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:
UN Launches Task Force as COSCO Ships Turn Back, Oil Hits Three‑year High Amid Hormuz Crisis
The United Nations announced a new task force to safeguard Strait of Hormuz trade as two COSCO container ships were forced to retreat, and oil prices rose to their highest levels since 2022. The moves highlight mounting pressure on global supply chains already strained by port congestion and suspended vessel capacity.
EPA Boosts Renewable Fuel Standard to 25.9 Billion RINs, Industry Demands Biodiesel Tax Credit
The Environmental Protection Agency finalized its “Set 2” Renewable Fuel Standard, raising the 2026 target to 25.82 billion Renewable Identification Numbers and the 2027 target to 25.98 billion. Fuel‑retail groups representing 90% of U.S. retail fuel sales praised the move but urged Congress...
Estonia to Fortify Grid with Concrete Shielding After Drone Hits Power Plant
Estonia’s transmission operator Elering will install concrete shielding around critical grid components after a drone struck the Auvere power plant’s chimney on March 25. The attack, likely originating from a Ukrainian‑run operation, highlighted the vulnerability of above‑ground infrastructure near the Russian...
LNG Won’t Shield Hawaiʻi From the Next Energy Crisis
Hawaii’s recent HSEO study claimed an interim shift to LNG could lower costs and emissions, estimating a $150 million net present value and $10.2 /MWh savings. The analysis, however, excluded fuel‑price volatility and assumes LNG prices stay within a tight 10 % margin—an...
Is It Time for Energy Rationing to Return?
The International Energy Agency (IEA) has urged governments and consumers to slash energy use as the U.S.–Israeli attack on Iran fuels the biggest oil disruption in history, with the Strait of Hormuz closed for weeks. To blunt price spikes, the...
Molecular Anchors Boost Perovskite Solar Durability in Temperature Swings
Molecular anchors have been shown to stabilize perovskite solar cells, significantly reducing performance loss during rapid temperature changes and enhancing their durability for long-term outdoor use. solarenergy
Qatar LNG Disruption Pushes US Gas to Asia, yet Bottlenecked
The disruption of Qatari LNG will see an increased of US LNG to Asia. The limitations will be: 1️⃣US ability to ramp up exports 2️⃣Availability of ships to haul the longer ton-miles from the US to Asia vice Qatar 3️⃣The limitations of the Panama...
An Update On Electric Vehicle Batteries And Innovations In The Sector
President Trump-backed Congress eliminated the $7,500 federal EV tax credit, triggering an early sales slump, but the ongoing US‑Israel conflict with Iran has revived consumer interest in electric vehicles. At the same time, battery innovators such as BYD and Volvo...
Kyushu University Spin‑flip Solar Cell Hits 130% Efficiency
Researchers at Kyushu University in Japan, together with collaborators at Johannes Gutenberg University Mainz, have demonstrated a spin‑flip solar‑cell design that converts about 130% of incident sunlight into electrical energy. The breakthrough leverages singlet fission and a molybdenum‑based emitter to...
Sun’s Power Is Constant; Our Orientation Causes Intermittency
I’m tired of this “solar energy is intermittent” nonsense. The sun has churned out free energy for billions of years every single moment. It’s YOUR direction that is intermittently facing the sun, not the sun intermittently shines free energy.
Oil Prices Surge as Middle East Tensions Threaten Energy Security
U.S. President Donald Trump’s decision to halt oil shipments to Cuba and a high‑level call involving Elon Musk, Trump and Indian Prime Minister Narendra Modi on keeping the Strait of Hormuz open have pushed global oil prices to multi‑year highs....
AI‑Driven Data‑Center Power Surge Forces Google and Microsoft to Rethink 2030 Clean‑Energy Goals
Google and Microsoft say they may miss their 2030 clean‑energy targets as AI‑powered data centers consume more power than anticipated. Analysts warn the surge could triple U.S. data‑center electricity use by 2028, forcing the tech giants to lean on natural...
European Shares Slip as Iran‑Israel Conflict Fuels Energy Uncertainty
European benchmarks opened lower after mixed signals from the Iran‑Israel war pushed oil prices higher and heightened geopolitical risk. The slide reflects investor anxiety over a potential supply bottleneck at the Strait of Hormuz and its knock‑on effects on European...
Trump Administration Seeks ESA Exemption to Boost Gulf Oil Drilling
The Trump administration has asked the Endangered Species Committee, nicknamed the “God Squad,” to grant a national‑security exemption that would suspend Endangered Species Act protections for all offshore oil and gas operations in the Gulf of Mexico. The move comes...
