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:
Preparing for a Covid-Style Crisis
The European Union is weighing a Covid‑style emergency framework to tackle a looming energy crisis sparked by the war in Iran, including joint procurement of gas and electricity. EU officials have convened rapid meetings to align policy responses, borrowing tactics from the pandemic playbook. Meanwhile, Hungary’s upcoming election sees Péter Magyar leading the polls, but Viktor Orbán’s entrenched media dominance poses a significant hurdle for the opposition. In a separate development, soaring ticket prices for the 2026 FIFA World Cup have prompted MEPs to request a Commission investigation into FIFA’s sales practices.
Past Oil Subsidies and Costly Refinery Warn Against Expansion
We had a policy of discounted domestic oil prices once. It was called the National Energy Program. Ask your AB caucus colleagues about it. And, we did build a refinery a decade ago and it ran billions over budget....
German Economy Minister Urges Nuclear Power Rethink as Energy Prices Soar
German Economy Minister Robert Habeck urged a swift rethink of the country’s nuclear phase‑out as wholesale electricity prices surged to record levels. He argued that extending the operating life of the remaining six reactors could provide immediate price relief and...
A Post-American Persian Gulf?
The U.S.-Israeli war with Iran has slashed oil and LNG flows through the Strait of Hormuz to roughly five percent of normal levels and damaged Qatar's Ras Laffan LNG plant, threatening a $20 billion annual export loss. Gulf states face immediate economic...
How States Are Powering America’s Clean Energy Future
In a CleanTech Talk episode, Dylan McDowell, CEO of the National Caucus of Environmental Legislators, and Hawaii State Senator Chris Lee discuss why state‑level action is now critical to America’s clean‑energy transition. They highlight how hands‑on learning programs and legislative templates are...
Iran's Ship Leverage: Hype, No Evidence Revealed.
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
China’s Electrostate Strategy Secures Global Energy Supremacy
What this latest fossil fuel war proves is that China’s strategy to become the world’s 1st Electrostate was, in hindsight, the ultimate realpolitik move and a masterstroke of strategic planning The scale is staggering: >China’s electricity consumption exceeds that of the EU,...
Is the World Investing Sufficiently in LNG Downstream?
The article warns that global LNG downstream investment is lagging behind a surge in liquefaction capacity, driving the regas‑to‑liquefaction ratio down from 2.7 in 2015 to 2.4 in 2025 and projected to hit a historic low of 1.75 by 2035....
A Fair Energy System Is Worth Fighting for, but without Playing the Solar and Battery Blame Game
The SwitchedOn podcast highlighted concerns that rooftop solar and battery owners may be shifting electricity costs onto non‑solar households, especially renters and low‑income families. While the argument points to perceived unfairness, it overlooks solar’s system‑wide benefits such as lower wholesale...
Fuel Crises Force Asian Leaders to Choose Welfare or Deficits
So we now seem to have fuel price caps and three airlines in emergency management in South Korea, have had school closures in Bangladesh and Pakistan, jet fuel rationing and a push to work-from-home in Vietnam, alternate-day driving for private...
Arena-Backed Green Hydrogen Plan Disappears From Queue for Federal Environmental Approval
The Edify Green Hydrogen Project (EGH2), a $137 million AUD (~$90 million USD) initiative to create a 17.6 MW electrolyser and 21 MW solar‑battery hub in Townsville, has been withdrawn from the federal EPBC environmental assessment queue after more than two‑and‑a‑half years. The project...
The Rise of Hydrogen in Short Sea Shipping
Hydrogen fuel‑cell technology is moving from demo projects to early commercial use in short‑sea shipping, where vessels like ferries and workboats need flexible, low‑emission power. Operators are adopting on‑demand hydrogen generation to avoid large storage tanks and under‑developed bunkering infrastructure....
India Pulls Back Jet Fuel Price Hike; Commercial LPG Prices up Around ₹200 as Oil Scales $105
Indian Oil Corp (IOCL) rolled back an initially announced 100% hike in aviation turbine fuel (ATF) for domestic airlines, setting the price at ₹1,04,927 per kilolitre (≈ $1,260), about an 8.5% rise from March. The ministry limited the increase to a...
Know Fracking Basics to Counter Corporate Misinformation
The basics of fracking. Something so many don’t understand, but are always told about the problems associated with it. But to best oppose new oil and gas leases across the board, it’s important you understand the underlying process and how that...
Iran Deal Triggers 20‑30% Market Correction, Exposing US Vulnerabilities
Iran is Trump's Waterloo He won’t be able to spin this as a “win,” says @RanaForoohar Oil shock + AI unwind + credit crack = a fast, market-led 20-30% correction. The K-economy masks the impact on most Americans #OilMarkets #AI #Credit #Recession
Meloni-Backed Biofuels Project Under Scrutiny Following New Investigation
An investigation by SourceMaterial, Politico and Transport & Environment reveals that Eni’s Italian‑government‑backed Kenyan biofuels project is failing to deliver on its promise of locally grown non‑edible crops. Despite a $210 million public investment intended to support 200,000 small‑scale farmers, trade data shows...
