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:
Avoid Visiting LPG Distributors Unless Necessary, Use Digital Modes: Petroleum Ministry
The Indian Petroleum Ministry urged citizens to use digital platforms for LPG cylinder bookings and avoid unnecessary distributor visits amid heightened supply risks from the Strait of Hormuz closure. It announced extended booking intervals—25 days in urban areas and up to 45 days in rural zones—and prioritized domestic LPG, PNG, and essential institutions. Delivery Authentication Code (DAC)‑based deliveries rose to 86%, while kerosene allocations were boosted by 48,000 KL to ease pressure. The ministry also promoted alternate fuels such as PNG, induction and electric cooktops to conserve energy.
German Researchers Achieve 160‑Fold Conductivity Jump in MXenes via Atomic‑Order Method
Researchers at Helmholtz‑Zentrum Dresden‑Rossendorf and TU Dresden have introduced a molten‑salt GLS technique that creates perfectly ordered MXene surfaces, yielding a 160‑fold increase in macroscopic conductivity. The breakthrough replaces traditional chemical etching, promising cleaner, faster materials for electronics and energy...
Sixth Week of Hormuz War Sparks Oil Demand Destruction
The Third Gulf War (aka, the ‘Hormuz War’) is entering into its 6th week, at the very end of the initial White House guidance of a 4-6 week campaign. For the oil market, we are into demand destruction territory, although...
Govt Says No Diversion of Iranian Crude Cargo to China, Supplies Fully Secured
India’s Ministry of Petroleum and Natural Gas refuted claims that an Iranian crude cargo destined for Vadinar was rerouted to China, labeling the reports factually incorrect. The ministry emphasized that Indian refiners continue to source crude from more than 40...
Auto LPG Supply Improves, but Commuters Face Longer Waits and Higher Fares
India’s major cities have lifted the 10‑litre cap on auto‑rickshaw LPG refuelling after supply improved, yet commuters are confronting longer queues and higher fares. Drivers now demand 50‑60% occupancy to break even, earning roughly ₹96 (≈$1.15) per trip while spending...
LPG Pilferage Racket Busted in Sambhajinagar; ₹1.26 Crore Seized
Maharashtra’s Sambhajinagar district police busted an alleged LPG pilferage racket, seizing about 35,220 kg of gas—enough for roughly 2,480 households—and equipment worth ₹1.26 crore (≈$152,000). The raid, conducted by a state‑level flying squad, recovered two tanker capsules, 17 filled cylinders and specialised...
Delhi Tightens LPG Supply Norms, Links Commercial Access to PNG Transition
Delhi’s Food, Supplies and Consumer Affairs Department issued an order on April 2 that ties commercial LPG cylinder eligibility to a piped natural gas (PNG) connection—or a formal application for one—where network infrastructure exists. Businesses must register with an oil marketing...
3 Surprising (but Simple) Ways to Save Gas as Fuel Costs Skyrocket
U.S. gasoline prices have surged past $4 per gallon, the highest level since August 2022, driven by geopolitical tensions that have disrupted oil shipments through the Strait of Hormuz. The American Automobile Association and the Department of Energy explain that...
Oil Prices Fuel Inflation Yet Trigger Recessionary Pullback
𝗢𝗶𝗹 𝗖𝘂𝘁𝘀 𝗕𝗼𝘁𝗵 𝗪𝗮𝘆𝘀 The reporter, David Lin, asks his guest "𝗦𝗵𝗼𝘂𝗹𝗱 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 (𝗙𝗲𝗱) 𝗯𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 𝗽𝗼𝗹𝗶𝗰𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗵𝗶𝗴𝗵𝗲𝗿 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲? His guest, Jeff Christian, Managing Partner of CPM Group states that "oil cuts both ways in terms...
