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:
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Turkey’s Diesel Tax Buffer Evaporates Amid Booming Oil Prices and Refinery Margins
Turkey eliminated the special consumption tax (OTV) on diesel on 20 March, causing the tax buffer to disappear as oil prices and refinery margins surge. The government’s “echelle mobile” mechanism now deducts 75 % of required price hikes from OTV, leaving the remaining 25 % to flow through sales prices. Diesel prices have jumped 57 % year‑over‑year, outpacing gasoline’s 37 % rise, while a 20 % VAT remains on the final pump price. Without the tax‑relief formula, diesel would have risen nearly 94 % annually.
Export Ban Would Cripple US Production, Swell Inventories
Oil expert Stephen Schork on the potential US oil export ban: "An export ban would be catastrophic for US oil production bc. all it would do is pent up more supply here in the US of oil we don't necessarily use......
Oil Market Defined by Volatility, Not Direction, Amid Hormuz Closure
Extreme volatility, not price direction, is the defining feature of the oil market @ArjunNMurti Bull can become bear with the snap of a finger The longer Hormuz stays closed, the greater the risk not just to oil prices, but to demand,...
Is Occidental Petroleum (OXY) The Best Energy Stock to Buy Now?
Occidental Petroleum (OXY) has risen to #7 on a Warren Buffett‑style stock list, buoyed by Berkshire Hathaway’s roughly 29% stake and a $9.7 billion chemicals acquisition. The company is pivoting from a conventional oil producer to a carbon‑removal leader, with its...
Brent Prices Signal Ongoing Iran Conflict, WTI Lags
Oil expert Stephen Schork on Brent & WTI prices & the war in Iran: "[The WTI contract] is the hope market. The Brent market is the real market that is pricing the real events going on, and that blowup [Brent...
Vermont Utility Makes It Easier than Ever to Add a Home Backup Battery
Vermont utility Green Mountain Power (GMP) has expanded its virtual power plant offering by adding Enphase’s fourth‑generation IQ Battery to its Energy Storage Solutions Program. Customers can lease the battery for $55 a month or purchase it for $5,500, joining...
This Nuclear Energy Stock Is Rising as Oil Tops $119 Per Barrel
Oil prices have surged to $119 per barrel amid Middle‑East tensions, prompting investors to reassess energy exposure. Nuclear‑focused Cameco (CCJ) is gaining attention after signing a $2.6 billion uranium supply deal with India and leveraging its 49 % stake in Westinghouse. The...
Physicists Created an Electron 'Catapult' That Moves Particles at 'Extraordinary' Speed
Physicists at the University of Cambridge have observed ultrafast electron transfer in an organic solar cell that occurs in just 18 femtoseconds, driven by a single molecular vibration acting like a catapult. Using a dual‑laser pump‑probe technique, they showed that...
Iran's Hormuz Grip Lets Tehran Set Shipping Terms
CENTCOM says bombing Iran’s coastal missile sites “degraded” its shipping threat That train left the station when Iran took de facto control of Hormuz Now Tehran wants navigation open on its terms: tolls, leverage, gatekeeper power. The US is being...
Ethanol Blending Fuels Jobs, Revenue, Not Just Cost
It’s not really that simple… Ethanol prices depending on the cost of production… At 5% blending, the ethanol component is 5.5 cents…. Should we stop blending? Not really… that ethanol value chain creates jobs for thousands of people… it creates opportunities...
How Fusion Power Works and the Startups Pursuing It
Fusion startups have collectively secured more than $10 billion, with over a dozen raising over $100 million each, accelerating the race to commercial reactors. Companies like Commonwealth Fusion Systems aim to light their SPARC demo by late 2026 and begin building a...
Hedge Fund Sees 31% Gain From Oil-Stock Bet Before Prices Surged
Old West Investment Management dramatically increased its exposure to energy equities when crude oil hovered around $60 a barrel in early 2026. The firm’s flagship hedge fund posted a 31% year‑to‑date gain by the end of February, well before the...
Brent's 54% Surge Signals Supply Shock Over Fed
Brent crude: $110/barrel. Up 54% in a month. Let that sink in. Fifty-four percent. In thirty days. This isn't a price move. This is a supply shock. And supply shocks don't negotiate with Fed dot plots. Everything you think you know about 2026...
Sanctions Waiver Undermines “Maximum Pressure” On Iran
Why on earth aren't major media outlets asking this obvious question? The Trump administration just issued a sanctions waiver allowing 140 million barrels of Iranian oil currently at sea to be sold. Meanwhile, Iran's oil exports have surged before the...
