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:
Ministers Confirm Heat Pump Targets as Climate Plan Unveiled
Scotland’s new 15‑year climate change plan sets a 10‑year horizon before a major heat‑pump rollout, aiming to replace gas and oil boilers by 2045. The plan projects roughly $54 billion in financial benefits and cost savings through 2040, but campaigners argue that 110,000 heat pumps must be installed in the next five years to stay on track. While heat‑pump installations rose 18% between 2023 and 2024, the Climate Change Committee warned the timeline is too slow. The plan also bans fossil‑fuel heating in new homes and targets a phase‑out of petrol and diesel cars by 2030.
The Strait of Hormuz & Why It Matters
In a 3EDGE Week in Review video, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro examine the geopolitical risks of a potential closure of the Strait of Hormuz. They outline the waterway’s strategic role in global oil transport and...
Iran War Has Altered the Global Natural Gas Market. Goldman Says These 3 Stocks Will Benefit
Goldman Sachs predicts the U.S.–Iran war will keep the global LNG market disrupted through 2027, tightening supply after Iran’s attacks knocked out 17% of Qatar’s export capacity. Higher margins—averaging 200% above historical levels for 2026‑2028—create a favorable backdrop for producers....
NTPC Seeks Bids for 100MW Solar, 50MW/200MWh BESS Project
NTPC Green Energy has issued a tender for a 100 MW solar photovoltaic plant coupled with a 50 MW/200 MWh battery energy storage system in Jhansi, Uttar Pradesh. The hybrid project targets industrial and commercial users with at least 5 MW demand and aims...
France Proposes Linking Solar Subsidies to Storage as Prices Turn Negative
France’s energy regulator, the Commission de Régulation de l’Énergie (CRE), is proposing to tie subsidies for large‑scale photovoltaic projects to the inclusion of energy‑storage systems. The rule change targets installations above 100 kW and aims to curb revenue erosion caused by...
Iran's Toll Booth Threat Could Shut Global Trade
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE
QatarEnergy Invokes Force Majeure on Key LNG Contracts
JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.
The Philippines Declares State of Emergency over Fuel Crisis
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....
Strategic Stockpiles
The Philippines faces a looming crisis as the Strait of Hormuz disruption threatens oil‑derived fertilizer supplies, driving urea prices to roughly P1,500 (about $27) per bag. With no strategic fertilizer reserves and a rice supply gap of nearly four million...
North America Drops 21 Rigs Week on Week
North America’s weekly rig count fell by 21 units to 729, with the United States slipping one rig to 552 and Canada losing 20 rigs, down to 177. U.S. oil rigs rose two while gas rigs fell two, and Canada’s...
Solar Curtailment Reaches Tokyo, Japan’s Last Holdout Grid Area
Tokyo’s grid experienced Japan’s first economic solar curtailment as solar output outpaced system flexibility. Tepco Power Grid ordered generators to cut up to 1.84 GW between 11:00 and 16:00 JST on March 1, 2026, marking the capital’s entry into a nationwide issue. The...
Third-Party Ownership and Strong Market Fundamentals Drive ‘New Shape of Solar’ in US Residential Sector
The Aurora Solar Snapshot shows third‑party ownership (TPO) models have become the leading financing choice for U.S. residential solar, with 55% of installers favoring PPAs or leases over loans and cash. The shift follows the Trump administration’s rollback of Inflation...
Philippine Model City Deploys Electric Minibuses To Offset Rising Fuel Costs
Pasig City unveiled five fully electric minibuses on March 23, expanding its free‑ride program with a $332,300 investment. Each vehicle, costing roughly $66,900, seats 22 passengers and accommodates eight standing riders, and will initially run along Caruncho Avenue. The rollout...
Trump’s Threat to ‘Obliterate’ Iran’s Power Stations Could Constitute a War Crime, Rights Experts Say
President Trump warned he would "obliterate" Iran's power stations within 48 hours unless the Strait of Hormuz was fully opened, extending the deadline to Friday. Human‑rights experts say deliberately targeting civilian energy infrastructure could constitute a war crime under international...
COTS & Custom Battery Management Systems for Drones & Robotics
Eberspaecher Vecture, a Toronto‑based developer of battery management systems, has joined Unmanned Systems Technology’s supplier ecosystem as a Silver partner. The company offers commercial‑off‑the‑shelf, custom and build‑to‑print BMS solutions for drones, robotics and autonomous vehicles, covering voltage ranges from 12 V...
Op-Ed: Biofuels Move From Theory to Practice at Sea
Shipowners are turning to biofuels as the most practical near‑term tool to meet MARPOL Annex VI Regulation 28 and the Carbon Intensity Indicator (CII) requirements. IMO guidance now permits up to 30% bio‑fuel blends without extra NOx assessments, and B100 can be...
