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:
Smith Calls for New Southbound Pipelines, Says U.S. Could Call 'First Dibs' On Canadian Oil Exports
Alberta Premier Danielle Smith told CERAWeek attendees that Canada can fill the United States’ oil‑gap by adding roughly 2.5 million barrels per day of southbound pipeline capacity. She reiterated Alberta’s goal to double crude output to about eight million barrels per day by 2035 and highlighted a partnership between South Bow Corp. and Bridger Pipeline to reuse Keystone XL pipe for a new U.S. link. Smith argued the United States should claim “first dibs” on Canadian exports, while also flagging the need for a more direct natural‑gas corridor across the border.
Trump Pushes Iran Ceasefire to Keep Strait Open
So Trump admin is [rightly] panicking about the Strait of Hormuz so they’re going to try to get Iran to agree to a 1-month ceasefire to negotiate during which I’m sure Trump wants the Strait open Iran’s main leverage is the...
Iran War Unravels Integrated Global Energy System
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
Smith Calls for New Southbound Pipelines, Says U.S. Could Call ‘First Dibs’ on Canadian Oil Exports
Alberta Premier Danielle Smith urged the construction of new southbound pipelines capable of moving roughly 2.5 million barrels per day of crude to the United States, positioning Canadian oil as a solution to lingering U.S. import gaps. She reiterated Alberta’s ambition...
Kakobola Hydropower Plant Commissioned to Expand Electricity Access in Kwilu Province
The Democratic Republic of the Congo inaugurated the 10.5 MW Kakobola run‑of‑river hydropower plant in Kwilu Province, under President Félix Tshisekedi’s patronage. The facility connects Kikwit, Gungu and Idiofa, extending reliable electricity to more than 400,000 residents. Integrated generation, transmission and...
US LNG Export Project Developers Navigate Supply Chain Woes
US LNG export developers are confronting acute supply‑chain bottlenecks as they scale a rapidly expanding project pipeline. A shortage of high‑capacity turbines and a thin pool of skilled Gulf Coast labor are forcing firms to rethink construction schedules. Executives at...
Microsoft and Nvidia Launch AI Partnership to Speed up Nuclear Power Plant Permitting and Construction — Simulation Tools and Generative...
Microsoft and Nvidia have teamed up to embed generative AI, digital‑twin simulation, and Nvidia’s Omniverse platform into every stage of nuclear power plant development, from design through operations. The collaboration targets the decades‑long permitting bottleneck and fragmented engineering data that...
Chaos in Middle East Markets Creates Trading Edge
The Middle East is on a KNIFE'S EDGE 🔪 Ceasefire talks. Marines steaming toward Hormuz. Saudis sharpening their knives. Oil dumping on every headline 🛢️💥 Markets are an absolute WARZONE right now But here's the cold hard truth... CHAOS = EDGE for those who...
The Ampace Andes 1500 Is the First Power Station That Keeps Up With My Family’s Outdoor Activities
The Ampace Andes 1500 portable power station delivers 1,462 Wh of LiFePO₄‑based storage and 2,400 W continuous AC output, positioning it as a premium solution for serious outdoor enthusiasts. It charges to full capacity in just 55 minutes via AC and can replenish...
Iran Is Testing a Selective Strait of Hormuz Strategy that Could Deliver Another Shock to Oil Markets
Iran is testing a selective passage strategy in the Strait of Hormuz, allowing only certain vessels to transit the waterway. Analysts describe the approach as a calibrated tactic that balances political leverage with economic self‑preservation. By targeting specific ships, Tehran...
How a Robot Named Bear Is Making Solar Farm Maintenance Safer and More Efficient
Australia’s CSIRO has adapted mining‑grade robots into an autonomous platform called Bear to patrol large‑scale solar farms. In initial trials the robot mapped terrain, identified panel defects and compared its findings with human inspections. Equipped with LiDAR, RGB and thermal...
Infineon and DG Matrix Partner to Drive Solid-State Transformer Technology for AI Data Centers and Industrial Power Applications
Infineon Technologies is partnering with solid‑state transformer specialist DG Matrix to provide its latest‑generation silicon‑carbide (SiC) power devices for the Interport multi‑port platform. The collaboration boosts the efficiency, power density and reliability of DG Matrix’s SST systems, which target AI...
Force Majeure and LNG Contracts
Recent attacks on Gulf LNG facilities, including Qatar's Ras Laffan plant, have driven JKM prices above $25 per MMBtu and tightened supply for Asia, which absorbs 86% of Hormuz‑transiting cargoes. In Europe, TTF prices have surged past $64 per MWh,...
Execs Warn of Oil Demand Destruction From Supply Crunch
Oil executives warn that the ongoing war in Iran is severely disrupting crude and refined product flows, creating a global supply crunch. The resulting shortages are driving price spikes that are eroding demand across industrial and consumer sectors. Analysts anticipate...
