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:
Countries Must Not Hoard Fuel During Iran War, Warns IEA
The International Energy Agency warned that countries should not hoard fuel as the war involving Iran escalates, fearing supply disruptions could tighten global markets. Iran, an OPEC member, accounts for about 4% of world oil output and controls the strategic Strait of Hormuz. The IEA cautioned that panic buying would push oil prices higher and urged coordinated use of strategic reserves. It called for transparent communication to keep markets stable amid heightened geopolitical uncertainty.
US Oil Prices Now Fully Tied to Global Market
In the early days of the invasion of Iran, US oil prices were slightly insulated from the global price shock, by perhaps $10 a barrel or 25% of the spike. That has now ended. Oil is a globally traded commodity....
4D Map Reveals Iran’s Strait of Hormuz Blockade
i built this 4d reconstruction of iran's chokehold on the world's oil. almost nothing is getting through the strait of hormuz. you can clearly see the path ships took before/after the blockade, and can even detect & track "dark vessels"...
Gasoline, Diapers and Drinks: Japan Faces Wide-Ranging Impact Amid Concern over Oil
Japan relies on Middle‑Eastern crude for 94% of its oil, with 93% transiting the Strait of Hormuz. A closure of the strait has forced the government to tap its strategic reserves, now covering roughly 230 days—about eight months—of consumption. Because...
Higher Oil Prices Trigger Gas Flood, Lower Prices
Natural gas is nearly considered exhaust fluid by US oil drillers, but it is the backbone of the American plastics and petrochemicals industry. Oil is used far less than natgas in American chems or plastics. Natgas has an inverse pricing...
Solarcycle Launches Georgia Plant to Boost Solar Panel Recycling
Solarcycle opened a Georgia recycling plant that could strengthen solar panel recovery and recycled solar glass production. https://www.metalnomist.com/2026/04/solarcycle-georgia-recycling-plant.html
NextDecade LNG Shares Surge 7% as Middle‑East Tensions Drive Gas Prices
NextDecade (NEXT) stock climbed 6.95% on Thursday, outpacing the broader market as natural‑gas prices spiked following heightened Middle‑East tensions. The rally reflects investor confidence in the U.S. LNG exporter’s ability to meet rising demand as the Strait of Hormuz remains...
South Korea Turns to Gulf for Stable Energy Supply
JUST IN: South Korea is seeking reliable energy from Gulf nations to maintain supply stability and ensure protection for its vessels.
Diesel Prices Poised to Surge Toward $11/Gal
We warned in the Daily Energy Report and the Weekly US Data Report about a month ago that diesel prices will skyrocket and inventories might decline to record levels. Will it go to $11/g?
No Gas, No Grain: How Energy Shortages Feed Global Chaos - Podcast
The Macro Butler podcast highlights how dwindling natural‑gas supplies are triggering a cascade of disruptions across global grain markets. With fertilizer production hampered, crop yields are falling, pushing food prices higher and stoking social unrest. The episode warns that without...
U.S. Supplies Half Global NGLs; Hormuz Crisis Cuts 19% Shipments
⭕️The United States is not only the world's largest producer of natural gas liquids (NGLs), but it accounts for roughly half of global production. ⭕️ The Hormuz crisis blocked the shipmnets of about 19% of seaborn tarded NGLs. https://t.co/PeoruA92IE
EU's Own Sanctions Undermine
The irony is: the EU reduced its dependence on Russia to improve "energy security"! Slovak PM says EU should drop sanctions on Russian oil and gas to boost energy security https://t.co/FmUhPkAcgE
US Superfund Site and Paraguay Fertilizer Plant Drive Green Hydrogen Rollout
The Questa Hydrogen Project in New Mexico secured $231 million to build a 50 MW solar array for long‑duration hydrogen storage, while the Villeta Green Fertilizer Project in Paraguay received a $50 million junior loan that will mobilise over $500 million for the world’s first...
Egypt Raises Electricity Rates for Heavy Users Amid Crunch
JUST IN: Egypt's hiking electricity rates for high-usage households and businesses amid the energy crunch.
Approaching the Thickness Ceiling for Perovskite Solar Cells
Pushing perovskite solar cells to the ultimate thickness limit #energysky -- via pv magazine global: https://t.co/I1mdkL0yWo
Iran War Fuels Bangladesh's Energy Crisis, Threatening Growth
The Iran war’s disruption of the Strait of Hormuz has driven oil prices above $100 per barrel, tightening LNG and fertilizer supplies and sparking fuel queues in Bangladesh. With $30 bn in foreign‑exchange reserves and a $3.75 bn monthly remittance inflow, the...