Florida Senate Bill on Data Center Power Costs Lacks Public Details
The Florida Senate reportedly passed legislation forcing hyper‑scale data centers to shoulder their own electricity expenses, but none of the supplied source articles contain details on the bill, its sponsors, financial impact, or implementation timeline.
Surrey University’s Silicon‑Nanotube Anode Hits 3500 mAh/G, Paving Way for Longer‑Range EVs
Researchers at the University of Surrey’s Advanced Technology Institute have unveiled a silicon‑carbon nanotube battery anode that stores more than 3,500 mAh per gram, far surpassing conventional graphite. The new VISiCNT architecture promises higher energy density, fast charging and durability, positioning...
Robinsons Land Expands Renewable Energy Use Across Office Portfolio
Robinsons Land has transitioned 15 of its office buildings in Metro Manila to 100% renewable energy, covering roughly 650,000 square meters of gross leasable space. The shift, completed through a partnership with MPower, a Meralco retail electricity provider, began in...
How Trump Media Joined the Nuclear Industry’s Quest to Create a Star on Earth
Trump Media & Technology Group (DJT) announced a $6 billion merger with private fusion firm TAE Technologies, aiming to bring commercial fusion development to public markets. The partnership will fund TAE's "Norm" reactor, a nickel‑chromium device designed to replicate stellar processes...
New Real Estate Investment Under Attack: Battery Storage
Staten Island Councilman Frank Morano introduced a bill demanding live data feeds and annual independent inspections for large outdoor battery storage facilities, arguing existing FDNY oversight is insufficient. The proposal comes as New York City’s fire department already enforces rigorous...
Iran's Targeted Strike Leaves LNG Facility Repairable in Three Years
Very useful analysis of the damage to Ras Laffan LNG 1 - attack was well-targeted to damage critical components 2 - repair time of 4-5 years is pessimistic, more likely could be done in 3 years 3 - damage could have been a...
Mutually Assured Energy Destruction
Iran has threatened to sabotage key oil and gas facilities in Saudi Arabia, Qatar, and the UAE, echoing past attacks such as the 2019 Abqaiq strike. While U.S. President Trump has extended his deadline for a potential strike on Iranian...
U.S. Gas Prices Up 30%, Still Below $5
Not all oil prices are created equal. There's only one that matters: what Americans pay at the pump. That price is up 30% from before the war (bottom right). That's up, but - at $4 a gallon - we're nowhere...
War‑Driven Supply Shock Meets Fading Peak‑Demand, Fueling Post‑Conflict Boom
Gulf War III is far from over. Long-term impacts are très TBD. But it's noteworthy that, just prior to the outbreak, the consensus peak-demand narrative for oil and gas began to crumble. Folks started to realize we're short...
Cheaper Power Options for 100‑300 Hour At‑risk Needs
Yup so many cheaper options to provide power for the 100-300 hours most at risk.
Ukraine's Battery Storage Outlook Turns Bright
‘Absolutely bright’ future for battery storage in Ukraine #energysky -- via Energy Storage News: https://t.co/QWHIyvrdgG
Fertilizer Shortage Triggers Crop Switch, Exposes Biofuel Policy Flaws
Given the nitrogen fertilizer shortages leading to more corn to soybean planting switches, I'll bet the eventual cost of the biofuel mandates is more than this. An idiotic policy.
Risk, Not Geography, Keeps Hormuz Closed
Who is WE @tangobastogne ? The opportunity to secure Hormuz passed in late February Now it’s risk that keeps it closed, not geography How can WE eliminate the risk of drones, mines & fast boats? WE cannot
Europe Must Drill Oil and Gas Immediately
As the Battle for #Hormuz continues, European consumers are getting hammered by soaring oil and natural gas prices. Why? Europe’s leaders have outsourced their energy security. The path forward is obvious: #Europe has to start drilling for #oil and gas...
Strategic Control of Hormuz Matters More than Degrees
If you don’t have a pitcher, you forfeit the game and go home @LukeGromen If you can’t secure Hormuz, you don’t start a war that puts it at risk. You don’t need a military degree to know that. An energy degree is...
Hormuz Controls Global Economy; Oil Flow Secures War Viability
Let me be clear @LukeGromen: Hormuz is the global economy. If you couldn’t secure oil flows, you had no business starting a war that could put the world here. No aspirations. Just hard reality.
Pipeline Transports Crude; Unclear How Much Is Refined
Everything that I've seen about the pipeline is that it can only carry crude. There is refining capacity on that side of Saudi, but - open question - what portion of the pipeline crude coming to Yanbu is being refined...
