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:
What Does Wildfire Resilience Cost?
A new UCLA Emmett Institute report titled *The Price of Resilience* examines how wildfire‑related costs are allocated between transmission customers and retail ratepayers. In California, wildfire mitigation and liability expenses now represent roughly a quarter of residential electricity bills, driven by the state’s strict liability regime and record‑breaking fire damage—up to $131 billion in the 2025 season. The study highlights opaque cost‑allocation practices across overlapping state and federal regulators and calls for standardized, interstate‑wide rules. Legislative action, such as Senate Bill 254, aims to temper rising rates while the report proposes broader cost‑socialization options.

Copenhagen Switches Fully to Electric Buses
Copenhagen has finished converting its entire municipal bus network to battery‑electric vehicles, with routes 19 and 5C switched on 29 March. The final rollout added 15 electric buses on route 19 and 37 on the capital’s busiest line, 5C, which carries about 17 million passengers...
Advait Energy Bags Four PGVCL Orders Worth ₹191 Crore Under RDSS Scheme
Advait Energy Transitions Ltd secured four medium‑voltage covered conductor (MVCC) contracts from Paschim Gujarat Vij Company Ltd (PGVCL) worth roughly ₹191.25 crore (about $23.3 million). The orders span Morbi, Bhavnagar, Amreli and Surendranagar districts and cover supply, installation, testing and commissioning. All...
T1 Energy Inc. (TE) Q4 2025 Earnings Call Transcript
T1 Energy Inc. held its Q4 2025 earnings conference call on March 31 2026, featuring CEO Daniel Barcelo, CFO Evan Calio and other senior leaders. The call opened with standard forward‑looking statements and a reminder that risks are detailed in the company’s Form 10‑K....
Utilities Waste Millions, Ignore Cheap EV Battery Grid Power
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery. That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted. The lack...

National Grid DSO Launches Curtailment Tool
National Grid’s Distribution System Operator (DSO) has unveiled a cloud‑based Curtailment Estimator, a self‑serve tool that instantly delivers high‑level and technical curtailment insights. By pulling the latest connections queue, network data, and historic load series, the platform generates bespoke reports...
China Denies Energy Bans, Neighbors Left Out
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
Suncor Reveals Expansion Plans as Key Oilsands Mine Enters Its Last Decade
Suncor Energy disclosed its growth plan at the annual investor day, revealing that its historic Base Plant mine will run out of bitumen by the mid‑2030s. To replace that supply, the company is evaluating two major expansion projects – an...

Off‑grid Data Centers Spark Debate Over Grid Efficiency
There’s a growing amount of excitement and trepidation around off-grid data centers. I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the...
£300M First Phase of Renewal at Dinorwig Pumped Storage Plant Moves Forward
Engie and its joint‑venture partner La Caisse have approved a £300 million (≈$375 million) first phase to replace two turbine‑generator sets at the Dinorwig pumped‑storage plant in North Wales. The refurbishment, part of a near‑$1.25 billion investment across Dinorwig and neighboring Ffestiniog, aims...
ArcLight in Deal to Buy 2.2 GW From InfraBridge, Mainly Gas
ArcLight Capital Partners announced a deal to purchase roughly 2.2 GW of primarily gas‑fired power assets from InfraBridge, including a 1,362‑MW stake in the Lackawanna plant and a 584‑MW Canadian facility. The acquisition would lift ArcLight’s PJM Interconnection portfolio from about...
Terrasmart’s Latest Solar Tracker Software Works for Utility and DG Projects
Terrasmart has launched the Peak Production Package for its PeakYield solar tracker software, touting a 5 % performance gain over prior versions. The upgrade adds terrain‑aware backtracking, cloud‑responsive positioning, and real‑time production monitoring, and it is DNV‑validated. Designed for both utility‑scale...

Bluetti Unveils New EnergyPro 13K Energy Storage System
Bluetti introduced the EnergyPro 13K residential battery system, delivering 13.2 kW continuous power and a 150 A surge capability. The modular design lets homeowners stack up to four EnergyPack 500 units for a total of 19.2 kWh, while an integrated automatic transfer switch and 155‑A...

Japan and South Korea’s Energy Hedge
The blockade of the Strait of Hormuz has triggered a systemic shock to global energy flows, prompting Japan and South Korea to deepen bilateral cooperation on LNG security. Both nations’ top energy firms, KOGAS and JERA, signed an MOU enabling...
Azerbaijan Commissions 500 MWh Battery Storage Project
Azerbaijan’s state utility AzerEnergy inaugurated a 250 MW/500 MWh battery energy storage system, part of a two‑site rollout at the 500 kV Absheron and 220 kV Agdash substations. The Absheron installation houses 50 battery containers and 13 inverter units, all monitored by a SCADA‑enabled...

