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:
KAIST’s Seven‑Metal Electrode Triples Green‑Hydrogen Output
A team led by Professor Lee Kang‑taek at KAIST unveiled a high‑entropy dual‑perovskite oxygen electrode that triples green‑hydrogen production and raises power density 2.6‑fold. The breakthrough, published in Advanced Energy Materials, could accelerate commercial rollout of proton‑conducting electrochemical cells.
Exclusive: Merino Energy Launches an All-in-One Heat Pump for $3,800
Merino Energy, a newly emerged startup, unveiled the Merino Mono, an all‑in‑one wall‑mounted heat pump priced at $3,800 that plugs into a standard 120‑volt outlet and can be installed in about an hour. The unit eliminates the outdoor condenser and...
Broker’s Call: Emmvee Photovoltaic (Add)
Emmvee Photovoltaic is adding a 6 GW integrated cell‑and‑module plant, boosting its total capacity to 16.3 GW of modules and 8.9 GW of cells, making it India’s fourth‑largest solar manufacturer. Kotak Institutional Equities initiates coverage with an Add rating and a DCF‑derived fair...
Israel Disables Iran's Key Petrochemical Hub, Crippling Exports
💥 MAJOR STRIKE ON IRAN Israel just hit Iran’s South Pars petrochemical facility in Asaluyeh. Israeli Defense Minister says 2 key facilities, responsible for 85% of Iran’s petrochemical exports are now disabled. This is Iran’s most important industrial and energy hub. It sits...
Trump Sets a Tuesday Deadline to Start Bombing Iran’s Power Plants
President Donald Trump announced Tuesday as “power plant day,” threatening to bomb Iran’s electrical grid, including the Bushehr nuclear facility. The declaration follows two weeks of escalating rhetoric and comes as U.S. officials warn of imminent strikes. Analysts say a...
Saudi Oil Price Surge Signals Phase Three Economic Fallout
From the Bloomberg article on “Saudi Arabia rais[ing] the price of its main oil grade to Asia to a record high premium.” This price development coincides with more Asian governments worrying about physical energy supplies—marking part of what I’ve termed "Phase...
In Person Interview: Sai Shivareddy of Nyobolt
Nyobolt CEO Sai Shivareddy says the battery market is booming, with global revenue projected to rise from $154 billion in 2025 to $555 billion by 2033. The company’s fast‑charging cells deliver super‑capacitor power density while retaining lithium‑ion energy, offering ten‑times longer cycle...
India Records Sharpest Emissions Drop Among Major Economies in 2025: Report
India posted the steepest emissions decline among major economies in 2025, with power‑sector emissions dropping 2.6% despite rising electricity demand and economic growth. The fall reflects accelerated renewable‑energy deployment and expanding electric‑vehicle adoption, signaling early decoupling of growth from carbon...
An Awkward Tax Issue
Windfall profit taxes are being proposed as governments seek to capture excess earnings from oil and gas firms amid soaring energy prices. Critics argue these levies ignore the cyclical nature of the sector, offering no relief when prices fall and...
Octopus Energy Launches 50% Cheaper On-Street EV Charging
Octopus Energy announced a new on‑street EV charging offer that cuts rates by half. New customers can charge at about 22.5p per kWh (≈$0.28/kWh), translating to roughly £16 ($20) for a full MG4 charge or 7p ($0.09) per mile. The...
Designing for Decades: Tips for Long-Term Solar Project Success
Radian Generation warns that rising interest rates are turning solar project financing into a tighter, more risk‑averse arena, making early‑stage defect detection critical. Design flaws that cost a few thousand dollars can balloon to ten‑times that amount during construction, and...
BMI Ups Global Diesel Price Forecast
BMI analysts at Fitch raised the 2026 global diesel price forecast to $111 per barrel, a 25 percent increase from the prior $89 estimate, citing an extended U.S.–Iran conflict that tightens Strait of Hormuz flows. The conflict, now projected to last...
Why Chemical and Materials Science Engineers Are the Unsung Heroes of Solar Innovation
The solar industry is shifting focus from pure cell physics to materials science as efficiency gains near theoretical limits. With global manufacturing capacity exceeding 1.5 TW and oversupply driving down prices, durability and long‑term reliability have become the primary performance constraints....
Prolonged Stress Test Lurks for Global Markets as War Continues
The ongoing war with Iran has entered a sixth week, keeping the Strait of Hormuz largely closed and disrupting roughly one‑fifth of global oil and LNG shipments. This chokepoint shutdown has pushed the Global Market Index down 4.8% and forced...
Oil Smugglers, Hoarders in Thailand Worsen Supply Crisis as Anutin Warns of Tough Times
Thai Prime Minister Anutin Charnvirakul warned that the nation’s fuel crisis will deepen as diesel prices surged to a record 50 baht per litre (about $1.54). Justice Minister Rutthaphon Naowarat said roughly 57‑58 million litres of oil appear to have...
Punjab Achieves Major Strides in Power Sector with Free Electricity and Infrastructure Upgrades
Punjab announced a sweeping electricity reform that gives 600 units of free power to roughly 90 % of households, effectively eliminating most residential bills. The state also acquired the Goindwal Sahib Thermal Plant, lifting its operational efficiency to 82 % and strengthening generation...
