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:
Oil Prices Jump and Shares Drop After Trump Threatens More Iran Strikes
Former President Donald Trump’s warning of further strikes against Iran sparked an immediate surge in oil markets, with Brent crude climbing over 8% and U.S. West Texas Intermediate briefly exceeding $110 per barrel. The rhetoric revived fears of prolonged disruption to the Strait of Hormuz, a vital chokepoint for global oil flow. Energy analysts now see reopening the strait as a matter of months rather than weeks, while infrastructure repairs could take up to five years. Markets reacted with modest U.S. index gains but broader European declines.
Market Watch: May Nymex Dips After Above-Average Storage Build
May NYMEX natural gas futures slipped 1.9 ¢ to $2.80 per MMBtu, marking the first decline of the month. The drop was driven by an unexpectedly large weekly storage build, which lifted inventories above seasonal norms. Analysts attribute the easing to...
Comparative Fuels, Apr. 2, 2026
The piece titled “Comparative Fuels” offers no substantive text, but its headline signals a focus on the emerging segment of alternative and renewable fuels. Industry analysts project the global comparative fuels market to exceed $250 billion by 2030, driven by stringent...
Record Hormuz Outflow: 4 Million Barrels, War‑Era Peak
Everything suggests that at least ~4 million barrels of crude exited the Strait of Hormuz today. Largest outflow since the 1st day of the Third Gulf War. (... And yes, that's a fraction of the 20 million barrels a day...
Saudi Maxes Yanbu Flows, Taps Storage in March
Saudi Arabia rerouted most of its March crude shipments to the Red Sea port of Yanbu, pushing crude exports to an average of 5.3 million barrels per day and refined product exports to about 800,000 b/d. The 1,200‑km East‑West pipeline reached full...
Rooftop Solar Now Accounts for One Fifth of Puerto Rico’s Generation Capacity
Rooftop solar now supplies roughly one‑fifth of Puerto Rico’s total generation capacity, overtaking natural gas as the island’s second‑largest source. Distributed solar accounted for 81% of all new capacity added between 2016 and 2025, bringing the installed rooftop base to...
Geopolitics Drive Record US Oil Exports and Price Surge
🎯 Following the Hormuz Crisis, U.S. exports of petroleum products surged to a record high last month as Europe suffers for high diesel and jet fuel prices, while Venezuela’s crude oil exports reached their highest level in six years. 🎯Following Trump's...
WTI Must Hit $120 to Push Gas to $5 per Gallon
National average gasoline at $4.07. Probably take $120 WTI oil to get to $5 per gallon Gas (WTI now at $112 per barrel)
Plasma Rotation Solves Tokamak Divertor Mystery, Boosting Fusion Prospects
Physicists at Princeton Plasma Physics Laboratory have demonstrated that toroidal plasma rotation, measured at 88.4 km/s, explains the long‑standing asymmetry of particle strikes on tokamak divertor plates. The finding, published in Physical Review Letters, aligns simulations with experiments and could accelerate...
USDA Pauses Rural Energy Grants Amid Anti-Renewables Push
The USDA’s Rural Business Cooperative Service announced a pause on Rural Energy for America Program (REAP) awards while it rewrites regulations to comply with a 2025 executive order that targets wind and solar subsidies. REAP, a bipartisan initiative, has funded...
U.K. Hosts Coalition Talks to Reopen Hormuz—Without the U.S.
The United Kingdom convened virtual talks with over 40 nations to form a coalition aimed at reopening the Strait of Hormuz, which Iran has effectively blocked since its war began on Feb. 28. The United States was absent, with President Trump...
Paul Krugman Smacks Down Trump Speech with Argument that $4 Gas Is ‘Less than Half’ of the Hormuz Hit. Here’s...
President Trump told the nation the United States does not rely on the Strait of Hormuz for oil, trying to calm markets after his ambiguous pledge to hit Iran hard. Nobel economist Paul Krugman countered that gasoline represents less than...
The Bespoke Report – 4/2/26 – It’s All Oil, Oil the Time
The Bespoke Report for April 2, 2026 highlights that oil prices are the primary constraint on equity market movements, especially after a volatile first quarter. Energy stocks posted extraordinary gains and losses, driven by geopolitical tensions and shifting supply dynamics. The newsletter...
Power Surge Fuels AI & Nuclear Stock Picks
This correction is a gift. It’s clear power demand is at all time highs & I’ve been adding these… $IREN — 4.5GW secured, 810MW live + $9.7B Microsoft AI cloud contract. $VST — Nuclear baseload king. 20-year Meta PPA locked in. $VRT —...
Oil Flow Could Fully Recover Within Four Weeks
Tomorrow, I am going to show that there is actually a path towards a fully recovered oil-flow in 4 weeks from now, even despite a situation where Trump doesn't really end the war, or where he leaves with solving the...
