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:

Fuel to Gas Vehicles: How NDDC Made 500 Niger Delta Youths Ready for Action
The Niger Delta Development Commission (NDDC) has trained 500 youths in CNG Autogas conversion through a six‑week hands‑on program at the Dakkada Skills Acquisition Centre, aiming to create a skilled hub for vehicle retrofitting. The initiative aligns with President Tinubu’s Presidential Compressed Natural Gas Initiative and the Renewed Hope Agenda, targeting rising fuel prices and a shift toward cleaner energy. Graduates are equipped to convert petrol and diesel vehicles to CNG, maintain systems, and uphold safety standards. NDDC expects the programme to boost job creation, local technology transfer, and emissions reduction across Nigeria.
Iran Crisis May Trigger Inequality Shock Through Corporate Price Gouging
Inequality shock is the next risk from the Iran crisis Shortages give dominant firms cover to raise prices, protect margins, and push the pain onto everyone else Hormuz could become not just an energy shock, but an inequality shock https://t.co/J5Rdjxc0KI #Inequality #Inflation #Hormuz #EnergyCrisis...
Power Grid Strike Would Spark Humanitarian Disaster, Not Clean Victory
Taking down Iran’s power grid would not be a clean military move, writes @ctindale t would hit water, refineries, hospitals, telecoms, transit, and industry all at once. That may weaken the state. It would also risk humanitarian collapse and damage that lasts...
Gov't Leader Orders Sufficient Energy Supplies for Production, Business, Consumption
Vietnam's Prime Minister Pham Minh Chinh ordered comprehensive measures to guarantee sufficient energy supplies for production, business and consumption amid a regional fuel crisis. The government activated the petrol‑price stabilisation fund, adjusted taxes, and directed ministries to monitor markets, replenish...
Trump Can’t Count on TACO Amid Iran Hormuz Threat
TACO is not an option for Trump, writes @biancoresearch He can't leave Iran in control of Hormuz Crude won’t calm down and markets won’t recover. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Trump #Geopolitics #Macro #MiddleEast

Oil and Gas Impact Will Hit Everyday Life Soon
These "oil and gas are in everything" graphics are about to get very real super quick for a lot of people. https://t.co/E0aKS1NR3z
U.S. Treasury Waives Sanctions on 140 M Barrels of Iranian Crude as Goldman Sachs Ups Oil Forecasts
The U.S. Treasury announced a short‑term waiver to sell about 140 million barrels of Iranian oil stuck at sea, and Goldman Sachs raised its oil‑price outlook as the Iran‑Israel conflict pushes Brent crude above $112 a barrel. Analysts warn the moves...

Clear Skies Lift NE Europe Solar, Storms Cut West
Cold, clear skies boost northeastern Europe’s solar while storms dim the west #energysky -- via pv magazine global: https://t.co/D8770v9wuH https://t.co/avR0blM68J
Closed Hormuz Lifts Oil $2‑3 Daily; Attacks Cause Spikes
I continue to expect crude prices to grind $2-3/bbl higher every day that the Strait of Hormuz remains closed. But if you start playing energy facility tit for tat that trend starts getting some step-change bumps real quick.
President Hichilema Warns Against Fuel Hoarding Amid Global Energy Crisis
Zambia’s President Hakainde Hichilema warned oil‑marketing firms that hoarding fuel creates artificial shortages, despite the country holding 30‑60 days of reserves. He linked the issue to the broader Middle East conflict that is tightening global energy supplies. The administration announced...
Iran Vows Retaliation Against US Energy and Tech Assets
Iran’s Khatam al-Anbiya Central HQ Spokesperson: “If Iran’s fuel and energy infrastructure is attacked by the enemy, all energy infrastructure, information technology systems, and desalination facilities belonging to the United States and the regime in the region will be targeted.”

Policy Failures Echo 1970s: Oil, Inflation, Endless Wars
The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB
Gray Hydrogen, High Costs, and the Real Emissions of SunLine’s Fuel Cell Fleet
SunLine Transit Agency has invested roughly $27 million (2026 dollars) over two decades to build and repeatedly rebuild hydrogen refueling infrastructure for a 31‑bus fuel‑cell fleet. Despite upgrades from electrolyzers to a liquid‑hydrogen station, hydrogen fuel costs have remained high and...