Iran Says Ready to Discuss Hormuz Passage with Japan
Iranian Foreign Minister Abbas Araqchi told Kyodo News that Tehran will discuss safe passage through the Strait of Hormuz with Japan and any nation that has not attacked Iran. He emphasized the strait remains open for non‑enemy vessels, while it...
Prolonged High Oil Prices Harm Economy Over Time
A look at #Oil prices, post 2010 we have been able to handle elevated prices, but elevated prices and rates aren't a positive when duration is applied #energy #Economics #Chartdaddy
Gulf Producers Urge US to Tackle Hormuz Closure Head-On
Gulf oil producers are urging the United States to confront the Hormuz blockage directly, warning that temporary "oil‑on‑water" licences aid Iran while constraining regional exporters. They cite roughly 140 million barrels of Iranian crude stranded at sea and argue that without...
This Is How the Iran War Goes Global
The United States has deployed Marine forces to the Strait of Hormuz, escalating tensions with Iran and signaling a broader strategic shift. The narrow waterway, vital for global oil shipments, now faces heightened militarization that could disrupt worldwide energy markets....
Egypt's Renergy Group May Establish Data Center Alongside Its Green Energy Projects in Sinai Peninsula
Egypt's Renergy Group is planning a $15 billion green hydrogen and solar power complex in the El‑Tor area of the Sinai Peninsula, covering 127 sq km and featuring 15 GW of solar capacity to produce roughly 400,000 tons of liquid green hydrogen annually for European...
Middle East Escalations Trigger Volatile Energy Prices
> Israel will escalate. > Probably hit some energy stuff. > Iran will counterattack against other Gulf energy stuff. > Prices will spike. > Trump will say he had no idea about the energy attacks > Israel will say they won’t do it again > Prices...
WTI Dips to $98.32, Monday Volatility Expected
WTI futures price fell $0.39 from $98.71 to $98.32 week ending March 20 Somewhat higher price movement is likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/6kUedQJUDr
Crude Awakening
The Cboe Crude Oil ETF Volatility Index (OVX) has surged to 108, roughly three times its level at the start of 2026, as the U.S.-Israeli conflict with Iran disrupts about 20% of Persian Gulf oil output. This spike eclipses volatility...
Clean Energy Drive Could Unlock $300 B for Australia
Clean industry push could unlock AUD 300 billion for Australia #energysky -- via pv magazine global: https://t.co/aLDDNc8FrP
Oil’s $175 Hype Ignored by Topping Chart Signals
I know you all are excited in a perverse way for oil to hit $175 per barrel, but oil stock charts are overwhelmingly giving off topping and rolling over signals.
Oil Is Down Today, Up Tomorrow. Here's Why I'm Not Worried.
Oil prices have swung sharply since the U.S. and Israel struck Iran, reacting to tanker attacks and optimistic reports about reopening the Strait of Hormuz. The analyst holds Chevron, Canadian Natural Resources and ConocoPhillips, whose earnings rise roughly $600 million per...
WTI Crude Plummets $27 in Two Days
Yes, but there is more to it than just that..... such as the $27 spread in CLK26/CLK28 May 26 WTI Crude Oil Futures settled $98.23 May 28 WTI Crude Oil Futures settled $71.23
Batteries Unlock Full Potential of Existing Grid
You forgot the impact of batteries. Helps the whole grid utilize more of what we have already paid for. Welcome to the electrostate.
India Hits 1 Billion Tonne Coal Output Again, Boosts Energy Security
India’s coal ministry announced that the country produced a second consecutive 1 billion‑tonne haul of coal on March 20, 2026, marking a repeat of the 2025 milestone. The surge in output has helped thermal power plants maintain record coal inventories, cushioning the grid...
Clarifies US‑Japan SMR Investment for Tennessee, Alabama
⚛️This @barronsonline piece by @avibarrons is the most informative thing I’ve seen on the rather vague U.S.-Japan investment announcement aimed at spurring construction of GE Vernova Hitachi SMRs in Tennessee and Alabama. Link in next post. #nuclear #energy
Oil Price Spikes over 100% Trigger S&P Corrections
“When oil prices rise more than 100%, the S&P 500 index typically suffers substantial corrections. While WTI prices have risen 50% so far, other non-US grades shown earlier have risen by 100% or more.” https://t.co/fN5M8QiCsW
U.S. Treasury Lifts Sanctions on 140 Million Barrels of Iranian Oil to Curb Soaring Prices
The U.S. Treasury Department issued a 30‑day waiver that temporarily removes sanctions on roughly 140 million barrels of Iranian crude already at sea. The move is intended to increase global supply, temper near‑$120‑a‑barrel Brent prices, and cut Iran’s war‑time revenue. It...
