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:
New Bill Aims to Roll Back Diesel Truck Emissions Mandates
Rep. Mike Collins introduced the Diesel Truck Liberation Act, a bill that would strip the EPA of authority to enforce emissions controls on heavy‑duty diesel trucks. The legislation would prohibit federal agencies from requiring emissions devices, onboard diagnostics, and penalties for equipment removal, and a companion Senate bill has been filed. Proponents argue it will cut compliance costs for truckers and farmers, while industry groups warn it could keep older, polluting trucks on the road. Environmental groups warn the rollback could add over 10 billion tons of CO₂ and cost consumers more than $2 trillion in health and climate damages through 2055.

Modern Trucks Get More Miles per Wage Hour
The oil "shock" in retail diesel is nothing of the sort. A heavy-duty truck can drive 42.3 miles on the amount of diesel that can be purchased with this country's average hourly wage of $32. In 2008, an hour of...

Crude Oil Surges 20% Recently, 9% Daily Spike
Crude oil is up 20% in the last few weeks. Oil prices rose 9% in a single day.

Tinubu Determined to Strengthen Power Sector, Shettima Vows at NELMCO Office Inauguration
Vice‑President Kashim Shettima used the inauguration of NELMCO’s new headquarters to reaffirm President Bola Tinubu’s commitment to overhaul Nigeria’s power sector. He highlighted a data‑driven, transparent approach and urged private and international investors to join the reform agenda. NELMCO, which recently generated...

Form Energy and Crusoe Reach Deal for 12 GWh of AI Data Center Batteries
Form Energy and Crusoe have signed a capacity agreement to supply 12 GWh of iron‑air batteries for AI data centers, with deliveries beginning in 2027. The deal secures reserved volume, pricing and terms, and production will occur at Form Energy’s West...
U.S. Gas Prices Plunge: Permian Negative
While the world panics about the loss of Qatari LNG, your reminder that nat gas prices in the Permian (Waha hub) had been negative for 35 consecutive trading days — and counting. And that Henry Hub is at ~$3 per...

Methane Gas Is Different: How Trump’s Attack on EPA Power Does Not Affect #CutMethane Rules
The Trump administration moved to void the EPA’s 2009 Endangerment Finding, which underpins vehicle greenhouse‑gas rules, but that action does not jeopardize the separate methane‑emission regulations targeting oil and gas facilities. Methane controls are anchored in Clean Air Act section 111,...
Designer Carbon Materials Enable CO2 Release Below 60 Degrees Celsius
Researchers at Chiba University have created nitrogen‑doped carbon adsorbents called viciazites that release captured CO₂ at temperatures below 60 °C, far lower than the >100 °C needed for conventional amine scrubbing. By positioning nitrogen functional groups adjacently on the carbon surface, the...
US Natgas Storage Falls by 54 Bcf
The U.S. Energy Information Administration reported a 54 billion‑cubic‑foot (Bcf) draw in natural‑gas inventories for the week ending March 20. Net working gas fell to 1,829 Bcf, tightening the supply balance ahead of the summer heating season. The draw reflects higher demand from...
Oil Prices Rise as Wall Street Swings to Doubt on Iran Talks
Oil prices jumped on March 26 as Brent crude rose 4.8% to $101.94 a barrel, driven by renewed doubts over the Iran‑U.S. cease‑fire talks and heightened tension in the Strait of Hormuz. The rally pushed the S&P 500 down 1.2%, the Dow...

Data Centers Get Ready — the Senate Wants to See Your Power Bills
U.S. Senators Josh Hawley and Elizabeth Warren have urged the Energy Information Administration to create a mandatory annual reporting framework for data centers, demanding granular data on hourly, peak and annual electricity use, rates, and grid upgrade costs. The request...

Legislators Campaign for Plug-In Solar Access in Illinois
Illinois State Senators Rachel Ventura and Rep. Daniel Didech introduced the Plug‑In Illinois Act (SB 3104/HB 4524) to permit small‑scale, plug‑in solar systems that connect to a standard wall outlet. The bill targets renters, condo owners, and homeowners lacking suitable roofs, removing...

Maran Gas Doubles Down with Fresh LNG Carrier Order
Greek carrier Maran Gas Maritime has placed an order with South Korea’s Hanwha Ocean for two new LNG carriers, each with a capacity of 174,000 cubic metres. The contract, valued at roughly $505 million, targets delivery in May 2029. This order...
8 New EV Charging Locations Planned At ShopRite Stores
ShopRite in Paramus, New Jersey, installed six public fast EV chargers capable of up to 350 kW, delivering a 10‑80% charge in under 40 minutes. The retailer plans eight additional charging stations across New Jersey, New York and Pennsylvania this year, potentially bringing the...
Mideast Gulf Players Take Steps to Manage Output, Secure Assets
Major energy producers and operators across the Middle East Gulf have implemented drastic measures to curb output and protect facilities as the regional conflict enters its third week. The moves include temporary shutdowns, reduced drilling rates, and heightened security protocols...
Cuba's Renewable Push Stymied by U.S. Sanctions
I don’t think people understand how much work Cuba is actually putting towards transitioning their grid to run on renewables. They don’t want to rely on their old thermoelectric system. But US sanctions force it upon them.

