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:
Penalties Vowed for Gas Gouging
Caretaker energy minister Auttapol Rerkpiboon announced punitive measures against petrol‑station operators who charge above the government‑regulated, subsidised rates. The state Oil Fuel Fund guarantees subsidies for every litre leaving refineries, while diesel’s price cap has risen from 30 baht to 30.5 baht with a planned increase to 33 baht. Distribution capacity at a key Pathum Thani depot has doubled to 8 million litres per day, yet some stations still report shortages. Joint Energy‑Commerce inspections are slated to resolve the gaps by week’s end.
Australia Moves to Support Onshore Fuel Production Amid Market Pressures
The Australian Government is revising its Fuel Security Services Payment to keep the 1.8 cents‑per‑litre cap while changing the trigger that releases subsidies, aiming to better match current market conditions. The move supports the Viva refinery in Geelong and Ampol’s Brisbane...
Brazil's MGO Demand Slumps Due to Export Tax
Brazil imposed a 50% tax on diesel and marine gasoil (MGO) exports on 12 March, causing demand in Brazilian ports to collapse. Suppliers report "non‑existent" MGO volumes as buyers shift to very‑low‑sulfur fuel oil (VLSFO). Even domestically flagged vessels now prefer...
Better Days Coming to Cuba?
A wave of international assistance is reaching Cuba, highlighted by a Russian oil tanker and humanitarian convoys from several nations. The fuel deliveries aim to alleviate chronic shortages that have crippled transportation and tourism. Commentators on social platforms expressed cautious...
Oil Prices Swing Amid Middle East Supply Uncertainty
It’s been another rollercoaster day in the oil market with both benchmarks trading in a wide range (CNBC charts below). Between the remarks from officials in Washington DC and those out of Israel — both following the attacks on energy infrastructure...
$166 a Barrel? Middle East Oil Gives Clue to Where All Prices Could Be Headed if Iran War Drags On
Dubai crude surged to a record $166 a barrel as U.S.-Iran hostilities crippled transit through the Strait of Hormuz. Brent crude has risen nearly 48% since the conflict began, trading around $106, while WTI lags but faces upward pressure. Analysts...
One-Third of Oil Supply at Risk Drives $150 Forecast
Oil could hit $150 a barrel. Not because of speculation. Because one-third of the world's oil supply is now at risk, and there is no substitute for oil in global production. None. Here is what mainstream economists are missing:
The Oil Shock May Not Stop at the Pump
The article warns that a disruption in the Strait of Hormuz could turn an oil price shock into a fertilizer shock, raising food costs and broadening inflation. About one‑third of global fertilizer exports, especially nitrogen‑based urea, pass through Hormuz, and...
Michigan Senate Committee Advances Bills for State VPP Program
The Michigan Senate Energy and Environment Committee moved forward two bills, SB 731 and SB 732, to establish a state‑wide virtual power plant (VPP) program. The legislation would task the Michigan Public Service Commission with creating a framework that compensates residential owners...
Massachusetts Governor Signs Executive Order for 10 GW New Energy
Massachusetts Governor Maura Healey signed an executive order mandating 10 GW of new energy resources and 5 GW of storage by 2035. The plan includes 4 GW of in‑state solar, 3.5 GW of demand‑side reductions, and a mix of wind, gas, nuclear and geothermal...
Daily Energy Report
The Daily Energy Report reframes Hormuz Strait risk by emphasizing crude quality over sheer volume, noting medium‑sour grades now dominate exports while light‑sour streams like Murban remain niche. Asia faces the steepest impact from any Hormuz disruption, prompting tighter crack...
Rising Gasoline Prices and Their Impact on US Inflation and Economy
U.S. regular gasoline prices jumped nearly 90 cents to about $3.80 per gallon, while diesel rose $1.40 to just over $5, according to AAA data. The surge could cost the average household more than $600 in extra fuel expenses this...
DOE Has Issued More Than 40 Section 202(c) Emergency Orders Since May 2025. Here’s an Updated Log.
Since May 2025 the U.S. Department of Energy has issued more than 40 emergency orders under Section 202(c) of the Federal Power Act, the highest volume in two decades. The orders fall into retirement‑deferral and active‑dispatch categories, keeping roughly 4.4 GW of...
Efficiency Gains Won’t Solve Hormuz Oil Supply Crisis
I must be misunderstanding you. IF you're saying that today's Hormuz supply crisis could be, in part offset had refineries and the oil and gas industry invested more in efficiency. Which is, to be frank, laughable. So I'm assuming you're...
