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:
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 per barrel, prompting companies to accelerate drilling and capitalize on tighter global supply. Analysts estimate that U.S. shale output could increase by roughly 5% in the next quarter, translating into higher earnings for major independents. However, the upside comes with heightened geopolitical risk and potential regulatory scrutiny.
Venezuela Oil Output Rises to 1.1 Mln Bpd as Sector Recovery Gains Traction
Venezuela’s oil production climbed to roughly 1.1 million barrels per day in March, up from about 942,000 bpd in January. The rebound reflects easing U.S. sanctions, better access to diluents and a modest return of export flows, bringing output back to pre‑disruption...
EV Demand Will Outpace Mineral Constraints as Supply Improves
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
Cairn Looks to Hire Americans to Build India’s Shale Sector
Cairn Oil & Gas, the Vedanta‑controlled unit, aims to quadruple its daily output to roughly one million barrels per day over the next decade. To achieve this, the company plans to spend up to $5 billion on U.S. oilfield contractors who...
DFL Spreads Near Spot, Strongest Indicator Despite Lower Spikes
Brent crude: - Flat price (white) - Prompt futures timespread (blue) - Dated-to-Frontline (DFL) spread (orange) All off their highs, but DFLs are both closest to the "real" spot market and they're trading nearest the high of the lot. In relative terms DFLs didn't get...
Oil Shock Won’t Drive New Pipelines for Canada
Canada Doesn’t Need New Pipelines, Despite Oil Shock Economist Werner Antweiler says that a short-term oil shock doesn't overcome the many reasons why Asia won't be a market for Alberta heavy sour crude. #abpoli #ableg https://youtu.be/GUwULJF2jfc
Oil Instability Calls for Diversified Natural Resource ETFs
Oil markets have been jolted by the 2026 Iran war, with prices swinging sharply on each new development. The volatility makes pure‑play energy exposure risky for investors and advisors. FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) offers a diversified...
Oil Futures Surge $580 M Minutes Before Trump’s Iran Pause, Triggering Insider‑Trading Probe
A sudden $580 million rush of oil futures contracts hit the market minutes before President Donald Trump announced a five‑day cease‑fire on attacks against Iran, prompting the CFTC to launch an insider‑trading investigation. The spike coincided with a 10% drop in...
Gas Crunch Could Spur Solar‑Battery Leap in Emerging Markets
Interesting debate here between JP Morgan's Michael Cembalest and @JigarShahDC on the latest Open Circuit episode. Will the global natural gas crunch accelerate solar + batteries in emerging markets that are considering deeper investments in LNG? Michael argues that comparisons people...
Google Secures 1 GW Flex‑Power Deal to Turn Data Centers Into Grid Assets
Google has locked in 1 GW of demand‑response capacity across its U.S. data center portfolio, allowing the tech giant to cut or shift electricity use during peak periods. The agreement, forged with multiple utilities, turns the data centers into flexible grid...
Philippines Declares Energy Emergency, Seeks 1M Barrels Amid Iran Conflict
President Ferdinand Marcos Jr. placed the Philippines under a one‑year national energy emergency and announced a plan to purchase one million barrels of oil to extend the country's fuel stock to about 45 days. The move follows a sharp price...
Hanwha Power Formed as Hanwha Power Systems Merges with PSM
Hanwha Power Systems and U.S.-based PSM have combined under the new brand Hanwha Power, creating a global compressor and gas turbine business aimed at power generation, data centers and low‑carbon projects. The merger expands Hanwha's go‑to‑market reach and opens cross‑sell...
Germany to Tender Extra 12GW of Onshore Wind
Germany announced an extra 12 GW of on‑shore wind capacity to be tendered under its Climate Action Programme 2026, roughly 2,000 new turbines. The addition is projected to replace the output of 15–20 gas‑fired plants, cut natural‑gas imports by about $1 billion annually...
Bactery Named to Fast Company’s List of Most Innovative Companies of 2026
Bactery, a UK‑based spin‑out, was named to Fast Company’s Most Innovative Companies of 2026 for its soil‑powered microbial fuel cell that replaces disposable batteries in precision‑ag sensors. A single unit harvests electrons from bacteria breaking down organic matter, delivering the...