Export Ban Cuts Gasoline, Spurs Diesel, Jet Fuel Surge
The US has been toying with the idea of a US oil export ban. This might briefly lower gasoline prices in the US, but it would drive up diesel and jet fuel costs and worsen the overall energy shock. ANOTHER HAIRBRAIN IDEA...
Home Charging Prices Are Going Up, But Charging At Home Is Still Cheaper
J.D. Power’s latest EV Home Charging Study shows that 86% of electric‑vehicle charging still occurs at home, but rising electricity prices have pushed average monthly home‑charging costs up $5 to $63. Satisfaction scores slipped for Level 1 and Level 2 portable chargers, while...

Thermochromic Bifacial PV Glazing Cuts Building Cooling Loads
Thermochromic bifacial PV glazing system for reducing building cooling loads #energysky -- via pv magazine global: https://t.co/lobwSFjhyK https://t.co/0gB6vjwsep
Miliband Urged to Support Shetland Gas for Five-Year Supply
Miliband urged to back Shetland gas fields that could fuel UK for five years https://t.co/Dpt7TDj4bW
Brent, WTI Crude Prices, Mar. 26, 2026 - TK
The article is a placeholder for a daily Brent and WTI crude price snapshot dated March 26, 2026, but it contains no actual price data or commentary. Typically such reports would list spot prices, price changes, and market drivers for the two...
Ukraine's Baltic Embargo Shows EU Missed 2022 Opportunity
While everyone is focused on an Iran oil embargo, Ukraine is embargoing Russian oil in the Baltic. If Iran can close the Strait with drones, then Ukraine can certainly shut down Russia's ports in the Baltic. If only the EU...
Budderfly Secures $550M to Expand Energy-as-a-Service
Budderfly raises $550 million to scale its Energy-as-a-Service platform #energysky -- via pv magazine usa: https://t.co/mVu3KQ8ZPN
Goldman Says the US Could Lose 10,000 Jobs a Month This Year as the Oil Shock Ripples Through the Economy
Goldman Sachs warns that the recent oil price shock could erase about 10,000 new jobs each month in the United States through the end of 2026. The bank projects the unemployment rate climbing to roughly 4.6% by year‑end, driven by...
Stakeholders Question PJM Proposal’s Ability to Meet FERC Goals
Parties asked FERC to modify PJM's proposal for complying with December co-location order. Data centers and generation/storage developers say PJM's proposal doesn't meet FERC's objectives. Existing industrials warn it will raise their rates. IMM is skeptical of the whole thing.
Rio Tinto, Australia Pledge $2B for Renewable‑powered Boyne Smelter
Storage-firmed renewables: Rio Tinto and Australian governments commit AU$2 billion to future-proof Boyne smelter #energysky -- via Energy Storage News: https://t.co/FjGb9Wzr6q
The Iran War Has Already Unleashed a $25 Billion Energy Repair Bill
The ongoing Iran conflict has already generated an estimated $25 billion in energy‑sector repair costs, according to industry analysts. Damage to key oil refineries, pipelines and the strategic Kharg Island hub is forcing Iran to divert resources toward emergency reconstruction. The...
War Prolongs Oil Price Surge Despite SPR Release
With Brent crude around $109, following the decision to release 400 million barrels from the SPR, along with waivers for Russian, Iranian, and Venezuelan oil entering the market, the path is clear: The longer the war drags on, the higher...
US Wafer Origin Rules Threaten Solar Content Bonus
US wafer origin rules put solar domestic content bonus at risk #energysky -- via pv magazine global: https://t.co/PWrWOkSYsc
China's CNOOC Tempers Production Growth, Spending Trajectory
China National Offshore Oil Corp.’s listed arm CNOOC announced a modest 0.3%‑1.6% rise in oil and gas output for 2026 and plans to keep capital spending flat or lower. The guidance marks a sharp deceleration from the rapid expansion of...
Global Energy Crisis Already Unfolding, Oil Supply Irrelevant
True-ish but also not relevant. We've already sent the world into a global energy crisis. That's going to catch up to us regardless of how little oil we get from the Persian Gulf

Nepal's EV Sales Soar to 75% as ICE Imports Crash
Nepal's EV revolution in one chart. In 2019, EVs were 1% of new car sales. By 2024: 75%+ While ICE imports collapsed from 10,000+ to ~3,500 units, EV imports surged to nearly 12,000. https://t.co/kzReqJZt2l

Argentina's State-Backed Energy Giant YPF Launches Tokenization Initiative on XRP Ledger
Argentina’s state‑backed power producer YPF Luz, together with blockchain firm Justoken, has rolled out Enertoken, a tokenization platform on the XRP Ledger (XRPL). The initial phase tokenizes more than $800 million of electricity contracts, leveraging Justoken’s JMWH fund which already holds...

