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:
Nuclear Supply Chain Ramping Up to Meet Global Capacity Projections
The nuclear industry is shifting from a maintenance‑focused model to a growth trajectory, aiming for roughly 1,600 GWe of capacity by 2050. Current fuel‑chain infrastructure only supports the existing 400‑plus reactors, creating a sizable supply‑chain gap. Government incentives and geopolitical pressures are accelerating investments in fuel and equipment manufacturers. Investors can capture this structural shift through the Range Nuclear Renaissance ETF (NUKZ), which targets the expanding nuclear value chain.
India's LPG Shortage Threatens Households Amid Hormuz Closure
India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...
Oil Below 86 Needed to Sustain Equity Rally
Light Crude Futures $CL_F $USO 2 hour chart on left 30 minute on right Oil had been holding support btwn 94-92 until the 🟠"taco tweet" removed some of the perceived risk in oil It dropped down to the anchor from the beginning of the...
The Core Rules Of EV Charging Infrastructure Are About To Change
Upcoming regulatory revisions will reshape EV charging infrastructure by mandating automated, robot‑assisted stations that autonomous vehicles can navigate to themselves. The new rules emphasize rapid charging speeds, standardized connector designs, and integration with smart‑grid management to handle higher demand. Industry...
AI Becomes Essential for Energy Security and Resilience
The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...
India Sets Achievable Green Electricity and Emissions Intensity Targets
India has officially approved its next climate NDC, setting a 47% reduction in greenhouse‑gas emissions intensity by 2035 relative to 2005 levels. The plan also targets non‑fossil electricity capacity of 60% and a carbon‑sink increase of up to 4 billion tonnes...
Ukraine's Strikes Cut 40% of Russia's Oil Exports
Ukraine struck another Russian export terminal today. Reuters calculates that 40% of Russian oil export capacity is currently offline. Ukrainian sanctions at work.
Renewables Lower Electricity Prices; Fossil, Nuclear, Bioenergy Raise Them
Whereas more WindWaterSolar correlates with lower electricity prices worldwide, more fossil fuels, nuclear, and bioenergy each independently correlates with higher electricity prices.
Italian Looks to Receive LNG From Algeria, Strengthen Energy Cooperation
Italian Prime Minister Giorgia Meloni announced plans to deepen energy cooperation with Algeria during a visit to Algiers, aiming to increase LNG supplies to Italy. The move comes as Italy grapples with prolonged disruptions in Qatar LNG deliveries, which previously...
Insider Trade Exploits Trump’s Iran Pause Announcement
6:49am: sudden spike in oil futures trading. no news. no announcement. nothing public. 7:05am: trump announces a pause on iran strikes. markets move. someone knew. 16 minutes early. $580 million in contracts. the corruption is staggering.
War‑Driven Gas Prices Add $530 to Every Household Annually
For every $1 increase at the pump, the typical American household spends an extra $530 per year. Gas is costing Americans $300 million more a day than before the war. My latest newsletter, "This War Will Make You Poorer" (bit.ly/ThisWarWillMakeYouPoorer),...
MP Materials Announces $1.25 Billion U.S. Rare‑Earth Magnet Campus
MP Materials said it will invest $1.25 billion to develop a rare‑earth magnet manufacturing campus in the United States, a move intended to strengthen domestic supply chains and reduce dependence on Chinese imports.
Oman/Dubai Crude Plunges $45, Defying Brent Rally
CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...
Data Centers Power Up Grid with Self‑Generation, Flexible Connections
Today on Volts: how can we get data centers hooked up without screwing over the grid or other ratepayers? Two of my favorite thinkers, Astrid Atkinson & Jesse Jenkins, lay out a new model whereby data centers bring some of...
Zelestra Secures $600 Million Green Financing to Build Solar Projects Backed by PPAs with Meta
Madrid‑based renewable developer Zelestra secured a $600 million green financing facility from Société Générale and HSBC. The loan will fund two Texas solar projects—252 MW Echols Grove and 187 MW Cedar Range—currently under construction. Both farms belong to a 1.2 GW portfolio of projects...
