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:

Trump Fabricated Iran Talks to Rig Oil and Stock Prices. The Trades Prove It
President Donald Trump posted on Truth Social that he was halting strikes against Iran’s energy infrastructure, claiming "very good and productive conversations" with Tehran. Iran quickly denied any such talks ever occurred. Within minutes, oil futures spiked, and a trader capitalized on the price move, prompting accusations that the statement was a market‑rigging ploy. The episode has sparked debate over political statements influencing commodity markets.
Singapore Jet Fuel Spike Signals System‑Wide Oil Stress
Singapore jet at $230 a barrel tells you where the stress is showing up first Jet has been ground zero, then naphtha and fuel oil, with diesel next & gasoline last The whole barrel is now under stress. It's a system-wide shock #JetFuel...

Donald Trump Kneecaps Offshore Wind Amidst Renewable Victories
The Trump administration and French energy firm TotalEnergies have agreed to redirect roughly $1 billion earmarked for offshore wind projects toward conventional fossil‑fuel investments. This decision arrives just days after major offshore wind milestones, including the completion of Vineyard Wind in...
SwitchedOn Podcast: How Households Are Reshaping the Role of Electricity Networks
The SwitchedOn podcast highlights how rooftop solar, home batteries and electric‑vehicle charging are turning Australian households into active participants in the electricity system. A recent EA Technology survey of over 8,000 consumers across Australia, the UK and New Zealand reveals shifting...

Why the Iran War Could Be a ‘Game-Changer’ for EVs – and China’s Car Industry
Rising oil prices sparked by the U.S.-Israel conflict with Iran are prompting consumers worldwide to consider electric vehicles as a cost‑effective alternative. Analysts say the price shock could accelerate EV adoption, directly benefiting Chinese automakers who recently overtook Japan as...

‘We Consider Every Mile We Drive’: How Fuel Shortages Are Affecting Readers Worldwide
The US‑Israel conflict in Iran has choked the Strait of Hormuz, cutting off roughly one‑fifth of global oil flow and pushing barrel prices to about $100. The disruption has triggered severe LPG shortages in India and driven paraffin heating‑oil costs...

Bureau Veritas Verifies Emissions Performance of Brittany Ferries' Vessels
Bureau Veritas Marine & Offshore has independently verified methane emissions on four LNG‑fueled Brittany Ferries vessels, delivering measured slip rates that sit well below the EU’s default ceiling of 3.1 %. The verification, performed with French authorities, satisfies IMO Resolution MEPC.402(83)...
Trump Administration Pays TotalEnergies $1 Billion to Cancel East Coast Offshore Wind Leases
The Trump administration struck a $1 billion agreement with TotalEnergies to abandon two offshore wind farms off the U.S. East Coast, redirecting the funds toward fossil‑fuel projects. The deal, announced amid volatile oil markets, underscores a sharp policy reversal on clean‑energy...

Oil Price Spike Threatens to Cut Thai GDP Growth, Raise Inflation
Tisco Financial warns that a 10% rise in crude oil from a $72‑per‑barrel baseline could trim Thailand's GDP growth by 0.3‑0.4 percentage points and lift inflation by roughly 0.8%. The surge also strains the Oil Fuel Fund, which subsidises diesel...
Strait of Hormuz: Tiny Passage, Massive Oil Impact
I’m wondering if the news media can muster up an article or report about the Strait of Hormuz, how big it is at its narrowest point and why it’s such a critically strategic waterway to oil trade…. I haven’t heard...

Oil Market Reset: Billion-Barrel Loss Raises Prices Permanently
The world has lost nearly a billion barrels of oil production, writes @ericnuttall They're gone for good That resets the baseline for oil prices The idea that crude just slides back to $60 once the shooting stops reflects a PROFOUND IGNORANCE about...
California Sues Department of Energy over Restarted Oil Pipelines
California Attorney General Rob Bonta filed a lawsuit in the Northern District of California challenging the Department of Energy’s order to restart the Las Flores onshore oil pipelines. The state argues the DOE lacks authority under the Defense Production Act,...
No New Pressures, Gas Prices Likely Stay Low
Well at least there’s nothing else going on that would drive the price of gas higher

Interstate Objectors Submit Battery Approval
Green light for network big battery sent to regulator by interstate and long-distance objectors #energysky -- via Renew Economy: https://t.co/9QKJ0Dn1JO https://t.co/cw8jEVYTGx

Oil, Outages and Energy Shifts: The Global Ripples From the Middle East
The episode examines how the Middle East conflict is rippling through global energy markets, from plunging oil prices to strained LNG supplies and rising fuel costs in places like the Philippines. Experts Walter Todd, Ira Joseph, and Ray Coyle explain...

