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:
Hedgeh-Oligopoly
The oilfield services sector is splitting into two strategic camps. Hedgehog‑type offshore firms are staying disciplined, concentrating on core capabilities and shunning the AI‑driven capex rush. Fox‑type companies are scattering resources into AI projects, creating complexity and exposure to a potential downturn. This divergence is forging an oligopolistic structure around a handful of focused players such as Transocean and TechnipFMC.
Business Supplier Fined £500k and Director Forced to Quit After Ofgem Investigation
Ofgem fined Farringdon Energy £525,000 and forced its director to resign after uncovering serious mismanagement dating back to 2021. The supplier overcharged 159 business customers a total of £347,717 and kept advance payments as early termination fees despite not delivering...
Transocean, Noble, COSL, Seadrill, and Valaris Pinpointed as Rig Backlog Powerhouses
Westwood Global Energy’s latest RigLogix analysis identifies Transocean, Noble, COSL, Seadrill and Valaris as the five offshore drilling firms holding the largest floating‑rig backlog for 2026. The overall backlog fell 25% in 2025 versus 2024, largely because Brazil awarded few...
Heating Oil Market Study
On 20 March 2026, the UK Competition and Markets Authority (CMA) launched a market study examining the retail supply of heating oil for domestic use. The authority is seeking comments from interested parties by 8 April 2026 and plans to publish its final findings...
Battle for Hormuz Shakes Markets as Oil Swings and Treasury Yields Climb
A US‑led air and naval campaign targeting Iranian forces aims to reopen the Strait of Hormuz, a critical oil conduit, prompting heightened market volatility. Oil prices have swung as traders balance expectations of increased output against the risk of prolonged...
Clean Winter Air Drives Major Irradiance Surplus Across China and Taiwan in February
February delivered a stark East‑Asia solar divide: southern China and Taiwan recorded record‑high irradiance, driven by exceptionally clean air and persistent clear skies, while maritime Southeast Asia suffered 10‑20% below‑average irradiance due to heavy rainfall and enhanced tropical convection. In...
The Return of America's Coal Power Kicks Off in Alaska
The United States is advancing its first new coal‑fired power plant since 2013 with the 1.25‑gigawatt Terra Energy Center in Alaska. A $1 billion boiler contract with Hyundai Heavy Industries and a $500 million equity pledge from Korean firm KOREIT fund the...
Canadian Solar Falls Into the Red: Q4 2025 Revenue and Margins Plummet – Stock Takes a Hit
Canadian Solar posted a Q4 2025 revenue of $1.2 billion, roughly 20% lower than a year earlier and beneath analyst forecasts. The company swung to an $86 million net loss, with EPS falling to –$1.66 from a profit of $0.48 a year ago....
Greece Receives 12.2 GW of Merchant Battery Applications for 4.7 GW Program
Investors have lodged applications for 12.15 GW of utility‑scale merchant battery storage in Greece, far surpassing the 4.7 GW capacity earmarked in the country's new program. The applications split into roughly 10 GW for the transmission grid and 2.15 GW for distribution networks. The...
UK Launches Eskdalemuir Onshore Wind Consultation
The UK and Scottish governments have opened an eight‑week consultation to revise how on‑shore wind turbines are assessed for interference with the Eskdalemuir Seismic Array, a key facility for monitoring nuclear test bans. The draft guidance would replace the current...
Eye of the Storm?
The episode examines how recent geopolitical tensions are driving a fresh surge in energy prices, with the US and allies pledging to boost supply while Qatar reports that 17% of its gas output has been knocked offline by airstrikes, potentially...
Trump Warns He’ll Hit World’s Largest Gas Field if Iran Strikes Qatar Again
President Donald Trump told Iran that any further attacks on Qatar would prompt a US strike on the South Pars/North Dome gas field, the planet’s largest gas reservoir. The warning comes amid soaring oil prices and heightened geopolitical risk in the Gulf,...