Oil Price Spikes Are Driving a Surge of Interest in Electric Vehicles
The U.S. military strike on Iran triggered a sharp rise in global oil prices, prompting a 278% surge in Australian Google searches for electric vehicles on March 23 versus late February. Historical patterns show that higher fuel costs consistently boost EV...
Spin-Flip Emitter Harvests Doubled Excitons for Higher Solar Cell Efficiency
Researchers at Kyushu University and JGU Mainz have created a molybdenum‑based spin‑flip emitter that harvests singlet‑fission triplet excitons with a quantum yield of about 130%. By tuning the metal complex’s energy levels, they suppressed competing Förster resonance energy transfer, allowing...
Why Solid-State Batteries Keep Short-Circuiting
MIT researchers have uncovered that metallic dendrites in solid‑state batteries grow under far lower mechanical stress than previously believed, with stress levels as low as 25% of expected values. Using birefringence microscopy, they directly measured stress around actively forming dendrites...
Oil Prices Juggle Conflicting US, Iran, Israel Headlines
This volatile oil price remains at the mercy of a flood of (often-contradictory) headlines emanating from the three warring parties — US, Iran, and Israel. #economy #oil #markets #energy #middleeastwar
Oil Surge Signals Market Crash, Gold Surge, Inflation Spike
Oil prices up 20% in weeks. 1 day alone added 9%. In 1973, a supply shock like this wiped 45% off the stock market and sent gold up over 2000%. I have spent 55 years building an alternative framework for understanding how...
Futures Settle: Natural Gas Prices Gain as War Risks Offset Mildest March in 14 Years
Natural gas futures rose on Wednesday after earlier declines, driven by heightened geopolitical risk following Tehran's rejection of a U.S. peace proposal. The market also absorbed bullish signals from rising LNG feed‑gas demand and expectations of tighter storage balances. Despite...
Trump Spends $1B to Block Energy Project Amid Crisis
The Trump Administration is paying a billion dollars to stop a massive energy project in the middle of an energy crisis. Why? Because physics is Woke and real men burn stuff. Great piece by Paul Krugman. https://open.substack.com/pub/paulkrugman/p/the-war-on-wind-continues?r=59ujy&utm_medium=ios
No Escape From the Energy Shock for UK Business. A Long-Term Strategy Is Still Essential | Nils Pratley
UK businesses are confronting an energy price shock, with the nation already holding the highest industrial electricity rates among G7 nations. Cornwall Insight forecasts electricity could jump 10‑30 % and gas 25‑80 %, pushing a typical 12‑month electricity contract to about £578,000...
Daily Energy Report
Dutch underground gas storage fell to roughly 6.11% of capacity on March 23, 2026, marking the lowest level for this time of year since at least 2010. The drawdown outpaces the broader EU average, which remains near 20%, and is...
Bunker Fuel Shortages in Asia at Tipping Point as War Disruption Continues
Asian ocean carriers are currently managing bunker fuel supplies, but tightening inventories signal a looming shortage if the Strait of Hormuz remains blocked. Global fuel suppliers warn that prolonged closure could trigger worldwide deficits. To cushion the impact, operators are...
Blockchain VPPs Pay EV Owners Instantly for Grid Support
Blockchain Virtual Power Plants Pay EV Owners Instantly Plenty of innovation coming to integrate EVs, solar, batteries (DERs) into power grids. Hope some of that innovation finds it way to Canada. https://youtu.be/DZ2baN_z8Sk
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
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Crusoe Adopts Two Novel Batteries for AI Expansion
Crusoe taps not one but two novel battery technologies for AI buildout #energysky -- via Canary Media: https://t.co/hWHxKb2w9Z
Analyzing Strategic Risks in the Strait of Hormuz
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
EDP, Linea, LRE Drive Midwest Solar Expansion
US MIDWEST ROUND-UP: EDP, Linea and LRE advance solar PV projects #energysky -- via pv-tech: https://t.co/pzFIf81vTU
Europe’s Energy Retreat Risks Carbon Leakage, New Nuclear Hope
Excellent analysis covering europe's energy suicide including nuclear retreat and fracking bans, exporting carbon intensive industries. It's hard to turn around once the expertise is gone, see France attempt to build a new nuclear plant.
