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:
CNBC Daily Open: Trump's 'Favorite Thing' Is Iranian Oil
Donald Trump announced he would "take" Iran's oil, hinting at a direct seizure of the Kharg Island export hub. The Pentagon is reportedly preparing weeks‑long ground operations, with thousands of troops redeployed to the Middle East. The threat has lifted crude prices, pushed Asian markets lower, and heightened concerns over the Strait of Hormuz. Britain’s new prime minister will convene an energy roundtable, urging Hormuz to reopen by mid‑April to avert severe supply disruptions.
Preparation, Not Price, Drives Oil Market Strategy
This was never just about price. While most focus on where oil is trading, the more important question is who prepared for this environment. Stockpiling, reserves, and long-term planning change how pressure is absorbed — and how decisions get made when systems...
China’s Next-Gen Battery Pushes EV Energy Density Beyond 700 Wh/Kg
Chinese researchers have unveiled a lithium‑metal battery that surpasses 700 Wh/kg energy density at room temperature and retains about 400 Wh/kg at -50 °C. The new electrolyte replaces oxygen with fluorine, boosting ion conductivity and stability. Integrated into a FAW Hongqi prototype, the...
European Markets Mixed as Iran Tensions Push Oil Prices Higher
European markets opened lower on Monday but quickly split, with Germany's DAX barely down 0.04%, while the FTSE 100 rose 0.59% and France's CAC 40 edged up 0.05%. The divergence follows a 50% jump in Brent crude since the Iran...
New EPC Rental Benchmarks “Unlikely to Succeed”, Says NRLA
The UK government has mandated that all rental properties in England and Wales achieve a minimum Energy Performance Certificate (EPC) rating of C by October 1, 2030. The National Residential Landlords Association (NRLA) warns the target is unlikely to be met because...
Trump Authorizes Russian Oil to Cuba, Ignoring Humanitarian Crisis
This is unreal: Trump just ‘granted permission’ for Russia to deliver oil to Cuba saying “Cuba is finished… whether or not they get a boat of oil…” Trump views 9.7 -11 million people as mere pawns subject to his rule and...
Iran War Exposing the Real Cost of Trump’s Anti-EV Crusade
The Iran‑Iran war has driven U.S. gasoline prices above $6 a gallon, underscoring the volatility of oil‑based transport. Electric vehicles (EVs) still cost roughly 5 cents per mile versus 12 cents for gasoline cars, a gap that widened as fuel prices spiked....
Taiwan's Final Oil Shipment Sparks China Economic Gambit
Taiwan will be receiving its last shipment of Oil from the Strait of Hormuz in the next couple of days. Over under odds China will try to take advantage of their lack of fuel supply and Trump concentrating military power...
Where Can Japan Store Its Nuclear Waste? Island Plan Raises Alarm
Japan has asked the Ogasawara village mayor to survey the remote Minamitorishima island as a potential high‑level radioactive waste repository, joining similar inquiries in Hokkaido. The island, 1,900 km southeast of Tokyo, has no permanent residents but hosts a small military...
Oceanwide to Launch Eco‑Sail Cruise Ships in 2029, Raising Green Travel Bar
Oceanwide Expeditions announced that it will introduce a pair of purpose‑built eco‑sail expedition ships in 2029 and 2030. The hybrid vessels will combine wind‑assist sails with low‑emission engines and battery storage to lower fuel use and underwater noise on fragile...
West Asia War Sparks Fuel, Beer and Fertilizer Shortages Across India
India’s brewers warn of glass bottle and aluminium can shortages as gas‑driven packaging costs surge, while farmers describe fertilizer as “as precious as gold” after Urea prices jumped to $600/ton. A parallel cash‑flow squeeze at fuel depots, caused by oil...
Nordic Hydro's Viking Digital to Deliver 1.8 GW Clean Power for Europe's Data Centers
Viking Digital, the Nordic‑based arm of Nordic Hydro, announced a 1.8 GW renewable‑energy platform to power European data centers, promising a 20% reduction in GPU‑hour costs. The move targets a projected jump in EU data‑center demand from 96 TWh in 2024 to...
Micro‑Hydropower Brings Power to 22,000 Dominicans in Remote Villages
The Luz de Agua programme, backed by the UNDP and the Global Environment Facility, has installed more than 50 community micro‑hydropower plants across the Dominican Republic, delivering electricity to over 22,000 people in 5,000 households. The initiative slashes energy expenses...
Maersk Adds Emergency Fuel Surcharge as Middle East Conflict Spikes Shipping Costs
Maersk announced an emergency fuel surcharge and temporarily halted operations at its Salalah terminal after a drone attack injured a worker and damaged a crane. The move comes as the Israel‑Iran‑Houthi conflict closes the Strait of Hormuz and pushes global...