Indian Refineries Pivot From Europe to Africa
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Qair Raises $94M for 203MW Polish Renewables
Qair secures US$94 million for 203MW of renewable projects in Poland #energysky -- via pv-tech: https://t.co/0e2Dh6yLZy
Russian Oil Tanker Delivers 730,000 Barrels to Cuba Amid U.S. Blockade
A Russian-flagged tanker carrying 730,000 barrels of crude arrived in Havana, breaking a U.S.-imposed oil blockade that has left most of Cuba without fuel. The delivery, welcomed by a beleaguered population, underscores the geopolitical tug‑of‑war between Moscow, Washington and Havana.
UAE Urges US Join Multinational Effort to Open Hormuz
Trump wants to leave opening the Strait of Hormuz to other countries. The U.A.E. wants the U.S. to be part of a multi-national coalition to open the waterway and is willing to join the fight. with @summer_said @DavidSCloud https://t.co/N8BEqgKnzg
India Doubles Russian Oil Imports, Undermining Sanctions
#IndiaWatch🇮🇳: Since the US-Israeli war on Iran started, India’s oil imports from Russia have nearly doubled. Good news. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING TO BREAK DOWN. https://t.co/XzP5Xxh83g
Hydrogen Trucks In China Are A Policy Side Bet, Not A Market Winner
Battery‑electric heavy trucks now command about 22% of China’s heavy‑truck market, with 230,000 units sold in 2025, while cumulative hydrogen fuel‑cell truck sales total only around 40,000 units. Battery‑swap corridors, such as CATL’s 300‑station network, cut operating costs to roughly...
Grid Batteries Supply 44% of China's Evening Demand
Grid batteries reach stunning new peak of 44 pct of evening demand in world’s fourth biggest economy #energysky -- via Renew Economy: https://t.co/UJerojEzXI https://t.co/bc0I4zOGE5
Ecoener Locks 200 MWp Solar PPAs in Guatemala
Ecoener secures PPAs for 200 MWp of solar projects in Guatemala #energysky -- via pv-tech: https://t.co/9sFSZtmHOb
Pacific Islands Energy Crisis: One Country Faces Fuel Import Bills Three Times Its Healthcare Budget
The war in the Middle East has pushed Brent crude above $100 a barrel, threatening diesel‑dependent Pacific economies. Fiji could see its imported fuel bill jump $670 million by 2025—about three times its annual healthcare budget—while Vanuatu faces a potential $120 million...
State-Owned Transmission Giant Wants to Claw Back 45 Pct More Revenue From Customers, Citing “Increased Complexity”
Queensland state‑owned transmission operator Powerlink has lodged a request with the Australian Energy Regulator to raise its revenue cap by 45%, targeting a total of about $3.8 billion USD for the 2027‑32 period. The increase reflects higher spending on grid maintenance,...
AGL Reaches FID on New Peaking Plant that Will Just About Pay for Itself without Ever Being Switched On
AGL announced a final investment decision on the K2 project, a 220 MW dual‑fuel (gas‑diesel) peaking plant to be built beside its Kwinana Swift facility in Western Australia. The $490 million development includes $185 million for four Siemens turbines and will be financed...
Perovskite Solar Cells Produced Without Costly Cleanrooms
Perovskite solar cells can be made without expensive cleanrooms #energysky -- via pv magazine global: https://t.co/tvnjNDXxGN
Gulf Oil Transit Dries up, Sparking Price Crunch
Oil from the Gulf that has been in transit to its destinations is about to dry up. Then, there will be a crunch. Paul Krugman employs standard econ arithmetic to end up with a price range of $99/BBL to 372/BBL, depending...
Electricity for Households and Town Gas in Singapore to Increase Between 1 April to 30 June 2026
Singapore’s Energy Market Authority will raise household electricity tariffs by 2.1% to S$0.56 /kWh (about $0.41) and the overall tariff by 2.0% to S$0.52 /kWh (≈$0.38) from 1 April to 30 June 2026. The average monthly bill for a four‑room HDB flat rises S$1.80 (≈$1.33)...
US Seizes Nine Ships Carrying 20M+ Barrels to China
Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ
June WTI Futures May Have Already Peaked
POLL: Has the June WTI crude oil futures contract peaked? ($104 on March 9th, $99 last night, $94 currently)
The Petrochemicals Shock That Is Already Rippling Through Plastics
The war in Iran is throttling global oil supplies, which also serve as the primary feedstock for petrochemicals. This disruption has sent polyethylene prices soaring, with some Asian producers announcing force majeure and cutting output. Analysts warn that a significant...