Israel, Iran War: Torrent Gas Raises CNG Price by ₹2.50/kg; Locals Flag Rising Cost Burden
Torrent Gas increased compressed natural gas (CNG) prices by ₹2.50 per kilogram (about $0.03) in a major Indian city. The hike comes as commercial LPG cylinder rates rose to ₹2,078.50 (~$25) after a ₹195.50 (~$2.4) increase, and aviation turbine fuel...
Aliko Dangote: The Nigerian Billionaire Industrialising Africa
Aliko Dangote’s $20 billion refinery near Lagos, capable of processing 650,000 barrels of crude daily, is now operational and attracting premium fuel prices amid geopolitical tensions. The International Monetary Fund estimates the plant could lift Nigeria’s non‑oil GDP by 1.5% and...
Karnataka: Pralhad Joshi Fears Taxes on EVs Will Derail India's Emission Targets
Union Minister Pralhad Joshi warned that Karnataka’s decision to scrap road‑tax exemptions for electric vehicles could boost India’s crude oil imports and jeopardize its emission goals. The state’s new tax regime imposes a lifetime levy of 5% to 10% on...
MB Radio: Deep T and the External Shock
The MB Radio episode "Deep T and Mister G" examines the fallout from the United States and Israel’s attack on Iran, which could force Iran to close the Strait of Hormuz and choke off roughly 20% of global oil and...
Iran’s Military May Be Decimated, but It’s Winning the Energy War as It Controls Who Gets Cargoes Through the Strait...
Iran’s military may be weakened, but it continues to dominate oil shipments through the Strait of Hormuz, imposing tolls of up to $2 million per vessel. Daily transits have collapsed from roughly 135 vessels to only a handful, pushing oil futures...
Citi Boosts Northern Oil and Gas (NOG) Price Target, Sees Discipline in E&Ps
Citi analyst Paul Diamond raised Northern Oil and Gas (NOG) price target to $39 from $34, keeping a Buy rating, after updating its small‑cap exploration and production models to reflect higher oil and gas price forecasts. The firm highlighted robust...
Pakistan Diesel Spikes 55% Overnight Amid Energy Crisis
This is insane: diesel in Pakistan had a price increase of 54.9%, not in a month or a week… OVERNIGHT. The global energy crisis is really hitting, starting to really see some crazy stuff unfold.
No Gas, No Grain: How Energy Shortages Feed Global Chaos
Energy shortages are tightening the link between fuel and food, as dwindling natural‑gas supplies curb fertilizer production and push grain yields lower. Recent OPEC output cuts and geopolitical tensions have driven natural‑gas prices up 40% year‑over‑year, squeezing agricultural margins. The...
Soma Energy Secures $7M Seed to Deploy AI Power‑Optimization Platform for Data Centers
Soma Energy, a Vancouver startup founded by former Amazon energy managers, closed a $7 million seed round led by Category Ventures. The funding will accelerate the rollout of its AI‑driven control plane that coordinates renewable assets and data‑center workloads in real...
NextDecade LNG Shares Surge 7% on Middle East Tensions Driving Gas Prices
NextDecade's shares jumped almost 7% after Middle East tensions pushed natural‑gas prices higher. The spike reflects investors' view that the U.S. LNG producer is well‑placed to meet rising global demand amid supply concerns in the Strait of Hormuz.
The Week in Charts: Jet Fuel Prices, FPI Exodus, E20 Vehicle Gap
India’s economy faces multiple pressures as the West Asia war fuels a global energy squeeze. Jet fuel prices have surged, squeezing airline fares, while the manufacturing PMI slipped to a 45‑month low of 53.9 in March, indicating a sharp slowdown....
Energy Basics: US Isn’t Independent, Markets Global, Controls Fail
Chamath has repeatedly been wrong about energy issues — sometimes to a comical degree. He could have used a refresher on ECON 101. 🥁Here are three basic realities he seems to miss: 1- The United States has never been truly energy independent...