U.S. Gasoline Nears $4 a Gallon as Iran War Fuels Energy Price Surge
U.S. pump prices are climbing toward $4 a gallon as the Iran‑Israel war drives crude above $100 a barrel and diesel to record levels. Analysts warn the surge could deepen stagflation, hitting families and farmers alike.
Trump Pushes Silicon Valley Into Nuclear Regulation, Sparking VC Surge
The Trump administration has placed 31‑year‑old lawyer Seth Cohen at the helm of nuclear policy, accelerating deregulation and inviting a flood of Silicon Valley capital into nuclear startups. The move follows the firing of NRC commissioner Christopher Hanson and a...
Oil Prices Rise as Iran War Escalates with Houthi Attacks
Oil prices jumped above $116 a barrel on Sunday as Iran‑backed Houthi militants fired missiles and drones at Israel, extending the conflict into its fifth week. Brent crude rose 3.3% to $116.25, while U.S. WTI climbed about 3% to nearly...
A Mad Max World Emerges
The ongoing war in the Middle East and the constriction of maritime trade through the Strait of Hormuz are prompting nations to prioritize domestic energy and food security. The article draws parallels with the 14th‑century crisis, when trade barriers, export...
Meeting Vietnam S Energy Moment GE Vernova CEO
GE Vernova CEO highlighted the company's diversified technology portfolio—gas turbines, wind turbines, grid solutions and small modular reactors—to help Vietnam meet soaring electricity demand while decarbonizing. Vietnam targets expanding its installed capacity from 90 GW today to over 200 GW by 2030,...
Vietnam S Green Push Requires Further Hurdles to Clear
At the UK‑Vietnam Green Investment Forum, industry leaders agreed that Vietnam’s renewable energy sector has the technology and capital but lacks a mature regulatory framework to turn projects into bankable investments. PwC Vietnam highlighted a shift from traditional corporate lending...
US Exports Overall, yet Imports Crude Oil, Says Analyst
My latest with @davidlin_TV on US energy dependence: "If you include all energy products, the US is a net exporter. But if you look at crude oil, the US is a net oil IMPORTER. Forget that we are a net exporter of...
CATL, BYD Join over 100 China Firms in Perovskite Solar Cell Race
More than 100 Chinese companies, including battery giant CATL and EV maker BYD, are racing to mass‑produce perovskite solar cells. The sector already boasts gigawatt‑scale production lines, such as UtmoLight’s 1.8 million‑cell annual facility and GCL Optoelectronic’s $724 million plant targeting 2 GW....
Iran Closing Hormuz: The Bigger Conspiracy Theory
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Vietnam's Binh Son Seeks Russian Crude Oil Partnership
HANOI, March 30 (Reuters) - Vietnam's Binh Son Refining and Petrochemical https://t.co/OmrXDN2ZrA said on Monday that it is in talks with Russian partners to buy crude oil.
California’s 21‑GW Valley Clean Infrastructure Plan Set to Become World’s Largest Solar Farm
Westlands Water District announced the Valley Clean Infrastructure Plan, a 21‑gigawatt battery‑backed solar development across 136,000 acres in California’s Central Valley. The project, poised to be the largest solar farm in the United States and possibly the world, aims to...
Europe Can't Rapidly Deliver Large‑scale Reliable Supply
I think most those projects are wishful thinking @acranberg But say they're valid. Europe lacks the ability to turn them into large-scale, reliable supply on the timelines and costs the current crisis & its aftermath demand.
Military Plans Overlook Political, Market Limits on Hormuz
Former CENTCOM commander says the US can & will open Hormuz I think he's taking the narrowest military view He ignores the force of politics, markets & insurers to limit Trump's options on time & risk. 👇 https://t.co/Fw6ibZ5qLW https://t.co/shLc2VcgAj
Irish Farmers Ask EU to Halt Carbon Levy on Fertiliser Amid Iran War Price Surge
Irish Farmers Association president Francie Gorman wrote to Agriculture Minister Martin Heydon demanding the EU suspend the Carbon Border Adjustment Mechanism for fertiliser imports. The plea comes as natural‑gas‑linked fertiliser prices have risen by about 66% since early March and...
UK Tightens Energy Retailer Rules Amid Slowing Smart Meters
Stricter rules for energy retailers as UK smart meter deployment slows #energysky -- via pv magazine global: https://t.co/MYGdcwljBd https://t.co/gctjyz2sjF
Seizing Kharg Slows Iran's Oil, Not Seizes It
Seizing Kharg doesn’t mean “taking Iran’s oil,” writes @SheDrills It means slowing Iran's exports. It will take an occupying land force to "take" Iran's oil.
