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:
BHP Exec Says Energy Shocks Will Stall Climate Action and Strain Supply Chains
Geraldine Slattery, president of BHP’s Australian operations, warned that ongoing energy disruptions caused by geopolitical tensions are pushing nations to prioritize supply security over climate goals. The warning comes as oil prices have surged 35% and BHP faces pressure over diesel excise rebates, highlighting a widening gap between decarbonisation ambitions and real‑world energy volatility.
Panic Fuel Buying Reveals Fragile Systems Before Collapse
Australians are "panic buying" fuel This is a classic early-stage crisis dynamic People fear shortages → they hoard → Local outages appear → which reinforces fear THIS IS WHAT FRAGILITY LOOKS LIKE BEFORE FAILURE This will happen in your country next
Deal Won’t Quickly Restore Kuwait Oil Production
Even if a “deal” happens tomorrow, the damage doesn’t reset Kuwait Petroleum says full production recovery takes 3–4 months A ceasefire is just the start of a long, uneven rebuild #Oil #Kuwait #Hormuz #EnergyCrisis #SupplyShock #Geopolitics #OOTT #Markets
Consumers Energy Seeks $350 M Delay of Hardy Dam Upgrades Amid Controversial Sale
Consumers Energy filed a request with the Federal Energy Regulatory Commission to push back the start of a $350 million spillway replacement at Michigan’s Hardy Dam until the end of 2028, citing the pending sale of the dam to Confluence Hydro....
Second‑life EV Batteries Power Data‑center Microgrid Expansion
Second-life EV batteries approved for data center microgrid expansion #energysky -- via pv magazine usa: https://t.co/5D6R4Ym6Xp
Opening Strait of Hormuz Crucial for Global Energy Security
Tweedle Dum and Tweedle Dee agree that the opening the Strait of Hormuz is important Where's DOGE when you need to cut fraud and waste?
Vietnam and Russia Ink Nuclear Power Plant Deal, Details Not Disclosed
Vietnam and Russia have signed a deal to build a nuclear power plant, marking a new chapter in bilateral energy cooperation. Specifics on capacity, financing and construction schedule were not disclosed, leaving analysts to gauge the partnership's impact on regional...
Iran's $2 Million Strait Fee Shows Mutual Benefit
Finally, a little commerce is moving in the Strait of Hormuz. The Iranians benefit by charging up to $2 million for free passage and those who pass obviously benefit or they wouldn’t pay the transit fee. THREE CHEERS FOR COMMERCE. https://t.co/hzDa6MSkxF
Oil's Percentage Rise Varies by Currency Unit
Intro econ for NYT reporters, oil was priced in yen it would be going up more in percentage terms in yen than it is going up in percentage terms in dollars. The unit is just a convention https://t.co/zCOwmbyJQv
Mindjoin Acquires Solteir to Build AI‑Energy Infrastructure Platform
Mindjoin announced the acquisition of Solteir, a power‑infrastructure firm that built grid‑connected facilities for Bitcoin mining, to broaden its artificial‑intelligence compute platform. The deal merges Solteir’s energy assets with Mindjoin’s AI strategy, addressing the power constraints that limit next‑generation AI...
Gas Prices Spike, Heralding Inflation Tsunami Ahead
Gasoline is telling you what this war really means. Up $1.00 a gallon in just 25 days. It's the first wave of the coming tsunami of inflation #GasPrices #Oil #Inflation #EnergyCrisis #Iran #Hormuz #Economy #Geopolitics #War #OOTT
Dangote Refinery Leverages Middle‑East Crisis to Expand Africa’s Downstream Market
Aliko Dangote’s refinery has lifted its ex‑depot gasoline price to N1,285 per litre – its fifth hike in March – as the U.S.–Israel war on Iran pushes crude to $120 a barrel. The move deepens Dangote’s downstream foothold while sparking...
German PV Systems Surpass Expected Lifespan, Survey Shows
Survey reveals PV systems in Germany outperform lifespan expectations #energysky -- via pv magazine global: https://t.co/2T7RmNyjWe
March 2026 Flash PMI Shows Global Slowdown and Inflation Spike Amid Iran War
S&P Global’s flash Purchasing Managers’ Index surveys for March 2026 show business activity edging closer to stagnation worldwide, with the eurozone slipping to 50.5 and the UK composite at 51.0. At the same time, input‑cost inflation jumped as Brent crude...
Weaponizing Hormuz Is Global Economic Terrorism, Says ADNOC CEO
“Weaponizing the Strait of Hormuz is not an act of aggression against one nation. It is economic terrorism against every nation, every family that depends on affordable energy and food.” Abu Dhabi National Oil Co. CEO Sultan Al Jaber says in speech at @MiddleEastInst...