Markets Surge as Israel Fears Trump’s Quick Iran Deal
After hours risk markets are "popping" higher on this story. No word on if this includes opening the Strait of Hormuz (or they agree to keep it closed and stop shooting.) Channel 12s source is the Israeli Government, suggesting they are...
Iran's Strait Fees Prompt Calls for Counter-Embargo
We go to war and end up getting embargoed by Iran, which is now charging protection fees for oil tankers to go through the Strait of Hormuz. That's nuts. If Iran can embargo us with a couple of drones, we...
Control Strategies Improve Solar Plant Efficiency
A CIEMAT study of the TCP‑100 parabolic‑trough plant in Spain tested advanced control schemes to boost solar‑thermal efficiency. Researchers compared a basic PI controller with a nonlinear generic‑model‑control (GMC) cascade and a supervisory pump‑speed logic. The GMC‑based cascade kept the...
US EV Slowdown Is Temporary, Says Subsidy End
After Rapid Growth, American EV Adoption Slows — Is This Temporary? Corey Cantor of @zeta_2030 discusses the slowdown of EVs in the US. His conclusion? The setback caused by the end of federal govt subsidies is temporary. #uspoli #EVs https://youtu.be/CDj6qLKA4_k
UK Mandates Solar Panels and Heat Pumps for All New Homes Starting 2028
Britain’s Energy Secretary Ed Miliband announced that from 2028 all new homes in England must be equipped with heat pumps and roof‑mounted solar panels covering 40% of ground‑floor area. The policy aims to decarbonise housing but has drawn mixed reactions...
EPRI Launches Flex MOSAIC to Slash Data Center ‘Time to Power’
The Electric Power Research Institute (EPRI) unveiled Flex MOSAIC, a voluntary classification framework for large electric loads, to reduce the “time to power” bottleneck for data centers. Developed with more than 65 utilities, system operators, regulators, hyperscalers and technology providers,...
Hormuz Crisis Sparks Global Oil Shockwave Across Time
I've been describing the Hormuz crisis as a detonation in spacetime. It hit spot crude markets in the Middle East and refined products markets in Asia first. Then the shockwave travels further through time down the delivery curve, and out geographically toward...
Crusoe and Redwood Materials Expand AI Data Center Deployment to 24 Modular Units in Nevada
Crusoe and Redwood Materials announced an expansion of their Nevada AI compute campus to 24 Crusoe Spark modular data centers. The upgrade raises total compute capacity roughly seven times the original deployment while still relying on the existing 12 MW/63 MWh renewable...
Jeffrey Goldberg and Joe Weisenthal: Pandora's Box Has Been Opened
In this Bulwark Podcast episode, host Tim Miller chats with Atlantic editor‑in‑chief Joe Weisenthal and journalist Jeffrey Goldberg about the economic fallout of the Iran‑Israel conflict and the broader implications for U.S. defense policy. They dissect the controversial Signal‑chat scandal...
DoE Publishes 5-Year Energy Security Plan
The U.S. Department of Energy’s Office of Cybersecurity, Energy Security, and Emergency Response (CESER) unveiled a three‑pronged, five‑year energy security plan covering fiscal years 2026‑2030. The plan targets world‑class security technologies, hardening of critical energy infrastructure, and streamlined response and...
The Dollar Is Trading Like a Petrocurrency
Since the U.S.-Israel conflict with Iran began in late February, the U.S. Dollar Index has risen sharply, pulling down precious‑metal prices. The dollar’s strength is tied to a parallel surge in crude oil, which jumped from the $60s to around...
Daily Energy Report
China’s crude oil inventories have surged since early 2024, climbing roughly 15% year‑over‑year and reaching levels not seen in a decade. Despite oil prices soaring well above the breakeven cost of the stockpiled barrels, Beijing has drawn little to none...
What Help Can Households Expect with Energy Bills?
Households in Northern Ireland are confronting higher heating costs as oil prices surge and electricity remains expensive. The UK government has allocated just over £17 million (≈$21 million) to assist oil‑using homes, but the per‑household benefit could be as low as £35...
Goldman Sachs Resets Price Target on Energy Giant
Goldman Sachs lifted its price target on Exxon Mobil to $158 from $150 while maintaining a neutral rating. The adjustment reflects confidence in the oil giant’s fundamentals amid soaring crude prices sparked by heightened Middle East conflict. Exxon reported 2025...
Energy Costs Are Crushing Americans From Three Sides at Once
U.S. households face a perfect storm as gasoline prices hit $3.91 per gallon—a 30% jump this year—while residential electricity rates climb to 18.05 cents per kilowatt‑hour, a 21% rise since 2022. Natural‑gas costs remain elevated, and the surge is fueled...
Kuwait's Shutdown Could Cost over 100M barrelsKuwait's Shutdown Could Cost over 100M Barrels
Helpful timeline info from @Amena__Bakr on restart timelines for shut-in production. At lest count Kuwait had already shut in 1.6 MMbpd of production (likely higher by now), roughly 30 million barrels unproduced by end-March. Let's be generous and use 3 months from...