N Dakota Perks up on Widening Brent-WTI Spread
North Dakota regulators are watching a rapidly widening Brent‑WTI price spread, now $11.92 per barrel, after it nearly doubled since early March. State oil output slipped to 1.16 million barrels per day in January, down 13,000 b/d year‑over‑year, as cold weather and...
Global Fossil Fuel Markets Fuel Domestic Energy Insecurity
Energy insecurity starts here. Fossil fuels are traded through systems where price is influenced not only by supply and demand, but by conflict, sanctions, and speculation. That means households and utilities can face higher costs even when local production remains...
Iran’s Hormuz Leverage Pushes US to Ease Oil Sanctions
As an indication of how Iran is effectively playing its cards, its control of the Strait of Hormuz has forced Treasury Sec. Bessent to consider lifting sanctions on Iranian oil already at sea. US SANCTIONS ON IRANIAN OIL BACKFIRE. https://t.co/K8vL4AFi49
Spain’s Sánchez Attacks Other EU Leaders for Exploiting Energy Prices to Gut Climate Policies
Spanish Prime Minister Pedro Sánchez defended his country’s renewable‑led energy strategy at the EU leaders summit, claiming Spain is on “the right side of history” as it shields consumers from soaring electricity costs. He accused other governments of using the...
California Gas Prices Near $6, May Climb Higher
Why Gas in California Is Almost $6 a Gallon — and Could Go Higher #energysky -- via Heatmap News https://t.co/FSdLxLCuoq https://t.co/1f1zy4SkpO
Why Qatari Energy Attacks Signal Bigger Regional Risks
Want to understand why the attacks on Qatari energy infrastructure matter so much and what the long-term implications are? @ColumbiaUEnergy has you covered with the newest episode of our Iran Conflict Brief special podcast series. https://t.co/bsOnixk4hj
Energy Impacts Podcast: John Calce, Founder and CEO of America First Refining
America First Refining’s founder John Calce discussed the launch of a new refinery in Brownsville, Texas, built to process the light, sweet crude from the Permian Basin. The project, financed in partnership with India’s Reliance, overcame a seven‑year permitting process...
Iran War’s Energy Shock Threatens Canada’s Future
Had the opportunity to speak alongside @ExnerPirot and Bob Yawger of Mizuho about the Iran War, the largest energy supply shock in history, and what it all means for Canada on @therundowntvo. Airs tonight on TVO at 8pm ET. https://t.co/XJgEE8PqMA
Offshore Wind Could Counter Trump's Disinformation Campaign
"Can Offshore Wind Win The Trump Disinformation War?" by Carolyn Fortuna (@c4tuna31) for @CleanTechnica: https://t.co/XYV8TJiu5e
Affordability Drives Energy Solutions: New Ideas Ahead
Affordability is THE key word in energy today. So how do we tackle it? @cleanaircatf has some ideas. Let’s get to work.
Closed Hormuz Threatens $220 Oil, Near Recession
OUT NOW - how @Rory_Johnston sees it: Unless the Strait of Hormuz opens soon, $220 oil and a recession is "almost guaranteed." $300+ oil & Global Depression are possible. Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf 1/3 https://t.co/gvV2pR4qXu
QatarEnergy Details Overnight Damage to GTL Plant
Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). https://t.co/MMZHWkvGoQ
Geothermal: The US Clean‑Tech Bright Spot
Geothermal energy is a rare bright spot in clean tech in the US, and more stories on today’s Green Daily newsletter https://t.co/tFnbmfK7CX
Minnesota LMI Community Solar Hits 179 MW Amid Policy Changes
Minnesota LMI community solar reaches 179 MW amid regulatory shifts #energysky -- via pv magazine usa: https://t.co/WFynWhcfpB
Form Energy's 100‑hour Battery to Bolster Ireland Grid
US 100-hour battery startup Form Energy’s first overseas deployment ‘set to fill a critical gap in Ireland’s power system’ #energysky -- via Energy Storage News: https://t.co/fSUXWsSHhn
Battery Storage Secures 1.8GW in UK Capacity Market
Battery storage projects win 1.8GW in UK capacity market auctions #energysky -- via Energy Storage News: https://t.co/rjIyZjNExR
Energy Crises Stem From Demand; Electrify with Clean Power
I just told @BBCNews: Energy crises are fundamentally demand problems, not supply problems. 80% of our energy is fossil fuels, much of it imported, leaving us exposed to price spikes. The only long-term fix: electrify the economy with clean power. https://t.co/1toyJn6PUM
New US Sanctions Tweak Narrower than March Oil Relief
I deleted a previous tweet about the easing of US Russian oil sanctions, as the relaxation already covered petroleum products since March 12. The changes announced today are narrower.
