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:
The Hydrogen Stream: Capacity Outlook Grows, Deals Shift
GlobalData projects global low‑carbon hydrogen capacity could reach 82.3 mtpa by 2030, up from 2.2 mtpa active in early 2026 across 460 projects. Only 2% of that future capacity is operational, with most projects still in feasibility or early stages. Meanwhile, Topsoe terminated its 100 MW SOEC supply deal with First Ammonia after repeated missed milestones, while confirming a separate 50 MW agreement with Forestal. Kyocera unveiled high‑current hermetic connectors for liquid hydrogen, and Ceres Power partnered with Centrica to push solid‑oxide fuel‑cell solutions into data centers and logistics.
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
QatarEnergy announced that an Iranian attack on its Ras Laffan facility has knocked out roughly 17% of the country’s LNG export capacity, with repairs expected to take three to five years. The outage translates to about $20 billion in lost annual...
EPA to Halve RIN Value for Imported Biofuels in 2028
Here is the big news from today's RVO announcement: "EPA is announcing that starting in 2028, foreign fuels and feedstocks will receive half the RFS compliance value compared to American-made products, providing American biofuel producers with time to prepare for the...
Slovakia Interested in Gas From Offshore Romanian Neptun Project
Slovakia announced its interest in importing gas from Romania’s Neptun Deep offshore project as its Russian gas deliveries are set to cease by 2027. Prime Minister Robert Fico said Slovakia would use existing infrastructure to purchase gas on a commercial...
Why the Reduction in SED
Since the West Asia conflict began, Brent crude has surged from roughly $73 to $109 per barrel, a 49% increase. In response, India’s Centre trimmed the special additional excise duty on petrol and diesel by ₹10 per litre (about $0.12),...
Hormuz Ship Traffic Stays Frozen Despite Move to Start Fees
Ship traffic through the Strait of Hormuz remains virtually halted four weeks into the Iran‑Israel conflict, with only six vessels recorded on March 26 versus the pre‑war average of nearly 60 daily transits in 2025. Iran announced a toll system demanding...
China PV Industry Brief: China Adds 32.48 GW Solar as Polysilicon Prices Fall
China’s National Energy Administration reported 32.48 GW of new solar capacity installed in January‑February 2026, a 17.7% year‑on‑year decline, while total generation capacity reached 3.95 TW, with solar climbing to 1.23 TW (+33.2%). Polysilicon prices fell sharply, with weekly drops of up to...
The Eastern Mediterranean Won’t Replace Russian or Gulf Gas—But It Can Be Europe’s Energy Shock Absorber
Europe has cut Russian gas imports by 90% since 2021 and aims to end them by November 2027. To replace the lost volume, the continent now relies on LNG, exposing it to global shipping chokepoints. The Eastern Mediterranean basin, with...
Iran Conflict Spurs Global South Renewable Shift, Canada Lagging
Why Energy Shocks Like the Iran War Are Accelerating Electrification Canada gets it wrong. Iran war is encouraging Global South (inc Asia) to switch from oil/LNG to renewables/electrotech. #cdnpoli https://youtu.be/7IbLVXk81Ow
EnergyX Starts up 250tpa DLE Plant
EnergyX, a privately held lithium developer, has commissioned its 250‑tonne‑per‑year direct lithium extraction (DLE) demonstration plant, Project Lonestar, near Texarkana, Texas. The facility is the first U.S. plant to process lithium‑rich brine from the Smackover formation, using proprietary solvent‑based extraction...
Trump Admin Reveals Record Renewable Fuel Requirements, While Delaying 50% RIN Credit Cut for Imported Feedstocks
The EPA, under the Trump administration, issued historic renewable fuel volume obligations (RVOs) for 2026‑2027, mandating 8.95 billion RINs of biomass‑based diesel—significantly above its earlier proposal. The rule projects a more than 60% increase in biodiesel and renewable diesel production from...
Fears of Fuel Shortages Lead to Panic Buying in Australia
The episode examines the recent fuel shortages at Australian petrol stations, attributing the empty pumps largely to panic buying rather than a supply disruption from the Israel‑Iran conflict. Independent station owner Steve Amos describes how demand spiked, forcing wholesalers to...
Agrivoltaics with Trackers, Vertical Systems Offer Economic Upside
A new analysis by Jochen Hauff challenges a German Thünen‑Institut study by showing that agrivoltaic systems with trackers or vertical configurations can be financially viable and even outperform conventional ground‑mounted solar. Tracker‑based agrivoltaics add roughly 12‑13% to capital costs but...
Endeavour Launches Hydrogen Production System
Endeavour, the parent of data‑center firm Edged, unveiled Pact Systems – a continuous‑flow methane‑cracking platform that simultaneously produces hydrogen fuel and high‑purity graphite. The technology works with natural gas or biomethane, offering a low‑carbon, quickly deployable energy source for AI‑intensive...