Morgan Stanley’s Defensive Playbook for Spiking Oil Prices Amid Iran War
Morgan Stanley is urging investors to adopt a defensive stance as the Iran‑Israel conflict pushes oil prices sharply higher. West Texas Intermediate futures surged more than 11% to $111.54 per barrel, the highest close since June 2022, while Brent rose...
Daily Energy Report
U.S. petroleum product exports surged to a new record in April 2026, according to the Daily Energy Report. The increase was most pronounced in shipments to Europe, which captured the bulk of the growth. The report’s “others” category, expected to...
Oil Prices Hit Highest Since 2008, Surpassing War Levels
From Bloomberg: “The world’s most important price for real-world oil barrels surged above $140 on Thursday, the highest since 2008. Dated Brent, the price of shipments bought and sold in the North Sea, reached $141.37, surpassing levels seen when Russia invaded...
Trump Must End War, Iran Open Hormuz to Curb Prices
The only way to stop an economic spiral is for Trump to end the war and for Iran to open the Strait of Hormuz. The longer he delays, the longer Americans will struggle with higher oil—and gas—prices. @morningjoe
The Maritime Action Plan Could Be a Platform for Nuclear Innovation at Sea
The White House’s Maritime Action Plan (MAP) offers a framework to introduce floating nuclear power plants and nuclear‑propelled vessels into the U.S. fleet, targeting strategic gaps in the Arctic and Indo‑Pacific. MAP’s focus on rebuilding the commercial fleet, modernizing regulations,...
Oil's Relevance Sparks Split Opinions on Market Impact
People who think oil doesn't matter anymore and people who think the market should instantly crash from it https://t.co/phbDR1JL7l
Europe’s Residential Batteries Unlock New Trading Markets
Amid Europe’s energy storage boom, residential batteries offer new trading potential #energysky -- via Energy Storage News: https://t.co/ukLFHHsy4q
Watching Sunlight Turn Into Fuel and Oxygen, in Real Time
Yale researchers have unveiled a nanoscale method to watch solar photocatalysis in real time, capturing water‑splitting reactions and charge transport at roughly 10 nm resolution. The approach merges amperometric and potentiometric measurements using a quartz nanotip with a platinum core, allowing...
US Hits Record Petroleum, Naphtha, LNG Exports Post‑Hormuz
Most recent interview.... Note: New record highs for the US after the closure of Hormuz: 🎯Export of petroleum products 🎯Exports of Naphtha 🎯Exports of LNG
Terabase Energy Automates Solar Construction for Faster Builds
Terabase Energy invests in automation and engineering to streamline solar construction #energysky -- via pv magazine usa: https://t.co/KvpXr4YB92 https://t.co/oOSM8TzgF4
Western-Insured Tankers Continue to Load Urals Crude
Western‑insured, primarily Greek‑owned, tankers are still loading Russia's Urals crude at Black Sea and Baltic ports. The FOB price of the blend has risen to roughly $100 per barrel, more than twice the EU price‑cap of $44.10. Despite heightened sanctions,...
Oil Prices Surge, Other Energy Markets Remain Flat
Third Gulf War — energy impact (week-on-week; Fri-to-Thu because Easter): Dated Brent oil: ⏫ +17.5% (note physical, not futures) WTI crude oil: ⏫ +12.2% Newcastle coal: ↔️ +1.5% EU nat gas TTF ⏬ -7.6% German power:...
Wildfires Drive California's Unusual Electricity Prices
Alex is right. California is an anomaly in state electricity prices, and the primary reason is wildfire.
Iraq Inks Contract to Export 50,000 B/D of Crude via Syria
Iraqi state marketer Somo has signed a contract to export 50,000 barrels per day of crude oil by truck through Syria to the Mediterranean, marking the first such shipment. The route will deliver the oil onward to European customers, offering...
Energy Transitions Generate Spillovers Despite Geopolitical Tensions
Energy transitions continue to produce spillover effects despite geopolitical tensions #energysky -- via pv magazine global: https://t.co/xNgIwdisR9
Georgia Power Launches 1 GWh Battery Storage at Solar Site
Georgia Power breaks ground on 1 GWh BESS near existing solar site #energysky -- via pv magazine usa: https://t.co/Gy2LLWdrnN
B3 Insight Launches Permian Basin Produced Water Forecasting Tool
B3 Insight has unveiled InjectIQ, an AI‑enabled software that forecasts produced‑water volumes, disposal capacity, and reservoir pressure across the Permian Basin. The platform blends production forecasting, water‑transport modeling, and subsurface pressure simulation to give operators a well‑to‑system view of water...
