Today's Energy Pulse
Scania pilots megawatt‑scale V2G for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, allowing trucks parked at depots to feed electricity back to the grid, with real‑time communication between the truck, charger and energy‑management platform enabling dynamic charging and discharging. The test marks a step toward integrating large‑capacity EVs into grid balancing.
Also developing:
South Australia on Path to 100 Pct Net Renewables Next Year After Labor Landslide and Liberal Backflip
South Australia’s Labor government, buoyed by a landslide win, will pursue a net‑100 percent renewable electricity target by 2027, relying solely on wind, solar and storage. The Liberal Party’s collapse removes a major policy obstacle, reinforcing voter support for clean energy. The state already boasts a reliable grid after the 2016 blackout, with renewables at 75 percent and a growing battery fleet. New interconnections and demand‑side programs aim to cement the grid’s stability while attracting energy‑intensive industries.
Austria Could Generate 90 TWh via Agrivoltaics on 5‑16% Cropland
Austria could harness 90 TWh of agrivoltaics using 5–16% of cropland #energysky -- via pv magazine global: https://t.co/2FuA0BpnDS https://t.co/6Ucd7AkD5L
Kharg Island Seizure Won’t Halt Iran’s Oil Exports
[MUST READ] Iran’s Kharg Island - U.S. seizure would not necessarily end exports or re-open the Strait: https://t.co/yRYH1g1UAM
Middle East War to Dominate Houston's 'Davos of Energy'
CERAWeek in Houston is set to host over 10,000 energy leaders as the Middle East war triggers the biggest oil disruption in history. Attendees include S&P Global’s Daniel Yergin, EDF’s Mark Brownstein, U.S. Energy Secretary Chris Wright, and CEOs from...
Indian Tanker Pays in Yuan, Signaling Petro‑Yuan Market Rise
And Indian tanker has reportedly paid in Chinese yuan. Welcome to the #petroYuan market (thanks donald)
Ground Ops on Hormuz Islands May Outperform Kharg Target
Why the fixation Kharg Island? I assume it's because they think they can cut off Iran's source of income this way. But perhaps should consider ground operations on Islands in strait of Hormuz? Might be more effective for opening the...
“Massive Step:” State Inks Deals to Deliver More than 1 GW of New Wind Power Ahead of Mass Coal Exodus
Western Australia’s Labor government has secured more than one gigawatt of new wind capacity, surpassing its 810 MW target to replace retiring coal plants. Contracts were signed with three projects—130 MW Kondinin, 470 MW Parron Maam, and 330 MW of the 550 MW Marri farm—delivering...
EV Owners Forget Gas Stations Offer Instant, Universal Refueling
What's a gas station? I just plug my car in at home. You mean you have to ... go somewhere special to add range to your car? How interesting.
Japanese Stocks Decline as Hormuz Fears Amplify Risk-Off Mood
Japanese equities tumbled after former President Donald Trump threatened attacks on power plants near the Strait of Hormuz, reigniting concerns over rising oil prices. The Nikkei 225 dropped as much as 5% to 50,688.76, while the broader Topix fell 4.5%...
Shell, Trafi, Marathon Top SPR Release Buyers
Shell Trading secured the largest share of the first Strategic Petroleum Reserve (SPR) release, receiving 16.2 million barrels, followed by Trafigura (8.86 mn bl) and Marathon Petroleum (7.7 mn bl). The U.S. Department of Energy is delivering 45.2 million barrels of sweet and sour crude from...
Saudi Aramco Boss Pulls Out of Major International Energy Conference Due to Iran Conflict, Source Says
Saudi Aramco CEO Amin Nasser cancelled his planned appearance at CERAWeek in Houston, citing the ongoing Iran conflict. The war has shut the Strait of Hormuz, a critical oil transit route, prompting Aramco to cut roughly 2 million barrels per day...
Lock in $5 per Gasoline Can via Spot Arbitrage
You can hold that garbage can full of gasoline and wait for higher prices, but risk Trump TACOing and prices dumping. Or you can simply sell the garbage can of gasoline into spot and buy the same garbage can back for...
Fully Funded Italian Solar Expansion: Construction of 7 MWp Puglia Solar Plant to Commence July 2026
Zenith Energy Ltd announced that construction of its 7 MWp solar portfolio in Puglia, Italy will start in early July 2026. The under‑construction portfolio (UCP) comprises three plants, with grid connection secured and 85% of the €3.87 million cost financed externally. The...
Goldman Lifts 2026 Oil Forecasts Amid Hormuz Slowdown
GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from...