Oil Prices Likely to Hit $130 This Month
JUST IN: Crude oil is expected to reach $130 per barrel this month, with a 51% probability.
Stop Bad‑Mouthing Nuclear: It's Growing and Crucial
As if this analysis hasn’t already been done over and over and over. And each time the technology gets better and the “max” penetration goes up. Yes we need nuclear and cleanfirm but all of you are better than bad mouthing...
Oil Prices Top $110 as Iran‑Israel Conflict Chokes Strait of Hormuz
Oil prices surged past $110 a barrel on Friday as the Iran‑Israel war tightened the strategic Strait of Hormuz, sending U.S. equities into a modest weekly gain and lifting South Korean stocks nearly 3%. The price shock is fueling inflation...
Strait of Hormuz: Open, Closed, or Cartoon Chaos?
Strait of Hormuz WEEK 5 Update | Is the Strait OPEN or CLOSED? | Have We Gone Full Looney Tunes? Video: https://t.co/UmvO23asx3 https://t.co/WWKZn0XYH6
Drone Strike Sparks Fire at Kuwait's Shuwaikh Oil Complex
JUST IN: A drone attack ignited a fire at Kuwait's Shuwaikh oil complex, per state reports.
Is EQT Well-Positioned to Gain on Mounting Clean Energy Demand?
EQT Corp, a leading natural‑gas producer in the Appalachian Basin, is positioned to profit from the accelerating shift toward cleaner energy. The U.S. Energy Information Administration forecasts spot gas prices rising to $3.76 per MMBtu in 2026, bolstering EQT’s revenue...
Lion Secures Rig for Game-Changing Offshore Wildcat
Lion Energy has secured Silver City Drilling’s SCD‑20 rig to drill the Bula Karang‑1 offshore wildcat in Indonesia’s East Seram PSC, targeting an unrisked 12 million‑barrel oil resource. The well, slated for a July spud, will deviate about 1,000 m offshore and...
Kuwaiti Oil Headquarters Set Ablaze by Iranian Drone Strike
On April 4, 2026, Iranian drones struck Kuwait Petroleum Corp.’s headquarters, igniting a fire and prompting evacuation. The building also houses Kuwait’s oil ministry, underscoring the attack’s symbolic targeting of the nation’s energy sector. The strike follows a series of...
Iran Strikes Tighten Oil, Boost Gold as Tensions Rise
🇮🇷 Iran Intel Brief | Markets → Oil, Gold, Equities ─────── 1. Israeli strikes on Iran's Mahshahr petrochemical complex disrupt 70% of the country's gasoline supply and export revenues. 2. US demands for reopening the Strait of Hormuz escalate tensions, threatening global oil...
While You Were Sleeping: 5 Stories You Might Have Missed, April 5, 2026
On April 4, President Donald Trump and Israel warned Iran to reopen the Strait of Hormuz or face attacks, while U.S. agents detained the niece and grand‑niece of the late General Qassem Soleimani, revoking their green cards. A Russian drone strike...
Bessent Makes Stunning Claim About Iran and Its Oil
Amid oil prices breaching $100 per barrel and the Strait of Hormuz effectively shut, Treasury Secretary Scott Bessent announced the U.S. would temporarily lift sanctions on roughly 140 million barrels of Iranian crude already stranded at sea. The unsanctioned oil is...
A Long Strange Trip ~ Diablo Canyon Licenses Renewed for 20 Years
The U.S. Nuclear Regulatory Commission approved a 20‑year operating license extension for Pacific Gas & Electric’s Diablo Canyon nuclear plant, moving Unit 1’s expiry to November 2044 and Unit 2’s to August 2045. California’s state agencies have only authorized operation through 2030, leaving a regulatory...
U.S. Claims Oil Security While Invading for Oil
If abundant oil is the basis for energy security and independence as we’re told, then why is it the country that produces the most oil in the world — the U.S. — needs to invade, bomb and embargo several other...
Iran-Israel Clash Spikes Oil to $112, Pushes 10‑yr Treasury Yield to 4.30%
The Iran‑Israel conflict sent crude above $110 a barrel, prompting the U.S. 10‑year Treasury yield to slip to 4.30% from 4.32% as investors reassessed inflation and growth risks. The move sparked a broader sell‑off in sovereign and corporate bonds worldwide.