Disgraced Exec's Relentless Optimism on Soaring Oil Prices
Love someone as much as disgraced oil executive Scott Sheffield loves musing about how oil prices will stay high. https://t.co/FvV8HROEj1 https://t.co/yzPdBxjHjy
EU Auditors Say Energy Community Goals Exceed Feasibility
EU auditors warn energy community targets outpace reality #energysky -- via pv magazine global: https://t.co/QZqS1XRUDX
Administration's Desperate Oil Plan Fuels Iran's Wartime Sales
“.. The plan .. reflects the administration’s desperation to reduce oil prices, encouraging Iran to sell more oil even while it is at war ..” @nytimes https://t.co/MWCiL3jrqQ https://t.co/wCWv18Be6N
Trump Denies Export Ban, Aims to Lower Oil Prices
Trump Administration Shuts Down Export Ban Rumors as Trump Moves to Cool Oil Prices https://t.co/yzIMSfps18
Crisis Spurs Solar Shift, Boosting China's Lead
Only silver lining to this mess is that it will help accelerate move away from fossil fuels towards solar and energy independence. Once again, China wins.
Expert Advice: Cut Power Costs, Boost Grid with Datacenters
Follow Dr. @JaneAFlegal if you want extremely well-informed takes from a legit expert on how to lower electricity prices and use datacenters to strengthen the US grid and power system.
US Shale Producers Unenthusiastic About $100 Oil
‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today. https://t.co/cEMRj6MyHl
Li‑ion Batteries Now Last Decades, Not Just Thousands of Cycles
Amazing. Lithium ion batteries were once good for maybe 1,000-2,000 full discharge cycles. Now we're reaching multi-decade lifespans.
Storage, Smart EV Charging, and Datacenters Boost Grid Efficiency
Three things that can help us get better use out of the US grid: 1. Energy storage (allows you to fill up when the grid is underutilized, and avoid hitting the grid when it's stresed). 2. Datacenters. (If done cleverly.) 3. Smart charging...
Ethanol Mandates Harm Food Security, Offer No Energy Benefit
Ethanol mandates are in direct conflict with feeding the world, have no impact on American energy security, and are at best neutral for climate (probably negative). Kill them with fire. Sink them with the Jones Act.
Texas Leads Clean Energy Thanks to Deregulated Market
Texas is the clean energy capital of the United States. And a chunk of that is because of their easy permitting, relatively ample transmission, and highly deregulated electricity market. Abundance thinking in energy works.
IEA Releases 400 Million Barrels, Initial Supplies Arrive
Following @IEA Member countries' decision to release 400 mln barrels of oil stocks to counter disruptions, initial volumes have already been made available Thank you to countries for their stock contributions & to Canada & Mexico for increased production: https://t.co/CjYXygzQpG https://t.co/sUGUpkuuU0
U.S. Administration Confirms No Oil Export Restrictions Planned
Important - U.S. admin says it has no plan to enact an oil export restriction
Heat Pumps and EVs Dominate; Hydrogen Left Behind
Two technologies that competed for the future of heating and transport. The race is over. In 2025, 19m heat pumps were sold globally. Hydrogen-ready boilers: 237 units. The picture in transport is identical. 21m EVs were sold last year. Hydrogen fuel cell...
Israel Defends Iran Gas Field Strike, Cites US Coordination
ISRAEL shrugs off criticism of attack on Iran's South Pars gas field - citing deep coordination with the United States: https://t.co/1CMmLeQHgy
EU Data Centers Could Soon Use Behind‑Meter Power
Can you even imagine building a data center in the EU with behind-the-meter power when this could happen at any moment?
Spring Equinox Triggers 28‑Cent Gas Price Rise
"Tomorrow marks the official start of Spring and prices at the pump continued to climb by 28 cents since last week. With the Spring equinox ushering in warmer weather and more time on the road, gas prices are trending upward...
Using Iranian Oil to Temporarily Suppress Prices
“We’d be using the Iranian barrels against the Iranians to keep the price down for the next 10 or 14 days.” Masterful gambit, sir.