U.S.-Iran Conflict Cripples Strait of Hormuz Oil Flows, Driving Brent to $113
U.S. and Iranian hostilities have slashed daily tanker transits through the Strait of Hormuz by up to 95%, pushing Brent crude above $113 per barrel and inflating marine insurance to double‑digit percentages. The disruption fuels market anxiety while regional diplomats...
East Asia Oil Flows Tenfold European by Early April
15 mmb/d of East Asia oil flows end April 1 1.5 mmb/d of European flows end April 10 https://t.co/TmYTgqnObS
20 Massive Oil Tankers Set to Transit Strait of Hormuz
Relax, everyone in Asia. 20 "big boats of oil" are about to pass through SoH.
China and Turkmenistan Cannot Get Their Gas Export Numbers Straight
Turkmenistan’s president claimed the country now ships about 40 billion cubic metres (bcm) of gas to China and is working toward 65 bcm, while China’s ambassador said actual 2025 shipments were roughly 30 bcm and will stay flat this year. The gap highlights...
Trump Says Oil to Cuba Okay, Despite Recent Tariff Threats
Trump just said that he has "no problem" if a country wants to send oil to #Cuba right now. May come as a BIG surprise to Mexico and a few other countries -- which were threated with tariffs just TWO months...
POTUS Shipping Alerts Lack Proof, Market Timing Suspicious
One should ask why is it every @potus announcement about shipping and the Strait of Hormuz coincide with the opening of the market. We have still seen no evidence of the 8 to 10 Pakistani tankers he reported last week that...
Range Impact Inc (RNGE) Q4 2025 Earnings Call Transcript
Ranger Energy Services reported Q4 2025 revenue of $142.2 million, essentially flat year‑over‑year but up sequentially, and generated adjusted EBITDA of $20.3 million, a 14.3% margin that improved from the prior quarter. The company highlighted two strategic pillars: the integration of the...
Trump Backs Seizing Iran's Kharg Island, Hints Prolonged US Presence
Trump tells the FT he likes the idea of seizing control of Iran’s Kharg Island. It could mean US troops have to remain there “for a while”. https://t.co/J48vWMuepX
Trump Mulls Potential US Takeover of Kharg Island
Trump: "Maybe we take Kharg Island, maybe we don’t. We have a lot of options," He added, "It would also mean we had to be there [in Kharg Island] for a while."
CBAK Energy Technology Inc (CBAT) Q4 2025 Earnings Call Transcript
CBAT’s Q4 2025 earnings call outlined a flat‑production outlook for 2026 while front‑loading 60% of its annual capital expenditures into the first half of the year, preserving flexibility to accelerate drilling if market conditions improve. The company highlighted its Deep...
Trump Flaunts Oil Seizure, Calls Critics Stupid
Trump: "To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: 'why are you doing that?' But they’re stupid people."
Zelensky Seeks Diesel Abroad as Drones Hit Russian Oil
Make it make sense. Zelensky tours the war-ravaged Middle Eastern countries over the weekend, anxious to secure Ukraine’s diesel supplies. In the latest stepped-up strikes on Russian oil ports, Ukrainian drones damage Ust-Luga.
Prairie Operating Co (PROP) Q4 2025 Earnings Call Transcript
Permian Resources Corp reported Q4 2025 results that beat its own guidance, delivering 401,500 barrels of oil equivalent per day of production and $403 million adjusted free cash flow. The company lowered drilling‑and‑completion costs to $700 per foot and reduced lease...
Oil's Deflationary Slide Mirrors 2008 Market Misread
The market is wrong. The oil move is DEFLATIONARY. Just like it was in 2008.
Strait of Hormuz Closure Becomes Looming Global Catastrophe
My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth. You know, the normal stuff. But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into. That’s the...
High Oil Prices Fuel Apac Energy Crisis as Middle East War Enters Fifth Week
Brent crude rose above $115 a barrel, up $3 over the weekend, as the Middle East war entered its fifth week. The conflict, which began on February 28 with Israeli and U.S. airstrikes in Iran, has tightened global oil supplies....
Entergy Urged to Disclose Records Amid $2B Savings Claim
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings. Entergy stock is up 7% since it announced the deal.
Hormuz Closure’s Oil “Air Pocket” Hits Regions Sequentially
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...
Refiners Shift to Brent as Dubai Benchmark Falters
JUST IN: Some oil refiners turn to Brent Oil as Dubai benchmark becomes increasingly unstable https://t.co/t3Ib44eX0I
Asian Demand Drives Brent Above $115 per Barrel
JUST IN: Asian buyers are bidding up Brent Crude Oil, paying steep premiums as supply tightens Pushing global oil prices upwards of $115/ barrel https://t.co/kh3DZ9EpdH