Rio Tinto Scraps Smelter Repowering, Cuts Dec
Rio Tinto “farms out” smelter repowering as decarbonisation division gets the axe #energysky -- via Renew Economy: https://t.co/vfMB7F6fLe https://t.co/f0NDuzschk
Floating Storage Delays Iranian Oil Sales, Relief Unlikely.
Despite some accounts on this app implying that all oil that Iran has shipped is already sold…that is not the case. Some oil is shipped and is floating storage…to then be sold later. This does not mean the USTs...
'We Need Stability': Major LNG Suppliers Vexed by Supply Crisis
Major U.S. and European liquefied natural gas (LNG) exporters warned on Monday that the ongoing hostilities in the Middle East have created a sizable supply shortfall, threatening global energy balance. The conflict has disrupted key export routes and halted several...

Markets Relieved as Trump Eases on Iran
President Donald Trump announced a five‑day suspension of U.S. strikes on Iran’s energy infrastructure, signaling a de‑escalation after weeks of threatening rhetoric. The move lifted U.S. equity markets, with the S&P 500 gaining and oil prices retreating from earlier spikes....
CEOs Warn Forward Oil Prices Understate War-Driven Tightness
Oil CEOs say current forward contracts underestimate the market strain caused by the ongoing Middle East Gulf war. Physical supplies of crude and refined products remain constrained, creating a gap between futures prices and real‑world scarcity. Executives warn that as...
Alberta Works to Advance New Oil Sands Pipeline
Alberta Premier Danielle Smith announced that developers are close to finalizing a viable route and Pacific‑coast terminus for a new crude pipeline from the province’s oil sands. The project seeks to unlock additional capacity for Canadian crude to reach global...

European Energy Narratives Emerging with Iran War
Europe’s energy strategy is being reshaped by geopolitical shocks, first the Russian gas cut after Ukraine’s war and now the Iran conflict. While the United States has stepped up as a key LNG supplier, rising prices and reliability concerns have...
Oil Markets Grapple With Still-Unclear Mideast Endgame
Tensions in the Middle East remain high as the United States and Iran stepped back from a potential escalation on Monday. ADNOC chief Sultan al‑Jaber denounced Iran’s continued control of traffic through the Strait of Hormuz as “economic terrorism” during...
Selective Long on Rig-Count Breakout Amid HMH IPO
HMH files $231.4M US IPO (10.5M sh @ $19–22). Macro: energy recovery lifts services. Key: drilling-equipment focus; led by J.P. Morgan/Piper Sandler/Evercore. Risks: cyclicality, oil-price volatility. Trade: selective long on rig-count breakout 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Fuel Rationing Starts to Bite
Australian Prime Minister Anthony Albanese announced a bilateral understanding with Singapore’s leader Lawrence Wong to maintain the flow of essential fuels such as diesel and liquefied natural gas. The pledge comes as both countries confront tightening global fuel supplies and...

Ecuador’s Broken Oil Industry Faces Violent Headwinds
Ecuador’s oil output is collapsing as landslides, aging pipelines and a wave of sabotage slash production. The country’s role as a transshipment hub for roughly 70% of the world’s cocaine has sparked a 20‑fold surge in fuel theft and violent...

Gasoline Prices Around the World
The average global gasoline price is $1.37 per liter as of March 16, 2026. Prices vary widely; wealthier nations generally pay more, while oil‑producing or poorer countries pay less. The United States is an outlier with low prices despite high income. Tax...
Report Misused to Push Oil Sands Expansion, Ignoring Key Data
New Pipeline Report Misused by Danielle Smith to Justify Oil Sands Expansion Economists Peter Tertzakian and Mark Parsons (atbfinancial) ignore key variables that undermine, perhaps negate, projected gains. Was it intentional? You decide. #abpoli #ableg https://markhamhislop.substack.com/p/new-pipeline-report-misused-by-danielle
Kuwait Power Cuts Caused by Intercepted Rocket Debris
Power outages have affected several areas in Kuwait after falling debris from intercepted rockets or drones damaged and cut power lines

