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:
LPG Shortage Forces Uttarakhand Hotels to Switch to Alternative Fuels
A West Asia conflict‑driven LPG shortage has hit Uttarakhand, forcing hotels and restaurants to turn to biogas, CNG and other alternatives. Operators cite rising costs and supply gaps, while officials warn the disruption could linger.
2026 Gold and Crude Face Pump‑Then‑Dump Risk
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
U.S. Pays $928 Million to Cancel TotalEnergies Offshore Wind Projects in NJ and NC
The U.S. government agreed to a $928 million payment to French firm TotalEnergies to terminate two offshore wind projects off New Jersey and North Carolina, projects that could have powered 1.7 million homes. The deal highlights a clash between the administration’s anti‑wind...
Bihar Planning Market Debut of Transmission Company BSPTCL: State Energy Secy
India's Bihar state government plans to list its power transmission arm, Bihar State Power Transmission Company Ltd (BSPTCL), on the NSE, making it the first state‑owned transmission utility to go public. The IPO will fund a ₹16,194 crore (≈$1.95 billion) transmission expansion...
Engineering Firms Will 'Clean Up' After the Bombs Stop Falling
U.S. and Israeli strikes have severely damaged more than 40 oil and gas assets across nine Middle Eastern countries, prompting a looming reconstruction boom. The International Energy Agency likens the fallout to the 1970s oil shocks combined with the Russia‑Ukraine...
Trump’s Criminal Regime Goes After Electric School Bus Money
The EPA has cancelled the 2024 rebate round of the Clean School Bus Program, leaving roughly $2.3 billion in funding still available. Although the Bipartisan Infrastructure Law mandates that at least 50 percent of those funds support zero‑emission vehicles, the agency is...
California’s Hydrogen Infrastructure Collapse Proves What We’ve Known All Along
A February 24 explosion at a hydrogen trailer yard in Colton killed one technician and injured another, prompting an immediate halt to compressed‑hydrogen truck operations across California. Safety protocols forced the withdrawal of all such trucks, freezing the state’s gaseous supply...
NEOM: Saudi’s Green Steel Powerhouse Driving Future Industry
I think a lot of people overlook that NEOM is as much a strategic play on future green steel production as it is a weird futuristic city. Also, Saudi is via the project positioning itself to be - in the...
Meta and Entergy Seal $2 Billion Deal to Add 5.2 GW Gas Capacity for Louisiana AI Data Center
Meta Platforms and Entergy Louisiana have signed a $2 billion agreement to build seven natural‑gas power plants that will add 5.2 GW of capacity, bringing total dedicated generation for the Hyperion AI data center to over 7 GW. The pact also includes 240 miles...
Shanghai Composite Volatility Eases as A‑Shares Find Floor Amid Middle East Tensions
The Shanghai Composite index, after a 143‑point plunge that marked the year’s biggest single‑day drop, rebounded to close the week at 3,913.72 points, a 1.1% decline for the week. Energy, metals and new‑energy stocks led the recovery while overall market...
Building Resilient, Intelligent Energy Systems at Gastech2026
Energy security, LNG flows, and rising power demand are back at the center of the global conversation — and for good reason. The challenge today is no longer just about having enough energy, but about building systems that are reliable, affordable,...
Entergy: Meta Deal Exemplifies Its Strong Growth Profile (Rating Downgrade)
Entergy’s shares have surged more than 30% over the past year as data‑center demand fuels a robust capital‑expenditure cycle. The company secured a power‑purchase agreement with Meta that adds 5.2 GW of new capacity while transferring construction risk to the tech...
PD Ports Positions Teesport Offshore Gateway for Wind Expansion
PD Ports announced plans for a Teesport Offshore Gateway on the River Tees, designed to become the UK’s primary landing hub for the next phase of offshore wind development after the Crown Estate’s Round 6 auction. The facility will feature up...
Energy Policy Support And Its Fiscal Price
Governments worldwide are intervening in the latest energy price shock with subsidies, price caps, and cash transfers, pushing costs onto public finances. In Asia, where energy and food make up half of inflation baskets, measures range from Philippines cash aid...
New Gas Power Plants Now 3.5× Costlier Than Years Ago
$3620/kW for a massive new gas power complex. Combined cycle power plants are apparently now are 3.5x more expensive than they were just a few years ago, even when building multiple at one site (with govt backing). Rethink the idea...
