Today's Energy Pulse

Scania pilots vehicle‑to‑grid charging for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid (V2G) systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked at depots. Real‑time communication between the truck, charger and energy‑management platform enabled dynamic charging and discharging.
Also developing:

Ethanol: Not the Energy Transition We're Looking For
The RealClearEnergy editorial argues that corn‑based ethanol is an energy sink, requiring more fossil‑fuel input than a gallon of gasoline. It cites two decades of subsidies that have propped up a biofuel industry despite its negative energy balance. The piece calls for a policy pivot away from ethanol toward truly low‑carbon solutions. It warns that continued support for ethanol undermines broader climate and energy‑security goals.

Energy Ministers Seek Solution to Tax Trap for Landowners Seeking Compensation for Transmission Lines
Australian state energy ministers are working to remove a tax trap that treats compensation for hosting transmission lines as a capital‑gains sale, eroding payouts for landowners. The Australian Tax Office’s classification can levy up to 45% tax, discouraging participation in...

Petrobras Misses Profit Estimates Despite War-Driven Oil Rally
Brazil’s state‑controlled oil giant Petrobras reported first‑quarter EBITDA of 59.64 billion reais (≈ $12.2 billion), falling short of the 64.5 billion‑realist consensus. Net income rose to 32.7 billion reais (≈ $6.7 billion), surpassing expectations. The shortfall stemmed from Petrobras’ decision to keep domestic gasoline prices stable despite...
Workforce Installs Last of 609,522 Panels at Major New Solar and Battery Project
Iberdrola Australia announced the installation of the final 609,522 solar panels, completing the 377 MW (dc) Broadsound solar farm in central Queensland. The co‑located 180 MW/360 MWh battery has entered AEMO’s testing phase, moving the project toward full commercial operation. The build involved...

The UK Delivers Europe’s Largest Vanadium Flow Battery System
London‑listed Invinity Energy Systems has delivered a 20.7 MWh vanadium‑flow battery system to the Copwood VFB Energy Hub in East Sussex, creating Europe’s largest installation of this technology. The project combines 90 flow‑battery modules with a 3 MW solar array, providing enough...

Deepwater, LNG Infrastructure to Drive Africa’s Next Energy Expansion Cycle
Africa’s next energy expansion will hinge on deep‑water projects, LNG infrastructure and gas‑to‑power integration rather than new discoveries. Production is forecast to reach 11.4 million barrels of oil equivalent per day in 2026, with upstream capital spending around $41 billion. Analysts note...

IPAA Backs Trump Administration Rollback of BLM Public Lands Rule
The Independent Petroleum Association of America (IPAA) welcomed the Trump administration’s decision to rescind the Bureau of Land Management’s Conservation and Landscape Health Rule. The rule had elevated conservation as a co‑equal use on federal lands, creating uncertainty for independent...

Iran War Threatens Long-Term Confidence in Hormuz Oil Flows, IEA Says
The International Energy Agency’s Fatih Birol warned that the prolonged closure of the Strait of Hormuz has permanently damaged confidence in one of the world’s most critical oil and gas chokepoints. The waterway, which moves roughly a fifth of global oil...
Fossil Fuel Importer, or Electrostate? The Choice Is Ours
The UK generated a record 127 TWh of renewable electricity in 2025, supplying 52.5% of national power and 61% when nuclear is included. Yet the 33% rise in gas prices early in 2026 has driven higher household bills, exposing the country’s...
Why the Oil Price Is Stable
Morgan Stanley’s latest charts show crude oil prices holding steady despite ongoing geopolitical tension. The market entered the conflict with sizable inventory buffers and continues to price in a rapid reopening of the Strait of Hormuz. Adding to the equilibrium,...
Aramco CEO Says Demand 'Rationing' Will Continue
Saudi Aramco reported a 26% jump in first‑quarter adjusted net income, reaching $33.6 billion. The profit increase came amid heightened geopolitical risk as Iran moved to close the Strait of Hormuz, a key oil transit chokepoint. CEO Amin H. Nasser said...
Oil Price Charts Produced a Pattern Not Seen in 36 Years. What Happened Last Time?
Brent crude’s 50‑day moving average broke the $100 barrier and sits 35 % above its 200‑day line, a spread not seen since December 1990. The last time this gap widened, prices peaked within weeks and then fell, even as the Relative Strength...
Washington Pushes Fuel Cost Mitigation Measures
U.S. lawmakers and the Trump administration are reviewing a suite of policies this week aimed at softening the impact of soaring fuel prices on American consumers. The measures under consideration include extending tax credits for low‑income drivers, tapping the strategic...

