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:
‘Yes, We Can’: A Blueprint for a Clean Economy and Healthy Society
Nicholas Stern's new book "The Growth Story of the 21st Century" outlines a blueprint for a clean economy that can deliver prosperity, health, and sustainability. It revisits his earlier climate‑economics arguments, emphasizing that rapid decarbonisation is cheaper than climate damage and can boost growth through innovation, investment, and productivity gains. The book offers concrete policy recommendations, from mobilising finance and technology transfer to ensuring a just transition, and places low‑ and middle‑income countries at the forefront of the shift. It arrives as geopolitical crises threaten climate momentum.
Solar Becomes Cheapest Capital-Intensive Energy Option
Solar is now the less capital-intensive option. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/Duvpz2wy16
BP Leading Effort to Develop Energy Deposits in Kazakhstan, Uzbekistan
BP is positioning itself as the lead developer of the Ustyurt Plateau’s newly identified natural‑gas reserves that span western Kazakhstan and Uzbekistan. The company signed an exploration agreement with KazMunayGaz on April 2 and is in talks with Uzbekneftegaz and Azerbaijan’s...
Azur Space Boosts Solar Capacity 25% Amid AI‑Driven Satellite Surge
Azur Space plans a 25pc solar cell capacity increase in 2026 as satellite demand rises with AI growth. https://www.metalnomist.com/2026/04/azur-space-solar-cell-expansion-signals.html
The Looming Diesel Disaster
Australian policymakers have slashed diesel excise and GST in an effort to blunt rising fuel costs for households. The authors argue that the tax cuts provide only temporary relief while ignoring the deeper problem of dwindling diesel supplies and rising...
Iran Ramps up Jask Exports, but Still Heavily Reliant on Kharg Island
Iran has increased crude loadings at its Jask terminal, but the port remains a minor supplement to the dominant Kharg Island hub. In March, Jask accounted for only about 4.4% of Iran’s oil exports while Kharg handled roughly 84‑90% of...
Agrivoltaics Can Save US Farmers In More Ways Than One
A new Cornell study shows that agrivoltaic solar arrays can slash wind speeds by up to 50%, outperforming traditional windbreaks and cutting soil erosion. The research used computational fluid dynamics to identify a lowered‑front‑row configuration that protects 90% of the...
Norway: Oil Giant and EV Pioneer Defy ‘Electrostate’ Label
“Petrostate” has a good meaning even tho it’s overused, but not a fan of the term “electrostate” Norway continues to be a leading producer of oil and gas. It also has a diversified economy and is leading the world in...
How One Local Council Helped 1,200 Low-Income Residents Finance Solar and Home Energy Upgrades
Darebin City Council’s Solar Saver program (2014‑2025) enabled roughly 1,200 low‑income Melbourne homeowners to install rooftop solar, reverse‑cycle air conditioners and heat‑pump water heaters, covering A$4.8 million (about US$3.2 million) of upfront costs. The council financed the installations and attached an interest‑free,...
UCSB Unveils Liquid Solar‑Thermal Battery with Double Lithium‑Ion Energy Density
Scientists at UC Santa Barbara have built a liquid‑based solar‑thermal battery that stores and releases heat on demand, achieving double the energy density of conventional lithium‑ion cells and demonstrating the ability to boil water under ambient conditions. The breakthrough could reshape...
Iran War's End Won’t Reverse Lasting Systemic Disruptions
Even if the Iran war "ends" politically, it doesn't end This is a world-changing event. Rhetoric resolves in weeks. Flows in months. Systems in years. The disruption to energy, shipping, & trade flows are irreversible and permanent in many ways. #IranWar #EnergyCrisis #Geopolitics #GlobalEconomy...
Microsoft Steps Into Texas AI Data Center After OpenAI Pulls Back, Adding 900 MW Power Plant
Microsoft announced a partnership with data‑center developer Crusoe to construct two new AI‑factory buildings and a 900‑megawatt on‑site power plant in Abilene, Texas, after OpenAI abandoned its expansion plans. The addition brings the Stargate campus to ten buildings and 2.1 GW...