Jharkhand's GOBARdhan Scheme: Boosting Rural Income, Cleanliness, and Biogas Production
Jharkhand’s GOBARdhan scheme, part of the Swachh Bharat Mission (Grameen) 2.0, has installed 44 biogas plants across 24 districts, directly benefiting 745 rural families. The plants convert cattle dung into cooking gas and organic manure, cutting reliance on firewood and...
LPG Stock with Oil Cos Dipping in Vidarbha Cities
LPG inventories across Vidarbha’s PSU oil firms have plunged, with HPCL and BPCL holding less than a day’s worth of cylinders and IOCL slightly better at 1.4 days plus three days of inbound supply. Panic buying has kept demand robust,...
Arunachal Opens Biogas Plant to Switch From LPG
Arunachal Pradesh inaugurated a 30‑cubic‑metre biogas plant at the Central Cattle Breeding Farm in Nirjuli, converting daily cow‑dung output into clean cooking fuel. The two‑unit system processes 5‑6 quintals of manure each day, supplying biogas to the farm’s residential quarters and...
LNG Shortfall Threatens Global Gas‑Fired Power Generation
Gas-fired generation will be squeezed by LNG shortfall Global gas-fired electricity generation is likely to be among the hardest hit sectors following the closure of the Strait of Hormuz and the loss of production as a result of damage to two...
Retaliation on Gulf Energy Could Trigger Global Depression
If Israel/US attack Iranian oil fields and power plants, they are not going to sit back...they'll attack oil fields, desalinisation plants and power assets in the Gulf. Then, we'll get an economic depression.
Is America Suffering From the “Resource Curse”?
The blog revisits the classic "resource curse" theory, which argues that nations abundant in natural resources often experience slower long‑term growth and weaker institutions. It highlights how traditional petrostates like Saudi Arabia and Russia exemplify this pattern, and then asks...
Post‑2010 Oil Shocks Managed Better, Yet Jobs Lag
Post-2010 data oil shocks were handled better than pre-2010 oil shocks, but duration is key here at this stage, with job growth at the 21st-century lows https://t.co/FndShr2Oi6
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
PM Modi Highlights Success of PM Surya Ghar Muft Bijli Yojana; Solar Panels Transform Lives, Economy
Prime Minister Narendra Modi highlighted the rapid expansion of the PM Surya Ghar Muft Bijli Yojana, a scheme launched in February 2024 that subsidises up to 40 percent of rooftop solar installations for 1 crore households. He cited success stories from Gujarat,...
US Insulated From Global Gas Shocks After LNG Imports Surge
Correct. In the mid-2000s, FERC was full of applications to build LNG import terminals. In that world, global gas shocks like 2022 and today would cause US prices to spike, but today the U.S. is largely insulated.
Europe’s Real Breakthrough: Efficiency, Electrification, Cheap Energy, Secure Supply Chains
The real breakthrough we need isn’t fusion. Europe needs to do 4 things at once: - Use less material per unit of prosperity (Negabarrels) - Electrify everything possible - Overbuild cheap energy - Treat supply chains like national security
Ukrainian Strikes Cause “Most Serious Threat” To Russian Oil Exports Since War Began
Ukrainian drone strikes on the Baltic ports of Primorsk and Ust‑Luga and the Kirishi refinery have knocked out roughly half of Russia's oil export capacity, the most severe disruption since the 2022 invasion began. The attacks, combined with recent seizures...
Kalshi Predicts WTI Oil Hitting $139 by Year‑end
How high will WTI oil get by the end of the year? @kalshi market says $139 https://t.co/d9FiMu2DQS https://t.co/2ac3ey45Us
Iran‑approved Ships Still Avoid Hormuz Despite Clearance
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
Oil Crude Surpasses $100 as Middle East Tensions Hit Emerging Markets
Oil prices broke the $100‑a‑barrel barrier as renewed Iran‑U.S. hostilities forced the closure of the Strait of Hormuz and threatened the Bab el‑Mandab corridor. The supply squeeze is inflating import bills for emerging‑market economies while boosting revenue for oil exporters.
Power Costs Set to More Than Double Within Decade
Generac $GNRC investor day had some pretty frightening commentary on power costs and how it will impact consumer/business budgets Power costs are going to double, more than double in the next decade.
Swiss Railways Harness Sun, Power Trains with Trackside Solar
Switzerland Turns Railways into Power Plants with Solar Panels Along Train Tracks by @Khulood_Almani #Innovation #Sustainability #CleanEnergy #Technology https://t.co/BMR2AUbkUf
Larry Kudlow Warns of Market Volatility as Iran Tensions Rise on March 27
Larry Kudlow appeared on multiple Fox Business programs on March 27, 2026, warning that escalating Iran tensions could spark volatility in U.S. equities while noting a rally in energy stocks. His commentary set the tone for investors watching the S&P...