Trump Threatens Iranian Power Plants over Hormuz Closure
If Hormuz isn’t open in 48 hours Trump says he’ll start hitting Iranian power plants. https://t.co/HQZe2Sax7l

GCC and Israeli Power Plants Targeted Within 72 Hours
…which means GCC and Israeli power plants will begin getting hit within 72 hours from this exact point in time. 😳 https://t.co/RtWko7NOgm

Nuclear in the Spotlight Amid Oil, Gas Crunch
The ongoing Middle East oil‑gas disruption is reviving interest in nuclear power as a low‑carbon baseload source. European leaders, including Ursula von der Leyen, have pledged €200 million for innovative small modular reactors and urged member states to extend existing plant...

Trump Threatens Iran Power Plants over Hormuz Closure
President Trump threatened to attack Iran’s power plants if the country didn’t swiftly open the Strait of Hormuz to commercial ship traffic (The remarks mark a shift in tone since Trump on Friday said the US was considering “winding down” military...

US Ultimatum on Hormuz Contradicts Its Own Disuse
From almost done, followed by close to winding down -- to a 48-hours ultimatum to Iran to re-open the Strait of Hormuz that the US doesn't use, and in any case, it would be very easy to re-open even by...

The Market Will Pay in Panic Before It Gets Paid in Stability
Traders now view crude oil as the primary market barometer, with price spikes translating directly into inflation expectations and policy signals. Goldman Sachs outlines a $150‑per‑barrel Brent scenario driven by a domino chain of supply constraints in the Gulf, creating...
Iran's Qatar Attack Fuels US LNG Demand Surge
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
This Nuclear Energy Trend Could Be Bigger Than Investors Think in 2026
BWX Technologies, a veteran naval nuclear contractor, is promoting its factory‑built small modular reactor, the BANR, which can generate 75 MW of clean power. The reactor is positioned as a solution for the soaring electricity demand of AI‑driven data centers, which...
Hormuz Stayed Open During Iran War, US Narrative Persists
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...

Big Oil Flocks to Alaska in Record-Setting Petroleum Lease Sale
The National Petroleum Reserve‑Alaska held its first lease sale in seven years, generating a record $163.7 million in high bids and awarding 187 leases across 1.33 million acres. Major oil companies such as ExxonMobil, ConocoPhillips, and a Repsol‑Shell consortium secured tracts, marking...
Trump Administration Grants One‑Month Waiver on Iranian Sea‑Based Oil Sanctions
The Treasury Department issued a one‑month license that temporarily lifts sanctions on Iranian oil already at sea, unlocking roughly 140 million barrels and easing price pressure on U.S. gasoline. The move comes as President Trump signals a possible wind‑down of military...
Alphabet (GOOGL): 10 Best AI Stocks to Buy for the Next 10 Years
Alphabet’s Google has inked demand‑response agreements with five U.S. electric utilities, extending from Arkansas to Minnesota. The contracts let Google curtail up to 1 GW of data‑center electricity during peak‑load periods, helping avoid grid stress and potential blackouts. These deals build...

War Damages 39 Energy Sites Across Nine Nations
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
Live: Trump Gives Iran a 48-Hour Deadline to Open the Strait of Hormuz
President Donald Trump issued an ultimatum giving Iran 48 hours to reopen the Strait of Hormuz to commercial shipping. The deadline follows Iran’s closure of the waterway in response to the US‑Israel war on Iran, and Tehran warned it would...
Trump May Abandon Hormuz Crisis, Leaving Others to Fix
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
G7 Ready to Act to Protect Global Energy Supplies, Backs Hormuz Strait Security
The G7 foreign ministers declared they are prepared to take necessary steps to safeguard global energy supplies and secure key maritime routes, notably the Strait of Hormuz. They condemned Iran’s attacks on civilian and energy infrastructure and voiced support for...

PSA Zeebrugge Powers 50% of Electricity Needs With Over 1,800 Solar Panels
PSA Zeebrugge has installed nearly 1,900 vertical solar panels on its warehouse façades, delivering an annual output of 770 MWh—enough to power half of the terminal’s electricity demand. The project, executed by Insaver of the Luminus Group, saves 101.43 tons of CO₂,...
Accelerating Battery Electrolyte Discovery with AI-Predicted Electrostatic Potentials
Researchers at Uppsala University demonstrated that machine‑learning models trained on molecular quadrupole moments can accurately reconstruct electrostatic potentials of battery electrolyte molecules, outperforming dipole‑based models. The quadrupole‑trained PiNet2 network achieved higher fidelity on both QM9 and SPICE benchmark datasets. By...