Fleet Electrification Is Running Into the Grid. Planning and Operations Need to Catch Up.
U.S. fleets are accelerating electrification, but grid interconnection and capacity constraints are emerging as the primary bottleneck. Utilities such as SoCal Edison ($436 million for 30,000 ports) and DTE Electric (19,300 chargers) are offering incentive programs, yet distribution upgrades and interconnection...
Logistical Complications for Russian Energy Exports
Russia's oil export revenues have resumed growth after four years of decline, buoyed by higher energy prices and a temporary U.S. sanctions easing. However, the country's ability to capitalize on this rebound is constrained by aging western pipelines and ports...
Interview: WSP and Motts on Setting the ‘Blueprint’ for Consenting New Nuclear with Wylfa SMRs
WSP and Mott MacDonald have been hired by Great British Energy‑Nuclear to steer the planning consent for three Rolls‑Royce small modular reactors at Wales' historic Wylfa site. The project will be the first nuclear development to navigate the UK’s new Planning...
Venture Global and Edison Put LNG Arbitration Battle Behind Them
Venture Global and Italy’s Edison have signed a commercial agreement that ends their LNG arbitration over the Calcasieu Pass project, with the settlement expected to close by the end of Q2 2026. The deal adds extra cargoes for Europe, beginning with...
Bluetti Targets Home Backup with Fridge-Focused Battery System
Bluetti has launched FridgePower, a plug‑and‑play battery system aimed at keeping refrigerators and other essential home devices running during power outages. Unlike fixed residential storage like Tesla Powerwall, FridgePower requires no permanent installation and can be moved within the house....
The Missing Intelligence Layer of the Smart Grid
Utilities have poured billions into smart‑grid sensors, communications and analytics, yet the digital representation of the physical distribution assets remains rudimentary. Traditional asset databases rely on periodic inspections, causing records to drift from reality and limiting engineers’ ability to assess...
Energy Crisis and Conflict Drag Down Global Growth in 2026
Prometeia’s latest outlook warns that the Iran‑Hormuz conflict and resulting energy shock are eroding global growth in 2026. Euro‑area GDP is trimmed to 0.8%, a 0.4‑point downgrade, as gas reserves dwindle and inflation‑driven recovery stalls. The United States is projected...
Ceasefire Secures Higher, Long‑Term Oil Price Plateau
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
WATCH: FLNG Mooring System Slides in Place Offshore Congo
France’s marine contractor Geocean, together with China’s Wison New Energies, has completed the installation of a floating LNG (FLNG) mooring system in the Marine XII block off Congo’s Pointe Noire. The operation placed driven anchor piles, a submerged swivel and yoke,...
‘Be Kind to Yourself and Patient with Your Journey’
Irene Mihai, Policy Director of the Romanian Photovoltaic Industry Association, highlighted the critical role of mentorship, collaboration, and inclusive workplace practices in attracting and retaining talent in the solar sector. She noted that women now represent roughly 40% of the...
Second Fossil Fuel Crisis Threatens Rationing and Societal Collapse
Spoke to @trtworld about the consequences of the second fossil fuel crisis of the 2020s - including extreme limitations, rationing and probably major societal changes if this all keeps getting worse
Transmission Is the Battleground: Eight Plays to Win the Grid Race
The article argues transmission infrastructure is now the primary competitive front in the power and utilities sector. It outlines eight strategic “plays” that firms can adopt, emphasizing speed in permitting, resource pooling, design standardization, information transparency, and innovative tariff and...
ENG8 Is Moving From Lab to Industrial LENR Bergamo, Italy 2026
ENG8 International unveiled its EnergiCell at the IWAHLM 17 conference in Bergamo, announcing a jump from Technology Readiness Level 4 to 7, signalling a shift from laboratory validation to industrial‑grade prototypes. The modular system can be configured for thermal, electrical, or hybrid output...
European Prosecutor Investigates Suspected Solar Tender Fraud in Slovenia
The European Public Prosecutor’s Office (EPPO) has opened a fraud investigation into an unnamed Slovenian solar company that allegedly violated EU tender rules for Cohesion Fund co‑financing of small solar plants. Police searches in Celje seized documents and electronic data...
Surging Oil Prices Put Spotlight Back on Clean Energy
Oil prices have jumped to roughly $100 a barrel amid the Iran conflict, reviving the historic link between high fossil‑fuel costs and renewable‑energy equities. The ALPS Clean Energy ETF (ACES) rose 3.5% over the past month, extending its YTD gain...