Australia's LNG Outage Slashes Exports, Leaves Market Bufferless
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
Local Conflict Could Keep Brent Above $125 Longer
This is the advantage of having the conflict on your home turf and close targets. How does Brent not go above 125 and stay higher for longer if this escalates? https://t.co/gDEQNzeiGJ
NSE to Launch Dated Brent Crude Oil Futures on April 13, 2026
The National Stock Exchange of India received SEBI clearance to list Dated Brent (Platts) crude oil futures starting April 13, 2026, under the ticker BRCRUDEOIL. The monthly contracts, running through 2027, aim to give Indian market participants direct exposure to...
Private Funds Beat Market Drops with Timely Energy Bets
Thanks to some well timed energy-transition bets, a number of private capital funds are managing to defy the latest wave of headline-grabbing markdowns. https://t.co/x1WnlEHo5F
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
What I Will Do with Petrol Subsidy if Elected in 2027 – Presidential Aspirant
Presidential aspirant Faduri Oluwadamilare Joseph of the National Rescue Movement announced he will reinstate Nigeria’s petrol subsidy if elected in 2027. He criticized the 2023 removal under President Bola Tinubu as poorly planned and favoring the wealthy, causing hardship for...
Oil Upside Limited Even With Iranian Embargo, Brent at $115
I'm starting a new weekly video every Saturday morning on markets and macro. The first episode was yesterday. I discussed why upside to oil is limited even if we embargo Iranian oil. Brent at $115 already prices significant disruption. You...
Chokepoint Threats Spark Oil Volatility Opportunities
Smart take from @HolaPrimeTrade on the Hormuz situation 🎯 When key chokepoints get threatened, commodity traders need to be ready. Oil volatility = opportunity for those positioned right. Check https://t.co/pKoy2KGz8x for firms with the best energy trading conditions 🛢️⚡
Houthis Strike Israel Again; Iran to Allow “Nonhostile” Ships Through Strait of Hormuz; Houthis Endanger Bab El Mandab Chokepoint
The Houthi rebels fired a second wave of cruise missiles and drones at Israel within 24 hours, signaling deeper participation in the Israel‑Iran conflict. Iran announced that vessels from "non‑hostile" nations, including additional Pakistani‑flagged ships, would be allowed to transit...
Certain Cleaning Agents Can Cut PV Output by 5.6%
Fraunhofer CSP warns some cleaning agents may reduce PV module performance by up to 5.6% #energysky -- via pv magazine global: https://t.co/yfOWVCOjSx https://t.co/PM69r9Hgdg
Subtract 300k Bpd From 2026 Oil Demand Forecasts
⭕️For now, whatever your estimates of global oil consumption growth for 2026, subtract about 300 kb/d from it. This number will change as we move forward.
Embargo Iranian Oil; Cut Funding to War‑fueling Regimes
I support an embargo of Iranian oil. The reason is Russia. We never embargoed Russia. If we had, there's a good chance it wouldn't still be wreaking havoc in Ukraine. You just can't allow the life blood of these regimes...
Oil Shipments Surge Across Gulf Despite US‑Iran War
PHOTO(S) OF THE DAY: Oil loadings across the Arabian Sea, Persian Gulf, and Red Sea during the US-Iran war. From top left clockwise: Fujairah single point mooring (March 28); Kharg island (March 27); Yanbu (March 24); and Al Muajjiz (March...
Saudi Oil Revenues Rise, No Gold‑selling Crisis
There's lots of misinformation at the moment, including the idea that big Gulf countries like Saudi Arabia are having to sell gold. Saudi Arabia's revenues from oil exports are actually up, because the rise in oil prices more than offsets...
War‑Driven Energy Shock Pushes Importers Toward Alternatives
As the outbreak of a regional war disrupts global energy markets for the second time in four years, oil & gas importing countries will be motivated to find alternatives; coal, nuclear, renewables and EVs alike, as @bradplumer & Rebecca Elliott...
Renewable Surge Isn’t Cutting Consumer Electricity Costs
Why is the rush into renewable energy not lowering our bills? - The Times and The Sunday Times https://t.co/br5e33MMO9
UK Cuts Gas Imports Despite Energy Security Risks
Latest instalment in the “Miliband is a moron” series Britain’s gas imports to be cut despite energy security threat https://t.co/EsJkZMM8LL