Iran War Deadlock Fuels Market Uncertainty
Iran’s ongoing war deadlock has left the Strait of Hormuz effectively blocked, reigniting a surge in oil prices as the market grapples with supply uncertainty. President Donald Trump floated a federal gas‑tax holiday to ease pump prices, but the proposal...
Mideast Turmoil Could Benefit Oil-Field Services' Big Three
The three dominant oil‑field service companies are adhering closely to their 2024 capital‑expenditure guidance, yet they remain ready to boost spending if compelling projects surface. Higher crude prices are prompting operators to accelerate upstream initiatives, which in turn lifts demand...

Daily Bulletin...
President Donald Trump announced support for a temporary suspension of the 18.4‑cent federal gasoline tax as national pump prices rose to $4.52 per gallon amid the Iran‑related energy shock. The administration also dispatched a delegation of corporate executives to Beijing...

AEMO Incident Report Released, on Frequency Spike Due to Self-Forecast Vendor Glitch (19th August 2025)
On 19 August 2025 the Australian Energy Market Operator (AEMO) released a Reviewable Operating Incident Report attributing a notable frequency spike to a self‑forecasting vendor software glitch. The anomaly caused a brief 0.5 Hz deviation, prompting immediate system safeguards and highlighting gaps in...
Natural Gas Cash Markets Heat Up
U.S. natural gas cash prices rallied on Monday, with Tuesday‑delivery contracts strengthening across most regions. The surge was fueled by warmer weather forecasts, scheduled pipeline maintenance, and a sharp rally in NYMEX futures that added momentum. Despite the gains, the...
US Shale Producers Report Muted Fuel Price Impacts
U.S. shale operators say diesel price spikes from the Middle East conflict have had only a muted effect on their costs. The limited impact is attributed to a recent shift toward electric‑drive and dual‑fuel drilling rigs. These newer rigs reduce...

Utilities, Regulators Grapple With Data Center Growth and Grid Reliability at IEEE PES T&D
At the 2026 IEEE PES T&D conference, utility leaders highlighted a sharp rise in electricity demand driven by data‑center expansion and electrification, with ComEd reporting a 40 GW potential data‑center pipeline—nearly twice its 2011 peak. Panelists warned that traditional forecasting is...
TMX Pipeline Could Stay in the Government's Hands for Even Longer, Officials Say
Canadian officials say the government could keep Trans Mountain Corp. under public ownership longer, arguing the pipeline’s strategic role in energy security outweighs a rush to privatize. The federal purchase in 2018 cost roughly $34 billion CAD (about $25 billion USD), far...
Market Watch: June Nymex Climbs as Forecasts Warm
June NYMEX natural‑gas futures jumped 15.3¢ to $2.91 per million British thermal units, marking a notable intraday gain. Gelber & Associates said the market still feels like a shoulder‑season but the demand mix is improving where it matters most. An...
Asia’s Electrification Surge Weakens Case for Canadian Pipeline
Asia’s Electrification Boom Threatens Canadian Pipeline Dreams A West Coast pipeline didn't make sense before Trump invaded Iran. As Asia scrambles to speed up electrification, it makes even less sense. Agree or disagree? #cdnpoli #abpoli https://youtu.be/Spng19NRRcE
Confusing Ballot Language Likely Swung Ohio Renewable Ban
Confusing ballot wording may have tipped Ohio vote on renewables ban #energysky -- via Canary Media: https://t.co/taxZeNuolH