Snowy 2.0 Funds Near Depletion Amid Gas Plant Delays
Snowy 2.0 budget to be exhausted in coming months, ratings agency says, as gas plant hit by new delays #energysky -- via Renew Economy: https://t.co/5pKV23AbWA https://t.co/J4WxHGtyFw
First Gen Bullish on 2026 Amid Geothermal Energy Push
First Gen Corp., the Philippines‑based Lopez Group utility, posted an 8% profit increase in 2025, with attributable recurring net income rising to $264 million and revenue climbing 6% to $906 million. The company now operates 1,700 MW across hydro, geothermal, solar and wind...
Asia's Energy Shock: War Disrupts Middle Eastern Supply
Good morning, We are in Day 26 of the war and Asia is reeling from the conflict as we are most dependent on Middle oil and gas. Let's talk about how Asia is affected by this conflict, a thread. You can...
Nebraska Pushes Bill for Energy Storage, Data Centers
Nebraska advances energy storage and data centre-focused bill #energysky -- via Energy Storage News: https://t.co/BqundVHw3F
SM’s Geothermal Energy Arm Revs up Expansion
Philippine Geothermal Production Co. (PGPC), the geothermal arm of SM Investments, announced a P3 billion (~$54 million) funding round to explore six new steamfields across Luzon. Drilling has already started at Mt. Labo and Mt. Malinao, with projects expected to take five...
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
US Examines $200 Oil Price Shock Impact on Economy
US officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, sources tell @hlowenkron @SalehaMohsin and me, a sign of studying possible fallout from extreme scenarios for the #Iran...
Fusion Power Plant Possible by 2045 with Massive Effort, Says Science Academy
Germany’s National Academy of Science and Engineering (Acatech) says the country could have a commercial fusion power plant by 2045 if it dramatically accelerates the program. Achieving this would demand massive investment—tens of billions of dollars—expanded training, industrial‑scale component manufacturing,...
Streamlining Solar Permits Could Save Homeowners Billions
Report: Cutting red tape in residential solar could save homeowners billions #energysky -- via Solar Power World: https://t.co/eOPy0cAMlC
US Lawmakers Target Data‑Center Power Costs in New Infrastructure Push
Congress is drafting provisions to treat data centers as critical infrastructure and lower their electricity costs, while New Jersey passed a bill forcing large facilities to foot grid‑upgrade bills. The moves address a projected doubling of data‑center power demand to...
Octopus Boss: We've Seen a 50% Rise in Solar Panel Sales Since Start of Iran War
Octopus Energy chief Greg Jackson told the BBC that solar‑panel sales have jumped 50% since the Iran‑Israel war began, with heat‑pump sales up 30% and electric‑vehicle enquiries rising over a third. The surge reflects households hedging against higher energy bills...
Blueleaf Commissions 300MWp Hybrid Power Project in India - #BeltAndRoad #Economy #Infrastructure
Blueleaf Energy has commissioned the 300‑MW‑peak Pachora Hybrid Power Project in Madhya Pradesh, marking its flagship wind‑solar development in India. Valued at 1,900 crores (approximately $230 million), the plant will generate about 600 million kilowatt‑hours per year—enough for over 550,000 households—and sells power...
Big Spinning Machines: State Seeks Partners for Syncon Rollout at Former Coal Hub
Victoria’s energy minister has launched an expression of interest for three large synchronous condensers in the Latrobe Valley, targeting the former Hazelwood coal terminal. The state already invested $480 million AUD (≈$317 million USD) in a syncon near Ararat, which is expected...
As Prices Soar, EPA Greenlights Higher Ethanol Blends in Gasoline
The EPA announced an emergency waiver allowing nationwide summer sales of E15, a gasoline blend containing up to 15% ethanol, as gas prices near $4 per gallon. The move, highlighted at CERAWeek, is framed as a relief measure for consumers...
NSW Targets Fuel Distribution to Support Miners
The New South Wales government announced a coordinated response to diesel distribution gaps that are affecting mining, agriculture and freight. Data from FuelCheck shows 187 stations lack diesel, including 78 in key mining regions, while 32 stations have no fuel...
Massive Geothermal Potential in Millungera Basin Set for Drilling Boost
Sunrise Energy Metals and U.S. tech firm I‑Pulse are investing $5 million to develop geothermal drilling in Queensland’s Millungera Basin, targeting up to an 80% project stake. The basin is estimated to hold over 611,000 PJ of thermal energy—about 600 times Australia’s...
Nikolay Grebentsov: Entrepreneur Turning Real-World Needs Into Innovation
Nikolay Grebentsov, president of Nikovit Inc., is scaling a clean‑energy venture that sells affordable heat‑pump and mini‑split systems through its EZCOOL brand. Recent accolades—including the Best Entrepreneur in HVAC award and a Small Business Breakthrough Award—coincide with a push to...
Production Cuts, Cost Pressures Cloud War-Driven Commodity Windfall
Indonesia is seeing a surge in coal and crude palm oil (CPO) prices as the US‑Israeli war on Iran pushes oil to about $100 a barrel, prompting countries to seek cheaper coal and bio‑fuel alternatives. Newcastle coal futures have climbed...
