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:
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 withdrawal of an emergency compensation clause for imported‑coal generation. The pact, which will be retroactive to April 2025 and subject to federal regulator sign‑off, caps tariffs at rates paid by other states. The approval comes as India seeks to maximise coal output amid a looming gas shortage linked to Middle‑East tensions.
Iran's Oil Revenue Resilient Despite Kharg Threat
The regime has spent years building alternative ways to export its crude, said Anas Alhajji, a global energy markets expert. There is evidence that the regime is beginning to use them. He said there is a false impression in the media...
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
Map: States Where Electricity Costs Went Up the Most in 2025
The Bureau of Labor Statistics reports that residential electricity bills rose nearly 7 percent in 2025, double the overall inflation rate. Democrats on the Joint Economic Committee used federal data to show that while New Jersey, Indiana and Illinois saw price...
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
Energy Savings Translate to Major Business Profits
Solar Insiders Podcast: How saving energy can save businesses a fortune #energysky -- via Renew Economy: https://t.co/dmZhTfv6CU https://t.co/zYlPTjBXaL
What Fossil Madness Is This? Wars Can’t Interrupt Flow of Wind and the Sun, but All We Hear Is Drill,...
The article links the Iran war to a surge in fossil‑fuel prices, exposing how the industry is profiteering from geopolitical turmoil. Australian Climate Minister Chris Bowen argues that solar and wind energy remain immune to such crises, citing rapid growth...
Fuel Chief Blames Panic Buying for ‘Short-Term’ Shortages
Australia’s largest fuel retailer Ampol says it has enough stock to meet demand despite panic‑driven shortages at some stations. The Middle‑East war and China’s suspension of 15% of regional fuel exports have strained traditional supply routes, prompting Ampol to secure...
Trump's Iran Miscalculation Rivals Putin's Ukraine Blunder
Trump’s Iran miscalculation is as bad as Putin’s Ukraine mistake. The difference is that Ukraine isn't on the artery of global energy supply And it's not a terrorist state willing to destroy civilization for its ideology #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SystemicRisk
Can Australia Make Its Own Wind Turbine Parts? Global Giant Suggests It Might Be at the Whim of Federal LNP
Vestas CEO Henrik Andersen warned that Australia must secure bipartisan, decade‑long policy support to develop a domestic wind turbine parts supply chain. He emphasized that stable, year‑on‑year demand of two to three gigawatts is essential for manufacturers to commit to...
Oil Price Gap Sparks Sarcastic Optimism for China
Oil is $100 in the U.S. and $150 in Asia. I’m looking forward to the all the reports by the usual suspects this weekend explaining how this is a positive development for China.
Thailand Has 100 Days of Oil Reserves Left: PM
Thai Prime Minister Anutin Charnvirakul announced that the nation has roughly 100 days of oil reserves remaining. The government has reduced oil exports to Laos and Myanmar by 25% and 20% respectively, citing the war in the Middle East. Officials...
Australia Mulls Windfall Tax on Booming LNG Sector
Australia’s LNG producers might face higher taxes if they make too much money 🇦🇺 💰 Prime Minister Albanese has asked Treasury to look into imposing a windfall tax on the country’s vast LNG industry, to capitalize on soaring prices of...
Musk Sources Chinese Gear for US Solar Panel Production
Elon Musk is buying billions of dollars worth of Chinese equipment to make solar panels in the US. Win-win cooperation as the Chinese would say https://t.co/JhBY1haWMq
Why some of Australia’s Energy Market Conventions Should Go the Way of the Dinosaurs
The Australian electricity market, built around extensive poles‑and‑wires infrastructure, is being upended by modular, virtual solutions such as microgrids, behind‑meter storage and demand‑side management. These technologies let consumers and manufacturers source renewable power locally, reducing network utilisation and challenging traditional...
Energy Insiders Podcast: Why Batteries Are the Answer to Nearly Everything
Energy Insiders released a podcast featuring Fluence’s Jeff Monday and SA Power Networks’ Adam Cameron discussing how falling battery costs are reshaping energy demand. They explore storage’s potential to manage data‑centre power spikes and to provide household flexibility essential for...
Baltic CCS Network Advances with Aker Solutions FEED Award
Aker Solutions has been awarded a front‑end engineering design (FEED) contract by KN Energies to develop a CO₂ transshipment terminal in Klaipėda, Lithuania. The terminal, part of the CCS Baltic Consortium, will handle about 2.8 million tonnes of CO₂ per year...