PM Modi Issues 2nd Warning in 24 Hours: Indians Need Major Changes as West Asia War Hits World?
Prime Minister Narendra Modi warned Indians to curb fuel consumption as the U.S.-Iran clash fuels volatility in global oil markets. He highlighted that Middle‑East instability is inflating India’s crude import bill and straining foreign‑exchange reserves. Modi urged greater use of...
Brazil Cuts 3.57 GW Solar Permits over Grid Limits
Brazil revokes 3.57 GW of solar permits amid grid connection constraints #energysky -- via pv magazine global: https://t.co/SnsJ1phDbd

RFS Compliance Cost $252 Billion over 2011‑2025
A new paper estimates that, between 2011 & 2025, the inflation-adjusted cost of complying with Renewable Fuel Standard mandates was a whopping $252.1 BILLION: https://t.co/cySLR4azF1 https://t.co/bSKrWj235t
Motor Fuel Group Partners with Octopus Electroverse to Launch Plug & Charge Across 95% of UK Network
Motor Fuel Group (MFG), the UK’s largest independent forecourt operator, has launched Plug & Charge technology across 95% of its EV Power charging network in partnership with Octopus Electroverse. The system automatically authenticates compatible electric vehicles and processes payment without RFID...
Baiju Bhatt's Space Solar Dream Advances to New Level
I told you about @BaijuBhatt’s new dream to put solar collectors out in space and beam the power back to earth a year ago. He is a cool dude, gave us his expensive car to drive. So happy to see his...
IFM Threatens to Pull $2.2bn SAF Investment without Mandate
IFM Investors Pty warned it may scrap a proposed A$3 billion ($2.2 billion) investment to make sustainable aviation fuel in Australia, unless the government mandates that airlines use the product. https://t.co/u1m4QDuPzx

ACEN Seals Funding for 75-MW Solar Farm in Australia
ACEN Corp., the listed energy arm of the Ayala Group, achieved financial close for the 75‑MW Jinbi Solar Project in Pilbara, Australia, through its Yindjibarndi Energy Corp. partnership. The project, slated for commissioning by mid‑2028, includes a 30‑year power purchase...
Grid Requires Far More Batteries Than U.S. Currently Produces
Great. The grid is going to need a lot of batteries. Far more than the US is producing right now.
Gas Prices: Crude, Refining, Distribution, Taxes Explained
What goes into the price of a gallon at the pump? 1. Crude oil 2. Refining 3. Distribution and Marketing 4. Federal, State and Local Taxes Simple as that.

PH Fuel Prices Still Easing Amid Uncertainty
The Philippine Department of Energy announced a further cut to diesel (‑₱9.57/L, now ₱71.19‑₱93.83/L or about $1.30‑$1.70) and kerosene (‑₱13.30/L, now ₱111.70‑₱136.70/L or about $2.02‑$2.48), while gasoline ticked up 0.47 PHP (~$0.008) per litre. Energy Secretary Sharon Garin said the nation’s...
Energy Vault Reaffirms 2026 Outlook, Targets AI PPA Deals
Energy Vault reaffirms 2026 guidance, sets sights on AI infrastructure PPA deals #energysky -- via Energy Storage News: https://t.co/V52DfhOD7S
JA Solar Eyes 2026 Profit as Industry Pivots H2
JA Solar set to return to quarterly profit in 2026, industry inflection point expected in H2 #energysky -- via pv-tech: https://t.co/4Rswo6uCvO
Trump Backs Suspension of US Gasoline Tax
President Donald Trump called for a suspension of the federal gasoline excise tax of 18.4¢ per gallon, arguing it would help curb soaring fuel prices as the Iran‑related oil market turmoil persists. The proposal has bipartisan backing, with Senate bills...
Expert Javier Blas Shows Why Oil Remains Bullish
My friend and renowned oil expert Javier Blas stays ahead of the curve. The evidence he presents is just another reason to stay LONG OIL. https://t.co/7TOPtNTah6
China's EAST Reactor Extends High‑Temp Plasma Run, Boosting Fusion Prospects
Chinese scientists reported that the Experimental Advanced Superconducting Tokamak (EAST) sustained extremely high plasma temperatures for longer periods during recent tests, marking a critical advance toward practical fusion energy. The achievement strengthens China's standing in the global race for clean,...