Resuming Hormuz Traffic Crucial Amid Iran War Uncertainty
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
2D Carbon Selenide Enables Competitive Sodium‑Ion Batteries
2D carbon selenide offers route to competitive sodium-ion batteries #energysky -- via pv magazine global: https://t.co/deTW0kC8Qd
Today's Energy Crisis Starkly Differs From 2021‑22
There is still a world of difference between the 2021/2022 energy crisis and the current one. https://t.co/Uti2V6LX6d
Ukraine Escalates Successful Strikes on Baltic Export Hub
Doubling down on its strikes in the Baltic, Ukraine has launched an even more impressive and successful strike on Ust-Luga and other export facilities. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Vp7XCb4HTR #russiaukrainewar #energy https://t.co/nwoDcCn3T7
Global PV Equipment Market Set to Triple by 2035
Global PV equipment market to grow over 2.5 times by 2035 – VDMA #energysky -- via pv-tech: https://t.co/YKvnSHtcFQ
Gas Prices Near $4 Mark Ahead of Midterms
National average gas prices are now within cents of the pivotal $4-per-gallon threshold, which many elected officials would prefer to avoid in a midterm election year. https://t.co/Ow36WJehg7
Ohio’s “Green” Steel Project Reverts to Coal
What’s next for Ohio’s former green steel project? More coal, it seems. #energysky -- via Canary Media: https://t.co/d2dQ9i4G6T
Advait Greenergy Launches 30 MW Electrolyzer Plant in India
Advait Greenergy opens 30 MW electrolyzer assembly facility in India #energysky -- via pv magazine global: https://t.co/JI7ycDKt5B
Ground-Level Insights From CERAWeek Highlight Energy AI Trends
⚡️Via @axios' @AmyAHarder, a short and smart view from the ground at #CERAWeek in Houston. Link in next post. #energy #OOTT #datacenters #AI #Iran
AI Power Demand: Estimates Vary, True Need Unclear
Data center developers are asking for 100,000 megawatts. Anthropic says they need 25,000 for training. NVIDIA says inference can run on 5 megawatt blocks that fit the existing grid. So why is nobody answering the question of how much they actually...
Hormuz Crisis Threatens Europe, Fuels US Inventory Uncertainty
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Zeldin & Yergin Explain Reversal of Endangerment Finding
Lee Zeldin talking on stage now w Dan Yergin about why admin reversed endangerment finding. #ceraweek. For any who want a deeper & more nuanced take on the many complexities around this issue, check out this recent episode of @ColumbiaUEnergy...
Oil Importers Intervene; Turkey's Thin Reserves Raise Risk
A lot of oil importers have been intervening pretty heavily to keep their currencies from depreciating and adding to the oil price shock. Turkey is one of the more interesting cases, as its fx reserves remain limited 1/2 https://t.co/zsikWfgTxD
EV Surge Shows Clean Energy Is National Security
EV sales are exploding right now around the world as literally everyone wakes up to fossil fuel fragility: From Vietnam to Brazil, we're leapfrogging the old oil era to power transport with homegrown, clean energy Clean energy IS national security https://t.co/ATQ0o3LCfw https://t.co/VPVf97gJqC
FERC Resolves Market Monitor Complaint in Months, Others Stall
The market monitor filed this complaint 4 months ago. Incredibly fast turn-around from FERC. Other complaints -- particularly about transmission rates and planning -- have been sitting for years.
Tesla Negotiating $2.9B Chinese Solar Equipment Deal
Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32
Ukraine's Power Grid Remains Stable Amid Ongoing Attacks
No power outages planned for tomorrow all across Ukraine despite Russian attacks - again 👌💡
Refra Launches Water‑to‑water Heat Pump for Industry
Refra debuts water-to-water heat pump for commercial, industrial use #energysky -- via pv magazine global: https://t.co/DOFvMvsh0B