CMA CGM's Kribi Becomes First Western European Vessel to Cross Hormuz, Highlighting Shipping Risks
French logistics giant CMA CGM successfully navigated its Maltese‑flagged container ship Kribi through the Strait of Hormuz on April 4, marking the first transit by a Western European vessel since Iran’s maritime blockade began. The move, coordinated with Iranian authorities,...
Report: Russia Faces Logistical Nightmare in Redirecting Yamal LNG to Asia
Russia’s Yamal LNG is set to redirect most shipments from Europe to Asia starting in 2027, after the EU bans Russian LNG imports. The existing fleet of 25 vessels can only complete 120‑130 voyages a year, roughly half of current...
Is the World Running Out of Oil? Goldman Sachs Weighs In
Goldman Sachs analysis says the world is not running out of oil despite the Middle East conflict disrupting the Strait of Hormuz. Asian economies that source roughly half of their fuel from the Gulf are feeling strain as shipments fall,...
Four-Hour Batteries Deliver 14-Hour Storage at 0.28¢/kWh
These data illustrate how concatenating 4-hour batteries, provides longer-term (in this case, 14 hours) of storage. In other words, 4-h batteries already provide long-duration storage, and the batteries are inexpensive (0.28 cents/kWh-grid-output for 15.8 GW/63.2 GWh of batteries)
Vol Street Journal™ :: Episode 20
Episode 20 of Vol Street Journal highlights emerging cracks in the war‑trade regime as market dynamics begin to stabilize despite heightened Iran tensions and a recent oil price surge. The host notes a decoupling of the S&P 500 and Treasury yields...
Asia Faces Fuel Squeeze as Reserves Dip to 30 Days
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
US Inaction Will Trigger Oil Shock in Two Weeks
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Actis Scouts for Fresh Renewables Projects in Mexico, Chile
Actis, the London‑based private‑equity firm with a $15 billion portfolio, is shifting focus to renewable‑energy projects in Mexico and Chile after exiting Peru’s largest power producer for roughly $1.2 billion. The firm’s North‑America director told LatinFinance the next investment wave will target...
Batteries Delivered 8% of California Grid, Costing 0.28¢/kWh
Yes, the sun does't shine at night, but batteries produced electricity every minute last night (4/4) as California set a new discharge record of 57.17 GWh/day. Batteries have met 8.01% of all main-grid demand in 2026 in the 4th-largest economy in...
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Hormuz Tracker: Iraq-Linked Oil Tanker Exits Hormuz Via Iran
On Sunday, a Suezmax tanker named Ocean Thunder, loaded with roughly one million barrels of Iraqi crude, transited the Strait of Hormuz using a northerly passage through Iranian waters. The movement follows Iran’s decision the previous day to exempt Iraq from...
Early Signs Suggest Iraq Flow Could Become Significant
There’s something to this Iraq stuff, even if it’s still too early to say how consequential this flow will grow to be https://t.co/S1itXIUl4L
Temperature Stress Accelerates Perovskite Solar Cell Aging
How perovskite solar cells age under temperature stress #energysky -- via pv magazine global: https://t.co/MyYMTXAJ26
Dimension Energy Lands $650 Million to Boost 132 MW Community Solar Portfolio
Atlanta‑based Dimension Energy has closed a $650 million financing package—$415 million in debt and $235 million in tax equity—to fund 25 community‑solar projects totaling 132 MW. The capital, sourced from existing lenders and new partner Franklin Park, will expand clean‑energy access in Illinois, New Jersey, New York...
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
Double‑digit Prompt Spreads Demand Explicit Delivery Month Quotes
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
Helmholtz Researchers Boost MXene Conductivity 160‑Fold with Atomic‑Order Technique
Scientists at Helmholtz‑Zentrum Dresden‑Rossendorf unveiled a molten‑salt synthesis (GLS) that creates perfectly ordered MXene surfaces, delivering a 160‑times jump in macroscopic conductivity. The breakthrough promises faster, cleaner components for future electronics and energy devices.
