and 45X are limited for projects tied to Prohibited Foreign Entities (PFEs) under the One, Big, Beautiful Bill Act. The guidance defines "effective...
Massive Increase in Oil Transport Through Danish Waters
Geopolitical shifts have driven a dramatic surge in oil shipments through Danish waters, with nearly five million barrels passing daily. In the first half of 2025, the Great Belt and the Sound moved as much oil as the Suez Canal,...
US Senators Investigate $370 Million IRS Payout to Cheniere Energy
Seven Democratic senators have opened a Senate inquiry into a $370 million alternative‑fuel tax credit paid by the IRS to Cheniere Energy. The credit, originally designed for motor vehicles and small motorboats, was applied to LNG‑fuelled export tankers that are typically...
First-Ever LNG Shore-to-Ship Bunkering Operation at Port Everglades
Sawgrass LNG & Power completed the first shore‑to‑ship LNG bunkering at Port Everglades on March 26, 2026, fueling the Ritz‑Carlton Yacht Collection vessel Ilma. The operation demonstrated coordinated safety oversight with the U.S. Coast Guard, Broward Sheriff’s Office and local partners. It...
EcoNavis to Validate and Demonstrate Improved Design for Wind Rotors
EcoNavis Solutions, backed by a £100,000 ($133,000) Scottish Enterprise grant, is moving its patented tail‑appendage design for Flettner rotors from simulation to physical testing. The aerodynamic appendage promises up to a 10% thrust increase while cutting torque demand by roughly...
The Closer – Record Backwardation, Supply Chain Stress – 4/7/26
Brent spot prices have entered an unprecedented backwardation, trading more than $30 per barrel above the front‑month June Brent futures contract. The New York Fed’s Global Supply Chain Pressure Index and the Logistics Managers Index both recorded sharply rising prices...
4 Scenarios On How The Iran Conflict Could Reshape Energy Markets
The article outlines four plausible futures for global energy markets based on U.S. actions and Iran’s control of the Strait of Hormuz. A U.S. withdrawal could either restore the status quo or lock in a new normal of higher, volatile...
Live: Markets Brace for Iran War Deadline, Oil Prices Fall on Deal Hopes
Physical crude prices have surged to near $150 a barrel as Iran’s closure of the Strait of Hormuz cuts roughly 12 million barrels per day from global supply. Dated Brent, the benchmark for immediate delivery, is trading about $20 above June...
Immediate Crude Cargo Prices Hit 2008 Peak
The price of crude cargoes for immediate delivery has soared to its highest level since 2008
GWP20: Faster Climate Action for Methane Benefits Health
GWP20 for methane greenhouse-gas accounting is good policy in NY State & beyond, as Prof. Bob Howarth and I explain in a response (https://t.co/86Dm2bq6zw) to a recent claim that GWP100 should be used instead Both California and New York...
Why Electric Trucks Haven’t Taken Off in the U.S.
Rising diesel prices—now $5.64 a gallon, a 50% year‑over‑year jump—are squeezing U.S. trucking margins amid heightened Iran‑related geopolitical tension. The surge has forced carriers to add fuel surcharges, while food distributors pass costs to consumers. Tesla announced it will begin...
Today's Brent Mirrors 2014 Levels After Inflation Adjustments
Dated Brent was at ~$105 in April 2014, before the BIG shale-induced rout in crude prices. Adjusting for inflation, that's roughly where we are today. And the Strait of Hormuz remains closed. (Also the lapsed appropriations note at the bottom of the BLS'...
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
India's FY27 Growth Forecast Cut to 6.8‑6.9% Amid Energy Shock and Middle East Conflict
ICICI Bank trimmed its FY27 GDP projection for India to 6.8‑6.9% from 7.2%, while Moody's downgraded its own estimate to 6% from 6.8%. Both agencies cite the ongoing West Asia war, soaring oil prices and constrained LPG and LNG supplies...
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...
San Jose, Calif., LS Power Ink Deal for 2 GW of New Transmission Capacity
San Jose approved a franchise agreement with LS Power to build two transmission projects delivering about 2 GW of capacity across 17 miles, including a 12‑mile underground segment, with completion targeted for December 2028. Selected by CAISO, the projects will improve grid redundancy,...
Open Hormuz Strait Triggers Massive Eastward Market Rush
If the Strait of Hormuz is open, get ready to watch for a stampede to the East. https://t.co/3rohg52Jti
Oil Peaked March 9, Now Sliding From $116 to $95
oil traded to $116, now down to $95... but it (still) peaked on March 9th...
Iran Claims Open Strait, Demands Payment; Trump Disagrees
And this is why it’s hard to believe that Iran has agreed to not regulate passage at this point because it’s Irans primary leverage. In Irans eyes the strait IS open—you just have to pay them & the insurance companies....
$2 Million Toll
and the new point of contention? the $2 million+ tolls on traversing the Strait of Hormuz?
Oil Slumps 12% After Trump‑Iran Ceasefire Opens Hormuz
Oil prices plummet 12% (and counting) after Trump agreed to a two-week ceasefire with Iran 🇺🇸 🤝 🇮🇷 The deal is subject to an immediate opening of Hormuz https://t.co/idSwDqTWxx
No One Cares if Oil Passes the Strait
I guess there's zero interest in whether oil is actually going to move through strait unobstructed ...
Fuel Prices Likely to Rise Months Despite Hormuz Reopening
Fuel prices could keep rising for months even if Hormuz reopens, US EIA says https://t.co/4IPPfkJ9X9
South Africa’s ASP Offers US‑backed Gas Alternative to Russia, Qatar
ASP Isotopes to the rescue? $ASPI Strategically positioned in geopolitically neutral South Africa and bolstered by the backing of the U.S. International Development Finance Corporation (DFC), ASP’s Virginia Gas Project - integrated through the Renergen acquisition - stands as a...
Strait Closure Fuels Market Drag; Iran Refuses Leverage Trade‑off
Two points that remain top of mind for me. How do you solve these? 1. Delays that don't open the Strait keeps negative carry on the stock market https://t.co/xqJjSx51rF 2. Iran is not going to open the Strait for a ceasefire and forego...
Brent Oil Awaits Breakout Above $112.1 Amid Sideways Trend
#BrentOil Comp Doji Candle and Sideways. Needs Breakout $112.1. Support $100, $91.8, $84. RSI 69 high but not Overbought. Top Bollinger Band $114.3. Midpoint Line $104.3. Bottom Band $94.4.
Iran's Oil Flow Restored, Excluding Genocide Coalition
Just as Iran was taken out of SWIFT money traffic in 2011, the coalition of genocide has been taken out of HORMUZ Oil traffic. The Strait remains wide open for those nations who PAY and those who are not participating in...
CATL and Envision Unveil Sodium‑Ion BESS at ESIE 2026
CATL, Envision sodium-ion BESS cells among next-gen tech and solutions showcased at Beijing expo ESIE 2026 #energysky -- via Energy Storage News: https://t.co/2tw94NzD0M
PowerBank Secures $1.1M for NY Community Solar
PowerBank announces $1.1M in new funding for New York community solar project #energysky -- via pv magazine usa: https://t.co/QkBi8hbsLD