Lifting Iran Sanctions Would Let World Buy Oil, Not Iran
Bessent's suggestion to lift sanctions on Iranian oil is INSANE Congressman Scott Perry explains that the world gets the oil but Iran won't get paid b/c it's outside the global financial system now He's clinically INSANE #Oil #Iran #EnergyCrisis #Geopolitics #Markets
Regulator Assures Consumers Won’t Foot Stranded Gas Costs
“The world is changing”: Regulator says consumers won’t be left holding bill for stranded gas networks #energysky -- via Renew Economy: https://t.co/Hrkz6NBQgc https://t.co/WbhaOAu0tY
Race Heats up for Major Deals at World's Largest Offshore Oilfield
Saudi Aramco’s Safaniyah offshore complex, the world’s largest, can pump more than 1.3 million barrels of oil per day and contains over 30 billion barrels of proven reserves. The field’s scale has sparked a fierce bidding war among international oil‑service firms seeking...
Biodiesel Production Profits and Tax Credits
The U.S. biodiesel sector has struggled with pandemic fallout, rising renewable diesel competition, and the 2023 RIN cliff, prompting several plant closures. Recent state and federal tax credits—particularly Iowa’s production credit, the Small Agri Producer credit, and the new 45Z...
Saudi Oil Price Models Predict Upcoming Market Shift
Call the headline “attention grabbing” if you must, but this is an excellent look into what those modeling oil prices in Saudi Arabia see happening Thanks @summer_said #oott #oil #iran https://t.co/7AGgTmaVXb
Brent Slides to $105 as Hormuz Remains Shut
Brent cools down to $105 early Friday. The war has entered its 21st day, with the Strait of Hormuz still effectively closed. Have some in the market drunk the kool-aid again?
Independent Panel Approves Gigawatt Scale Battery Three Months After Local Opponents Force Referral
The NSW Independent Planning Commission approved Iberdrola’s 270 MW/1,080 MWh Kingswood standalone battery south of Tamworth. The decision came three months after the project was referred following more than 60 public objections, many from local residents concerned about visual, transport and fire...
Oil Could Hit $180 If April Chaos Persists
Saudi Arabia. Sees oil going to $180 if the chaos continues past April. Clearing up the maritime mess may take that.
US Gas Stocks Jump 52 Bcf, Price Climbs on War Fears
U.S natural gas comparative rose 52 bcf to a surplus of 16 bcf week ending March 13 Henry Hub spot price increased $0.20 to $3.19 on Gulf war supply urgency fears #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/xkTrGWwvfb
Honeymoon Period: Boss Boosts Uranium Resources
Boss Energy has refreshed its uranium resource estimates for the Gould’s Dam and Jason’s Deposit projects in South Australia, reporting a 30% increase to 33.1 million pounds of contained uranium at Gould’s Dam and a 9% rise to 12 million pounds at...
Debt‑Strapped SA Municipalities Eye Solar‑Battery Backup
Debt-laden South African municipalities may turn to solar-plus-battery backup solutions #energysky -- via pv magazine global: https://t.co/yVWOXGTUZe
Grid Operators Demand Flexibility for 100% Renewable Future
“Grow your own and buy local”: Networks seek change and flexibility to manage a 100 pct renewable grid #energysky -- via Renew Economy: https://t.co/Gezxtk3hln https://t.co/9Ooj4rP7GJ
Coal Mine Expansions Given Green Light in New Policy at Odds with State Climate Goals
The New South Wales government released a 2026‑2050 mining roadmap that bans new coal mines but permits extensions of existing operations for up to 25 years. Expansions will be subject to emissions conditions, though only three of the state’s 37...
Rising Energy Prices Heighten Recession Risks in Asia
With global energy prices going vertical, the next metrics to watch are recession probabilities of net energy importers - particularly in South and Southeast Asia https://t.co/ehwgNBNqH4
Nationalise Gas and Swap It for Fuel
The Australian government is weighing a windfall tax on gas company profits, with Treasury conducting modelling ahead of the May 2026 budget. Finance Minister Jim Chalmers will ultimately decide whether to introduce the levy. Meanwhile, Energy Minister Katy Bowen says her...
Island Commissioning to Battery Oversizing: Key Lessons From AGL’s 1GWh Grid-Forming Liddell BESS in Australia
AGL and Fluence commissioned Australia’s first 500 MW/1 GWh grid‑forming battery at Liddell, backed by a AU$35 million ARENA grant. The project highlighted regulatory uncertainty around inverter standards and the need to oversize batteries for synthetic inertia and fault‑current support. Island‑mode commissioning was...
This Is when Trump Will Need an Iran-Conflict Offramp if Oil Prices Aren’...
President Donald Trump’s team is scrambling for measures to curb soaring crude prices as the Iran‑Israel war enters its third week. Options on the table include a U.S. Navy escort for tankers in the Strait of Hormuz and a rapid...