GM Patents A 'Daisy Chain' Charger To Juice Up Multiple EVs At Once
General Motors has filed a patent for a daisy‑chain charging system that links a single high‑power DC fast charger to multiple low‑power access points (LPAPs). Each LPAP can feed an electric vehicle, allowing two cars to charge from one station...
US Lifts Sanctions on Iranian Oil at Sea
The United States announced it will lift maritime sanctions on Iranian oil, allowing tankers to transport crude through the Strait of Hormuz without penalty. The move comes amid escalating military exchanges between Tehran and Washington‑backed Israel, which have driven oil...
Thailand Post Trumpets EV Fleet as Fuel Costs Mount
Thailand Post, the state‑run logistics provider, is accelerating its shift to electric vehicles for last‑mile delivery as fuel prices surge amid the Middle East oil crisis. Oil now accounts for roughly 30% of the carrier’s operating costs, prompting a plan...
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Slovenia Limits Fuel Purchases as some Pumps Run Dry
Slovenia has imposed daily fuel purchase caps—50 litres for private cars and 200 litres for companies—to curb shortages after a sudden demand spike. Prime Minister Robert Golob assured that national reserves are sufficient, but many stations remain closed, prompting the government to order...
LONG READ: Coal Is Back.
Coal is re‑emerging as a key fallback fuel after the Iran‑triggered Operation Epic Fury disrupted global gas supplies. The International Energy Agency now projects 2026 coal demand at a record 8.85 bn tonnes, a 0.5% rise, while thermal‑coal prices have jumped...
Cuba’s Grid Collapse Leaves 10 Million in Darkness Amid Fuel Shortages
Cuba’s state‑run electric union reported a total nationwide blackout on Saturday, plunging roughly 10 million people into darkness for the third time in March. The outage was traced to an unexpected failure at the Nuevitas thermoelectric plant, triggering a cascade that...
Can India Afford to Quit Coal?
India remains heavily dependent on coal, which supplies roughly three‑quarters of its power, even as the economy expands at 7.5% annually and electricity demand surges. Solar capacity has exploded from 4 GW to 140 GW in a decade, putting the country on...
Europe Faces Jet Fuel Shortage Amid Kuwait Strikes
Forget TSA lines, the real problem with air travel in the coming weeks is fuel. Some cargoes are already diverting toward the U.S. on a Jones Act waiver, so domestic travel might hold. Europe? Different story. About 1.77M barrels/day of jet fuel...
Saudi Arabia Activates Hidden Pipeline to Secure Oil Flow
Saudi Arabia rolls out key contingency plan to keep the oil flowing: a decades-old pipeline the world didn’t know it needed until today. Fantastic piece from our colleagues, check it out below. 🔉on (And ya, how cool is the power...
Ministry Eyes Oil Excise Tax Trims
Thailand's Finance Ministry is evaluating oil excise tax reductions to curb retail fuel prices while protecting fiscal health. A 1 baht cut in diesel excise would forfeit roughly 2 billion baht, and a similar cut for gasoline would cost about 800 million baht....
Australia Boosts Fuel Security Amid Global Oil Turmoil
Warm and constructive meeting with Australia’s Energy Minister, Chris Bowen, in Canberra this morning. We covered the situation in global oil & gas markets amid the war in the Middle East and the steps 🇦🇺 is taking to strengthen fuel...
Middle East LNG Shipments to Cease in 10 Days
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
Are We Headed for $5 Gas? This 1 Thing Determines How Much You Pay at the Pump (No, It's Not...
U.S. gasoline prices have jumped over 30% in a month, with the national average climbing to $3.88 per gallon from $2.93. The article argues that the single dominant factor is the global price of crude oil, which is rising due...
US‑backed Iranian Oil Flow Dampens Price Spike
After all the hype over the weekend about escalation, you'd have thought oil prices would spike on tonight's open. But no sign of that. What matters are actions, not words. And those are that Iranian oil is flowing through SoH...