Oil Backwardation Signals Spot Prices Outpacing Futures
My latest w/ @janetonthemoney on @SIRIUSXM 132 on oil: “Oil is in a backwardation, with the spot price being quite a bit higher than the forward prices... The futures oil markets are not thinking the way I am. The futures markets...
Trump Mulls Kharg Island Takeover to Force Iran to Open Hormuz Strait, Axios Reports
The Trump administration is reportedly weighing a plan to occupy or blockade Iran’s Kharg Island, the nation’s primary oil export hub, in order to pressure Tehran into reopening the Strait of Hormuz. The proposal, cited by Axios from four informed...
Meter Changes on the Way to Boost Flexibility
Britain's National Energy System Operator (NESO) has removed restrictive metering requirements, allowing homes and businesses with EV chargers, heat pumps or batteries to participate in the grid’s Balancing Mechanism. This opens the mechanism to aggregated small assets, enabling near‑real‑time response...
Why Prologis Is Leaning Into On-Site Solar — and Branching Out
Prologis, the global logistics REIT, has expanded its on‑site solar program to generate over 1 GW of electricity across its warehouse, logistics and data‑center rooftops, covering roughly 6% of its 1.3 billion square feet of roof space in 18 of its 20...
Ocean Winds to Cancel Arven South Lease
Ocean Winds announced it will terminate the ScotWind lease option for the 500 MW Arven South offshore wind project off the Shetlands, citing an unviable grid connection and the current transmission charging regime. The company will return the lease to Crown...
Middle East Energy Crisis Threatens Global Economy and War Funding
Middle East energy crisis: Qatar: $20B revenue loss from ther facilities being hit. CEO of Qatar energy said it would take 3 years to fix. Dep of War needs $200B to fund Iran war. Irans facilities have also been hit. Trump says “It will...
How a Power Line From Canada Could Be a New York Lifeline
A 339‑mile transmission line is set to bring Canadian hydropower to New York City for the first time, linking upstate New York’s power grid with renewable electricity from Quebec. The project, slated for completion in the mid‑2020s, will add roughly...
Farmers Get Backing to Stick up Turbines
The UK government plans to let farmers, schools and businesses install a single on‑shore wind turbine up to 30 metres tall without filing a planning application. The change extends permitted‑development rights beyond domestic sites, aiming to cut costs and eliminate delays...
Georgia Hasn’t Had a Consumer Advocate for Electric Ratepayers for 18 Years
Georgia eliminated its Consumer Utilities Counsel (CUC) in 2008, leaving the state without an independent advocate for residential and small‑business electricity customers. Recent attempts to restore the office have stalled in the state Senate, despite growing concerns over rapid utility...
Iran-Driven Energy Shocks Elevates Credit Risk for UK Energy Suppliers
UK energy suppliers face heightened credit risk as Iran‑driven gas price shocks double wholesale gas prices to 174 pence per therm in March 2026. The UK’s electricity market relies on gas‑fired generators for marginal pricing, so wholesale spikes directly erode supplier...
What Donut Labs Data Shows on Solid-State Battery Energy Density
Donut Labs announced a solid‑state battery that it says reaches 400 Wh/kg, a level far above the 250‑300 Wh/kg typical of today’s lithium‑ion cells. The company also touts thermal stability and fast‑charging, but it has not released voltage profiles or third‑party test...
A Partially Stripped Succinonitrile Shield Rendering Air‐Stable Li5FeO4 Prelithiation Agent for Dendrite‐Free and Long‐Lifespan Lithium‐Ion Batteries
Researchers introduced a succinonitrile (SN) coating on Li₅FeO₄ (LFO) particles, creating an air‑stable prelithiation additive (LFO@SN). The SN layer suppresses surface alkalization, preserving a high initial charge capacity of 623.8 mAh g⁻¹ after one hour of ambient exposure. In electrolyte, the coating...
Taiwan Offshore Wind 'Facing Financing Strain'
Taiwan’s offshore wind industry, now at 4.4 GW installed capacity, ranks fifth globally and second for new installations in 2024. A Carbon Trust report warns that financing constraints have become the chief obstacle as the sector moves from pilot projects to...