Singapore Fuel Prices Surge, Threatening Shipping Operations
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
OIL PRICE WATCH: Diesel Hikes on April 7 Near P20/Liter
Philippine oil majors announced diesel price hikes of roughly P20 per liter (≈ $0.36) effective April 7, with Shell Pilipinas leading at P19.80, followed by Petron, Seaoil and Jetti. Gasoline and kerosene prices also rose double‑digit, ranging from P4.90 to P5.90 and P8.10 to...
First Large-Scale Biomethanol Bunkering for Global Shipping Launched
Shanghai Electric successfully completed the world’s first large‑scale biomethanol bunkering, fueling the CMA CGM OSMIUM container ship at Shanghai’s Yangshan Port. The operation is part of China’s inaugural commercial biomethanol plant, delivering an initial 50,000 tons per year with plans to...
Solar, Mining Groups Partner to Improve Mineral Traceability
The Solar Stewardship Initiative (SSI) and the Initiative for Responsible Mining Assurance (IRMA) have signed a memorandum of understanding to boost traceability and sustainability across solar supply chains. The partnership will span the entire value chain, from mineral extraction to...
‘A Surrender to Special Interests’: Alarm as Utah Shields Fossil-Fuel Companies
Utah Governor Spencer Cox signed HB 222, a climate‑liability shield that bars most civil and criminal actions against fossil‑fuel producers unless a court finds a specific permit violation. The bill, drafted by Rep. Carl Albrecht and modeled on the Energy Freedom...
Crude‑Gold Ratio Hits Historic Peak, Signals 2026 Reversal
Worthy Reversion Spark? Stocks vs. Gold, GDP, Crude Mean reversion can be profound when it's from historical extremes, and the relationship between crude oil and gold may suggest a reverse wealth effect that defines 2026. The roughly 86x January high in...
Illinois' Community Solar Model Sets New Industry Standard
How a community solar breakthrough took shape in Illinois #energysky -- via Canary Media: https://t.co/IV2M0ClyN1
Construction Continues for French Full-Scale Wave Energy Demonstrator
Wave‑Op, a joint venture of the Legendre Group and Geps Techno, is advancing construction of the Dike Wave Energy (DIKWE) full‑scale demonstrator in Boulogne‑sur‑Mer, France. Approved in March 2025 and backed by the Hauts‑de‑France region, ADEME, Ifremer and engineering firm Fimetal, the...
Tech Giants Turning Gas Into Emissions Highway
This Meta data center will emit more CO2 per year than its entire global footprint in 2024. Gas is no longer a bridge. It is a highway these tech companies are actively constructing.
SmartFlower Tracks Sun to Maximize Energy Yield
SmartFlower Solar System Maximizes Energy Yield Through Continuous Sun by @smartflower_sol #Sustainability #RenewableEnergy #CleanEnergy https://t.co/zK5FLlxkZB
Trump Sets Tuesday Deadline to Reopen Strait of Hormuz as Jet Fuel Prices Double
President Donald Trump gave Iran a Tuesday 8 p.m. ET deadline to reopen the Strait of Hormuz, a move that comes as jet fuel prices have more than doubled to $4.57 per gallon. The deadline has already triggered a wave of...
Ceasefire Triggers Oil Drop, Dollar Decline, EM Rally
A ceasefire is coming. Two things will get repriced quickly when that happens. Oil futures will tumble and the Dollar will fall sharply. The latter is up on safe haven inflows to the US. All those inflows will unwind very...
Vessel Flow, Not Scarcity, Drives Gulf Oil Dynamics
Oil or vessel scarcity is a relatively minor factor compared with vessel flow @miltradechain Floating storage is irrelevant if there’s no exit from the Persian Gulf
VinFast Sells 3,520 EVs in a Day, Eyes $500 M India Plant to Scale Operations
VinFast moved 3,520 electric vehicles in a single 24‑hour window in Vietnam, proving its production‑logistics coordination. The company is now backing a $500 million, 150,000‑vehicle‑per‑year plant in Tamil Nadu, India, to replicate the tempo for export to right‑hand‑drive markets. Executives say the...
US Hormuz Deadline Extended, Markets Shift to Dollar, Oil
Cease-Fire Hopes Blunt US Ultimatum: The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and…...
Higher Oil Prices Mask Saudi’s Net Loss
Do NOT be fooled by those calculations. They are statistically biased and ignore many factors. The net is a loss. Will cover the details in today's Daily Energy Report. https://t.co/pVftS4kIhA
California Presses On With ‘Lithium Valley’ Amid Lawsuits, Water Dispute
California is moving forward with its “Lithium Valley” initiative in the Imperial Valley, aiming to tap geothermal lithium deposits that could support millions of electric‑vehicle batteries and create up to 12,000 jobs. The effort is now tangled in environmental lawsuits,...