Perovskite Solar Leap: 27.98% Cell Record in China and First Commercial Roof Tile in the Netherlands
A privately developed perovskite solar cell in China achieved a world‑record 27.98% efficiency, surpassing silicon in the lab. Meanwhile, Dutch research institute TNO introduced the first commercially viable perovskite solar roof tile, retaining 12.4% efficiency on a curved tile, signaling...
Storage Costs Halve as Production Doubles, Driving Electrification
Decades of data says the price of storage drops by 19% every time global production doubles. This isn't some marginal gain. It's an unstoppable force of nature You can’t out-compete math this aggressive. This "learning rate" is a one-way street to...
Superfund Site Still On Track For Solar Power & Green Hydrogen
The USDA’s Empowering Rural America program awarded $231 million to the Questa Hydrogen Project, a green‑hydrogen venture on a former Chevron Superfund site in New Mexico. The plan pairs a 50‑MW solar farm with electrolyzers that will store up to 16 hours of...
Port of LA Turns to Electric Terminal Trucks to to Slash Dwell Times
APM Terminals has equipped Pier 400 at the Port of Los Angeles with twenty new Orange EV electric terminal tractors, bringing its fleet of electric yard equipment to 22 terminal tractors and 36 other vehicles. The electrification cut truck idle time by...
Cheap US Gas Fuels Plastics Boom, Boosts Manufacturing
US natural gas prices have dropped by 30% over the past year, even as global natural gas prices have increased substantially in wake of the war in Iran. Why? We have an abundance. 80% of American made plastics and 80-90% of...
Unelected CARB Slaps Gas Fees on Californians
It’s literally an unelected board called CARB that places fees and random taxes on gas for Californians. Thank you Newsom. MSM knows about this, we all do and no we didn’t vote for it.
Kyocera and Cosmo Energy Units Sign Solar
Japan’s Kyocera, Cosmo Energy units enter solar, wind PPAs #energysky -- via pv magazine global: https://t.co/jE9o5TPKwv
Israel Poised to Strike Iran's Energy, Risking Market Panic
Israel “ready to hit Iran’s energy sector,” waiting on U.S. approval. That’s a signal to pressure Iran to back down & deal It COULD happen but would panic markets & possibly cause a financial crisis on top of an oil crisis #Oil...
Jet Fuel Prices Skyrocket Amid Limited Supply
Jet fuel prices are *soaring* if you can get your hands on any, that is.
Oman VLCCs Signal Imminent Hormuz Opening, Tanker Frenzy
With the first oil-laden very large crude carriers (VLCCs) coming out of Oman, @ed_fin explains why in the next few months, he expects the Strait of Hormuz to open and there to be a "feeding frenzy" for tankers "It's going to...
Transition Ahead Will Be Messy, Predicts Decade‑Old Essay
Indeed. A very good piece by @dwallacewells, and appreciated the shout out for my essay with @OSullivanMeghan in December in @ForeignAffairs. As we wrote in those pages 5 yrs ago, the transition “will be messy at best.” 👇 https://t.co/SX87fTHXUS https://t.co/Us7OOwb9Z0
60% Gas Hike Threatens Collapse in Vulnerable Nations
Under normal circumstances, a 60% increase in gas prices is the sort of thing that can easily cause political/economic collapse, a lost decade, and many thousands of lives lost in a place like Guatemala or Thailand.
OPEC+ Poised to Lift Quotas as Hormuz Reopens
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Asian Nations Revert to Coal as LNG Prices Soar
Asian economies are abandoning Liquified Natural Gas (LNG) and PIVOTING BACK to coal. Since Feb. 28, the FT reports gas prices are up 60%, while coal prices are only up by 17%. https://t.co/FefK5JR7MN
Tongwei Adopts Hybrid Heterojunction Back‑contact Solar Cells
Tongwei moves into hybrid heterojunction back contact solar cell technology #energysky -- via pv magazine global: https://t.co/meLLhEd4Fg
Gas Prices Shocked Me After Years of Driving
First time filling the family whip since the start of the Iran War that I made this face when I saw the price https://t.co/1riTWbn89v
IRGC Lets Iraqi Oil Ships Through, yet Attacks Fields
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
Iran Declares Iraq Exempt From Hormuz Restrictions
My thesis is already aging well. "Iran says Iraq exempt from any Strait of Hormuz restrictions" https://t.co/VSTaM2D34T
US Petrochemical Edge Fueled by 30% Gas Price Drop
America dominates in petrochemicals because of the robust supply of natural gas (where prices have dropped (and continue) by 30% in the past year
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...