US Fuels Chaos to Cripple China AI, Bind Europe
Really recommend this interview between @freddiesayers and energy expert @HelenHet20 where Helen lays out why markets may be wrong in assuming things will return to normal once Iran is neutralised. The chaos may be the strategy. And whichever way you...
Asian Nations Revert to Coal Amid Gas Shortages
“Locations including Japan, Singapore, Thailand, Taiwan, Pakistan and Bangladeshgenerate a third or more of their electricity from natural gas.” “Many facing supply shortages and price increases are turning back to coal-fired power plants.” https://t.co/YhwmluSw9F #oott #LNG
Indian Solar PV Manufacturer Saatvik Green Enters Energy Storage Business with 20GW Target
Indian solar panel maker Saatvik Green Energy has launched a subsidiary, Saatvik Power Storage Solutions, to enter the energy storage market. The new unit aims to develop battery technologies and deploy systems across utility‑scale, commercial, industrial and distributed applications, targeting...
Same Cost as War Could End Oil Dependence
For the Same Cost as Another Mideast War, We Could Make Oil Irrelevant | The New Republic https://t.co/DZTebQDGDF
EIB Commits €1 B to Power Africa’s Renewable Future
Great to see the @EIB pledge €1 billion for renewable energy in #Africa. This is a strong boost for the continent’s energy and development goals, and for #Mission300’s aim of #PoweringAfrica by electrifying 300 million people by 2030. https://t.co/K48tZWNraO
Sustainable Terephthalic Acid Modified Polyimide Binder for Enhanced Li‐Ion Storage in Silicon Nanoparticles (Small 17/2026)
Researchers Yuan Qiao and Ali Reza Kamali introduced a green, scalable polyimide binder modified with terephthalic acid for silicon anodes in lithium‑ion batteries. The binder reinforces electrode integrity, accelerates lithium‑ion kinetics, and boosts both capacity and long‑term cycling stability. Full‑cell...
US Policy Enables Chinese Firms to Buy Sanctioned Russian Oil
US government policy helps Chinese state owned oil companies buy sanctioned Russian crude wasn't on my prediction list for this year. https://t.co/JFPLk4VSxF
North Sea Drilling Isn’t Solution to Fuel Price Shocks
Every time there’s a fuel price shock, the same calls emerge: drill the North Sea. New @UKERCHQ analysis cuts through the noise and explains why this argument doesn’t hold up. https://t.co/HHL1mSGAjZ https://t.co/dfPeJ4JL3x
Strategic Screening of Dopants for Na0.67Ni0.33Mn0.67O2 Cathodes: A Computational Roadmap for Sodium‐Ion Battery Innovation
Researchers used machine‑learning potentials and density‑functional theory to evaluate six dopants—Mg2+, Al3+, Ti4+, Zr4+, Nb5+ and Mo6+—in the P2‑type, cobalt‑free Na0.67Ni0.33Mn0.67O2 (NNMO) cathode. The study shows that high‑valence dopants (Zr, Nb, Mo) mainly reinforce bulk structural stability while preserving energy...
Clearance in Place for Work on Southeast Asian FSRU to Move Forward
Gas Malaysia has secured a Letter to Proceed from Malaysia’s Energy Commission, clearing the way for the offshore RGT Yan floating storage and regasification unit (FSRU) project in Kedah. The FSRU is designed to handle up to 6 mtpa of LNG,...
Vermilion (VET) Hits 2-Year High on LNG Price Spike
Vermilion Energy Inc. (NYSE:VET) surged to a two‑year high after a missile attack on Qatar’s Ras Laffan LNG hub triggered a 1.72% jump in global LNG prices to $3.12/MMBtu. The stock peaked at $14.69 and closed up 14.35% at $14.42. The...