Mid-Market Trends: Energy Transition
Mid‑market investors eye the energy transition, but the so‑called green premium only materialises for firms that master its core fundamentals. Companies that embed robust ESG frameworks, secure regulatory compliance, and adopt proven low‑carbon technologies can command higher valuations and cheaper...
Equitix on Fuelling Europe’s Future
Equitix’s Achal Bhuwania argues that Europe’s clean‑energy transition and its next wave of economic growth will depend on mid‑market infrastructure projects. He stresses that these assets, sized between large‑scale utilities and small‑scale renewables, can deliver the flexibility and speed required...
‘We Learned More in the Past Six Months than the Past Six Years’: Australian Battery Storage Lenders Navigate Merchant Risk
Australian battery‑storage lenders are rapidly adapting to a market now dominated by merchant‑risk projects, with banks like ING, Société Générale and the CEFC noting that operational and grid risks differ sharply from traditional solar contracts. The financing sweet spot has settled...
Rhythm Energy Extends Renewable Power to Texas Businesses
Rhythm Energy expands renewable electricity plans to commercial customers in Texas #energysky -- via pv magazine usa: https://t.co/epGWLFDrfy
France Ties Solar Subsidies to Storage Amid Negative Prices
France proposes linking solar subsidies to storage as prices turn negative #energysky -- via pv magazine global: https://t.co/83Xw93wRd2
Trump Administration Pushes ‘God Squad’ to Exempt Gulf Oil Drilling From Endangered Species Act
The Interior Department’s Endangered Species Committee, known as the “God Squad,” voted to exempt all federal oil and gas operations in the Gulf of Mexico from Endangered Species Act protections. The move, driven by Defense Secretary Pete Hegseth’s national‑security claim,...
T1 Energy Posts Wider Q4 Loss on Continuing Ops, Reaffirms FY26 Outlook; Shares Drop 17%
T1 Energy Inc. announced a fourth‑quarter net loss of $190.04 million, or $0.87 per share, while loss from continuing operations expanded to $153.03 million. The company reaffirmed its FY26 outlook and accelerated its U.S. solar rollout, prompting the stock to tumble about...
FCEL Stock Outlook for 2026: Data Centers, Korea, and Risks
FuelCell Energy (FCEL) reported FY2025 revenue of $158.2 million, split among product, generation, advanced‑technology and service streams. By early 2026, more than 80% of its commercial pipeline is linked to AI‑driven data‑center projects, while South Korea module commissioning lifted Q1 revenue...
Hawaii Nears Zero‑Emission Flights: Cargo in 9 Months
Hawai'i 9 months away from commercial electric cargo flights and 27 months from commercial electric passenger flights. https://t.co/JOtIskF9uy Good start to satisfy Hawai'i's settlement to go 0-emission transport. https://t.co/tR1kGYUCOO @youthvgov
Full Visibility Uncovers Hidden Battery Storage Safety Risks
What end-to-end visibility reveals about hidden BESS safety risks #energysky -- via Energy Storage News: https://t.co/Fkb7xkhlEV
Storage Vital to Meeting Winter Demand Across East Coast Gas Market in Q3 2026
Australia’s east‑coast gas market is projected to face tight supply conditions during the winter months of Q3 2026, according to the ACCC’s interim gas inquiry report. The balance could swing between a 12 PJ shortfall and a 3 PJ surplus, largely dependent on...
Refinery Constraints, Not Oil Flow, Drive Supply Squeeze
Even if oil flows recover, refineries are the real squeeze, says Macquarie's Vikas Dwivedi Refinery run cuts have tightened product supply. It will take 4-6 weeks to recover after Hormuz opens to full transit. And there's uncertainty about refinery damage.
Brent Crude Jumps 60% in March, Record Gain
JUST IN: Brent crude oil futures surged 60% in March, delivering the biggest monthly gain ever.
Australia’s Clean‑energy Rollout Stalls as Costs Blow Out
Australia’s clean‑energy rollout has stalled as 2025 utility‑scale solar and wind investment fell to less than half of 2024 levels, jeopardizing the federal goal of an 82% renewable‑energy mix. To meet the target, the country must retire most of its...
Georgian Company Strikes Coal Deal with Russian-Occupied Donetsk
Georgian firm George Oil Ltd signed a contract to import coal, metals and chemical products from the Russian‑occupied Donetsk region, planning domestic use and exports to India and Turkey. The deal arrives despite the EU’s full ban on Russian and...
Qcells Introduces Turnkey Solar-Storage for New Homes
Qcells launches turnkey solar and storage program for new home construction #energysky -- via pv magazine usa: https://t.co/gyNI4D9iuh
MT Zea Passes Iranian Toll Booth, Hormuz Update
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