Scaling Microreactor Production Could Slash Energy Costs
Microreactors produce very expensive power today but if we can manufacture them at a rate of 100 a year you could see the costs come way down.
India’s Tanker Move May Pave Way for Iran’s Dominance
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. .. “.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]...
Closing Hormuz Cuts Iran Leverage Without Oil Crisis
The US should CLOSE HORMUZ That would remove Iran’s leverage & income It would not materially worsen the oil supply crisis Time for hard strategic decisions What would Captain Kirk do? #Hormuz #Geopolitics #Oil #KobayashiMaru @acranberg @citrinowicz @gbrew24 https://t.co/uyhUtwRSvt
Iran's Pre‑War Oil Output Peaks, Boosting Condensates for Asia
CHART OF THE DAY: Despite sanctions, ahead of the war, Iran's total oil production had hit a 46-year high. Although most of the attention is on crude, Iran has focused in expanding its output of condensates and natural gas liquids —...
Middle East War Triggers Unprecedented Global Oil Supply Disruption
The International Energy Agency in Paris reports “the war in the Middle East is creating the largest supply disruption in the history of the global oil market.” TRUMP & NETANYAHU'S WAR PLANNERS -- NOT THE SHARPEST KNIVES IN THE DRAWER --...
US Lifts Sanctions, France Cracks Down—Energy Politics Murky
The US is removing sanctions from shadow fleet ships to ease energy prices while France increases seizures. Hard to tell how much of this is politically motivated.
Japanese Team Sets 12.28% Record for CuGaSe₂ Solar Cell
Japanese researchers achieve world record efficiency of 12.28% for copper gallium selenide solar cell #energysky -- via pv magazine global: https://t.co/KwOEhHMbDK
Data Centers' Power Surge Outpaces AI Chip Hype
Everyone talks about AI chips. But the real bottleneck may be electricity. Data centers now consume ~7% of US power demand - up more than 10x in two decades. https://t.co/wQARGxiefq
UANI and FDD Back Unconditional Iranian Oil Sanctions Lift
So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
Treasury Grants Temporary Permit to Sell Stranded Iranian Oil
“…the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea.”
US LNG Seizes Market as Competitor Corridor Fails
“Just enough damage to knock competing infrastructure offline. U.S. LNG steps into the gap. The competing corridor is gone before it opens.” US LNG stocks are outperforming as LNG glut is removed & US restructuring plans in GCC are quietly negotiated. #IranWar
Treasury's “Stranded” Claim Exaggerated; Most Iranian Oil Headed to China
US Treasury says there are 140 million barrels of Iranian oil "stranded" on the water. That's misleading -- if not false. There're about 100 million barrels of Iranian oil on their way to China, and probably another 40 million on...
Nobel Laureate Simon Shaped G7 Russia Price Cap
This @ProSyn column by @baselinescene is a must-read. Before he won the Nobel for economics in 2024, Simon was deeply involved in design and execution of the G7 price cap on Russia. Few other voices carry as much authority now...
Fuel Shortages Shut 40% of Laos Stations, Third in Cambodia
Around 40% of gas stations in Laos and about a third in Cambodia have closed because of fuel shortages.
Energy Rationing Looms; Only Alternatives and Efficiency End Crisis
Will we see rationing of oil and gas? It's now very possible. Past crises show ~10% of energy can be saved through conservation short-term. But the only lasting solution: switch to alternatives and dramatically improve energy efficiency. I spoke to LBC about this...
Oil Super‑cycle Myth Fails in Debt‑laden, Low‑growth World
Goehring & Rozencwajg's oil super-cycle has have been wrong for a decade The argument is disconnected from a debt-saturated, low-growth, war-fractured world Scarcity can spike price But it can also crush demand, trigger recession, & kill the bull case https://t.co/fOpvyVFTKH #Oil #OilMarkets #Energy #Macro #Recession...
Trump Offers $15B Iran Compensation via Oil Sanctions Lift
Trump is dangling $15 billion in compensation in front of Iran by lifting floating oil sanctions, writes @TankerTrackers This is the weirdest war ever It’s coercion, improvisation, and market panic all at once #Iran #Oil #Trump #EnergyMarkets #Sanctions
Sanctions Lift Opens Market to Months‑old Iranian Oil
Iranian barrels often spend months on the water before reaching a final buyer Lifting sanctions makes ACCESS to that supply suddenly exist, writes @gbrew24 #Iran #Oil #Sanctions #TankerTracking #EnergyMarkets
EU Urges Immediate Gas Storage Refilling Across Member States
EU tells member states not to wait to fill up gas storage https://t.co/QWu2AXIWUa via @johnainger https://t.co/iuJD7NDt15