Ethanol Output Cranked up to Meet E20 Demand
Ethanol producers in Thailand are ramping up output to satisfy rising demand for gasohol E20, a 20 % ethanol‑blended fuel promoted to curb oil import reliance. The government aims to keep E20 priced at least five baht per litre below gasoline...
Qatar Sees Long Outage at Shell's Pearl GTL Plant
Shell’s Pearl gas‑to‑liquids (GTL) plant in Qatar will keep one of its two processing trains offline for at least a year after an Iranian strike earlier this week. The affected train represents roughly half of the plant’s output, cutting Shell’s...
Russia Eyes Export Bonanza Amid Global Energy Crisis
Russia is leveraging a U.S. waiver and global oil shortages to boost its crude and product exports. Seaborne product shipments jumped 25% to 2.6 million barrels per day, while crude exports rose about 10% in March. Production gaps caused by OPEC‑plus...
Opella Healthcare Launches Manufacturing Electrification Project Backed by $1.94M in Federal Funding
Opella Healthcare has launched a manufacturing electrification project at its North Brisbane plant, backed by a $1.94 million grant from the Australian Renewable Energy Agency. The initiative replaces gas‑fired dehumidification with heat‑pump technology, aiming to cut roughly 1,200 tonnes of CO₂ each...
Senator Launches Investigation Into Methane Pollution in the Permian Basin
Senator Sheldon Whitehouse announced a Senate Environment Committee probe into the Permian Basin after MethaneSAT satellite data revealed methane emissions four times higher than EPA estimates. The inquiry targets eight major oil and gas producers, demanding details on monitoring practices...
Oil Set for Weekly Surge as Mideast War Heads Toward Fourth Week
Oil prices are set for a weekly rise as the Middle‑East conflict enters its fourth week, with the Strait of Hormuz effectively shut and strikes persisting across the region. Brent crude traded above $108 per barrel, marking a more than...
Industry, Not Consumers, Power Canada’s Electrification Shift
Industry, Not Consumers, Driving Electrification of Canada Canada’s electrification story isn’t what you think. David Pickup of @Pembina discusses Canada's Energy Futures 2026. https://youtu.be/N4OWzu-p-YU
Alberta Landowners Rage over Unpaid Oil Lease Fees
Alberta Landowners are "Pissed Off" with Deadbeat Oil Companies Propped Up by UCP Government Mark Dorin staged a public blockade of his Edmonton-area land where MAGA Energy hasn't paid lease fees for three years #ableg #abpoli https://markhamhislop.substack.com/p/alberta-landowners-are-pissed-off
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MIDDLE EAST SPILLOVER: Don’t Call It a Fuel Crisis, but Prepare to Pay
South Africa is confronting an acute fuel supply shock after the Strait of Hormuz closure disrupted Middle‑East oil flows. The government assures no station shutdowns, yet industry‑level allocation bans have left diesel pumps dry in several provinces. A strategic petroleum...
Brent May Need $175 to End Shortage, Says Currie
“Get long and buckle up,” says Jeff Currie. It took -$37 to clear oversupply during Covid Currie's "mirror image" approach indicates it may take $175 BRENT TO CLEAR THIS SHORTAGE That’s not volatility—that’s a regime shift #OilMarkets #Brent #EnergyCrisis #Commodities #Macro #Supercycle
Eastman Opens 800 MW Solar Module Plant in India
Eastman launches 800 MW solar module plant in India #energysky -- via pv magazine global: https://t.co/VPIu82w0jy
Markets Misread Recovery; Shocks Create Worse Baselines
Markets still think this snaps back. It won’t, writes @elerianm This isn’t “transitory” It’s multiple equilibria, where each shock creates a new, worse baseline. #Macro #EnergyCrisis #SystemicRisk #Markets #Oil #Geopolitics
US Solar Hits 43 GW in 2025 Despite Slowdown
US solar installations reach 43 GW in 2025 despite slowdown #energysky -- via pv magazine global: https://t.co/GxDPCObAMH https://t.co/EVfWXIknCd
Netanyahu Pledges No More Iranian Oil Strikes, Hopes Quicker Peace
Israel Prime Minister Benjamin Netanyahu has joined Trump in jawboning the energy market. In a press conference, he said that Israel won't attack anymore oil and gas targets in Iran, and also indicated that the war would be over faster...
Hormuz Blockage Highlights Critical Time‑loss Crisis
If true (BIG if), this might help avoid further escalation against upstream assets—which is good, because this can still get so, so much worse. But at its core, the Hormuz stoppage is a crisis of lost time—and we’re still no closer...
Queensland Battery Approved in Record 41 Days
EPBC gives green tick to massive Queensland battery in just 41 days, now for the state #energysky -- via Renew Economy: https://t.co/oKUJjHFPQ8 https://t.co/FVuu4jYuwk