Virtual Power Plant Demonstration Sets up in Washington, D.C.
Ecosuite and Ecogy Energy have been chosen by the District of Columbia Public Service Commission for a five‑year pilot that tests virtual power plant (VPP) concepts on the city’s grid. The project will install Ecosuite’s open‑source software and edge compute...
Questioning Preferential LNG Export Priorities Over Market Bidding
Wait, why are we giving anyone special priority to our LNG exports. Why aren’t we selling it to the highest bidder?
Voltage and Oscillation Triggered Iberian Blackout, ENTSO‑E Reports
Combination of voltage and oscillation caused Iberian blackout, says ENTSO-E report #energysky -- via pv-tech: https://t.co/WybuodVmK9
US Battery Production Surge Powers Grid Expansion
Suddenly, the US manufactures a ton of grid batteries #energysky -- via Canary Media: https://t.co/1sjR9THvtK
Ohio Solar Project Rejection Sparks Process Concerns, Climate Group Warns
Rejected 94MW Ohio solar project ‘raises serious questions’ about process, climate group says #energysky -- via pv-tech: https://t.co/8mqhPBBRBg

Higher WWS Share Cuts U.S. Electricity Prices
Increasing wind-water-solar (WWS) on the electricity grid decreases electricity prices - 2025 data from 50 U.S. states States with 33-124% of demand met by WWS have electricity prices averaging 2.9 cents/kWh below those with <33% WWS. Results statistically significant. https://t.co/kEDy3HQltg

NY Climate Law Falters Amid Affordability Politics
New York’s Climate Law Is Cracking Under the Weight of Affordability Politics #energysky -- via Heatmap News https://t.co/k6pq08YrtN https://t.co/v1kTW5Fyr9

Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
Pay‑not‑to‑play Scheme to Block Offshore Wind Wastes Taxpayer Money
“Using a pay-not-to-play scheme to pressure a company to not build offshore wind is an outrageous abuse of taxpayer dollars”

Community Solar and Battery Project Launches After 12 Years
Pioneering community solar and battery project launches after “12 years of hard work” #energysky -- via Renew Economy: https://t.co/FD3yT4CRwt https://t.co/bmZFQ5hfhQ
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
Middle Eastern LNG Delayed to June, Oil Hoarding Risks Rise
Middle Eastern liquified natural gas (LNG) might not come to Europe till June, and why speculative hoarding of oil is a serious concern going forward, per top shipping/energy hedge fund in shipping and energy trading A must watch
Sweden Trials eRoadArlanda: Charging EVs on the Move
Sweden Tests eRoadArlanda Electrified Road That Charges #EVs While Driving by @_fluxfeeds #EmergingTech #Technology #Innovation #Tech https://t.co/beRq3hfFwZ
Ann Arbor to Launch Its Own Clean Energy Utility
Ann Arbor, Michigan, prepares to launch its own clean energy utility #energysky -- via Canary Media: https://t.co/BKweRPU2zr
CERAWeek Highlights: Fusion, AI, and Energy Insights
👀ICYMI: Here's this morning's @axios Future of Energy newsletter from #CERAWeek, the Catalina Wine Mixer of western hemisphere #energy conferences. Some behind-the-scenes color, a fusion scoop, AI news, and more. Link in next post. #LNG #OOTT
Debating Grid Buildout vs Utilization: Defining Conversation Parameters
I've been watching a really interesting debate here on grid buildout vs grid utilization. This week on Open Circuit, I've got @BrianJanous and @CarolineBGolin together on the show to hash this out. Where should I focus the parameters of the...
Brent Oil Faces Bearish Turn Near $112 Resistance
#BrentOil Comp big Down Candle and Bearish Engulfing. Resistance $112.1. Support $91.8, $84, $80, $69.2. Near MACD Bear Cross. RSI 63 dropped from Overbought. Top Bollinger Band $107.9. Midpoint Line $97.7. Bottom Band $87.4.
Markets Still Price Oil Disruptions, Extreme Scenarios Unlikely
"We are still seeing markets pricing some degree of oil disruptions. The worst scenarios are off the table, but also the best ones." @austincampbell https://t.co/Mn06ovDktZ
US Solar Module Prices Set to Rise Until 2027
Intertek forecasts higher US solar module prices through 2027 #energysky -- via pv magazine global: https://t.co/WxyHO8ib5x
Repowering Wind Farms Doubles Output on Unchanged Land
Plus, you can get twice the power out of the same land simply by repowering existing wind farms. https://t.co/WSQ69VU0c5
Oil Prices Slip Despite Months-Long Supply Recovery
By now, everyone knows it will take months for oil supplies to recover from this fiasco. And yet the oil price dropped pretty sharply on today's fake TACO. That seems significant to me...maybe, if we get a proper resolution, markets...