New Joint Project Aims to Bring Subsea Chemical Storage Technology to Deployment
Oilfield services firm NOV has launched a joint industry project with Equinor and Petrobras to qualify a subsea chemical storage unit up to 200 m³ for field deployment. The initiative aims to cut topside footprint, reduce vessel usage, and support long...
Iran War Cripples Hormuz, Triggers Unprecedented Oil Shock
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
BBD RIN Gallons Appear to Match Leaked OMB Figures
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
The Jones Act and the Cost of Shipping Between U.S. Ports (UPDATED)
The Trump administration granted a 60‑day waiver of the Jones Act to ease oil market disruptions amid rising crude prices and supply‑chain strains from the Iran conflict. The Jones Act, a 1920 cabotage law requiring U.S.-flagged, U.S.-built vessels for domestic...
EPA Keeps 15 Billion Gallon Biofuel Target Through 2027
🇺🇸The U.S. EPA has finalized 2026 and 2027 biofuel blending volumes (see table below). EPA's report also states: "To provide continued certainty for American corn growers & ethanol producers, EPA will maintain the 15 billion conventional biofuel level for 2026 &...
Oil & Gas Long Setup Sh
$SD Daily. Non-extended oil & gas play. Long setup. Bankruptcy back in 2016, so perhaps the stigma is still there. But sector is bullish & chart overall strong. https://t.co/mwf3OmFEEj
Context Call: March 2026
In this episode, the host analyzes the immediate oil market impact of a potential closure of the Strait of Hormuz, which transports about 20 million barrels per day—roughly one‑fifth of global supply. He explains that this volume creates a market "hole"...
Argentina Permits 15% Ethanol Blend to Curb Soaring Fuel Prices
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
Chevron Shares Surge on Oil Price Rise and New Dividend Outlook
Chevron stock leapt sharply after crude oil climbed toward $90 per barrel and the energy giant signaled a more generous dividend. The rally helped lift the Dow Jones and underscored a broader rebound in energy equities amid easing Middle‑East tensions.
Eurozone Ministers Discuss Energy Risks and Immediate Support Options
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
Two States Surpass 100% Renewable Demand, US Average 25%
In 2025, two U.S. states met >100% of grid + behind-the-meter electricity demand with WindWaterSolar. 14 states met 50-124% of demand: 7 dominated by wind 3 by solar 4 by hydro U.S. average: 25.72% WWS https://t.co/KP3uii4BqI https://t.co/Ntf3DHeGdW
Zelestra Secures $600 Million Green Credit Facility for 440 MW Texas Solar Portfolio
Zelestra obtained a $600 million green credit facility led by Societe Generale and HSBC to develop two 440 MW solar projects in Texas. The financing is underpinned by long‑term power purchase agreements with Meta, giving the projects stable cash flows and underscoring the...
US Must Crush Iran's Hormuz Leverage Before Economy Falters
The Iran-Hormuz conflict isn't a negotiation problem, writes @gbrew24 The core issue isn't whether or not talks happen It's whether the US can break Iran's leverage before economic pressure breaks its ability to continue Iran gets this Markets don't. Not yet.
$0.10 Gas Price Hike Adds
“Every $0.10 rise in the price per gallon means over $12bn of additional spending on gasoline versus 2025” - JPM
Hormuz Is a Military Chokepoint, Not Merely an Insurance Issue
Respectfully, calling Hormuz an “insurance problem” confuses a secondary constraint with the primary one @anasalhajji It's a military & physical chokepoint Insurance can help flows resume at the margin That's not control or securing the Strait for decades.
War Reverses, Not Accelerates, Energy Transition
War doesn’t accelerate the energy transition—it reverses it @RnaudBertrand The energy transition was always wishful thinking but now it's DEAD #EnergyCrisis #Oil #Coal #Climate #Emissions #Hormuz #Geopolitics #OOTT #EnergySecurity https://t.co/bb7OrZIewN
U.S. Pivots to Western Hemisphere Energy, Partnering with Venezuela
My view in the @EpochTimes on the US reducing reliance on Middle Eastern oil: “There is a strategic shift toward a more resilient Western Hemisphere energy bloc... through tighter integration of supply chains ... with Venezuela." https://t.co/DLlkE38yYS
Oil and Inventories Can’t Hit Zero without Industry Collapse
oil on water cannot be drawn to zero commercial inventories cannot be drawn to zero if either is at zero the oil industry quite simply no longer exists https://t.co/pLWqhb6KZB
Oil Market's Health Shown by Zero‑stock Longevity Queries
You know the oil market is in a healthy position when I keep getting questions along the lines of "but what if we just drew every global stock/inventory to zero, how long would that buy us?"
Investors Should Re‑Think Oil Strategies Amid Geopolitical Shifts
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q