New Qcells Division to Serve Residential Homebuilders with Solar Solutions
Qcells has unveiled a new division, Qcells New Homes, to supply U.S. homebuilders with a turnkey solar‑and‑storage solution. The platform bundles Georgia‑made panels, domestically produced battery systems, financing, installation support and long‑term monitoring under one roof. Backed by Hanwha Group’s...
Technical Explainer: Orphaned Oil and Gas Well Carbon Credits
Since 2023 the voluntary carbon market has begun financing the plugging of orphaned oil and gas wells, which account for up to 6 % of methane emissions from abandoned wells in the United States. Approximately 8.3 million carbon credits have been generated...

How Chestnut Carbon Built a Blueprint for Financing Carbon-Capture Projects
Chestnut Carbon, a U.S. afforestation developer backed by Kimmeridge, secured a $210 million credit facility led by JP Morgan to finance a 25‑year, 60,000‑acre forest restoration project for Microsoft. The deal pairs a long‑term off‑take of 7.44 million tons of carbon credits with...

Drew Gravitt: Powering the AI Era Isn’t Just an Energy Problem, It’s an Infrastructure One
AI data center electricity use is set to jump 133% to 426 TWh by 2030, dwarfing today’s 183 TWh consumption. The real constraint has moved upstream: 577 U.S. data centers now face lengthy grid‑interconnection approvals and a pipeline of 666 projects that...

Earnings Calls Paint Dramatic Energy Growth Picture
Earnings calls highlight an AI‑driven surge in electricity demand, boosting both regulated utilities and independent generators. CenterPoint Energy now projects Greater Houston’s peak load to rise 50% by 2029, two years ahead of its prior estimate. The utility expects operating...

The Lucid Lunar Is a Robotaxi for Two Passengers
Lucid Motors unveiled the Lunar, a two‑seat, doorless robotaxi concept, at its Investor Day in New York. The vehicle trims its battery to about 55 kWh, promising roughly 9.7 km per kWh—nearly double the efficiency of typical four‑seat EVs and enough for...
Oncor, LCRA Propose up to 244 Miles of 765-kV Texas Transmission
On March 26, 2026, Oncor Electric Delivery and LCRA Transmission Services proposed constructing up to 244 miles of 765‑kV transmission line from Schleicher County to Bell County, Texas. The project’s cost is estimated between $1.6 billion and $1.9 billion, plus roughly $400 million for...
MPV Operators Face Worsening Bunker Fuel Supply Crisis as Stocks Tighten
Multipurpose vessel (MPV) operators are confronting a deepening bunker fuel shortage as the Middle East conflict disrupts supply chains across key hubs, including the Middle East, Asia and South Africa. Prices for low‑sulfur marine gas oil (LSMGO) and very low...

Greenskies Brings Solar Back to Connecticut Town’s Public Works Building
Greenskies Clean Focus installed a new rooftop solar system on West Hartford’s Department of Public Works building, replacing a 2012 array removed during a 2022 roof replacement. The developer will own and operate the system under a 20‑year power purchase...

APA Solar Expands Manufacturing Campus in Northwest Ohio
APA Solar, a ground‑mounted solar racking and foundations maker, opened a new 30,000‑sq‑ft headquarters in Ridgeville Corners, Ohio, consolidating its business, engineering, customer service and manufacturing teams under one roof. The campus now hosts a Foundations Center of Excellence that...

Op-Ed: We’ve Built Gigawatts, but Can We Build a Winning Coalition?
The op‑ed contends that despite installing gigawatts of solar and storage, the clean‑energy sector has failed to translate technical success into political clout. A delegation of industry executives tried to soften a rollback of key Inflation Reduction Act provisions, but...

Uniper to Supply Wind Power in Wolfenbuettel, Lower Saxony
Uniper has signed a power purchase agreement to deliver 100% of a Lower Saxony wind farm’s output—about 9 GWh per year—to Stadtwerke Wolfenbüttel, which serves roughly 57,000 residents. The contract expands Uniper’s long‑standing gas partnership into renewable power, using a pay‑as‑forecast...
DHL Freight Rolls Out GoGreen Plus Flex, Offering up to 80% Emissions Cuts for European Road Freight
DHL Freight has introduced GoGreen Plus Flex, a tiered emissions‑reduction program that lets customers choose 10%, 30% or 80% CO₂ cuts on road freight. The model uses a book‑and‑claim system and flexible pricing to broaden access for firms of all...
BBDF 2026 Opening Session: Optimism, Caution, and Grid Fees
At the Battery Business Development Forum (BBDF) 2026 in Frankfurt, investors reaffirmed confidence in Europe’s fast‑growing battery‑energy‑storage market while flagging regulatory uncertainty, especially Germany’s pending grid‑fee rules, as a potential drag on project economics. The two‑day event featured more than...