Hormuz Remains Open, 20 MMB/D Flow Despite Slogans
That’s an absurd, reductive comment @DaddyEtienne Hormuz is open when 20 mmb/d of petroleum is in transit. Reductive slogans are not appreciated here
Saudi Raises Oil Price to $19.5, Asia Inflation Spikes
🚨 JUST IN Saudi Arabia has just increased its official oil selling price to a record high of $19.5/barrel. Inflation in Asia is about to skyrocket. https://t.co/dtEBhiWdgT
Datong Launches Clean‑Energy Retraining for 800,000 Coal Miners
Datong, China’s historic coal hub, has unveiled a post‑mining plan that aims to retrain its 800,000‑strong mining workforce for clean‑energy jobs. The shift is anchored by tourism growth around the Yungang Grottoes and new coal‑to‑hydrogen projects, highlighting the province’s broader...
Iran War Triggers European Energy Crunch, Diesel Rationing and Jet‑Fuel Limits
The escalation of hostilities in Iran has pushed European governments to contemplate diesel rationing and limits on jet fuel, sparking a sharp rise in oil and gas prices. With storage at just 28% of capacity and gas costing $633 per...
Trump Threatens Strikes on Iran’s Power Plants and Bridges if Hormuz Stays Shut
President Donald Trump warned that the United States will target Iran’s power plants and bridges if Tehran does not reopen the Strait of Hormuz. The threat sent oil futures above $100 a barrel, lifted U.S. gasoline to over $4 per...
Brent Crude Hits $141.36, Highest Since 2008, Sparking Global Market Shock
Spot Brent crude surged to $141.36 a barrel on Thursday, the highest level since the 2008 financial crisis. The spike reflects a tight physical market after Iran shut the Strait of Hormuz and governments released a record 400 million barrels from...
India's Piped Gas Expansion: 8 Lakh New Consumers Amidst LPG Cylinder Drive
India added roughly 800,000 new piped‑gas consumers in the past month, with half of those connections already active and the remainder in progress. The government reported surrendering 16,000 LPG cylinders to prevent duplicate supply, while maintaining delivery of five million...
‘Photovoltaics Are, First and Foremost, About Energy Security’
Moldova’s Ministry of Energy announced that the country’s solar capacity reached 1 GW, a twelvefold increase over five years, as part of a broader push to hit 30% renewables by 2030. The government launched a 170 MW wind tender coupled with 44 MWh...
Oil Slides 2% After 58% Rally, Seen as Stock Boost
OIL: down -2% after inflating +58% in the last month, but Tourists will trade it as "bullish for stocks" (for now) https://t.co/uZ7JAkPj9u
The Energy Transition Has Its Own Strait of Hormuz
Geopolitical risks are shifting from oil chokepoints like the Strait of Hormuz to the refining and processing of critical minerals needed for clean energy. By 2025, 34% of crude oil trade passes through Hormuz, but the concentration of mineral‑refining capacity—86%...
A Church’s Geothermal Experiment Could Pave the Way for Projects Across New York
Christ Church Bronxville installed a $4.4 million geothermal heating and cooling system, using 14 deep boreholes drilled in its parking lot. The project, funded by federal rebates and Con Edison incentives, reduces reliance on natural‑gas boilers and cuts the church’s carbon footprint....
Low Customer Trust Is Quietly Undermining Utility Digital Payment Programs
Utilities have long offered online bill payment, yet consumer adoption lags due to trust deficits. Surveys show 80% distrust outdated interfaces and over half abandon unclear transactions, pushing customers back to costly manual channels. Unbranded email reminders and hidden security...
Energy Autarky Is a Flawed Response to Security Crisis
In the new issue of @ForeignAffairs, @OSullivanMeghan & I argue that while this crisis will deepen energy security fears & spur govts to try to insulate from global mkts, the pursuit of energy autarky is misguided. 🧵 1/5 https://t.co/88QXqxds1x
Data Centers Are Straining the Grid. Can They Be Forced to Pay for It?
Tech giants are expanding data centers nationwide to support the AI boom, dramatically increasing electricity demand and straining the U.S. grid. A White House meeting led companies like Microsoft, Meta, OpenAI and Amazon to sign a voluntary Ratepayer Protection Pledge,...
Oil Prices Give Up Early Gains On Iran War Ceasefire Hopes
Oil prices slipped on Monday after reports that the United States and Iran were engaging in indirect negotiations for a potential 45‑day cease‑fire. Brent crude for June delivery fell 0.4% to $108.56 a barrel, down from an intraday high of...
Conductive Smart Hydrogels as Battery Electrolytes: Promising for Lithium, Sodium, and Zinc-Ion Chemistries
A new systematic review of 186 studies (2008‑2025) positions conductive hydrogels as viable battery electrolytes, especially for lithium, sodium, and zinc chemistries. Water‑based hydrogels eliminate the fire risk of flammable organic liquids and can self‑repair, offering a safety advantage for...
The Iran War Is Changing How Millions of People Cook — and What They Eat
India, the world’s second‑largest LPG importer, faced a sudden cooking‑gas shortage after the Iran‑U.S. conflict forced the closure of the Strait of Hormuz, choking Middle‑Eastern LPG flows that supply about 90% of its imports. Prices in Delhi spiked roughly 600%,...