Energy Crisis Looms by 2028—Innovators Race Against Time
We’re cooked by 2028 unless something changes quickly. Innovators are diving in: -fuel cells -DC power architectures -geothermal in Utah -new jet engines that create power (Boom) -used jet engines pulled from the desert (ProEnergy) -batteries to redefine peak requirements -Natural gas (the great state...
SITREP: IRAN CONFLICT | Day 35
The blog warns that Iran’s war has spilled beyond the Middle East, with the Strait of Hormuz blocked—shutting a chokepoint that moves roughly 20% of global oil and LNG and pushing crude above $100 a barrel. Iranian drones and missiles...
US Intel Says Iran Will Maintain Hormuz Chokehold
Exclusive: US intelligence warns Iran unlikely to ease Hormuz Strait chokehold soon, sources say https://t.co/s0QE23T6Eu
Spring Sets Record High for Renewable Energy Production
This spring has been a record season for renewables #energysky -- via Canary Media: https://t.co/rhuS1RPoh6
Finnish Brewery and TheStorage Pilot Sand‑Based ‘Hot Battery’ to Slash Coal‑Plant Use
Nokian Panimo, Finland’s second‑largest microbrewery, has teamed with climate‑tech startup TheStorage to launch a three‑year pilot of a sand‑based thermal storage system that generates steam without fossil fuels. The pilot, operational since January, promises up to 70% lower energy costs...
Trump, China, and Gulf Nations Push to End Hormuz Conflict
Trump assumes Hormuz will “naturally” reopen @BarakRavid disagrees based on evidence Trump wants the war over. China wants the war over. The Gulf nations want guarantees Iran won't do this again after the war.
Hormuz Shutdown Tests Global Supply Resilience, Not Just Prices
A prolonged Hormuz closure is not mainly about whether wealthy countries can tolerate higher prices. It is about how long the global system can keep functioning before shortages begin to appear. https://t.co/ZnTkdfQu09
How Discounts, Deals Are Helping Petrol Players Counter Cnergy’s Low Pump Prices
Singapore’s retail petrol market faces new competition from Cnergy, which sells 95‑octane at about S$2.40 per litre (~$1.78). Incumbents like Shell and Sinopec counter with stacked discounts that bring their effective prices close to Cnergy’s, e.g., Shell’s price drops to...
Bluetti Launches Fridge‑focused Home Backup Battery System
Bluetti targets home backup with fridge-focused battery system #energysky -- via pv magazine global: https://t.co/dFKK0ofl83
Staggered Shocks Compound without Circuit Breaker
This unfolds in stages, writes @elerianm First energy and rates, then broader cost-of-living pressure, and then slower growth with rising financial instability. This isn’t a one-round shock. Without a circuit breaker, the damage compounds. #Economy #EnergyCrisis #Inflation #Geopolitics
Gas Is $10 a Gallon at a Big Sur Station. The Owner Explains Why His Prices Can't Go Higher
Owner Leo Flores of Gorda by the Sea, the only gas station for miles along Highway 1 in Big Sur, is charging $9.99 per gallon because the pump software caps prices at $10. The station runs on diesel generators that consume five to six gallons...
U.S. Energy Dominance Myth: Still Tied to Gulf
US "energy dominance" was a slogan that doesn't fit reality Global energy markets—and the structure of oil flows—bind the U.S. to the Gulf. The U.S. can’t walk away from Hormuz—even if it wants to. https://t.co/K7rntZRxBf #Oil #EnergyCrisis #Geopolitics #Hormuz
Letting Iran Sell Oil While Fighting Them Is Absurd
Bolton’s point is brutal: Why are we letting Iran sell oil while we fight them? Europe hesitates. The U.S. absorbs the risk. And people still think there’s a coherent plan here? #Iran #Oil #Geopolitics #EnergyCrisis
Is the Strait of Hormuz Opening up Again?
The episode examines the tentative reopening of the Strait of Hormuz after weeks of disruption caused by the US‑Israel‑Iran conflict, highlighting the first Western container ship and a Japanese LNG carrier to transit the route. Captain John Conrad of GCaptain...