Farage's Fossil Fuel Donors Profit From Iran War
The Iran‑Israel‑U.S. conflict has created a sharp "war premium" that is boosting fossil‑fuel equities. Jeremy Hosking’s hedge fund, which manages roughly $3 billion, saw its oil, gas and coal holdings rise by more than $25 million since the war began. Hosking has...
Norad Awards €8.2million for Ukraine Projects
Norad has committed roughly $8.9 million to Ukrainian and Norwegian firms for preparatory renewable‑energy and pharmaceutical projects. The funding includes $0.53 million for a 650 MW wind project, $5.54 million for a 0.52 TWh wind plant, $2.33 million to refurbish six small hydropower sites, and $0.62 million...
Why Do Governments Around the World Use Supply-Side Regulations to Boost Clean Transport?
Governments worldwide are increasingly adopting supply‑side regulations—fuel‑economy standards, emission limits, and zero‑emission vehicle quotas—to accelerate clean‑transport adoption, especially in heavy‑duty trucks. A new UC Berkeley CLEE report maps jurisdictions using these tools and highlights their ability to compel automakers to invest...
'Buy the Dip' Signal on Uranium Stock Has Never Been Wrong
Centrus Energy Corp (NYSE: LEU) fell 4.2% to $188.39, testing a long‑term bullish trendline as oil pressures the nuclear sector. The stock sits within 0.75 of the 320‑day moving average’s 20‑day ATR, a signal that has historically preceded higher prices...
Crude Oil Futures Higher on the Day but Remains Below Target Bullish Bias Levels
Crude oil futures experienced a dramatic swing from $84.37 to $101.67 after President Trump’s Truth Social remarks, highlighting the market’s sensitivity to geopolitical headlines. The contract now sits near $92.68, just below the 50% midpoint of $93.02, keeping sellers in...
Trump's Iran Conflict Pushes Oil Prices Higher Longer
Trump’s war in Iran is putting extreme pressure on global oil supplies, driving up crude prices that now may stay higher for longer. My @morningjoe Chart
Rising Energy Prices Supercharge Cash Flow and Returns
$8T+ Oil & Gas market. Goldman sees $115 crude. When prices rise, cash flow explodes across the energy stack. Here’s who wins 👇 Oil demand >104M bpd. Gas >4.2T m³. Supply stays tight while LNG demand grows. Goldman’s near-term price targets show...
Gas Shortages Push India's Poor Back to Wood and Coal
India, the world’s second‑largest buyer of liquefied petroleum gas, is seeing supply constraints from the ongoing Middle East war. In Delhi, black‑market cylinder prices have jumped from roughly $20 to $53, about double a typical low‑income household’s monthly earnings. Consequently,...
War‑Driven Gas Prices Up $1 per Gallon Nationwide
Rising gas prices caused by the war are already hurting Americans’ bottom line — in both expensive and affordable states. On average, Americans are paying almost $1 more per gallon than they were last month. My @morningjoe e Chart
UP Cabinet Approves ₹2,242 Crore for Pashwara South Coal Block in Jharkhand
The Uttar Pradesh cabinet approved a ₹2,242.9 crore (≈ $270 million) investment for the Pashwara South coal block in Jharkhand. The block, allocated to joint venture NUPPL, will supply coal to the Ghatampur thermal power project in Kanpur, which comprises three 660 MW units,...
Andhra Govt Directs Power Utilities to Maintain Coal Stocks Amid Global Concerns
On March 24, 2026, Andhra Pradesh’s Special Chief Secretary for Energy, K. Vijayanand, instructed state power utilities to maintain ample coal inventories and ensure uninterrupted generation ahead of the summer peak. The directive emphasizes coordination with ports and railways to...
Construction Starts on Arevon’s 250-MW Energy Storage Project in California
Arevon Energy has broken ground on its Cormorant Energy Storage project in Daly City, a 250‑MW/1,000‑MWh lithium‑iron‑phosphate battery facility costing about $600 million. The plant, expanded from its original 188‑MW design, is slated to begin operations in 2027 and will supply...
Addressing Lithium Supply Risks for U.S. Battery Resilience
The United States relies on foreign sources for more than 90% of the lithium used in its batteries, exposing warehouses, manufacturers and logistics networks to geopolitical risk and price volatility. With global demand projected to quintuple by 2040, policymakers and...
Energy Security Now Outweighs Emissions, Raising Costs
Energy security will cost more Policymakers and consumers want energy to be reliable, affordable and sustainable, but there are trade-offs between these objectives, requiring prioritisation, a challenge often described as the “energy trilemma”. The relative emphasis attached to these objectives...
Iran's Transit Fee Hikes Oil, LNG, and Shipping Prices
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
Chancellor Sets Out Plan to Crackdown on Profiteering and Drive Britain's Energy Security
The Chancellor unveiled an anti‑profiteering framework giving the CMA new powers to curb price gouging, legislation to fast‑track nuclear projects by 2027, and a review of import tariffs to lower food costs. The package also extends the 5p fuel‑duty cut,...