Standard Triples Facilities in a Year, Powering Future
incredible progress - Standard has expanded from one to three facilities in under twelve months. fueling the future, one triso particle at a time 🫡
The Marsden Point Refinery Probably Wouldn’t Be the Saviour Shane Jones Is Telling You It Is. Here’s Why
New Zealand’s Marsden Point refinery shut in 2022 was a private business decision, not a direct government order as some politicians claim. The plant had supplied up to 70% of the nation’s fuel before closing, but relied on imported Middle‑Eastern...
Big Battery, CIS Winner Pursue Federal Green Approval
Big battery and CIS contract-winner seeks federal green tick for construction #energysky -- via Renew Economy: https://t.co/sPmVtg4Whe https://t.co/jCCcQu3DsG
Iceland Approves Solar‑Storage System for EV Charging
Iceland’s utility commissions solar-plus-storage for EV charging #energysky -- via pv magazine global: https://t.co/u0t3F82mzK https://t.co/MmyE39exHu
Refiners and Nat Gas Power Stocks Still Attractive
Refiners & Nat Gas Power Higher Lots of clients trading the oil & gas plays, so I reviewed my long rec'd refiner plays & $FCG nat gas index stocks that still look good after some needed digestion. $VLO $PBF $COP $EOG $OXY...
Kwinana Hydrogen Hub Advances as BP Project Stalls
Key progress at new Kwinana hydrogen hub, as nearby bp project remains on pause #energysky -- via Renew Economy: https://t.co/RpfqX2NvC1 https://t.co/dcw3EhMwzM
Oil Surplus Dwarfed by Massive Asian Capital Excess
Three big picture observations about the oil surplus (petrodollars/ petroeuros/ petroequities are all downstream of this) pre Hormuz A) The oil surplus is modest relative to the surplus in Asia. Chinese state banks and offshore deposits of Chinese exporters are...
High Oil Prices and Weak Loonie Boost Canadian Producers
Soaring oil prices, tight WCS differentials, and a lagging Loonie is a fantastic combination for Canadian oil producers.
Trump Admin Pays $1 B to Halt East Coast Wind Projects
TIming is everything. Idiot. Trump administration to pay $1 billion to stop two East Coast wind farms https://t.co/axo9MyWJwU
US Should Leverage Abu Musa, Tunbs
FTR, I suggested the US look at Abu Musa and the Tunbs as avenues to securing the Straight of Hormuz back on March 5… https://t.co/UU4UsAph4d
Oil Shortage Anywhere Hits All Nations Equally
The trouble with looking at the current Hormuz crisis through the lens of which countries have historically imported the volumes is that all of these countries will now be rabidly bidding for all the other barrels. A barrel of oil lost...
World Still Faces 6M‑Barrel Daily Oil Shortfall
Even after assuming the release of global oil stockpiles (which can not be sustained), the world is still short over 6 million barrels of oil per day, @Rory_Johnston finds https://t.co/pZBkSir3aa
BTU Must Stay Above $39 Amid Strong Coal Rally
$BTU Daily. $39 looks like the level to hold above for Peabody, as coal plays are strong across the board today with sound technical charts to boot. https://t.co/n2Llt8kZcs
Sources Hint Kharg Island Transfer Explains Sudden Cooperation
What of they are giving us Kharg Island? Why would they suddenly be so cooperative? There aren’t many theories out there where this makes any sense… but my sources suggest it may be true.
Iranian Missile Strikes Cost QatarEnergy $20 B Annually
JUST IN: QatarEnergy facing $20B annual loss after Iranian missile strikes on critical gas facilities
Russia's Oil Profits Surge; Carmakers Forced to Source Russian Aluminum
Russia is earning the most from its oil exports since the 2022 Ukraine invasion. https://t.co/71t01Q9mI9 Meanwhile some carmakers are considering buying aluminum from Russia. “We don’t really want to take supplies from Russia but we have no choice” https://t.co/fzAXIO4N0x
Trump Claims Iran's Hormuz Traffic Gift Proves Negotiation Credibility
Trump said the Iranians that the U.S. is negotiating with gave the U.S. a big gift related to the flow of traffic in the Strait of Hormuz to prove they were the right people to negotiate with.
Iran's Strait of Hormuz Leverage Ensures Persistent Economic Power
“Iran holds a lot of cards with the Strait Of Hormuz.” That’s the quote to remember. Geography can be economic power, and “that vulnerability remains pretty much forever.” https://t.co/OoCOYi8LMc
White House Misapplies Oil Price in Iran Conflict
The White House Is Using the Wrong Oil Price for the Iran War. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/DQwqJc87ve
Rising $5 Diesel Squeezes Truckers, Hits Economy
"$5 Diesel is Crushing Truckers. It Will Soon Be Felt Across the Economy." https://t.co/u6Z4qcVLci https://t.co/m3UrTU1L2r