Nuclear Power and Design Automation
Nuclear energy is gaining renewed attention as data‑center power demand surges, with small modular reactors (SMRs) offering a cost‑effective alternative to traditional plants. SMRs are projected to cost $2.5‑4 B, far less than the $30 B required for full‑size reactors, while molten‑salt...

Iran War Triggers Structural Oil Price Upgrade
I don't see any reasonable scenario in which the oil market exits the Iran War in a healthier, more secure condition than where things stood before the war. It's a structural go-forward upgrade to oil pricing, at this stage it's just...

New Strategy Promises Lower Power Prices
Transcript: There’s a New Playbook for Cutting Power Prices #energysky -- via Heatmap News https://t.co/9tZHm1N81C https://t.co/b88wqK0I8d
Abu Dhabi's Adnoc Raises Apr Sulphur Price by $70/T
Abu Dhabi National Oil Company (ADNOc) raised its April official selling price for sulphur destined for the Indian subcontinent to $600 per tonne, a $70 increase from March. The ongoing closure of the Strait of Hormuz has cut roughly half...

GB News Owner’s Letter to Guardian Riddled with Falsehoods
FACTCHECK: GB News owner Paul Marshall seems to dislike Christian leaders criticising his channel's attacks on climate action, so he made a rare public intervention But his letter to the Guardian (pic) makes 25 false, misleading or confused claims (!) Receipts in...

Sweetwater Residents Demand Accountability for Abandoned Turbine Blades
Residents of Sweetwater, Texas, are frustrated that the old wind-turbine blades have sat in the town for years. Authorities have stepped up efforts to hold someone responsible. Read more: https://t.co/VSyVgI0sBO 📷️: Brenda Bazán/Bloomberg https://t.co/y9bOmOKoEM
Molecular Solar Battery Stores Days of Energy, Produces Hydrogen
Molecular solar battery stores energy for days, yields hydrogen on demand #energysky -- via pv magazine global: https://t.co/uI9nAShJoB
LBNL Updates Retail Electricity Price Trends, Highlights Data Centers
LBNL just released an updated analysis of retail electricity price trends. Packed with credible data and analysis, including clarifications about data centers -- https://t.co/HSlAecpCgH
Hormuz Closure Threatens Worldwide Economic Collapse, Including US
Hormuz closed==>global economic collapse If you don’t think that affects the US, you need a lesson in reality @thescooter49
U.S. Economy Can Absorb Higher Oil Prices, Avoid Recession
Not saying it’s going to be enjoyable or inherently desirable, but the US economy can handle substantially higher oil prices without falling into recession
Oil Market Lacks Buffers, Minor Shocks Spark Big Price Swings
The oil market didn’t underreact—it absorbed the shock, writes @RystadEnergyOil Now the buffers are gone From here, even minor disruptions can trigger outsized price moves There's no slack left in the system. https://t.co/FLJkAgmNXJ
Arctic Becomes Solar's Next Frontier Above 60°N
Solar above 60° North: The Arctic as PV’s next frontier #energysky -- via pv magazine usa: https://t.co/HzVbIScM0K
Oil Shock Triggers Rapid Inflation, Demand Collapse, Instability
Maximum risk-off, says @elerianm This isn’t just an energy shock It’s a chain reaction: price → inflation → demand destruction → instability. Markets still don’t see how quickly this cascades. #Oil #EnergyCrisis #Macro #Inflation #Geopolitics

Renewables Win; Electrification Becomes Policy Frontline
Never mind the fossil “sideshow,” renewables have won: Electrification is the new policy battlefront #energysky -- via Renew Economy: https://t.co/z9Drf61ikR https://t.co/dhwJPWO36L
EU Warns Prolonged Energy Market Disruption From Iran War
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
Powerful Projects Need Political Coalition to Succeed
Op-ed: We’ve built gigawatts, but can we build a winning coalition? #energysky -- via Solar Power World: https://t.co/rMCMQ0XiSS
Hormuz Turns Toll Road as VLCC Burns
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS

Ukraine's Drone Attacks Slash Russian Oil Exports
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...

PVT Tower Heat Pumps Enable Efficient Building Retrofits
PVT-driven tower heat pump for building retrofits #energysky -- via pv magazine global: https://t.co/dtJIGgHzQb https://t.co/z6vXS04pAt
Three 5s Converge: Gas, Tacos, Yield
The Three 5s are almost here. $5.8/gallon in Cali. 5th Week full of Tacos & 10 yr yield in the works.
Oil May Rise Even If War Ends, TACO Unbearish
While a unilateral TACO is “bearish” relative to a boots on the ground regional blow-up scenario, it’s not bearish in absolute terms—and very likely still justifies crude prices higher than their current sanguine levels. So, yes, I think the war can...