CFTC Probes Sudden Oil Futures Surge Ahead of Trump's Iran Remarks, Citing Insider‑trading Risk
The U.S. Commodity Futures Trading Commission opened a formal inquiry after a sudden, undisclosed spike in oil futures trading volume occurred minutes before President Donald Trump's televised statement on Iran. The probe comes as the Middle‑East conflict squeezes supply, with...
NextEra Secures Land for $16 Billion, 5 GW Gas Plant to Power Texas Data Centers
NextEra Energy has secured land in East Texas for a more than 5‑gigawatt, $16 billion gas‑fired power plant aimed at feeding the region’s booming data‑center load. The project, backed by a U.S.–Japan agreement and cleared by the Trump administration, highlights the...
Invesco Solar ETF Jumps 12% as Oil Volatility Revives Renewable Appeal
Invesco's Solar ETF (TAN) is up 12% year‑to‑date as oil‑price turbulence from the Iran conflict rekindles investor appetite for clean‑energy exposure. The rally mirrors a similar surge after Russia’s 2022 invasion of Ukraine, while SolarEdge Technologies, the ETF’s top holding,...
Iran‑Israel War Pushes Oil Over $100, Slams Emerging‑Market Stocks and Currencies
The renewed Iran‑Israel conflict has driven Brent crude above $100 a barrel, igniting inflation concerns in oil‑importing emerging economies. The price spike has knocked Asian equity indices and currencies lower while also tightening global gas markets.
![[Episode #272] – Global Energy Crisis 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
[Episode #272] – Global Energy Crisis 2026
In this episode, host Chris Nelder and oil market analyst Rory Johnson dissect the unfolding global energy crisis triggered by the U.S.-Israel bombing of Iran, which has crippled Persian Gulf oil and gas exports. They compare the current shock to...
PA House Lawmakers Approve Data Center Regulation Bill
The Pennsylvania House approved House Bill 1834 by a 104‑95 vote, directing the state Public Utility Commission to create temporary and permanent regulations for commercial data centers. The bill blocks utilities from passing data‑center‑related infrastructure and grid costs onto residential...
Umoe Starts Large-Scale Type 4 Cylinder Production in China, First Global H2 Project Deliveries
Umoe Advanced Composites has launched industrial‑scale production of Type 4 composite cylinders at its new 12,000‑sqm Jiaxing plant in China, the company’s largest global manufacturing base. The facility can produce up to 20,000 cylinders a year, effectively tripling UAC’s worldwide capacity...
Russia's Oil Exports Plunge 40% After Drone Attacks
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
Energy Stands Alone as 2026’s Sole Positive Sector
Energy is the ONLY sector positive in 2026. Not tech. Not financials. Not healthcare. Oil and war. That's the market's only winner. $XLE $XOM $SPY https://t.co/knCwIMzMam
SC Upholds States’ Right to Change Industrial Policy in a 25-Year-Old Dispute
The Supreme Court upheld Maharashtra’s right to withdraw electricity duty exemptions for captive power plants, overturning a 2009 Bombay High Court decision. The court validated state notifications from April 2000 and April 2001 but delayed implementation for one year to give firms...
Paper
Coming to terms with the fact that no matter how the Iran War and Hormuz crisis ends it’s going to be far harder going forward to scoff at claims that the paper market isn’t pricing in physical oil market realities. Catastrophic...
Australia’s Oil Woes Stem From Electrification Gap
Hormuz is a warning: Australia’s oil problem is its electrification gap #energysky -- via Renew Economy: https://t.co/IBuXnLnaFX https://t.co/XV0KYGBPsG
London Bans Mingyang Turbines From UK Waters
The UK government has officially barred Chinese turbine maker Mingyang from supplying equipment to offshore wind projects in British waters, citing national‑security concerns. The decision follows industry requests for a clear stance after Mingyang was linked to a 560 MW floating...
Iran's Bushehr Nuclear Plant Hit Again, Defying Trump’s Promise
🚨 UPDATE Reports are circulating that Iran's Bushehr nuclear power plant has reportedly been struck again, despite President Trump saying U.S. forces would not target energy facilities. https://t.co/JvTpB0cjPL
Waaree Launches $415M Solar Glass Plant, Expands Kotsons Stake
Waaree to build US$415 million solar glass plant, increases holding in Kotsons #energysky -- via pv-tech: https://t.co/B3eNdTAj3A
REMINDER: Context Call Tomorrow
Commodity Context is hosting an exclusive live call on Thursday, March 26, 2026 for paid members, focusing on the current oil market and the impacts of the Iran war. The one‑hour session runs from 8:00‑9:00 am MT (10:00‑11:00 am ET, 2:00‑3:00 pm GMT)...