Grid Batteries and Electrification Ease Gas Shortfall Concerns
Gas shortfall fears pushed out again as grid battery boom and electrification take fresh bite from demand #energysky -- via Renew Economy: https://t.co/SIHv5tanVT https://t.co/F4npGu5RMq
Why Australia Lets Energy Companies Pay Less Tax than Many People Expect
Australia’s tax framework allows gas exporters to retain a larger share of profits than most citizens expect. The system, crafted by the federal government, offers low corporate tax rates, generous depreciation allowances, and limited resource royalties. Critics argue the regime...
Nine 2‑GW Batteries Shortlisted for Grid‑Stability Payments
Nine big batteries totalling 2 gigawatts shortlisted for payments to maintain “heartbeat” of the grid #energysky -- via Renew Economy: https://t.co/slnOMLGd5j https://t.co/Ejwlk6zP7n
Real‑time Optimization Transforms ERCOT Battery Storage Economics
ERCOT after RTC+B: How real-time optimisation is reshaping battery storage economics #energysky -- via Energy Storage News: https://t.co/0kTqm7fk8G
Snowy 2.0 Budget to Be Exhausted in Coming Months, Ratings Agency Says, as Gas Plant Hit by New Delays
Snowy Hydro’s flagship Snowy 2.0 pumped‑hydro scheme, a 2,200 MW storage project, is projected to breach its $12 bn AUD (≈$7.9 bn USD) capex by fiscal 2026, with the work only 70% complete. The federal government has already supplied $5.98 bn AUD (≈$3.9 bn USD) in...
U.S. Diesel and Jet Fuel Stocks Near Record Lows
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
Unknown Traders Made a Fortune Shorting Oil 15 Minutes Before Trump Reversed Iran Threat
On Tuesday morning, oil futures trading surged dramatically as 734 contracts changed hands between 10:49 and 10:50 GMT, jumping to 2,168 contracts in the following minute—16 times the day’s average volume. Bloomberg valued the contracts traded in that 60‑second window at...
The Oil Price Shock Could Make Italian Ice More Expensive
The U.S.-led war in Iran has sent oil prices soaring, pushing gasoline costs for a heavy‑duty pickup in Houston from about $70 to $90 per tank. Phrostibe Italian Ice, a family‑run mobile vendor, is feeling the squeeze, redesigning delivery routes,...
Recent Geo Political Events Have an Impact on Food and Gas Prices
Economists note February CPI showed modest food price shifts—beef remains high while chicken and eggs fell. A new conflict with Iran has driven Texas gasoline up 90 cents, a 38% jump, foreshadowing higher March CPI. The war threatens the Strait...
Ministers Must ‘Trade More’ in Face of Iran War
British Chambers of Commerce chief Shevaun Haviland will urge UK ministers to keep an energy‑bailout option on the table as the Iran‑Israel conflict drives oil prices higher, warning that disrupted shipping lanes will lift business energy costs. She stresses calm,...
Philippines Declares Emergency over Soaring Oil Prices
The Philippines have declared a NATIONAL STATE OF EMERGENCY. The Philippines imports 98% of oil from the gulf and gas prices have DOUBLED since the breakout of the Iran war. THE PHILIPPINES SHOULD SEND THE BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/bNdU01nHJI
Japan Minister Discusses War‑Driven Commodity Risks, Seeks Asian Stability
Delighted to meet 🇯🇵’s Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa We spoke about how the Middle East war is impacting oil, gas & other commodities, with particular challenges for Asia – and how we can work together...
Asia Is Getting Crushed Between Oil Prices and the Dollar
Asian economies from India to South Korea are feeling a double squeeze as oil prices spike and the U.S. dollar reaches its strongest level against regional currencies in two decades. The war in the Middle East has choked the Strait...
Aramco's $93 Billion Profit Highlights Oil Dominance
Aramco, the largest oil company in the world, earned $93 bn last year. More on this in the Chartbook Top Links. Source: How They Make Money https://t.co/DnYAwzwvOQ
French Firm Pursues Approval for Australia's Biggest Solar BESS
French developer seeks approval for Australia’s largest solar BESS #energysky -- via pv magazine global: https://t.co/2TN0iDGvRF
How Much Will America’s Oilmen Benefit From the Iran War?
At CERA Week in Houston, Energy Secretary Jennifer Granholm told U.S. oil executives that the ongoing Iran‑Israel conflict is likely to keep crude prices elevated, creating a favorable market for American shale producers. The war has already pushed Brent above $90...
Wind, Water, Solar Provide 30% of Global Power
30% of world's electricity came from WindWaterSolar 2024 8.11% wind, 14.33% hydro, 0.29% geo, 6.93% solar 16.2% of world pop has avg WWS generation 73% WWS by continent: S Am 57.8% Oceania 57.8 Europe 40.24 N Am 28.04 Asia 26.9 Africa 24.4 MidEast 4.9 https://t.co/KP3uii4BqI