Negative West Texas Gas Prices Reveal Mismatch in Global Energy
In West Texas, abundant natural gas produced alongside oil is driving spot prices into negative territory because pipelines and export terminals cannot absorb the surplus. Crude oil prices have surged amid supply disruptions from the Iran war, prompting drillers to...

California Hits 100% Renewable Demand, Shatters Battery Record
In the face of record March temperatures, @California_ISO not only met 100% of demand with #WindWaterSolar for part of the day 3/20 but also smashed 2-day-old battery peak discharge record with 11.91 GW, meeting 34% of peak demand All with 60%...
Trump Demands Iran Open Hormuz Strait in 48 Hours
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline
Closed Hormuz Could Push Brent Above $220 per Barrel
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
RWE and Peak Energy Launch First US Sodium‑Ion Battery
RWE, Peak Energy to deploy first sodium-ion battery in US grid #energysky -- via pv magazine global: https://t.co/oCJI2RUQpe
China Won’t Be the Biggest Loser if Hormuz Closes
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Coal Plant Emissions Travel Hundreds of Miles, Clouding Parks
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Albania Boosts Solar Capacity by 180 MW in 2025
Albania adds over 180 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/6A9FGj4zKb
Historic Energy Shock Threatens AI-Driven Economic Boom
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V

Brent’s $110 Price Already Reflects Hefty Risk Premium
There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
Even Optimistic Oil Analysts Admit They're Terrified
It's not just the oil alarmists who are scared. Even the optimistic oil analysts, who make fun of the alarmists, are all "terrified..." 🛢️🛢️🛢️ "That's why I think Trump has to end it" - @Rory_Johnston Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf https://t.co/HdNNaefrAk

Record Warm Temperatures Already Hitting Before Peak Heat
Still a couple hours to go until the real highs temps, and already a boatload of record warm temps #natgas $UNG $NG_F @SPPorg @MISO_energy https://t.co/y7l62yB61C

2022‑2024 Energy Infrastructure Cyberattacks Mapped
All 2022–2024 cyberattacks on energy infrastructure at a glance #energysky -- via pv magazine global: https://t.co/3bPj3iU1nv https://t.co/PZo92XzX1Q

Short‑Term Oil Volatility Secures Decades of Market Stability
Markets are too focused on the near-term challenges from higher oil prices. The real trade-off for investors is 4 to 6 weeks of instability, paying off 50 years of stability in oil markets, supply chains, and geopolitics. Torsten at Apollo https://t.co/ixJHl4Cw5f
US Sanctions Lift Fuels Fossil Reliance over Clean Energy
It is crazy all the hoops we jump through to burn fossil fuels into poison we breathe, when solar, wind, geothermal, and hydro can provide all the energy we need with no fuel cost or poison US lifts sanctions on Iranian...

Nikkei Rejects Gas Subsidies, Calls for Conservation
Japan’s top business newspaper comes out to oppose additional subsidies on gasoline prices (which hit a record this month) 🇯🇵 ⛽️ The policy will support consumption in a period of tight supply Instead, the Nikkei calls for energy conservation (and for Tokyo...

Sanctions Relief Risks Oil Drop, Treasury Turns Trader
Bessent is trying to reopen the Strait of Hormuz through sanctions relief. 140M barrels of Iranian oil. A temporary lift. Geopolitical chess. If it works, oil falls. If it fails, $110 looks cheap. The Treasury Sec is now an oil trader. Welcome to...
Markets Stay Calm Amid Iran War and Hormuz Crisis
How it feels watching the Iran War, Hormuz stoppage, and the still-so-sanguine global market reaction as the world economy just rolls into calamity. https://t.co/2S9HlfVhPt

Iran War Triggers Global Energy Supply Shock
The Energy Supply Shock of the Iran War Changes Everything #energysky -- via Heatmap News https://t.co/Rsz5GxybUo https://t.co/linv9ehEJv