Fossil Gas Unreliable; Sun and Wind Provide Constant Free Power
Turns out fossil gas (aka "natural" gas) is extremely intermittent and unreliable, and batteries cannot help firm it. The sun rises and the wind blows every day. Free of charge. https://t.co/Nfjfwv3sKu
Qatar's Gas Share Is ~3.5% Globally, Not 17%
Fake news 17% of Qatars export capacity of Nat Gas which is probably like 3.5% of the global supply So much misinformation on this platform
European Gas Falls as US, Israel Seek to Ease Iran War Concerns
European natural gas futures fell up to 3% after the United States and Israel announced steps to reduce the risk of Iranian attacks on Persian Gulf energy facilities. Despite the dip, the contracts remain on track for a roughly 20%...
Dangote Demand Soars As War Disrupts Africa Fuel Supply
Dangote’s 650,000‑barrel‑per‑day refinery, now two years operational, is seeing soaring demand as the Ukraine war disrupts traditional fuel imports to Africa. Roughly 75% of its output is reserved for Nigeria, leaving limited capacity for export to neighboring economies. Countries across...
Oil Steadies After Israel Says It Won't Target Energy Sites
Oil and gas prices steadied on Tuesday after Israel announced it would not target Iranian energy facilities, easing regional tension. The decision followed a rebuke from the United States and was meant to reassure investors. Meanwhile, Kuwait announced temporary shutdowns...
Work From Home, Avoid Air Travel to Deal with Higher Energy Prices, IEA Says
The International Energy Agency (IEA) has urged governments, businesses and households to adopt demand‑side measures such as working from home, lowering highway speed limits and avoiding air travel to cushion consumers from soaring oil prices triggered by the US‑Israel war...
South Korea Flags Uncertainty From Qatar LNG Plant Damage, but Downplays Supply Concerns
Iranian attacks crippled 17% of Qatar's LNG export capacity, forcing QatarEnergy to declare force majeure on long‑term contracts for up to five years. South Korea, the world’s third‑largest LNG importer, downplays supply risks, noting its Qatari share is only about...
Where in the World Is Clean Energy Technology Made?
Clean energy manufacturing is overwhelmingly dominated by China, which now accounts for over 90% of global solar capacity, 83% of battery production, and roughly three‑quarters of wind‑technology output. The country also produces about two‑thirds of the world’s electric vehicles, leveraging...
Drone Video From Inside a Fukushima Reactor Shows a Hole in Pressure Vessel, Likely Fuel Debris
Tokyo Electric Power Company (TEPCO) deployed micro‑drones into Fukushima Daiichi Unit 3, capturing the first clear footage of the pressure‑vessel bottom. The video shows a sizable hole in the steel container with hanging lumps identified as likely molten fuel debris. Radiation...
EU Faces Prolonged Energy Crunch After Qatar Disruption
EU leaders confront multi-year energy squeeze after Qatar hit https://t.co/VJQeTgB0l1 via @johnainger @E_Krukowska @donatopmancini https://t.co/Res6oTlW0s
IEA Releases Historic Oil Stock, Offers Consumer Relief Options
With a major energy crisis unfolding, @IEA is supporting market stability with a historic oil stock release But the demand side also has a part to play. Our new report sets out immediate options that can help shelter consumers from today’s...
Tata Power Shares Jump 5% After Gujarat Govt Approves Supply Agreement for Mundra Plant
Tata Power’s shares jumped as much as 5% after Gujarat’s government approved a revised supply agreement for its 4‑GW Mundra coal‑fired plant, allowing the company to resume long‑term power deliveries. The plant had been idle for six months following the...
Tech, Not Miracles, Holds Climate‑Saving Power
Webinar on Still No Miracles Needed: How today's technology can save our climate and clean our air. Friday, March 20, 08:00 Pacific Time / 15:00 GMT https://t.co/UgcYYUJaId
Energy Crisis Persists Beyond Iran War Resolution
The global energy crisis will drag on even if the Iran war ends tomorrow: Energy Outlook Advisors https://t.co/xPMnRiP3fO