Duracell Taps Driivz to Power Its New EV Fast Charger Network
Duracell is entering the UK electric‑vehicle charging market with its new E‑Charge ultra‑fast network, partnering with software provider Driivz to operate the system. Driivz will supply a platform that handles billing, roaming, real‑time monitoring and remote troubleshooting, plus a branded...
Is France’s Post‑COVID Surge Powered by Its Nukes?
But I find myself wondering to what degree is France’s post Covid outperformance down to its nukes?
NESI Technology Powers New Low-Carbon Lithium Plant in Germany
Vulcan Energy Resources has begun building a low‑carbon lithium plant in Frankfurt using NORAM Electrolysis Systems Inc. (NESI) proprietary NORSCAND technology. The project is backed by a €2.2 billion (~$2.4 billion) funding package and targets 24,000 tonnes of lithium hydroxide per year—enough for...
Europe Allocates €3 Bn to Critical‑Mineral Financing, Plans Strategic Stockpiles
The European Union announced up to €3 billion ($3.2 bn) in financing through its ReSourceEU programme and is advancing plans for strategic mineral stockpiles. The moves aim to bridge a financing shortfall that industry estimates place at tens of billions of euros...
ABB Commits $200 Million to Expand Medium‑Voltage Production Across Europe
ABB announced a $200 million, three‑year investment program to expand medium‑voltage manufacturing capacity across Europe, highlighted by a $100 million new facility in Dalmine, Italy. The rollout targets Italy, Bulgaria, Finland, Germany, Norway and Poland, aiming to meet rising demand from utilities,...
Florida Enacts First AI Data‑Center Energy Law to Shield Ratepayers
Governor Ron DeSantis signed SB 484 into law, requiring large AI‑focused data centers to bear the full cost of electricity and related grid upgrades, preventing Florida utility customers from subsidizing these high‑energy facilities. The measure also gives local governments new...
Markets Rally as Iran Peace Hopes Fade
JUST IN: Oil, stocks, VIX, and yields rise as hopes for an Iran peace deal plunge.
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#BrentOil Comp Doji Candle and been in z Sideways Range 6 weeks ish. Resistance $115.1. Support $100, $96.1, $86.1. RSI 56 near Neutral. 13/21 day EMAs Bullish. Top Bollinger Band $116. Midpoint Line $107.1. Bottom Band $98.
Asia’s Energy Buffers Strain as Iran War Triggers $299 Billion Losses
Asia’s first‑line energy reserves are running dry as the Iran‑U.S. war keeps the Strait of Hormuz closed, driving Brent crude to $120 a barrel and slashing global urea supplies by 30%. The United Nations estimates $299 bn in economic damage and...
SEIA Names Former Minnesota Governor Tim Pawlenty as President and CEO
The Solar Energy Industries Association (SEIA) announced former Minnesota Governor Tim Pawlenty as its new president and CEO, effective June 15, succeeding interim leader Darren Van’t Hof. Pawlenty brings experience in state governance, a $50 billion budget, and federal financial‑services advocacy....

India, EU Inventories, and China Refineries Drive Oil Market
The Oil Market’s Hidden Stories: India, EU Oil Inventories, and China’s Refineries Daily Energy Report https://t.co/nprzgQ2K3f