US Residential Solar Forecasts 33% Drop in 2026
US residential solar set for 33% decline in 2026, says Roth Capital Partners #energysky -- via pv magazine global: https://t.co/CJZCEQ2xTK
Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target
Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT
Iran War Could Boost Fossil Fuel Phase-Out Push, Says Colombian Minister
The Iran‑Israel war has disrupted roughly a fifth of global gas flowing through the Strait of Hormuz, driving oil and gas prices higher and reviving calls for renewable investment. Colombian Environment Minister Irene Vélez Torres says the crisis creates a...
Solar Sheep Grazing Beats Traditional Farm Benchmarks
Study finds solar sheep grazing business models outperform agricultural benchmarks #energysky -- via pv magazine usa: https://t.co/Xhp7QpDsfD
Fact‑check Debunks False Claims in UK North Sea Debate
NEW FACTCHECK: There has been A LOT of debate in the UK on the North Sea Sadly much of it is built on false or misleading claims Team @carbonbrief tried to straighten things out (link in reply) https://t.co/mScWF3mEPr
Opinion: Global Instability Could Speed the Shift to Green Jet Fuels
Geopolitical turmoil in the Middle East has driven jet‑fuel prices to record highs, forcing airlines such as Wizz Air to project roughly $55 million in losses. The shock underscores aviation’s exposure to fossil‑fuel volatility and accelerates interest in sustainable alternatives. Emerging technologies...
Hormuz Closure Threatens World Economy, Outweighs US Strikes
...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...
Speculative $1B Fracking Deal Sparks Impeachment Talk
Tried to game out what it would look like if President Kamala Harris pressured an oil company into accepting a $1-billion payoff to cancel a fracking project in Texas and build a wind farm in CA. Screaming headlines for months. Talk...
India’s Green Hydrogen Capacity Reaches 8,000 Tonnes per Annum Till February 2026: MoS Naik
India has commissioned roughly 8,000 tonnes per annum of green hydrogen capacity under the National Green Hydrogen Mission as of February 2026. The government targets 5 million tonnes annually by 2030, positioning the country as a global export hub. About ₹700 crore...
India Signs Major Solar PPAs, Expands Coal Project
INDIA ROUND-UP: Ceigall inks two PPAs, Adani completes 300MW of PV, Coal India backs 875MW project #energysky -- via pv-tech: https://t.co/DWLD23tIkf
Executives Keep 2026 Drilling Plans Steady
This is important to understand. The "drill, baby, drill" mentality is OVER. "Half of the executives surveyed said the number of wells their firms expect to drill in 2026 has not changed since the start of the year."
Iran War Threatens to Delay Large Offshore Wind Projects in EU and UK
The ongoing Iran‑Israel conflict has effectively closed the Strait of Hormuz, threatening to trap offshore‑wind components fabricated in the United Arab Emirates. Projects in the UK’s Norfolk waters and several German‑Netherlands North Sea farms, each slated to power millions of...
Spare Capacity Meaningless without Effective Oil Extraction
""Spare capacity is only as good as the ability to get the oil out of where it's being produced," Wald says. In this case, no good at all." https://t.co/VgSc08fl58
China's Primary Oil Sources Revealed in Chartbook
Where China gets is oil from. This and more in the today's Chartbook Top Links. https://t.co/o4m9jIk6D4
Next Generation Platform for Flexibility
Elexon is developing a new digital platform to centralise Britain’s emerging flexibility markets, aligning with the Flexibility Market Rules introduced last year. The system will replace fragmented processes with a single, authoritative hub where providers, system operators and other participants...
Markets Care About Oil Flow, Not Hormuz Control
Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.
UK Businesses
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
Russian Baltic Port Halts Crude Loading as Drones Cause Fire
Ukraine launched a massive drone strike on Russia’s Ust‑Luga Baltic port, igniting storage tanks at Novatek’s oil‑product facilities and forcing a halt to crude loadings of roughly 450,000 barrels per day. Russian defenses intercepted 389 drones, the highest number recorded...