FERC Chair Urges Tech Firms to Power AI Data Centers
The @FERC chairman publicly prodded tech companies on Thursday to engage more as they race to power a massive buildout of AI data centers. https://t.co/S9mmfJEQsk via @axios https://t.co/BIishr9Acl

Unseen Risks Threaten Trump’s $1 B Total Deal
What We Don’t Know About Trump’s $1 Billion Deal With Total Could Kill It #energysky -- via Heatmap News https://t.co/MIPswbkLFC https://t.co/o5caPF7W1E

Ugandan Farmers Use British Court to Try to Stop Oil Pipeline
Ugandan farmers, represented by UK law firm Leigh Day, have filed a letter before action in a British court seeking to halt the East African Crude Oil Pipeline (EACOP). They allege the $5.6 billion project, now 80% complete, violates Uganda’s constitution...
Venezuela's Oil Output Limited to 300k Bpd by 2026
My view in the @EpochTimes on Pres. Trump's move on Venezuelan oil: “VEN remains a wild card... its output gains will likely be modest [in 2026], ~300,000 barrels/day, due to deep structural damage in the soft & hard infrastructure of VEN’s...
Alaska LNG Doubtful; Accelerate Wind/Solar to Sustain Railbelt Gas
I don’t think the Alaska LNG facility is going to happen. We need to build the wind/solar projects quickly to extend the Railbelt gas supply.
Colorado’s Rocky Mountain Metro Airport Launches Unleaded Avgas
Colorado’s Rocky Mountain Metropolitan Airport (RMMA) has begun dispensing Swift Fuels UL94, an unleaded avgas, alongside traditional 100LL leaded fuel. A state‑backed subsidy ensures the unleaded option is priced the same as leaded fuel, and the airport will reimburse up...

Energy Crisis Duration Will Reshape the World Dramatically
I’ll go further @ericnuttall This is a world-changing event. Duration is the only important uncertainty. If the energy crisis ends in a few weeks, the world will never be the same in a serious way. If it lasts longer, the world will...

Fusion Plant Feasible by 2045 with Massive Effort
Fusion power plant possible by 2045 with massive effort, says science academy #energysky -- via Renew Economy: https://t.co/wmE6rq570P https://t.co/FjHhMUqKyq
IFRS Foundation Proposes Updates to Agriculture, Power Sector Sustainability Reporting Standards
Today the IFRS Foundation’s International Sustainability Standards Board issued exposure drafts proposing amendments to three sector‑focused SASB standards covering Agricultural Products, Meat, Poultry & Dairy, and Electric Utilities & Power Generators. The revisions expand scope to direct farming operations, add...
Treasury Claims Ample Oil, IEA Taps Strategic Reserves
“The oil market is well-supplied” — US Treasury Secretary Scott Bessent. (… that’s quite a statement after the International Energy Agency had to make the largest ever use of his member’s strategic petroleum reserves…)

Japan's Oil Dependence Triggers Treasury Sales, Yield Spike
Japan imports 94% of its crude from the Middle East. 70% moves through the Strait of Hormuz. When oil spikes, Japan sells Treasuries to defend the yen. When Japan sells Treasuries, yields spike. When yields spike, everything breaks. Watch USD/JPY. $TLT $SPY https://t.co/8Vd43Ls5lB
Oil Price Surge Is Hurting African Economies: Scholars in Ethiopia, Kenya, Nigeria, Senegal, and South Africa Take Stock
Oil prices surged above $100 a barrel after the United States and Israel attacked Iran, prompting Tehran to close the Strait of Hormuz, which carries roughly 20% of global oil. The disruption has sent fuel costs soaring across Africa, prompting...
Bloomberg Finds No Oil Tankers in Hormuz Despite Trump Claim
"Tanker tracking data compiled by Bloomberg shows no sign of the eight big boats full of oil that are going right up the middle of the Hormuz strait that President Trump just mentioned in his briefing." https://t.co/WnyafirUj0
Today's Middle East Turmoil Echoes 1990 Gulf War Recession
Why the current set-up reminds @LizAnnSonders of 1990 (Gulf War + recession): - conflict in Middle East & spike in oil prices - economic & market dislocations - concerns about credit linked to Private Equity Apple🔊https://t.co/2dDJ3eD1p7 Spotify📽️https://t.co/gSpDwqSJC9 https://t.co/hNb5bSJvUv
Grid Capacity Struggles Under Unexpectedly High Consumption
"Grid capacity is a big problem. We have a lot more consumption than we really ever envisioned." https://t.co/meE1SvxnF0

Trump to Unveil Farmer Aid, Likely Biofuel Quotas Friday
🇺🇸Trump said on Thursday that his administration will announce actions to help U.S. farmers on Friday. Further details are unavailable, though final biofuel blending quotas are the obvious market expectation. https://t.co/4wwLZa9AXf
Decision Looms: Toll Split or Boots on Ground
Seems like the choice is 1) Deal that includes a toll/revenue split on a Hormuz toll 2) Boots on the ground And we will know more by monday