Trump's Oil Policy: Up the Hill, Down Again
Trump as the grand old Duke of York, who marches oil up the hill and then marches it down again. More on this in the Chartbook Top Links today. https://t.co/SmXQ2Cvd7I
Buffett’s OXY Deal Delivers Dual‑Benefit Returns
Buffett’s Occidental ($OXY) deal is one of the cleanest examples of “have your cake and eat it too” investing. Let’s break down the real return Berkshire is getting 👇
Avoid Price Spikes: Train Energy Decision‑makers Now
Producers don’t want price spikes like this (including Iran) because it increases chances of substitution and demand destruction. This requires investment into training of energy decision makers/staff.
Advansor Launches Scalable CO2 Heat Pump for Industrial Heating
Advansor unveils scalable CO2 heat pump for large-scale heating needs #energysky -- via pv magazine global: https://t.co/d7PjxOi9iC
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
US Attack on Iran Triggers Global Economic Collapse via Hormuz
Your post is incoherent @KMACKROB If you meant the US couldn't control Hormuz, then it should not have attacked Iran Now we have a global economic meltdown Every journalist and casual oil observer has known Hormuz is the heartbeat of the world...
Trump Biofuels Bailout Hikes Gas, Food Prices, Harms Environment
The Trump administration's new biofuels bailout means higher US gas and food prices and worse environmental outcomes. But at least farmers will get another $3-4B from the government. https://t.co/OCutylNA8t
Arab Light Is Medium Sour, Not Brent‑compatible Light
💥Saudi Arab Light crude is not light; it is medium sour. Dubai/Oman crudes are medium sour. Brent is light sweet. Pricing Arab Light off Brent doesn’t make sense, whether geographically or quality-wise. https://t.co/AAkqiuh6HA
EU Commissioner Mulls Gas Price Cap Amid Shortages
As reported by the respected French newspaper Le Monde, EU Energy Commissioner Dan Jorgensen considers capping gas prices "a possibility" amid oil shortages. IT'S TIME FOR THE EU'S JORGENSEN TO GET REAL AND PULL OUT A PHOTO OF THE GAS LINES...
Net‑zero Dead, Investors Chosen over Climate Dreams
Net zero dies. No one shows up for the memorial service. Total prefers investors to dreams. https://t.co/6yQRT8PPz4
Audiobook Shows Climate Solutions Without Miracle Technologies
Audiobook for "Still No Miracles Needed" now available https://t.co/rFxZs6aOwN "This book describes how to solve the climate crisis, and at the same time eliminate air pollution & safely secure energy supplies for all-without using miracle technologies" https://t.co/irGIq6qRxE
Lofoten Hydrogen Ferry Project Fails to Meet Promises
An investigation by journalists with NRK in Norway and SVT in Sweden found that a multimillion-dollar, prestige ferry project in Lofoten, Norway relies on hydrogen fuel cell technology that "cannot live up to what it promises." https://t.co/2Sr1sxyPXw
Clean Tech Prices Plummet Amid Oil Market Turmoil
EVs, solar panels, induction stoves and heat pumps, now cheaper than ever, are becoming more attractive as the Middle East conflict upends oil and gas markets. Read more: https://t.co/m9ul9OaHES 📷️: Manuel Orbegozo/Bloomberg https://t.co/4kj5embYi4
Edify Energy Secures 1.8 GW Solar‑Storage EPC Contracts
Edify Energy awards EPC contracts for 1.8 GW of solar and storage in Australia #energysky -- via pv magazine global: https://t.co/coNxxmUUsE
High Oil Prices Feel Justifiable, Low Prices Seem Foolish
TACO and $65 oil always seemed dumb to me but tapping out at $120+ oil on the other hand…
Higher Load, Lower Rates Through Modern Grid Utilization
Load growth is your friend. If utilities use modern grid tech to push utilization from ~45% to 70%, more customers don't mean higher rates — they mean lower ones. We have the tools. They've been piloted. Time to deploy them. @EnergyEmpirePod https://t.co/nweWGf0b9o
Middle East Conflict Fuels Oil Surge, Exposing Europe’s Fragility
Energy shock exposes Europe’s vulnerability as oil prices surge Linda Yueh explains how Middle East conflict is driving oil volatility and heightening risks https://t.co/j96NMGNF8A
Oil Peaks Q3, Boosting Crypto and Stock Gains
Commodities trade like 2022 Midterm+War year Russia vs Ukraine then, US/Israel vs Iran now Based on this OIL should peak out at the start of Q3 which will give room for crypto and stocks to pump https://t.co/ZZTF5r2frM
Russia’s Oil Earnings Surge Amid US‑Israel Iran Conflict
Russia’s oil revenue this month hit a 4-year HIGH. RUSSIA = THE BIG WINNER OF THE TRUMP-NETANYAHU WAR ON IRAN. https://t.co/nMT8IvrNZc