Iran Strikes Kuwait Facilities Over US Base Presence
Patricia asks a good question since US isn’t protecting Kuwait. In fact, in retaliation for Kuwait hosting American bases, Iranian drones struck Kuwait's Mina Al-Ahmadi refinery (per Kuwait Petroleum Corp) today, and Kuwait’s Ministry of Electricity - which is a power/desalination...
Oil's Necessity Forces Nations to Negotiate Iran Passage
Reality is setting in. Oil has to flow—and countries will deal with Iran to get it. Ships aren’t passing freely. They’re negotiating passage. That’s the new order. https://t.co/C8UjfpGovY #Oil #Hormuz #EnergyCrisis #Geopolitics
PTG Denies Fuel Profiteering Allegations
PTG Energy, a SET‑listed oil trader, rejected accusations that it hoarded diesel during Thailand’s government price cap of 29.94 baht per litre (about $0.81) and later sold it at higher prices. The company said it will not sue accusers, calling the...
Vote Solar Pushes NC Toward Distributed Storage, Not Gas
Vote Solar testimony urges North Carolina to adopt distributed storage over gas #energysky -- via pv magazine usa: https://t.co/j9vDYzpGMY
ADNOC Underscores Hormuz's Vital Role in Global Energy
Adnoc is buying ads to stress the importance of the Strait of Hormuz for global energy flows Adnoc can’t export LNG and other fuels to customers in Asia and Europe without going through Hormuz https://t.co/F4fehuRnDr
Trump Administration to Rejoin Offshore Drilling Agencies Separated After 2010 Gulf Oil Spill
The Trump administration announced the creation of the Marine Minerals Administration, merging the Bureau of Ocean Energy Management and the Bureau of Safety and Environmental Enforcement. The consolidation is presented as a way to streamline offshore drilling permitting while preserving...
New Tool Summarizes 36 State Permitting Reform Resources
No Time to Read 36 Resources on State Permitting Reform? We Built an Easy-to-Use Tool That Will Do It for You. #energysky -- via RMI https://t.co/8Oravywaqf
EU Prosecutor Probes Alleged Solar Tender Fraud in Slovenia
European prosecutor investigates suspected solar tender fraud in Slovenia #energysky -- via pv magazine global: https://t.co/vxuL2kIHo3
Oil Refineries in the Spotlight
Thailand’s cabinet is weighing several measures to cushion consumers from soaring global crude prices, but it stopped short of regulating the gross refining margin (GRM), the spread that drives retail fuel costs. The GRM, tied to Singapore’s Mean of Platts...
Ensuring Quality and Performance in BESS Purchases
VIDEO – Energy Storage Summit 2026: How can you ensure quality and performance when buying BESS? #energysky -- via Energy Storage News: https://t.co/R67G3Pl562
Brazil's PV Module Imports Drop 24% to 17.9 GWBrazil
Brazil PV module imports fall 24% to 17.9 GW in 2025 #energysky -- via pv magazine global: https://t.co/lMs2zSGSOi
Inland Rail Introduces Solar-Powered Level Crossings in Australia
Inland Rail deploys solar-powered level crossings in Australia #energysky -- via pv magazine global: https://t.co/58zXmONJL6
Heat Dome Powers Southern Solar, Polar Vortex Dampens North
Heat dome and high pressure boost southern U.S. solar as polar vortex clouds the north #energysky -- via pv magazine usa: https://t.co/2D55vE1P9x https://t.co/A2KbZ8ssOk
Marine Energy Offers Clean, Predictable, High‑Density Power
What are the selling points of marine energy? #energysky -- via pv magazine global: https://t.co/iIuIp33Mzx
Energy Dominates 2026: Facts vs Feelings Review
It is all about energy in 2026. We discussed the 🔥 sector on Facts vs Feelings this week 🛢️ https://t.co/6fjlhsq32I