Thailand Revives Mothballed Coal Plants, Curbing LNG Prices
More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed. The switch is important to put a lid on global LNG (and European gas) prices. https://t.co/qqyd5NrZQ8
New Framework Delivers Unprecedented SCADA Cybersecurity
New framework promises unprecedented level of cybersecurity for SCADA systems #energysky -- via pv magazine global: https://t.co/WiAfR3TSL6
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Four‑hour Battery Queues for Federal Green Tick
New four-hour big battery joins queue for federal green tick, backed by local landowners #energysky -- via Renew Economy: https://t.co/MVliiOTRC7 https://t.co/8v0HnDfrTF
New National Standards Raise Data Centre Energy, Water Benchmarks
BYO renewables: New national principles set bar for data centre energy and water use #energysky -- via Renew Economy: https://t.co/ejhCebl4Mr https://t.co/qxFK22lc3e
California Batteries Power Significant Evening Electricity Supply
Batteries (purple) in CA already a significant part of the electricity supply in the evenings. And even a little in the early morning. https://t.co/zBs7Yb51Qy https://t.co/h8vRfr4sXx
Australian-Backed Rooftop Solar Powers Remote Samoa
Australia-backed rooftop solar to power remote Samoan communities #energysky -- via pv magazine global: https://t.co/tbaM3Iwf0s https://t.co/GFAcZQNY94
Polymarket Predicts 28% Chance Hormuz Reopens by April
Polymarket, a large prediction market, shows only a 28% chance that the Strait of Hormuz will open for normal traffic by the end of April. TRUMP & NETANYAHU’S WAR ON IRAN = MASSIVE COSTS. https://t.co/slk6gIZTUJ
Iran's Petrodollar Attack Meets 10 M
"Iran is going after the petrodollar system" Brother, they've already shut in 10 million barrels per day of Gulf crude oil production capacity. What petro?
Quebec-Queens Hydropower Line Could Light One Million NYC Homes
"Hydropower Line From Quebec to Queens Could Power a Million N.Y.C. Homes" https://t.co/CEfzSRT1cG "Its construction included the underwater installation of more than two million feet of cable imported from Sweden" https://t.co/xqTcpfviM5
Airlines' Abandoned Fuel Hedges Signal Rising Ticket Prices
Oh no! US airlines are no longer hedged against oil price shocks. Now we will all be paying in higher fares. Just like PJM states who didn't hedge against the recent increase. And California in 2000-2001. Hindsight is 20-20 but...
Nanostructured Silicon May Surpass Shockley‑Queisser Solar Limit
Nanostructured silicon could push solar cells beyond Shockley–Queisser limit #energysky -- via pv magazine global: https://t.co/3gDJBe2BOt https://t.co/QQOp2n12dC
Trump Uses Iran Grid Threat to Bait NATO
Is Trump’s threat to destroy Iran's power grid a gambit to pull NATO and Europe into the Strait of Hormuz? It’s a smart leverage point, given that Europe and Turkey are the ones most vulnerable to a new refugee crisis.
Dollar-Oil Surge Cripples Emerging Markets, Unmodeled Squeeze
DXY up 3% in a month on safe-haven demand. Oil up 50%. Dollar up AND oil up simultaneously. Emerging markets are getting crushed from both sides. This is the squeeze nobody is modeling. https://t.co/xogAtPGq0m
Panic Undermines All Oil Market Stabilization Attempts
Ever wondered what’s really behind the complete failure of all oil-market stabilization efforts? elow is one source of the panic that nullify the impact on any mitigation that I talk about here: https://t.co/P9npOEgoFO
Waiving Restrictions Lets Putin Sell Oil at 2022‑level Prices
By what? Giving waver to Putin to sell his oil freely at prices we have not see since 2022? 😉
War Triggers Soaring Commodity Prices, Gas up 85%
Price increases since the start of the Iran war... European Natural Gas: +85% Heating Oil: +80% Brent Crude Oil: +54% Urea: +48% WTI Crude Oil: +46% Gasoline: +44% Diesel: +42% Sulfur: +25% Coal: +24% Fertilizer: +23% Palm Oil: +13% US Natural Gas: +8% Iron Ore: +7% Rice: +7%
Grid Collapse Sparks Propane, Then Water Wars Amid Unprecedented Heat
What happens when the grid fails? Prediction: propane wars will precede water wars... you'll want to keep those emergency generators for AC running until you die of thirst.
Japan Harvests Power From Footsteps with Piezo Tiles
#WhatsNext? Electricity from walking? Japan is using piezoelectric floor tiles to generate clean electricity one step at a time. (Interesting World) #Alternate #Energy #JVGpost https://t.co/yp7Ce1RXGg
Renewables Lower Electricity Prices, Not Increase Them
Everything this guy says is fake or misleading. The chart is one of taxes, not RE cost https://t.co/LxtCmfzTkR RE correlates with lower, not higher, electricity prices. Of the 14 states meeting 50-124% of demand with WWS, 12 are 2-5...
Weekend Read: Paul Krugman on the Hormuz Shock
As a first for me, I'm recommending @paulkrugman as a weekend read/listen. @robin_j_brooks makes it possible with a discussion on the Hormuz shock. https://t.co/aQ64hxAHxb
Oil Announcements: Hype Unveiled, Real Market Moves
The Oil Shell Game: Peeling Away the Bluster of the Latest Oil Announcements. Trade. https://t.co/FyQ7lGbyR5