Italy Mandates Cybersecurity for Large Solar Installations
Italian solar sector gears up for cybersecurity regulations on PV systems over 100 kW #energysky -- via pv magazine global: https://t.co/uHG0ChzaJN
Ireland Unveils Energy Aid Package Amid Iran War
Ireland announces an energy support package to ease Iran war impact https://t.co/9Vc32FPsKZ via @livfletcher_ https://t.co/91JizNYiIe
Delhi EV Policy 2.0: Govt Sets Aside ₹200 Cr For Public EV Fleet Push
The Delhi government has allocated ₹200 Cr (≈ $24 M) in its 2026‑27 budget to a revamped EV Policy that pivots from blanket purchase subsidies to scrappage‑linked incentives. Buyers who retire a BS‑IV or older petrol/diesel vehicle can receive up to ₹1 Lakh (~$12k)...
RES to Manage Nala Renewables' 217MW Solar-Storage Portfolio
RES Group to deliver asset management services at Nala Renewables’ 217MW solar-plus-storage portfolio #energysky -- via pv-tech: https://t.co/EivP3chmv8
Trump Proposes Paying Firms to Halt Offshore Wind
Trump’s latest salvo to upend offshore wind: Pay firms not to build it @CanaryMediaInc https://t.co/Y1BfMOwTKb
The Switch Launches PMM850M Permanent Magnet Machine
The Switch has introduced the PMM850M, a permanent‑magnet machine aimed at marine shaft‑generator and propulsion applications in the 500 kW to 1.5 MW range. The compact design features brushless operation, water‑jacket cooling and a modular architecture, promising higher electrical efficiency and lower...
WTI Volatility Peaks, Hinting at Trend Reversal
Short video update on $WTI #Oil Market Chaos Deepens as Volatility Signals Possible Trend Reversal https://t.co/GWWJ9vTTrK https://t.co/RpKMSg65g7
WTI Prices Shift to Systemic Risk Regime
WTI price and oil volatility From inverse correlation to systemic risk regime April 2025 - April 2026 #WTI #OilVolatility #OilMarkets #CrudeOil #Tariffs #Trump #Iran #Geopolitics #Macro #EnergyMarkets https://t.co/LIBfuivKbw
Valaris Drillship Spins the Drill Bit at Equinor’s $9 Billion Brazilian Gas Project
Equinor has launched the drilling phase of its $9 billion Raia gas project off Brazil’s coast using Valaris' DS‑17 drillship. The campaign targets six pre‑salt wells in 2,900‑meter water, aiming for first gas production by 2028. The development will export up...
Fox ESS Unveils 89.6% Efficient Home Storage System
Fox ESS presents residential storage system line with 89.6% round-trip efficiency #energysky -- via pv magazine global: https://t.co/XYKiW8Y6OC
AI‑Driven $2T U.S. Grid Revamp in Next Decade
Great segment @Tom_Winter - a colossal investment theme and a foundational part of our book “When Markets Speak” — AI power and the U.S. Grid. We need a $2T rebuild looking out 5-10 years. Opportunities ahead. https://t.co/zA7DSOkNJn
Uzbekistan Takes Next Step on Nuclear Power Plant Journey
Uzbekistan began concrete pouring at the Jizzakh site, marking the first physical step toward its inaugural nuclear power plant. The project, a partnership with Russia's Rosatom, has been scaled down to six 55 MW small modular reactors delivering a total of...
Utilities Stabilize as Rate Spike Begins Cooling
Utilities trying to stabilize today, spike in rates finally ready to cool off? $XLU https://t.co/t5R7ZEkbQT
Interior Secretary Teams with French Oil CEO Against Offshore Wind
HOUSTON — Interior Secretary Doug Burgum shared a stage Monday with the CEO of a French oil giant to take aim at offshore wind — a rare alignment between a government and a private company. https://t.co/yTj5IR5OwH via @axios
Oil Expert Claims Hormuz Strait Unnecessary, Misreads Market
Guy who clearly understands how oil markets work: "see, we never needed the Strait of Hormuz 😏"
Elevate Renewables to Build 600MWh New Jersey Battery Storage
Elevate Renewables developing 600MWh New Jersey BESS through state’s energy storage programme #energysky -- via Energy Storage News: https://t.co/VU9uoJjmEW
Sulphur Prices Surge 40% Amid Existing Deficit
Sulphur prices now up 40% since before the Iran War Unlike oil, the sulphur market was already in severe deficit https://t.co/gMiE3tcho5
Germany Prioritizes Energy Affordability and Security
German Energy Minister Katherina Reiche: “Energy affordability and security have to come to the front.” #CERAWeek