IRGC Warns Strait of Hormuz's New Reality for US, Israel
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
Explosives Discovered Near Balkan Stream Pipeline, Ukraine Suspected
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB
Consumers Save More than P4 Billion via Retail Power
Philippine consumers saved roughly $77 million in 2025 by buying electricity through the competitive retail market, where rates hovered between $0.096 and $0.104 per kilowatt‑hour, undercutting utility prices of $0.101‑$0.108. Industrial users accounted for about 62% of the savings, while commercial customers...
U.S. Drivers Spent $8.4 B Extra on Gas
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
Electrostates Win by Outpacing Fossil Demand with Electrification
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
Genesis Energy: Cash Flow Growth Likely To Slow Down Going Forward (Rating Downgrade)
Genesis Energy (GEL), a master limited partnership, operates the largest offshore pipeline network in the Gulf of America, providing portfolio diversification for investors. In 2025 the company posted transformative cash‑flow growth as new offshore projects came online, but analysts expect...
China Slashes Crude Imports, Doubles Floating Storage
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Asian Oil Stocks Plunge, US And
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
E-Cat Update: A Quiet Signal Something Is Already in Motion
The latest E‑Cat NGU update marks a shift from vague promises to concrete activity. Rossi confirmed customers are already using the system, indicating early field deployments. He also disclosed active manufacturing of 100 W modules in the United States, Europe and...
Trump Demands Iran Reopen Strait of Hormuz by Tuesday
JUST IN: Trump's ultimatum: Iran must reopen the Strait of Hormuz by Tuesday night, per WSJ.
Post-Crisis: Nations Will Tie Energy to Security
⭕️Listen to the podcast below.. Then Ignore everything I said about Hormuz and focus on "the Day After." ⭕️The real nightmare hits after the crisis: Nations will copy the Chinese model — linking energy directly to national security. The...
South Korea Unveils Aggressive Renewable Energy Transition Plan
And here's the plan for South Korea to "swiftly transition to renewable energy" https://t.co/AapcezbDSL https://t.co/yt6XQ531Fu
Oil Surges 11% as S&P Barely Moves
Oil $USO was +11.1% on Thursday The S&P 500 $SPY was +0.1% pretty interesting https://t.co/SRVwSOrwOW
Insults Reveal We're Nearing Peak Oil
The amount of insults I have received based on this tells me that we are very very close to peak oil here
UK Tightens Energy Cybersecurity After Poland Attack
UK defining stronger energy cybersecurity rules after Poland attack #energysky -- via pv magazine global: https://t.co/UAgNu4x2di
SiC Devices Power Next‑Gen Medium‑Voltage Solid‑State Transformers
Drew Baglino: "Medium voltage is the next frontier." "The latest SiC devices are more than a better switch. They are the foundation for solid-state transformers, or SSTs." #alwaysbecharging ⚡️⚡️⚡️ https://t.co/6ck5EnX9Sb
Oil Reserves Aren't Instantly Deployable Due to Logistical Limits
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
US Crude Production Hits Record, Global Impacts Loom
US crude oil production breaks new records. What does this mean for other countries? For the American public? More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/WAXH5XLi1r
US Gas Stocks Jump 35 Bcf, Price Slips to $2.95
U.S natural gas comparative rose 35 bcf to a surplus of 32 bcf week ending March 27 Spot price fell $0.16 to $2.95 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OmXcB5Bi3n
Chinese Mid‑tier Firm Launches Sodium‑ion Storage Cells
Sodium-ion cells launched for energy storage by another Chinese mid-tier battery company #energysky -- via pv magazine global: https://t.co/XIH4EeUh4N
Oil Shocks Ripple Globally Through Inflation and Rates
“America doesn’t need Hormuz” misses the point, writes @vtchakarova Oil is global. Prices are global. Risk is global. You don’t need the barrels to feel the shock. It hits through inflation, rates, and the system itself. #Oil #EnergyCrisis #Geopolitics #Inflation