20% Success Odds Mean Almost Certain Dry Hole
A 20% probability of success is a statistical failure @Leggmason111 I was part of a risk analysis team for a major oil company. We routinely calibrated our Ps with drilling outcomes over a 20-year historical global database. 20% Ps or...
Brent Crude Futures Plunge Sharply This Week
Brent crude oil futures looking out a few months and beyond are down sharply in the past week @augurinfinity https://t.co/0xHk81TJYg https://t.co/VVmceseKBH
As Oil Shortages Deepen, Wartime Rationing Offers a Guide for Today’s Governments
The U.S.-Iran conflict has shut the Strait of Hormuz, cutting roughly eight million barrels of oil per day—about eight percent of global demand—and driving prices sharply higher. In response, the Philippines, South Sudan and Mauritius have declared emergencies or begun...
Narrative Skips Iran, Frames Hormuz Closure as Disaster
At least now Iran is also omitted from the narrative, as US and Israel were by default. We can now pretend the closure of the Strait of Hormuz was a natural disaster, something to collectively overcome
Uruguay Leads; Others Regret Ignoring Renewable Investment
I bet countries around the world are wishing they’d invested in renewable energy right about now. It’s terrible how the global south is being impacted by a war they’re not even involved in. I’m grateful that Uruguay is almost fully...
Avgas Prices Climbed in March
National avgas prices rose in March, with 100LL full-service averaging $6.80 per gallon, a 5.9% increase from February. Self‑service 100LL climbed to $5.69, up 4.7%, still offering roughly 16% savings where available. Jet A full-service prices jumped to $7.64, a...
T1 Energy Targets 4.2GW Solar Output in 2026
T1 Energy produced 2.8GW solar modules in 2025, forecasts up to 4.2GW in 2026 #energysky -- via pv-tech: https://t.co/tHyzwZvbbn
JinkoSolar Hits 32.76% Efficiency with Perovskite‑TOPCon Tandem
JinkoSolar achieves 32.76% efficiency in perovskite-TOPCon tandem solar cell #energysky -- via pv magazine global: https://t.co/gJ3RJKEpOT
HANetf and Infrastructure Capital Advisors Launch Nuclear Renaissance ETF in Europe
HANetf and Infrastructure Capital Advisors have launched the Nuclear Renaissance UCITS ETF (ticker NUKZ) in Europe, offering investors exposure to the full nuclear value chain—including fuel, construction, advanced reactors and utilities. The fund adopts a diversified, non‑commodity‑centric approach, contrasting with traditional...
War‑Driven Energy Costs Revive Food
🇺🇸The food-vs-fuel debate is back amid the war-driven surge in energy costs, particularly for corn-based ethanol. Yes, 2026 U.S. corn plantings will drop from 2025, largely due to rotations. But 2026 could see the 4th largest corn area since WWII and...
Trump's Speech Signals Shift in Oil Market
Short but (characteristically) excellent piece from @Rory_Johnston on Trump’s speech and the oil market https://t.co/UCAlkgeCLD https://t.co/TaxA7jMxrL
US Natgas Storage Rises by 36 Bcf
The U.S. Energy Information Administration reported a 36 billion‑cubic‑feet (Bcf) increase in natural‑gas inventories for the week ending March 27, pushing net working inventories to 1,865 Bcf. The build reflects a modest supply surplus after a relatively mild winter heating season. Analysts note...
No Deal Imminent; Hormuz Likely Stays Closed This Weekend
I hope I’m wrong, but I don’t think we’re anywhere close to having a “deal” or the strait of Hormuz opening anytime soon. This 3 day weekend could be a absolute sh-t show and almost expect it to be...
Trump’s Absurd Oil Advice Reveals Twisted Pretzel Logic
Trump's "advice" to nations that are suffering from the US-Israeli war of choice that closed the Strait of Hormuz: "Build up some delayed courage, go to the Strait and just take [the oil]. Iran has been decimated... so it should...
The Billion Barrel Cost of a Longer Iran War
President Trump used his latest address to reaffirm that the United States is on track to achieve its military objectives in Iran within a few weeks, signaling a longer‑than‑expected conflict. He repeated earlier claims that the war’s energy‑price impact is...
Retail Diesel Rises, but Less Sharply than WTI
WTI is important for diesel pricing, but retail diesel is set on on ULSD heating oil contract traded n NYMEX, which already saw these levels over last 10 days. Retail diesel will move up in price, but nearly as dramatic...
Iran Conflict Could Waste Over One Billion Barrels
🚨 NEW POST 🚨 The Billion Barrel Cost of a Longer Iran War The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will absorb nearly the entire...
Debunking the Myth of a Global Natural Gas Price
Another Victor and Uncle Albert moment as @MrMBrown and I debunk the myth of a global natural gas price. Pay attention at the back "taps sign" https://t.co/ii46KI6Uxn